Semiconductor Industry

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

From China to South Korea and the US, leading semiconductor powers continue importing billions of dollars worth of chips, offering key lessons for India's self-reliance push

India's $21-billion semiconductor push aims to place the country among the global top five by 2032, but attracting larger private investment remains the key challenge

Tata Electronics is preparing to manufacture India's first large-scale semiconductor wafers using 90nm process technology at its Dholera plant, marking a shift from its earlier 28nm plans

India's semiconductor mission shifts focus as government plans to exclude technology transfer and land incentives under ISM 2.0

India is a very important partner for the European Union in the semiconductor sector as the bloc seeks to work with trusted partners to strengthen its chip supply chains and build its own capacity, a senior European Commission leader said on Wednesday. Speaking at a joint press conference after the third India-EU Trade and Technology Council (TTC) meeting in Brussels, European Commission Executive Vice-President for Tech Sovereignty, Security and Democracy Henna Virkkunen said India is an important partner for semiconductor research and development because of its vast pool of highly skilled talent. "With semiconductors, we see that India is a very important partner for the European Union. Our Chips 2.0 was adopted in June. We are especially focusing on improving the resilience of our supply chains. We want to build up our own capacity in the European Union, but we also want to work with our trusted partners," she said. Describing the semiconductor industry as global with long and ..

Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another USD 100 billion on expanding its manufacturing capacity in the United States. The latest commitment appears to bring the company's total pledges for investment in US chipmaking to USD 265 billion. It also raised its annual revenue forecast after booking record high profits thanks to runaway demand from the boom in artificial intelligence. The world's largest contract chip manufacturing and one of the world's most valuable companies, TSMC's results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the US, Japan and Taiwan. It said it is increasing its annual capital expenditure budget for this year to USD 60 billion-USD 64 billion, up from an earlier estimate of USD 52 billion-USD 56 billion. TSMC or Taiwan ...

Fed Chair Kevin Warsh said AI-driven price increases may not be inflationary, arguing higher investment could boost productivity and wages over time

India's semiconductor push enters its next phase as the Cabinet approves the ₹1.28 trillion Semicon 2.0 programme focused on the entire chip ecosystem

Taiwan Semiconductor ​Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple

Union Minister Ashwini Vaishnaw on Saturday said the talent shortage in the semiconductor industry is estimated at one million globally, and the IT industry in the country should seize the opportunity. Speaking at an interaction with IT industry representatives, he said that because of Prime Minister Narendra Modi's focused push on the semiconductor industry, 12 plants are now under different stages of development, and three of them have started manufacturing chips. The chips are being exported to Japan, the US and Europe, he said. "People say the talent shortage in the semiconductor industry is of the order of one million globally," the Union IT and Electronics Minister said. The opportunity can be seized by the IT industry in the country in a big way, as it knows how to design and develop entirely new solutions in electronics and IT, he said. To support the industry, the Centre has provided the most advanced semiconductor design tools to 315 universities, he said. He said ...

Apple's chip partnership with Broadcom will exceed $30 billion, boosting US semiconductor manufacturing and supporting its AI and wireless technology ambitions

CG Semi has commenced commercial production at its G1 OSAT facility in Sanand, Gujarat

Prime Minister Narendra Modi on Saturday said that India is building the entire electronics value chain from products and components to semiconductors which is the country's roadmap to 'Viksit Bharat' (developed India). The PM, who inaugurated the CG Semi Outsourced Semiconductor Assembly and Test (OSAT) facility here, also said that India's youth will power AI, robotics and next-gen tech revolution with Made in India chips. "The expansion of the semiconductor industry in India did not happen overnight. It is the next step in the electronics revolution that has taken place in India over the past decade," he said as he was handed the first semiconductor chips made at the company, to be exported to Japan. "First products, then components and now semiconductors....India is building the entire electronics value chain. This is the roadmap to Viksit Bharat. This is the next phase of Make in India," Modi noted. The government's goal is to build a complete semiconductor ecosystem in India,

In India, CG Power, and Kaynes Technology, through CG Semi and Kaynes Semicon, are the two listed companies with direct exposure to semiconductor manufacturing