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Advanced RISC Machines (ARM): The Company that Established the Blueprint of Portable Modern Computing

This is the 6th part of our Semiconductor Series. Last Saturday, we talked about TSMC and how it took the leadership from Intel in terms of manufacturing excellence pertaining to semiconductors. Today, we are going to talk about another company which took the leadership from Intel when it comes to designing chips that perform at low power. But […]

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Unlocking the Jane Street episode: The full breakdown

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will cover a topic that’s been at the center of market chatter lately, SEBI’s crackdown on Jane Street. The recent SEBI action against Jane Street has stirred debates not just about derivative markets, but about how far smart money can stretch the rules before it snaps

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TSMC: From a Radical Idea to a Global Semiconductor Titan

This is the 5th part of our Semiconductor Series. Today, we will cover how TSMC dominated the entire semiconductor market and became the PLAYER that manufacture the majority of semiconductor chips globally. But first, a quick recap of our journey so far: Semiconductor Series Letter 1: History of the Semiconductor Industry Semiconductor Series Letter 2:

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Healthcare on the Move: Consolidation, Competition, and Capital are all on the rise

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we cover the major deals across the Indian healthcare sector. The Indian healthcare sector continues to heat up, with a surge in new product launches, mergers & acquisitions, and corporate spin-offs. Why wouldn’t it? The market is enormous and growing rapidly. Even with this rise in activity

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The Intel Story: From Silicon King to Underdog

From PC Dominance to Smartphone Silence, & now, an all-in bet on reinvention Continuing with our Semiconductor Series, today’s story is about the rise, fall, and ongoing reinvention of a company that once defined the semiconductor era, a pioneer that lost its way but is now mounting an audacious comeback. You’ve probably guessed it already. Today,

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Sambhv Steel IPO – Pipes to Profits

Sambhv Steel’s IPO Unwrapped The importance of steel in any economy cannot be overstated. It’s one of the most fundamental sectors underpinning national development. In India’s case, its role becomes even more critical as the country accelerates growth through large-scale government spending in infrastructure and real estate. Steel, being central to this momentum, is poised

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Key Players in The Semiconductor Value Chain

Companies that work in the Background to bring Semiconductors to Life This the THIRD edition of our semiconductor newsletter series. In the FIRST edition, we journeyed through the fascinating history of semiconductors, from the invention of the first transistor to the rise of industry pioneers. The SECOND edition took us through the intricate value chain of semiconductor manufacturing, uncovering how a chip goes from

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Understanding The Semiconductor Value Chain

Key Steps Involved in Bringing Semiconductors to Life This is the second edition of our semiconductor newsletter series. Last week, we traced the fascinating origins of semiconductors, from the invention of the first transistor to the rise of pioneers like Shockley, Fairchild, and the Traitorous Eight who laid the foundation of the invisible engine that runs our electronic

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Q4 FY25 Earnings

The defining industry shifts and key management takeaways Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re covering the key trends in Q4FY25 across sectors and insights from management. The Q4 FY25 earnings season is wrapping up, and the good news is, most sectors are reporting positive results! This momentum clearly contributed to India’s

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