Semiconductor

Anthropic's AI warning may weigh on chip stocks, but trade seen intact

Calls by AI leaders to slow advanced model development could pressure chip and tech stocks initially, but strong demand for computing infrastructure may limit the impact

Time to plug chip design gap as Semicon 2.0 seeks to boost startups

A new scheme seeks to encourage startups to step up their semiconductor designing business. Some provisions are a bit challenging

HCLTech launches ₹185 crore advanced semiconductor lab in Bengaluru

The 40,000-square-foot facility will offer post-silicon engineering, advanced testing and failure analysis, supporting HCLTech's semiconductor solutions for global customers

PL group spots next capex wave in power, data centres, and renewables

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

China 15 years behind in developing top chipmaking tools: ASML supplier

China could take about 15 years to develop extreme ultraviolet lithography machines, Zeiss semiconductor head Frank Rohmund said, as Beijing pushes for self-sufficiency amid US chip curbs

Semicon 2.0 may catalyse over ₹5 trn investment in chip ecosystem: IESA

The government has announced a plan to focus on indigenous development of advanced small size chips in the range of 3-7 nanometer, which are used in high-end technology products, under the program

Govt notifies ₹1.27 trillion Semicon 2.0, offers 40% fab capex support

The scheme spans chip design, manufacturing, equipment, materials, advanced packaging, R&D and talent development, with support available for up to six years

Govt notifies ₹1.27 trillion Semicon 2.0 scheme to boost chip sector

The government has notified the Semicon 2.0 scheme with an outlay of Rs 1.27 lakh crore to boost the chip manufacturing ecosystem in the country. The scheme has been divided into six segments covering designing of chips by Indian firms, setting up units for capital equipment required for chip production, semiconductor fabs, chip assembly, packaging and testing, etc. "The government has decided to provide ... sustained policy support to the semiconductor sector in India by notifying the Semicon 2.0 Scheme for the development of semiconductor design and manufacturing ecosystem in India. "Semicon 2.0 provides fiscal support to various verticals across the complete value chain of the semiconductor industry, ranging from chip design, fabrication and packaging to various segments of the semiconductor ecosystem," the notification said. The scheme will aim to build resilient, trusted, and sovereign semiconductor technologies by focusing on designing, development, and deployment of target .

Chip crunch gives tablets the edge: Budget laptops feel the memory squeeze

Rising memory prices are squeezing budget laptops in India, driving cost-conscious consumers towards tablets

Chipmaker CXMT sues Pentagon over 'Chinese military company' designation

CXMT's lawsuit seeks to overturn the designation and remove itself from a Pentagon list that can trigger government contracting restrictions and reputational damage

AI boom's high salaries stifling Indian chip-design startups: TDK Ventures

Soaring AI-driven salaries and stock options are discouraging Indian chip-design talent from taking the risk of building deep-tech startups, TDK Ventures says

German chipmaker Infineon takes Bengaluru office on ₹750 crore lease deal

Semiconductor major will occupy 632,000 sq ft across 10 floors at Bagmane Solarium City under a 10-year lease starting on December 1, 2026, with rent rising 15 per cent every three years

'We made a chip and it is fast': OpenAI's Jalapeno shows big gains in speed

OpenAI says its first custom inference chip can deliver more AI work per watt while reducing response times, as it moves towards deploying its own silicon alongside Nvidia and other accelerators

Govt plans BIS certificate exemption for foreign high-tech companies

Commerce Minister Piyush Goyal says the proposed framework could provide company-, industry-, product- or project-based exemptions for imported equipment and components

Xiaomi develops its own AI mobile chip in challenge to Qualcomm, MediaTek

The Xring O3 system-on-a-chip advances Xiaomi's in-house semiconductor design efforts with more power-efficient image processing and better artificial intelligence capabilities

MPD-2047 proposes 41-62 acres for Delhi's semiconductor, drone, AI hubs

Delhi's IT department has sought 41-62 acres for four technology projects under MPD-2047, including semiconductor and electronics, drone innovation, a digital hub, and AI-enabled data infrastructure

China allows limited Nvidia H200 shipments: Why is Beijing easing curbs?

China has allowed small batches of Nvidia's H200 AI chips into the country, easing restrictions as its leading AI firms seek more computing power to compete with US rivals

UP-Japan investment meet to focus on green hydrogen, semiconductor push

The meet will include a CEO Roundtable chaired by Chief Minister Yogi Adityanath and virtual groundbreaking for projects worth ₹3,191 crore

500-plus exhibitors, 290 companies to feature in Semicon India 2026

The three-day event will feature more than 500 exhibitors, over 290 international companies and delegations from more than 40 countries as India prepares for ISM 2.0

Rupee fall may reduce effective incentives for semiconductor projects

The impact could be significant because nearly 65% of the cost of a semiconductor project is spent on machinery, most of which has to be imported and paid for in dollars