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DOMESTIC CHIP MANUFACTURING
Cabinet approves India Semiconductor Mission 2.0; earmarks Rs 1.27 lakh crore for the projectThe Union Cabinet approved India Semiconductor Mission 2.0 with significant funding. A Rs 62,500 crore Mobile Phone Manufacturing Scheme wa...- Cabinet highlights: India clears Rs 2.19 lakh crore mega push across chips, corridors and mobile manufacturingThe Cabinet approved Semicon 2.0 with a Rs 1,27,500 crore outlay for chip manufacturing. A Rs 62,500 crore scheme will boost mobile phone m...
- Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansionASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand...
- Chipmaker CXMT eyes $9.8 bn in blockbuster China IPOChina's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artific...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- China's exports ride AI boom as domestic economy strugglesChina's exports saw a significant surge in June, driven by global AI demand and auto sales. Imports also jumped considerably, reaching a fi...
- Samsung, SK hynix, Micron ramp up capacity as demand for AI infrastructure outpaces supplyGlobal memory chipmakers are expanding production capacity to meet AI demand. Samsung, SK Hynix, and Micron are investing billions in new f...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- China temporarily bans helium exports as US-Iran tensions flare againHelium is essential for heat management in semiconductor production. The helium ban is the latest example of Beijing seeking to prevent dom...
- 5 world market themes for the week aheadTSMC's earnings will offer insights into AI chip demand this week. Wall Street banks are set to report, with expectations for strong corpor...
- Global Market: SK Hynix's Nasdaq ADR debut raises $26.5 billion amid AI chip boomSouth Korean chipmaker SK Hynix successfully raised $26.5 billion through its ADR offering. This significant fundraising highlights robust ...
- US semiconductor boom faces worker shortage amid race with ChinaUS China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch ...
- Apple's $30 billion Broadcom deal may help bolster Trump tiesIn a post on X, Apple CEO Tim Cook called it a step towards an "end-to-end silicon supply chain" in the US, and the company thanked "the pr...
- Japan's Nikkei falls in volatile trade as tech tracks Nasdaq selloffJapan's Nikkei share average declined in choppy trade on Wednesday. Technology stocks faced pressure after overnight losses on the Nasdaq i...
- China's DeepSeek developing its own AI chipThe chip is designed for inference - the stage of AI computing in which a trained model generates responses for users - rather than for tra...
- India's semiconductor push faces execution challenges, over 90% chip equipment still imported: ReportWhile India is building domestic capabilities in chip fabrication, packaging and testing, execution remains its biggest challenge due to he...
- India's Semicon 2.0: Government expands incentives for semiconductor ecosystem beyond fabricationIndia is finalizing Semicon 2.0, expanding incentives beyond chip fabrication. This new phase will support the entire semiconductor value c...
- PM Modi inaugurates CG Semi chip plant in Sanand, GujaratPrime Minister Narendra Modi inaugurated India's third semiconductor manufacturing plant in Sanand, Gujarat, a significant stride in buildi...
- 'India's semiconductors era': Ashwini Vaishnaw as CG Semi plant starts commercial productionIndia has entered a new semiconductor era with commercial production commencing at CG SEMI's OSAT facility in Sanand, Gujarat. This marks t...
- India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...
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