Page 2 - Semiconductor Industry

Qualcomm to raise chip prices, adding pressure on smartphone costs

Qualcomm has informed customers that it will raise chip prices by a double-digit percentage from September 1, citing higher supplier costs, a move that could make smartphones and other devices more ex

CXMT surges 466% in debut, becomes China's most valuable listed firm

The explosive debut ​crowned CXMT as China's most valuable listed company, overtaking banking giant Industrial and Commercial Bank of China, long the market's heavyweight

VCs may warm up to high-tech startups later this year, shows data

VC funding in Indian chip and space startups is gaining momentum in 2026, aided by government support despite cautious investor sentiment

Statsguru: Mobile phone exports thrive, but domestic value addition lags

India's electronics production is rising rapidly, but growing dependence on imported components continues to limit domestic value addition and widen the trade deficit

AMD sees compute market zooming to $2 trn by 2030, launches new products

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

Not cutting-edge, but can Tata's chip fab reduce India's import bill?

India's first semiconductor fabrication plant is making headlines for what it may not produce. Here's why

Modest venture capital funding for high-tech startups; 2026 shows hope

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: How much is really being made at home?

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

Semicon India 1.0 vs 2.0: What's new in the govt's ₹1.27 trillion plan?

From chip design and fabs to talent development, here's how Semicon India 2.0 builds on the gains of the first phase

Design, packaging or fabs: Where can India compete in global chipmaking?

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

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 ...