Page 2 - Semiconductor Industry

Why China, other chip giants still spend billions on semiconductor imports

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

With $21 bn subsidy bet, India may emerge among top five semicon players

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 to launch India's first chip fab using older technology

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

Centre unlikely to give incentives for technology transfer under ISM 2.0

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

India key EU partner in semiconductor sector: European Commission VP

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 ..

Taiwan's TSMC to invest another $100 billion in US chip manufacturing

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's Warsh says AI-driven price pressures may not prove inflationary

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

Cabinet clears ₹1.28 trn ISM 2.0, approves ₹62,500 cr for mobile scheme

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

TSMC posts record second-quarter revenue as AI demand drives 36% growth

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

IT industry should capitalise on global semiconductor talent gap: Vaishnaw

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 expanded agreement with Broadcom expected to top $30 billion

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

'Commercial chipmaking in Sanand validation of India's long-term vision'

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

India building complete electronics value chain, says PM at OSAT launch

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,

India semiconductor push gathers pace; Equirius flags full-stack transition

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 riches fuel economic divide in chip powerhouse countries of Asia

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

Vaishnaw expects more firms to start production of memory chips in India

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

Semiconductor companies under ISM to invest ₹31,299 crore by FY27

The companies included Micron( which was the first to invest in FY 25 and FY 26 ) and has already started commercial production

India needs patient capital to build atmanirbhar industrial capacity

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

Domestic plants to meet half of India's semiconductor demand by FY35: Meity

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

AI is reshaping global markets: Can India's chip ecosystem keep pace?

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