semiconductor market

Michael Burry, famed for predicting the 2008 crash, warns the stock market's AI obsession mirrors the dot-com bubble. He believes markets are ignoring economic data, driven solely by momentum. Burry cautions that massive AI investments by tech giants may yield no lasting returns, potentially leading to significant market corrections and tech job stagnation.

Taiwan Semiconductor and Sony Semiconductor Solutions are joining forces in Japan to develop and manufacture cutting-edge image sensors. This new venture, majority-owned by Sony, will leverage Sony's design prowess and TSMC's manufacturing expertise. The partnership aims to explore applications in areas like automotive and robotics, signaling a significant step in advanced chip development.

Despite the bullish undertone in equities, several risk factors continue to keep investors on edge. The rupee touched a fresh record low after breaching the 95.8 mark against the US dollar for the first time.

The govt should decontrol the price of all fertilisers and instead give all farmers a flat grant of Rs 5,000, paid into their bank accounts

Google-parent Alphabet is close to becoming the world's most valuable company. A strong stock rally, booming cloud business, and AI advancements are driving this surge. Alphabet's significant AI investments are now paying off. Its Google Cloud segment shows rapid growth. Alphabet is also competing with Nvidia in selling custom AI chips.

Responding to queries from TOI readers as part of Mission Admission campaign, vice-chancellor of Osmania University, Kumar M, says the future will belong to students who can adapt and are willing to learn

China's exports surged 14.1% in April, significantly exceeding expectations and bolstering the nation's economy despite global uncertainties. This strong performance precedes a crucial meeting between US and Chinese leaders, where trade tensions and other disputes are expected to be discussed. Analysts anticipate continued export-driven growth for China this year.

All eyes in Beijing from tomorrow as Xi, Trump navigate trade, tech and geopolitical whirlpools

Samsung Electronics is reportedly considering exiting China's TV and home appliance market, with a potential shift in focus towards the US. This strategic reassessment is driven by intense competition from domestic brands in China and stronger growth prospects in the American market. The company may redirect resources to smartphone and semiconductor sales while continuing manufacturing for export.

Foreign investors are exiting Indian stocks, with outflows reaching Rs 60,847 crore in April, following a massive Rs 1,17,775 crore sell-off in March. This trend signals sustained weakness in overseas investor sentiment, as global capital shifts towards Asian economies benefiting from the AI investment boom, particularly South Korea and Taiwan.

Apple is reportedly testing iPhone, iPad, and Mac processors with Intel's advanced chip manufacturing process, marking a potential shift after a decade. While TSMC remains the dominant supplier, this move signals Apple's strategy to diversify and cultivate new partners amidst growing demand for AI chips. Intel faces significant challenges in meeting Apple's stringent requirements.

President Trump's visit to China is overshadowed by the Iran War, which has disrupted global energy supplies and impacted his approval ratings. While trade and Taiwan remain on the agenda, the protracted conflict in Iran presents a significant challenge, with the US struggling to achieve its war aims and facing a decline in superpower status.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.

India's passenger vehicle market kicked off the new fiscal year with a robust 27% sales surge in April, reaching approximately 4.5 lakh units. Strong performances from Maruti Suzuki, Tata Motors, and Mahindra & Mahindra, fueled by demand for utility vehicles and SUVs, propelled this growth. Despite rising input costs, the industry is experiencing a significant upswing.

A surge of legislative proposals in the US targets the H-1B visa program, proposing significant restrictions and even abolition. While some measures aim to protect American jobs, experts warn against blunt policies. The article suggests reforms like Australia's skilled occupation list and Canada's points-based system could offer better solutions for attracting global talent.

South Korea's stock market has hit an unprecedented high, surpassing 6,000 trillion won in total valuation. The Kospi index reached a new intraday record, boosted by strong performances from tech giants like Samsung Electronics and SK Hynix.

Nvidia's stock hit a record high, surpassing $5 trillion in market value, driven by immense investor confidence in artificial intelligence chips. This surge follows strong performance from other chipmakers and a broader tech sector rebound, despite earlier concerns. With AI demand showing no signs of slowing, Nvidia remains a key player in the global race.

And that’s the trap that ‘Philosopher King’ Xi Jinping wants to avoid when coming up against Don Tzu, but who is Thucydides anyway? What trap did he lay? And will the US and China go to war?

While the US and Israel engaged in conflict with Iran, China quietly leveraged the situation to expand its influence. By positioning itself as a diplomatic alternative and stabilizing energy supplies, Beijing benefited from a weakened American strategic position and growing uncertainty about US reliability among allies.