Semiconductor Industry

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

AI-driven chip demand is powering South Korea and Taiwan's economies, but the windfall is deepening inequality and exposing a widening K-shaped divide

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

Every major industrial power has relied on long-duration strategic capital. If India insists on pure market competition, the playing field will remain inherently asymmetric

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

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

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

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

India plans to sharply raise semiconductor incentives as it seeks to strengthen chip manufacturing, supply chains and design capabilities

The two new projects will be implemented by Crystal Matrix Limited and Suchi Semicon Limited, with project costs of ₹3,068 crore and ₹868 crore, respectively

iPhone and iPad maker has had early-stage talks with Intel about enlisting the company's chipmaking services, and Apple executives have also made visits to a Samsung plant under development in Texas

A global memory chip crunch is forcing Indian electronics makers to cut output and raise prices, with premium devices taking priority over budget products

The idea, a senior government official said, is to ensure that only those projects that find some market appreciation get the right funding and guidance from the government

While memory chip shortage has hit sales in markets across the globe, the Indian market has been resilient so far, said Asus global Co-Chief Executive Officer Samson Hu

The Rs 1,943 crore project in Bhubaneswar will boost India's semiconductor packaging capacity, create jobs and position Odisha as a hub for advanced electronics manufacturing

Semiconductor firm Tessolve on Monday announced the appointment of Ravi Kumar Chirugudu as President and Chief Operating Officer (COO), effective immediately. With over 35 years of experience, Chirugudu has held senior leadership roles at HCL Technologies, Altran and Wipro. In his new role, Ravi will lead Tessolve's growth strategy by broadening its global engineering capabilities, strengthening customer relationships and speeding up innovation across semiconductor and high-performance computing, Tessolve said in a statement. "As global semiconductor demand continues to accelerate across industries, it is creating significant opportunities across the semiconductor lifecycle-from Design, Packaging, Validation and Systems integration. "Ravi's deep knowledge and leadership in this ecosystem brings the right mix of industry expertise, customer connect and execution capability, which will play a key role in strengthening our position as a trusted global engineering partner and reinforci