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MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?

The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming technology and semiconductor industries. This fund targets long-term capital appreciation via equity investments. However, investors should temper their expectations due to increasing valuations, emphasizing the necessity for a diversified…

The Economic Times · 7h ago

Global Market Today: Asian shares rise as Fed hike bets ease, oil gains

MSCI’s Asia Pacific equities index rose 0.4%, with Japanese shares rallying 2%. Contracts for the Nasdaq 100 rose 0.3% after the underlying gauge closed a record high on Friday and a US index of semiconductor shares rallied.

The Economic Times · 12h ago

Canon in talks with those engaged in key chip projects in India, plans local service centres

Canon India President and CEO Toshiaki Nomura said the Japanese technology company has held discussions with key semiconductor manufacturers in India and plans to bring its lithography technology and service centres to the country. Canon sees a major opportunity in India’s growing chipmaking ecosystem and aims to support manufacturers as…

The Economic Times · Oct 4

Inside Soitec, the French tech company powering the global semiconductor industry

From smartphones to data centres, the French company’s advanced silicon substrates underpin technologies used around the world. Valérie Gauriat went inside its production site in the French Alps.

Euronews · Oct 2

Global factory activity boosted by AI spending boom

As AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturing sector, boosting business confidence and supporting hiring efforts. Meanwhile, South Korea and Taiwan are experiencing a revival in factory operations, driven by semiconductor and automotive demands.

The Economic Times · Oct 2

Global Market: Kospi falls as oil prices, Middle East uncertainty weigh

South Korean shares slipped despite record September exports, as elevated oil prices and uncertainty over Middle East energy supplies weighed on sentiment. The KOSPI fell 0.21%, while the won weakened and bond yields rose. Exports surged 83.5%, driven by semiconductor shipments and strong AI-related demand, but foreign investors remained net…

The Economic Times · Oct 1

AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum

Amid AI slowdown concerns, semiconductor ETFs like SOXX, DRAM, and SOXQ offer diversified exposure to chipmakers, each with distinct holdings, fees, and strong year-to-date returns.

MarketBeat · Sep 30

Morgan Stanley Delivers a Stark Warning on Applied Materials Stock

Morgan Stanley lowered its valuation multiple for the chip equipment maker even as it raised its 2027 revenue and earnings forecasts.

Barchart · Sep 30

What to Expect From Texas Instruments’ Q3 2026 Earnings Report

While Texas Instruments could soon report its Q3 earnings numbers, analysts anticipate the company’s EPS to climb impressively.

Barchart · Sep 30

Tesla lines up $30 billion credit lines as capex, AI push accelerate

Tesla has now secured credit agreements amounting to $30 billion to finance its upcoming projects. The company plans to invest heavily in AI infrastructure, solar production, and semiconductor fabrication. Tesla also replaced an existing revolving credit facility while altering its capital expenditure forecast for 2026. Analysts estimate negative free cash…

The Economic Times · Sep 30