Semiconductor

Electronics & SemicIndia's electronics and semiconductor ambitions face hurdles such as high capital costs, talent gaps and weak value-chain presence

Taiwan-based TSMC, the world's largest computer chip maker, plans to increase its capital spending by about 40% this year after it reported a 35% jump in its net profit for the latest quarter thanks to the boom in artificial intelligence, the company said Thursday. Taiwan Semiconductor Manufacturing Corp., a major supplier to companies including Nvidia and Apple, reported a net profit of 506 billion new Taiwan dollars ($16 billion) for the October-December quarter, a 35% surge from a year earlier, better than analysts' estimates. TSMC said Thursday that its revenue in the last quarter increased 21% from a year earlier to more than 1.046 trillion new Taiwan dollars ($33 billion). TSMC said it plans to boost its capital expenditure budget to $52 billion-$56 billion for 2026, up from about $40 billion last year. The company's shares have climbed more than 8% since the beginning of the year, reflecting its strong position in the AI-driven market. Other tech giants including Microsoft,

From chips to sovereign AI, Ashwini Vaishnaw lays out how India plans to build a full-stack tech ecosystem and become a major semiconductor and AI power by 2032

The H200 is an older-generation chip that the Trump administration has said can be exported to China

Beijing is worried that Chinese companies may rush to stockpile US chips before the government makes a final decision

The government has approved 22 additional applications under the Electronics Component Manufacturing Scheme, taking total approvals to 46 companies with cumulative investment of Rs 54,567 crore

Beijing said that Dutch decisions have disrupted the normal functioning of the semiconductor supply chain, which is affecting companies and markets around the world

The deal follows an agreement in September under which both companies agreed to collaborate on the co-development of custom chips for data centres and personal computing

Built on a 2nm GAA process, Samsung's new Exynos 2600 flagship processor promises gains in AI, gaming and efficiency and is expected to power select Galaxy S26 models

Little-known until recently even within its home market of India, RRP Semiconductor Ltd. became a social-media obsession as its shares surged more than 55,000 per cent in the 20 months

The deep-tech-focused venture firm plans to raise ₹1,400 crore for its second growth fund to back companies from Series A, betting India's ecosystem is shifting from research to execution

Apple held talks with Murugappa Group-owned CG Semi, which is building an outsourced semiconductor assembly and test (OSAT) facility in Sanand, Gujarat, the report said

With smartphones, Chinese brands like Honor Device Co. and Oppo are seen as more vulnerable because of their lower margins

Major Chinese companies including Alibaba and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders

The US has launched Pax Silica, a nine-member coalition to secure the semiconductor supply chain from minerals to AI infrastructure. India, building its chip ecosystem, has been left out

The Ministry of Industry and Information Technology added AI processors from Huawei and Cambricon to its government-approved list of suppliers

The feature, which Nvidia has demonstrated privately in recent months but has not yet released, would be an optional software update that customers could install

Virtusa has acquired Bengaluru-based SmartSoC Solutions for an undisclosed sum to deepen chip design, verification and embedded engineering capabilities as it targets end-to-end services

UP plans three new semiconductor and electronics hubs-beyond Noida-to expand high-value manufacturing and attract global investments under a PPP-led industrial strategy

Tata Electronics and Intel have signed an MoU to explore making Intel products at the Dholera fab and packaging chips at the Guwahati OSAT facility for the India market