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INDIA SEMICONDUCTOR STRATEGY
India has a once-in-a-generation semiconductor demand window: Infosys SVP Vikram MeghalIndia is experiencing a "once-in-a-generation demand window" in semiconductors and must shift from "Engineered in India" to "Invent in Indi...- India’s chip strategy: Build sovereign strengths, partner globally, says Vikram Misri at SEMICON 2026India’s semiconductor self-reliance does not mean building every capability domestically, Foreign Secretary Vikram Misri said at SEMICON In...
- AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
- India must move beyond semiconductor engineering to own products, capture innovation value: Infosys' Vikram MeghalIndia should focus on owning entire products and capturing innovation value. The nation has a unique demand window for global product devel...
- ETMarkets Management Talk | Nuclear, data centres, hydrogen: DEE Development Engineers maps its next growth phase, says Shikha BansalFor DEE Development Engineers, the focus is now shifting from a largely capex-led expansion phase towards capacity utilisation, execution, ...
- Inox India receives Rs 50 crore worth orders from Tata Electronics, MicronThe country’s leading cryogenic equipment manufacturer expects its semiconductor-related business to contribute 15-20% of revenue over the ...
- All-out war at Bombay House: Trusts calls Chandra's return 'illegal,' Noel fights to keep Tata Sons unlistedTata Sons' board reappointed its executive chairman, N Chandrasekaran, for five years. This decision faced opposition from Tata Trusts' cha...
- Tata's chip plant to have 450 suppliers, building 363-acre vendor park to house them: OfficialDuring a panel discussion at Semicon 2026, Tata Electronics senior vice president for strategy and business development, Utpal Shah, said a...
- UPI MDR worries new-age brokers; India's semiconductor ambitionsIndia’s new MDR framework for UPI is raising concern among new-age stockbrokers, who are planning to take it up with Sebi. This and more in...
- From phones to fabs: India is building its semiconductor muscleIndia's semiconductor strategy is widening from fabs to a complete ecosystem. The nation is building capabilities across design, packaging,...
- India’s Semicon 2.0 should go beyond chip fabs, focus on design, packaging: Chris MillerIndia's semiconductor strategy should broaden beyond fabrication to include design and equipment. Advanced packaging offers another signifi...
- Fujifilm to invest Rs 800 cr in semiconductor materials manufacturing facility in IndiaJapanese firm Fujifilm will invest USD 83 million in a new manufacturing facility. This facility will produce essential semiconductor mater...
- Analysts remain bullish on L&T, see up to 16% upside on order book strengthLarsen & Toubro's shares face volatility, yet analysts remain optimistic about future growth. A record order book and strong capital expend...
- Semicon 2.0: Accelerating semiconductor ecosystem development for global leadership in IndiaIndia's Semicon 2.0 policy signals a move towards greater global semiconductor value chain participation. The nation must act swiftly to es...
- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...
- India's new industrial revolution takes shape across space, chips, data centres and solarThe government has backed the push through measures including opening the space sector to private companies, tax incentives for data centre...
- How India's $13 billion plan aims to boost self-reliance in chip productionIndia is set to embark on an ambitious $13 billion venture to establish a robust domestic chip manufacturing ecosystem. The aim is to dimin...
- Amitabh Kant lays down three-step formula for India to move forward during BRICS SummitIndia must ensure BRICS summit language is progressive and forward-looking. Resolving differences among Iran, UAE, and Saudi Arabia is high...
- Waterfield Advisors launches two GIFT City funds for global diversificationWaterfield Advisors has launched two GIFT City-based outbound AIFs to help Indian family portfolios diversify across global equities, commo...
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