Semiconductor

New companies are likely to invest in India to manufacture memory chips while existing investors will scale up production to address the demand-supply gap in the segment, Union minister Ashwini Vaishnaw said in an interview to PTI. Strong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters, and manufacturers have been sprucing up investments and production capacities to meet market requirements worldwide. The higher memory chip prices have, in turn, led to a rise in production costs for a range of electronic products, including smartphones and laptops. "Definitely, a lot more investment is coming in the memory manufacturing units, and that is because for the first time in the way the semiconductor industry has grown at such a rapid pace, for the first time we are seeing a huge shortage of certain components which are required in the AI data centres, the high bandwidth memory chips," Vaishnaw said. Data

The companies included Micron( which was the first to invest in FY 25 and FY 26 ) and has already started commercial production

NITI Aayog projects that India's semiconductor demand will hit $206 billion by 2035 - a five-fold jump from the estimated $44 billion in FY26

In this session, Sangeeta Singh, talks on automation, and provides career tips to the B-Schoolers. Note: The opinions expressed are those of the speaker and do not represent any company.

South Korea's AI-driven stock market boom highlights how semiconductor strength is shaping global capital flows, raising questions about whether India's chip ecosystem can support its AI ambitions

Tessolve CEO Srini Chinamilli says investor confidence in India's semiconductor ecosystem is improving, with venture capital, acquisitions and strategic funding beginning to support chip startups

Nvidia CEO Jensen Huang has highlighted the growing importance of connectivity in powering next-generation artificial intelligence infrastructure as he joined Marvell chief Matt Murphy on stage at Computex 2026 and described the semiconductor company as a potential "trillion-dollar company". "The next trillion-dollar company, ladies and gentlemen," said Jensen Huang, as soon as he arrived on the stage, drawing applause from the audience on Tuesday. Marvell stocks soared over 30 per cent after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announced USD 2 billion investment in Marvell Technology to deepen their strategic partnership. Huang on Tuesday highlighted the importance of connectivity in enabling AI infrastructure, with Marvell's technology playing a crucial role in scaling and interconnecting data centres. "Useful AI has arrived. It's the reason why your demand is going through the roof. It's the reason why my demand is going

Shares of Toto jumped as much as 11% in Tokyo on Wednesday, the biggest intraday jump in over a month

From chiplets to vertical stacking, new design approaches are emerging as traditional transistor scaling runs into physical and economic limits

Niti Aayog says India must build a $120-150 billion semiconductor value chain by 2035 through strategic investments, advanced packaging, and ecosystem development

C2i Semiconductors has taped out an AI power chip designed locally, underscoring India's early but expanding role in semiconductor design and product development

Cyient Semiconductors on Monday said it has secured financing of USD 30 million (about Rs 286 crore) from funds managed by Edelweiss and affiliated co-investors to scale up its global semiconductor business. The transaction includes an equity investment of about USD 10 million (Rs 100 crore) at a post-money equity valuation of USD 500 million (Rs 4,600 crore), alongside USD 20 million in structured debt designed to support long-duration growth, the company said in a regulatory filing. "This investment is focused on scaling proprietary capabilities in power semiconductors and custom silicon, areas where sustained R&D and IP translate into long-term competitive advantage across multiple product cycles. It positions the company to accelerate execution, expand its product platform, and capture a larger share of the global opportunity while retaining the flexibility to pursue future strategic growth," it said. The funds managed by EAAA India Alternatives Ltd (Edelweiss) and ...

India targets semiconductor and micro-LED leadership with phased manufacturing push

IAN Group has invested nearly Rs 625 crore in around 50 deep-tech startups over two decades, with increasing focus on AI-led ventures and sovereign technologies

Highlighting incentives, policy support and infrastructure push for the sector, the Centre and the Rajasthan government on Saturday pitched the state as a key destination for electronics and semiconductor manufacturing, urging investors to set up units while assuring full support. Union Electronics and IT Minister Ashwini Vaishnaw said Rajasthan has "immense potential" to emerge as a major hub in electronics manufacturing, noting that the sector has seen rapid growth under the leadership of Narendra Modi. He said the groundwork for setting up around 450 factories has been laid in the past two years, while 75 factories have been approved under the Electronic Components Manufacturing Scheme (ECMS) in the last year. Addressing an interactive session on the electronics and semiconductor sector along with Chief Minister Bhajanlal Sharma at the Chief Minister's Office, Vaishnaw urged investors to set clear targets for establishing manufacturing units, assuring that the "double-engine ...

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Artificial intelligence chipmaker Nvidia's quarterly results surpassed Wall Street's expectations once again, fuelled by massive demand for its high-end AI chips. The company said Wednesday it earned USD 58.32 billion, or USD 2.39 per share, in the February-April period, up from USD 18.78 billion, or 76 cents per share, in the same period a year earlier. Excluding one-time items, Nvidia earned USD 1.76 per share. Revenue jumped 85 per cent to USD 81.62 billion from USD 44.01 billion. Analysts, on average, were expecting earnings of USD 1.75 per share and revenue of USD 78.91 billion, according to a poll by FactSet. Nvidia's results have exceeded the analyst projections that shape investors' perceptions since Nvidia's high-end chips emerged as AI's best building blocks three years ago. "The buildout of AI factories - the largest infrastructure expansion in human history - is accelerating at extraordinary speed," said CEO Jensen Huang in a statement. For the current quarter, Nvidia

Samsung Electronics reaches tentative wage deal with union, easing fears of major semiconductor supply disruptions

Mumbai-based asset manager plans to invest in 22 semiconductor, defence, AI and space-tech startups through Series A and B rounds over a six-year holding period

The government may extend the second phase of the India Semiconductor Mission to 12 years to strengthen domestic chip manufacturing and supply chains