Page 4 - Semiconductor

TSMC to boost capital spending as quarterly profit jumps 35% on AI boom

Taiwan-based TSMC, the world's largest computer chip maker, plans to increase its capital spending by about 40% this year after it reported a 35% jump in its net profit for the latest quarter thanks to the boom in artificial intelligence, the company said Thursday. Taiwan Semiconductor Manufacturing Corp., a major supplier to companies including Nvidia and Apple, reported a net profit of 506 billion new Taiwan dollars ($16 billion) for the October-December quarter, a 35% surge from a year earlier, better than analysts' estimates. TSMC said Thursday that its revenue in the last quarter increased 21% from a year earlier to more than 1.046 trillion new Taiwan dollars ($33 billion). TSMC said it plans to boost its capital expenditure budget to $52 billion-$56 billion for 2026, up from about $40 billion last year. The company's shares have climbed more than 8% since the beginning of the year, reflecting its strong position in the AI-driven market. Other tech giants including Microsoft,

India to manufacture 3 nanometre chips by 2032, says Ashwini Vaishnaw

From chips to sovereign AI, Ashwini Vaishnaw lays out how India plans to build a full-stack tech ecosystem and become a major semiconductor and AI power by 2032

China may approve Nvidia H200 imports this quarter with some usage curbs

The H200 is an older-generation chip that the Trump administration has said can be exported to China

China asks tech companies to halt orders for Nvidia H200 AI chips

Beijing is worried that Chinese companies may rush to stockpile US chips before the government makes a final decision

Centre okays 22 more investment proposals worth ₹42K crore under ECMS

The government has approved 22 additional applications under the Electronics Component Manufacturing Scheme, taking total approvals to 46 companies with cumulative investment of Rs 54,567 crore

China asks Netherlands to correct Nexperia 'mistakes', remove obstacles

Beijing said that Dutch decisions have disrupted the normal functioning of the semiconductor supply chain, which is affecting companies and markets around the world

Intel completes $5 bn share sale to Nvidia following Sept agreement

The deal follows an agreement in September under which both companies agreed to collaborate on the co-development of custom chips for data centres and personal computing

Samsung announces 2nm Exynos 2600 in time for Galaxy S26 series: What's new

Built on a 2nm GAA process, Samsung's new Exynos 2600 flagship processor promises gains in AI, gaming and efficiency and is expected to power select Galaxy S26 models

World-beating 55,000% surge in Indian AI stock sparks bubble fears

Little-known until recently even within its home market of India, RRP Semiconductor Ltd. became a social-media obsession as its shares surged more than 55,000 per cent in the 20 months

Speciale Invest plans ₹1,400 cr Growth Fund II for India's deep-tech scale

The deep-tech-focused venture firm plans to raise ₹1,400 crore for its second growth fund to back companies from Series A, betting India's ecosystem is shifting from research to execution

Apple in talks with Indian chipmakers to assemble iPhone chips in India

Apple held talks with Murugappa Group-owned CG Semi, which is building an outsourced semiconductor assembly and test (OSAT) facility in Sanand, Gujarat, the report said

Global smartphone output set to fall in 2026 amid chip crunch: Researcher

With smartphones, Chinese brands like Honor Device Co. and Oppo are seen as more vulnerable because of their lower margins

Nvidia considers increasing H200 chip output as Chinese demand surges

Major Chinese companies including Alibaba and ByteDance have already reached out to Nvidia this week about purchasing the H200 and are keen to place large orders

India not part of US-led nine-nation semicon supply chain coalition

The US has launched Pax Silica, a nine-member coalition to secure the semiconductor supply chain from minerals to AI infrastructure. India, building its chip ecosystem, has been left out

China turns to domestic AI chips, looks to cut dependence on US firms

The Ministry of Industry and Information Technology added AI processors from Huawei and Cambricon to its government-approved list of suppliers

Nvidia builds location-check tech to curb smuggling of restricted AI chips

The feature, which Nvidia has demonstrated privately in recent months but has not yet released, would be an optional software update that customers could install

Virtusa buys SmartSoC to expand into semiconductor engineering services

Virtusa has acquired Bengaluru-based SmartSoC Solutions for an undisclosed sum to deepen chip design, verification and embedded engineering capabilities as it targets end-to-end services

Uttar Pradesh govt aims to set up three electronics hubs in hinterland

UP plans three new semiconductor and electronics hubs-beyond Noida-to expand high-value manufacturing and attract global investments under a PPP-led industrial strategy

Tata Electronics, Intel sign MoU to explore chip making, packaging in India

Tata Electronics and Intel have signed an MoU to explore making Intel products at the Dholera fab and packaging chips at the Guwahati OSAT facility for the India market

HCLTech, Dolphin Semiconductors to co-develop energy-efficient chips

HCLTech has partnered France's Dolphin Semiconductors to embed low-power IP into its silicon design workflows, aiming to build scalable SoCs that cut energy use across workloads