Page 2 - Semiconductor

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 unveils ₹1.9 trillion semiconductor, smartphone manufacturing plans

The second phase will support chip design through grants and equity investment, while semiconductor equipment, chemicals, gases and materials will receive a 30 per cent incentive

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

SK Hynix's Seoul shares see worst day; TSMC posts 36% hike in Q2 sales

The company's United States (US)-listed shares dropped 7.9 per cent to $154.7 in early trading after jumping more than 12 per cent in their Nasdaq debut on Friday

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 ...

Why critical minerals are becoming central to India's bilateral deals

As competition for critical minerals intensifies, India is strengthening partnerships with resource-rich nations to secure supplies needed for its clean energy, EV and semiconductor ambitions

ISM Phase-I: Where India stands in building its semiconductor ecosystem

India has approved 12 semiconductor projects under the ₹76,000-crore India Semiconductor Mission, including its first chip fab and display fabrication units

'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

No AMD product goes out without India's stamp on it: Jaya Jagadish

AMD India, with a workforce of about 10,000, accounts for around 26 per cent of the company's global workforce, she said

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,

PM Modi to launch ₹1 trillion projects in Rajasthan, Gujarat on Saturday

Prime Minister Narendra Modi will inaugurate a refinery-cum-petrochemical complex, a semiconductor facility and other projects worth about ₹1.06 lakh crore during his visit to Rajasthan and Gujarat

IT industry to undergo workforce transition due to AI: Neelkanth Mishra

Neelkanth Mishra says AI will reshape India's IT workforce through reskilling and new roles, while urging stronger research, deep-tech capital and domestic AI capabilities

'Free and open Indo-Pacific' top agenda of Modi-Takaichi talks in Delhi

Prime Minister Narendra Modi and his Japanese counterpart Sanae Takaichi are expected to deepen cooperation in defence, semiconductors, critical minerals, supply chains and energy security

Apple seeks US nod to buy blacklisted CXMT's memory chips as costs jump

The iPhone maker is seeking assurances that ChangXin Memory Technologies will not face tighter US export restrictions as it looks to manage rising memory chip costs

Govt approves ₹1.25 trillion outlay for India Semiconductor Mission 2.0

Under ISM 1.0, the government approved 10 major projects with cumulative investments of roughly ₹1.60 trillion across six Indian states as of December 31, 2025

Micromax-Phison JV MiPhi first to manufacture enterprise SSDs locally

Micromax-Phison JV making these advanced data-storage solutions at its Noida plant

India, 34 others sign statement on AI opportunity at Pax Silica Summit

Thirty-five nations, including India, have signed on to the US initiative to build trusted and resilient supply chains to power artificial intelligence (AI) technologies. At the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a pro-growth, pro-innovation regulatory approach for the AI era, said Jacob Helberg, US Under Secretary of State for Economic Affairs. "A commitment to trusted supply chains, to mobilising the private sector, and the infrastructure that will power the next century," he said. Argentina, Germany, the Netherlands, Chile, Costa Rica, Greece, Kazakhstan, Panama, and the European Union joined the Pax Silica initiative on the sidelines of the Summit. India is represented at the Summit by S Krishnan, Secretary, Ministry of Electronics and Information Technology, Nagraj Naidu, Additional Secretary (Americas) in the Ministry of External Affairs, and representatives of the Indian industry.

Odisha plans iconic IT park as ₹50K crore tech pipeline awaits infra boost

The proposed 25-acre IT park in Bhubaneswar will target IT, ITeS, semiconductor and AI firms as Odisha looks to support over Rs 50,000 crore of proposed investments