Semiconductor Industry

Funding accelerated in 2026 despite fewer rounds, as investors backed mature chip ventures and government-supported companies attracted private and strategic capital

India is betting on Semicon 2.0 and a China+1 strategy to build a competitive semiconductor ecosystem, targeting mature-node chips and a larger share of global OSAT business

A joint ‌venture owned about ​60% by Sony ​and 40% by TSMC will start commercial ​production as early as 2029 in southern Japan's Kumamoto prefecture

The policy seeks to attract projects across semiconductor fabrication, compound semiconductors, silicon photonics, sensors, discrete semiconductors and assembly, testing, marking and packaging

Aerospace major SpaceX and electric vehicle maker Tesla are investing USD 16.8 billion to build 'Terafab', an advanced AI semiconductor complex in Texas, designed to narrow a looming gap in global chip supply, according to official statements. The first phase of the vertically integrated, 100-million-square-foot facility in Grimes County, Texas, will create at least 3,000 high-paying jobs for engineers, technicians, and plant operators, with future expansion phases expected to push total investment significantly higher, SpaceX said in a statement on its website on Thursday. "The Terafab is bringing cutting-edge manufacturing to America, creating thousands of high-paying jobs in the Lone Star State, and enabling us to produce AI chips at scale for use on Earth and in space," SpaceX Founder and CEO Elon Musk said in the statement. The mega facility aims to meet an anticipated requirement of over one terawatt of computing power for Musk's ventures. The plant will make, package, and tes

Tata Electronics among its partners; eyes break-even in two years

India's semiconductor market already estimated at about $64 billion in 2026

Amitesh Kumar Sinha said the committee's recommendations are likely within weeks after operational guidelines for the Rs 1.27 lakh crore ISM 2.0 are released

The Visakhapatnam OSAT facility, being developed with South Korea's APACT, will produce 96 million chips annually and create about 2,600 direct and indirect jobs

The world's largest memory chipmaker expects supply constraints to worsen through 2027 as demand from data centres drives record semiconductor profits

Qualcomm has informed customers that it will raise chip prices by a double-digit percentage from September 1, citing higher supplier costs, a move that could make smartphones and other devices more ex

The explosive debut ​crowned CXMT as China's most valuable listed company, overtaking banking giant Industrial and Commercial Bank of China, long the market's heavyweight

VC funding in Indian chip and space startups is gaining momentum in 2026, aided by government support despite cautious investor sentiment

India's electronics production is rising rapidly, but growing dependence on imported components continues to limit domestic value addition and widen the trade deficit

Growing use of artificial intelligence (AI) across all spheres is set to take the overall market for compute infrastructure to USD 2 trillion by 2030 from USD 365 billion in 2025, global semiconductor major AMD said on Thursday. Eyeing the 40 per cent compounded annual growth in the market that it expects, the company unveiled a slew of products, including advanced microprocessors at its annual Advancing AI Summit here. Lisa Su, the Chairman and Chief Executive of the company that has been competing with bigger rival Nvidia, said AI had moved beyond chatbots to reasoning models and was now entering the era of agentic AI, where AI systems autonomously execute multi-step tasks, dramatically increasing demand for computing power. "AI is the most important technology of the last 50 years, and frankly, the progress that we're seeing in the industry is just incredible. Every few months, we see something new that was far beyond our imagination," Su said, adding that the industry was still

India's first semiconductor fabrication plant is making headlines for what it may not produce. Here's why

VC funding in India's chip and space startups is picking up in 2026 as the government's Semicon 2.0 push boosts investor confidence

India's electronics boom is undeniable. The bigger question is whether it's building a deep manufacturing ecosystem, or simply assembling products designed and supplied elsewhere

From chip design and fabs to talent development, here's how Semicon India 2.0 builds on the gains of the first phase

Semicon 2.0 marks a shift from announcing projects to building capabilities. Here's where experts believe India can create lasting value in the global semiconductor industry