Page 6 - Semiconductor Industry

A $738 bn potential: 9 sectors set to redraw India's global growth map

Semiconductor revenues - especially with many Indian projects now getting off the ground - are expected to treble from $40-45 billion in 2023 to $100-120 billion by 2030

Nvidia nears $4 trillion valuation, reclaims spot as most valuable firm

With a broadening customer base clamoring for Nvidia's latest AI accelerators and competitors still distant, bulls are betting the chipmaker's shares have plenty of room to run

Gujarat plans 1,500 housing units to support Tata's Dholera semicon fab

Gujarat housing units: Tata Group's upcoming ₹91,000 crore semiconductor fabrication plant in Dholera is expected to produce its first chips by December 2026

Huawei founder dismisses impact of US chip curbs as trade talks proceed

Huawei founder Ren Zhengfei also expressed confidence in the interview that China can make breakthroughs in AI and software, particularly in an increasingly open-source environment

India's semiconductor ecosystem takes shape with $21 billion pipeline

The tough act starts now, to build and scale up, and emerge as a global chip hub

India must build AI models in local languages, social norms: Vaishnaw

Ashwini Vaishnaw says India must develop AI grounded in native languages, cultural context and social norms, as government pushes compute access and domestic chipmaking

Mukul Agrawal portfolio stock soars 30% in 2 days; zooms 99% in 18 days

ASM Technologies share price hit a record high of ₹2,644 as it rallied 18 per cent on the BSE in Wednesday's intraday trade

Nvidia's Jensen Huang backs Trump move to scrap Biden-era AI export curbs

Huang called the curbs a "failure" by the US, arguing they fuelled China's AI growth and helped firms like Huawei; he welcomed Trump's move to roll back Biden's chip restrictions

MediaTek to start rolling out world's smallest chip from September

Fabless semiconductor company MediaTek will begin production of world's smallest 2 nanometer chips from September this year, a senior official of the company said on Tuesday. At present the smallest chip in production is of 3 nanometer size. "We are now moving into 2 nanometers. We will be taking out our first 2 nanometers device in September this year. Of course, this is a high-volume chip," MediaTek Vice Chairman and CEO Rick Tsai said at global tech event Computex. Tarun Pathak, Research Director, Counterpoint Research said MediaTek's announcement that its first 2nm chip will be "taped out" in September is a significant achievement, highlighting its strengthening partnership with industry leaders like TSMC. "This 2nm chip is likely a custom ASIC (application specific chip) or a smartphone, designed for substantial efficiency gains through structural innovations," he said. Tsai said that in addition to advanced computing devices, MediaTek is moving towards connectivity technolog

Nvidia to ship new AI chip for China, plans to set up centre in Shanghai

Amid US curbs on chip exports, Nvidia seeks to retain foothold in China as competitors rush to fill AI chip vacuum

Semicon 2.0: India eyes 5% slice of global semiconductor chip pie by 2030

A senior official in the Ministry of Electronics and Information Technology (Meity) said: "We have just begun and have a long road ahead

We need product cos, not just services delivery resources: Jaswinder Ahuja

We have seen a great beginning in the manufacturing side, as new plants being built are pulling in an entire ecosystem to support them, said Ahuja, India MD, Cadence Design Systems

Cabinet approves HCL-Foxconn joint venture under semiconductor mission

India's sixth semiconductor plant will be set up near Jewar airport in Uttar Pradesh. The facility will produce display driver chips, with an investment of ₹3,700 crore

Cabinet clears ₹3,706 cr HCL-Foxconn chip assembly unit at Jewar

The OSAT unit will assemble 20,000 wafers a month and generate 2,000 jobs; it is the sixth project approved under the India Semiconductor Mission

Apple to source over 19 billion US-made chips in supply chain shift

Chief Executive Officer Tim Cook talked about leaning more heavily on Taiwan Semiconductor Manufacturing Co., which is expanding its Arizona operations to half a dozen plants

Tesla looks to American, Indian chipmakers to diversify supply chain

After Tata Electronics, Tesla has held discussions with Mumbai-headquartered CG Semi for potential chip sourcing

Scientists submit report to govt on developing new semiconductor material

A team of 30 scientists from India's premier institute, the Indian Institute of Science (IISc), has submitted a proposal to the government to develop 'angstrom-scale' chips, far smaller than the smallest chips currently in production. The team has submitted the proposal to the government for developing technologies using a new class of semiconductor materials, called 2D Materials, that could enable chip sizes as small as one-tenth of the smallest chips currently in global production and develop India's leadership in semiconductors. Currently, semiconductor manufacturing is dominated by silicon-based technologies, led by advanced nations such as the US, Japan, South Korea, and Taiwan. "A team of scientists at IISc submitted a detailed project report (DPR) to the Principal Scientific Adviser (PSA) in April 2022, which was revised and submitted again in October 2024. The report was later shared with the Ministry of Electronics and IT. The project promises to develop angstrom-scale chip

Suchi Semicon looks to churn out 3-4 million chips per day: MD Ashok Mehta

Mehta is confident that Suchi Semicon will receive the requisite approvals and incentives from the central government

No country 'off the hook': Trump says tariff exemptions will be short lived

This statement came after the US Customs and Border Protection said smartphones, laptops, and other electronics from China would not be included in the recent 145 per cent reciprocal tariffs

India-US trade deal must address more on non-tariff barriers: SIA CEO

While tariff is important, the bilateral trade agreement between India and the US should focus more on non-tariff barriers, a top official of Semiconductor Industry Association said on Friday. India can have a higher share in the USD 600 billion semiconductor market if it plays the cards right, Semiconductor Industry Association (SIA) President and CEO John Neuffer said during a panel discussion at Global Technology Summit organised by Carnegie India. "As we think about our bilateral future and our cooperation within the BTA (bilateral trade agreement), we shouldn't over-index on the tariff piece of it. There's no doubt about it, that's really important, but more emphasis needs to be given to the non-tariff barriers. That's been talked about in Washington quite a bit. There's customs problems, there's siting regulations that need to be streamlined," Neuffer said. India and the US are holding discussions for a bilateral trade agreement (BTA) to rationalise import taxes in the ...