Page 3 - Semiconductor
Taiwan weaponises semiconductor sector to deter China on world stage
Taipei's chip curbs reflect its strategy to increasingly use economic and trade policy for diplomatic goals
 "Taiwan weaponises semiconductor sector to deter China on world stage")
A fab debate on display: India's dilemma over display tech self-reliance
India debates which display fab to set up, weighing LCD, OLED, and emerging micro-OLED technologies for self-reliance in the sector
 "A fab debate on display: India's dilemma over display tech self-reliance")
No-poach agreement in the works for India's OSAT and ATMP sector
Queries sent to Archunan and Suchi Semicon Chairman Ashok Mehta did not elicit a response. Kaynes CEO Raghu Panicker and RRP Group of Companies Chairman Rajendra Chodankar also did not respond
 "No-poach agreement in the works for India's OSAT and ATMP sector")
AMD open to acquisition of firms in India as part of expansion plan
AMD has been a key global player in powering personal computers working on artificial intelligence
 "AMD open to acquisition of firms in India as part of expansion plan")
India has world-class talent, 'right momentum' for chip growth: Merck exec
Merck EVP Hans-Joachim Neumann says India's industrial base and skilled talent make it globally competitive as Merck signs pact with Tata Electronics to boost semiconductor capabilities
 "India has world-class talent, 'right momentum' for chip growth: Merck exec")
Nvidia to invest $5 bn in Intel to co-develop chips, expand AI platforms
The move comes almost two weeks after US President Donald Trump signed a deal with Intel to acquire a 10 per cent stake in the company to revive the struggling chipmaker
 "Nvidia to invest $5 bn in Intel to co-develop chips, expand AI platforms")
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
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")
