Page 2 - Semiconductor Industry

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

PLI incentive schemes: achieving ambitions, but timelines and progress vary

ICRA estimates that around Rs. 2.5 trillion capex will be incurred by March 2026, which is 60-65 per cent of the total estimated capex

India's Ambassador to US, Intel CEO hold talks on semiconductor and AI push

India's Ambassador to the US Vinay Mohan Kwatra discussed with Intel's CEO Lip Bu Tan the company's semiconductor and AI initiatives and plans in India. The virtual interaction on Saturday came as New Delhi accelerates efforts to strengthen its semiconductor and AI industries under the India Semiconductor Mission and IndiaAI initiative. "Had the pleasure to interact with Mr. Lip Bu Tan, CEO of INTEL to discuss INTEL's initiatives and plans for India operations in coordination with the Government's goal to develop semiconductor and AI industry in India under the aegis of India Semiconductor Mission and India AI," Kwatra said in an X post. The interaction comes as India prepares to host a crucial AI summit in February next year. The India-AI Impact Summit 2026 will be held February 19-20 in New Delhi, the first global-scale AI summit hosted in the Global South.

Chipmaker Nexperia's power struggle threatens global auto production

A battle for control of a little-known chipmaker has threatened global auto production by choking off the semiconductor supply chain, though there are signs the crisis is inching toward a resolution. The power struggle over Nexperia, a Chinese-owned Dutch semiconductor maker, highlights how technology supply chain vulnerabilities are squeezing auto makers, most notably forcing Honda to halt production at a Mexican factory making its popular HR-V crossover for North American markets. It also exposes how Europe is caught in the middle of the wider geopolitical showdown between Washington and Beijing. Here's a look at the dispute: A surprise move ----------------- The turmoil erupted into public view in mid-October, when the Dutch government announced it had invoked a rarely used World War II-era law to take effective control of Nexperia weeks earlier. The Dutch ministry of economic affairs said it took action because of national security concerns. Officials said they intervened bec

Assam CM, Priyank Kharge trade barbs amid row over semiconductor projects

Priyank Kharge sparked controversy with remarks questioning the decision to set up semiconductor industries in Assam and Gujarat instead of Bengaluru

Samsung now taking bigger role in making Tesla chips, says Elon Musk

In July, Musk said Samsung made Tesla's AI4 chip and would produce the next-gen AI6, while TSMC handles the current in-development version

Taiwanese chipmaker TSMC sees nearly 40% jump in net profit on AI boom

Taiwan's leading computer chip maker TSMC said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan Semiconductor Manufacturing Corp. is the world's biggest semiconductor manufacturer. It reported a net profit of a record 452.3 billion new Taiwan dollars ($15 billion) in the July-September quarter, higher than analysts' forecasts. The company earlier said its revenue jumped 30% year-on-year in the last quarter. TSMC has been building chip fabrication plants in the United States and Japan to help hedge against risks from China-US trade tensions. The chipmaker is a major supplier to companies such as Apple and Nvidia. Demand for TSMC's products is unyielding, Morningstar analysts wrote in a note this month. Given TSMC's dominance, we doubt the company would be hindered if it faced tariffs on shipments to US customers. We expect AI demand to stay resilient. US Commerce Secretary Howard Lutnick proposed last

Silicon Labs to double India workforce, hire 800 in next five years

US-based fabless semiconductor firm Silicon Labs plans to expand its India presence, doubling headcount to 1,600 as it bets on IoT, smart cities, and local electronics manufacturing

Kaynes Semicon rolls out first Made-in-India chips module, sent to US firm

About 900 intelligent power modules (IPMs) were dispatched to AOS, a Sunnyvale-based company that designs, develops, and supplies a wide range of power semiconductors globally

2D materials: India's chance to leapfrog in the semiconductor race

India must prioritise 2D materials to leapfrog in semiconductors, quantum computing, and energy tech, securing strategic IP, economic growth, and global influence

Moglix adopts supply-chain hedging as India eyes chip self-reliance

B2B platform Moglix is securing global suppliers for critical components as it aligns with India's expanding semiconductor and electronics ambitions

Maharashtra to become India's semiconductor capital by 2030: Dhavse

"The next decade will be defined by chips, and India will be at the centre of this transformation," Dhavse said

Trump plans to mandate 1:1 ratio of locally produced to imported chips

The Trump administration aims to have chip companies in the US manufacture the same number of semiconductors as their customers import from overseas

Taiwan seeks bigger tech presence in India, says trade body chief Huang

India's smartphone exports to the US rose nearly 40% to $8.43 billion in the first five months of FY26, benefiting from tariff exemptions and strong demand for Apple iPhones

Taiwan weaponises semiconductor sector to deter China on world stage

Taipei's chip curbs reflect its strategy to increasingly use economic and trade policy for diplomatic goals

No-poach agreement in the works for India's OSAT and ATMP sector

Queries sent to Archunan and Suchi Semicon Chairman Ashok Mehta did not elicit a response. Kaynes CEO Raghu Panicker and RRP Group of Companies Chairman Rajendra Chodankar also did not respond

AMD open to acquisition of firms in India as part of expansion plan

AMD has been a key global player in powering personal computers working on artificial intelligence

India has world-class talent, 'right momentum' for chip growth: Merck exec

Merck EVP Hans-Joachim Neumann says India's industrial base and skilled talent make it globally competitive as Merck signs pact with Tata Electronics to boost semiconductor capabilities

Trump urges foreign firms to train US workers, vows to outdo their 'game'

Trump called on foreign companies to bring skilled experts to train Americans in semiconductors, shipbuilding and high-tech machinery, assuring investors of legal support for skilled migration

China starts probes targeting US semiconductor sector ahead of trade talks

The Ministry of Commerce said that it's opened an anti-dumping probe relating to certain American-made analog IC chips, the sort of products sold by Texas Instruments Inc. and Analog Devices Inc