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Semiconductor Industry

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AI data centre server racks and hyperscale facilities with financial market charts illustrating the rising cost of AI infrastructure.
Posted inArtificial Intelligence Data Centres

The cost of AI computing is becoming a bigger investment question

Rising credit spreads at Oracle and CoreWeave are bringing the financing of AI infrastructure into focus. Here's what the latest Jefferies report says about capital expenditure, borrowing costs and earnings expectations.
Posted by Shilpa Dhingra October 17, 2026
Silicon wafers and advanced chip manufacturing equipment inside a semiconductor fabrication cleanroom.
Posted inSemiconductors

TSMC Q3 Results: Revenue rises 41.2% to $46.72 bn; Q4 guidance points to strong growth

Taiwan Semiconductor Manufacturing Company (TSMC) on October 15 reported 50.90 per cent year-on-year (YoY) growth in consolidated revenue at NT$1,494.24 billion for the third quarter ended September 30, 2026.
Posted by Shilpa Dhingra October 15, 2026
Illustration showing more than Rs 3 lakh crore in foreign institutional investor outflows from Indian equities in 2026, with investment flows moving towards Asian AI and semiconductor hubs.
Posted inArtificial Intelligence India Inc Semiconductors

Why global money is chasing AI in Asia but leaving India

India’s growth story is facing a new challenge as global investors seek exposure to AI, semiconductors and advanced technology. PL Capital says high US Treasury yields, modest dollar adjusted returns and a lack of direct listed investment opportunities in emerging tech themes could limit foreign institutional investment in the near term.
Posted by Shilpa Dhingra October 12, 2026
Top 10 semiconductor companies in the world ranked by market capitalisation, led by Nvidia, TSMC and Broadcom.
Posted inSemiconductors

Top 10 semiconductor companies in the world by market capitalisation

The global semiconductor industry is being reshaped by artificial intelligence, data centres and high performance computing. The latest market capitalisation ranking from CompaniesMarketCap shows the enormous value investors are placing…
Posted by Shilpa Dhingra October 7, 2026
AI infrastructure ecosystem showing power plants, transmission lines, data centres and semiconductor manufacturing facilities.
Posted inArtificial Intelligence Data Centres India Inc

Goldman Sachs maps India’s hidden AI economy: See top 42 firms across power, data centres, semiconductors

India may have limited exposure to global AI giants, but Goldman Sachs says a broader AI infrastructure ecosystem is emerging across power generation, transmission, data centres and semiconductors, with 42 listed companies collectively valued at $670 billion.
Posted by Shilpa Dhingra September 26, 2026
India’s semiconductor market projected to grow from $64 billion in 2026 to $200 billion by 2035, driven by AI, data centres, EVs and advanced manufacturing
Posted inSemiconductors

India’s semiconductor market set to triple to $200 billion by 2035: EY-IESA

India’s semiconductor market is projected to grow more than threefold from nearly Rs. 5.94 lakh crore ($64 billion) in 2026 to Rs. 18.57 lakh crore ($200 billion) by 2035, according…
Posted by Team VAINETRA September 21, 2026
India's new industrial revolution across semiconductors, space, data centres, electronics, solar manufacturing and aerospace
Posted inData Centres Semiconductors

India’s New Industrial Revolution: Six industries that could build the next technology economy

From semiconductors and data centres to space, electronics, solar manufacturing and aerospace, India is moving beyond traditional manufacturing to build a new technology-led industrial base
Posted by Shilpa Dhingra September 16, 2026
Semiconductor wafer and technology professionals arriving at a modern convention center for a semiconductor industry event
Posted inSemiconductors

SEMICON India 2026: When and where is India’s biggest semiconductor event?

SEMICON India 2026 will take place from September 17 to 19 at Yashobhoomi in Dwarka, New Delhi, bringing together global semiconductor companies, Indian manufacturers, policymakers, investors and technology leaders.
Posted by Shilpa Dhingra September 15, 2026
Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.
Posted inData Centres

India is the world’s best location for setting up data centres: Piyush Goyal

Goyal expressed confidence in India’s growth prospects amid global uncertainty and volatility and highlighted the country’s 7.8% growth in Q1.
Posted by Shilpa Dhingra September 2, 2026
India-Japan partnership for AI, semiconductors, data centres, clean energy and manufacturing
Posted inArtificial Intelligence Semiconductors

India looks to Japan for capital, technology to power AI and semiconductor expansion

India is looking to deepen Japanese investment and technology partnerships across AI, semiconductors, data centres, manufacturing and clean energy as both countries seek to strengthen supply chains and long-term economic cooperation.
Posted by Shilpa Dhingra August 27, 2026

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