Page 2 - Semiconductor

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

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

Paras Defence to invest ₹6,200 cr to set up chip packaging facility in MP

Paras Semiconductors signed a MoU with Madhya ​Pradesh government to jointly set up an outsourced ‌semiconductor assembly ​and test (OSAT) ‌facility in the Indore-Ujjain region

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

Odisha's Paradip to anchor critical minerals value chain with mega park

Paradip has been selected as one of four locations for critical mineral processing parks under the NCMM to strengthen domestic supply chains for EVs, semiconductors and defence

Access only begins the story; capability decides what comes next

From electronics and trade to global influence and forestry, today's opinion pieces argue that access creates opportunity, but capability determines lasting success

Risks a must for growth of semicon design: Meity Secretary S Krishnan

The government will white-list venture capital firms to co-invest in semiconductor design startups under ISM 2.0, aiming to de-risk funding and deepen India's chip ecosystem

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

Semicon 2.0 equity norms to boost chip design investment: IT secy

Provisions under Semicon 2.0 to provide incentives to Indian chip-making firms against equity are expected to drive largescale investment required for the development of advanced chips for technology such as artificial intelligence, a senior government official has said. Under Semicon 2.0, which has a budget of Rs 1.27 lakh crore, the central government has prioritised chip design by Indian companies. In an interview to PTI on Saturday, Ministry of Electronics and IT Secretary S Krishnan said advance chip design may need thousands of crores of investments. "We intend to provide more funding. Otherwise, under design-linked incentive scheme, you get only about Rs 15 crore. Now, to design high-end chips you need Rs 1,000 crore or more. "At the same time, the government can't give everything. This is why you have this combination saying that you get investment from a venture capitalist or somebody who believes that you will be able to bring out this chip, and we will co-invest," he ...

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

Centre open to buying stake in semiconductor design startups: ISM CEO

ISM CEO Amitesh Kumar Sinha says the government will match private investment in eligible semiconductor startups without seeking management control, helping attract venture capital

Semicon 2.0 mission: What’s in India’s ₹1.27 trillion chip plan? | Semiconductor chip manufacturing

The Union Cabinet has approved Semicon 2.0, the second phase of the India Semiconductor Mission, with an outlay of ₹1.27 trillion. It aims to boost chip design, manufacturing, packaging, research and

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 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