semiconductor stocks Archives

AI capex growth may be losing momentum, but Indian IT could emerge as a contrarian beneficiary as the AI cycle shifts from infrastructure spending to application and deployment.

AI capex boom may be losing steam; Indian IT could emerge as contrarian winner: Nuvama Institutional Equities

The global artificial intelligence (AI) investment boom may be approaching a critical turning point, with the benefits of massive data-centre spending beginning to fade and risks of a slowdown in…

Team VAINETRA September 7, 2026

India Inc Semiconductors

Acutaas says semiconductor business poised for meaningful growth over next two years

Acutaas Chemicals said its semiconductor chemicals business is gaining traction, with new products, customer shipments and a South Korea joint venture expected to drive growth. Management believes semiconductors and battery chemicals could emerge as independent growth engines by FY28.

Team VAINETRA June 25, 2026

Artificial Intelligence Semiconductors

Roundhill Memory ETF: AI demand fuels over 100% rally in world’s first memory ETF DRAM

The Roundhill Memory ETF (DRAM), the world’s first memory stock ETF, has been creating a buzz in the US market after delivering robust returns in less than three months. The…

Team VAINETRA May 27, 2026