Page 11 - Semiconductor
China's rare earth exports hit record high in August ahead of Xi-Trump call
China's rare earth exports surged to a record 7,338 tons in August, even as EU firms raise issues on licensing delays
 "China's rare earth exports hit record high in August ahead of Xi-Trump call")
ER&D sector could nearly double to $100 billion in 5 years: Nasscom
Kishor Patil of Nasscom's ER&D Council said India's engineering R&D sector could grow from $56 bn to $100 bn in five years, led by auto, aerospace, semiconductors and GenAI adoption
 "ER&D sector could nearly double to $100 billion in 5 years: Nasscom")
'Mid, smallcaps expensive, but smart stock picking can generate alpha'
With Dussehra and Diwali in October 2025, followed by the wedding season, we expect the benefits of pent-up demand to be fully captured during Q3FY26, says Agrawal
 "'Mid, smallcaps expensive, but smart stock picking can generate alpha'")
Snapdragon 8 Elite Gen 5: Qualcomm confirms next Android flagship chip
Qualcomm confirms the Snapdragon 8 Elite Gen 5 launch at its September summit, with the new "Gen 5" branding also expanding to other Snapdragon series
 "Snapdragon 8 Elite Gen 5: Qualcomm confirms next Android flagship chip")
izmo hits new high, up 384% in 6 mths; what's driving this microcap stock?
Shares of izmo hit a new high of ₹919.25 on the BSE in Tuesday's intra-day trade, skyrocketed 384 per cent from its 52-week low of ₹231.30 touched on March 4, 2025.
 "izmo hits new high, up 384% in 6 mths; what's driving this microcap stock?")
Fujifilm arm likely to start producing chip raw materials by 2028
Fujifilm Electronic Materials aims to begin producing semiconductor raw materials in India by 2028, exploring independent units, licensing partnerships, or joint ventures
 "Fujifilm arm likely to start producing chip raw materials by 2028")
India ready with incentives to build semiconductor chip ecosystem, says Rai
Invest India is collaborating MeitY, ISM to bring global semiconductor firms to create a full-fledged chip manufacturing ecosystem
 "India ready with incentives to build semiconductor chip ecosystem, says Rai")
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
 "China starts probes targeting US semiconductor sector ahead of trade talks")
Why India should prioritise mature chips over costly cutting-edge dreams
As the government pulls together more money for the next stage of its semiconductor mission, it should be cautious
 "Why India should prioritise mature chips over costly cutting-edge dreams")
India's semiconductor market expected to touch $103.5 billion by 2030
According to the report, 80 per cent of the workforce has less than 10 years of experience, signaling depth at junior levels but a leadership supply gap at mid-to-senior roles
 "India's semiconductor market expected to touch $103.5 billion by 2030")
TCS launches chiplet-based services to boost semiconductor innovation
These services are intended to help semiconductor firms create faster and more efficient chips, while also making next-generation chip design more accessible to customers
 "TCS launches chiplet-based services to boost semiconductor innovation")
MosChip Technologies zooms 57% in 1 week, nears 52-week high; here's why
MosChip Technologies stock was trading higher for the 7th straigh trading session, at an over 11-month high on Monday.
 "MosChip Technologies zooms 57% in 1 week, nears 52-week high; here's why")
US proposes annual China chip supply approvals for Samsung, Hynix
The VEU system granted Samsung and SK Hynix perpetual approval to ship estimated quantities of supplies, based on up-front security and monitoring commitments, to factories in China
 "US proposes annual China chip supply approvals for Samsung, Hynix")
Google pushes its AI chips into rival data centres, challenging Nvidia
Google is deploying TPUs in rival data centres, challenging Nvidia's GPU dominance and aiming to break developers' reliance
 "Google pushes its AI chips into rival data centres, challenging Nvidia")
Centre lays out 5-7 year road map for 7 nanometres chip manufacturing
India sets 5-7 year roadmap for 7nm chip production with IBM, IMEC support, aiming to become a global semiconductor player
 "Centre lays out 5-7 year road map for 7 nanometres chip manufacturing")
Yotta Infrastructure may invest $1.5 billion for more Nvidia GPUs
Hiranandani-backed Yotta to double GPU capacity, fueling sovereign AI model development in India
 "Yotta Infrastructure may invest $1.5 billion for more Nvidia GPUs")
CG Power in talks with global firms to package chips at Sanand facility
The Sanand Facility, where CG Power's CG Semi plans to invest up to Rs 7,600 crore, is being built in partnership with Renesas Electronics Corporation and Thailand's Stars Microelectronics
 "CG Power in talks with global firms to package chips at Sanand facility")
Chasing the semicon dream: Trip to Taiwan to woo chip foundries
Semiconductors are vital for modern electronics ranging from computers to smartphones and solar panels to medical equipment
 "Chasing the semicon dream: Trip to Taiwan to woo chip foundries")
Odisha identifies 1K acres for semiconductor cluster; work to begin soon
Odisha govt to set up a 1,000-acre semiconductor cluster near Bhubaneswar airport, housing SiCSem and 3D Glass units; foundation stone for SiCSem to be laid in October
 "Odisha identifies 1K acres for semiconductor cluster; work to begin soon")
Kaynes Semicon ties up 100% of capacity with global, Indian firms
Under the agreement, Infineon will provide Kaynes with the raw materials like bare dies or wafers, which Kaynes will process and package into finished chips for a commercial buyer
 "Kaynes Semicon ties up 100% of capacity with global, Indian firms")