S&P Global Ratings’ latest stress‑test analysis finds that Asia‑Pacific semiconductor foundries, led by contract manufacturers such as TSMC, are more resilient to a slowdown in artificial‑intelligence (AI) spending than other regional tech‑hardware sectors. The agency evaluated four key groups – foundries, memory chip makers, cooling‑component suppliers and original‑design manufacturers that build servers – against two adverse scenarios: a pull‑back in capital expenditure by hyperscalers like Amazon and Microsoft, and project delays caused by power‑grid constraints or land‑use [...]

At SEMICON India 2026, Infosys Senior Vice President Vikram Meghal highlighted that India faces a “once‑in‑a‑generation” semiconductor demand window driven by AI, geopolitical supply‑chain shifts, and a move from Moore’s Law to system‑level scaling. He outlined three strategic fronts: “Made for India,” expanding mobile localisation; “Engineered in India,” where R&D spending is expected to rise 1.8‑fold; and “Invent in India,” targeting global custom‑chip markets. Meghal urged the industry to adopt strategic patience, develop a product mindset, and pursue [...]

Prime Minister Narendra Modi inaugurated SEMICON India 2026 in New Delhi, unveiling the “Semicon 2.0” roadmap that aims to transform India’s semiconductor sector from policy‑driven incentives to full‑scale manufacturing. The event highlighted the emergence of a domestic ecosystem that now includes design, packaging and research capabilities, and featured the launch of new commercial production lines for chips. Modi invited multinational firms to set up fabrication facilities in the country, emphasizing India’s readiness to host advanced fabs. Government officials said the roadmap will [...]

At the AI Infra Summit in Santa Clara, senior engineers from Amazon Web Services, Oracle, Broadcom, Qualcomm and d‑Matrix detailed rapid advances in hardware and software designed to meet soaring artificial‑intelligence demand. Speakers highlighted the shift from GPU‑heavy training workloads in 2025 to inference‑centric processing in 2026, stressing that token consumption and power use have become critical cost drivers. Qualcomm’s Tony Pialis warned that “tokens per watt” is the new battlefield metric, while AWS senior vice president [...]

At Semicon India 2026 in New Delhi, senior executives from ASML, Yamaha Robotics, and Swedish firms underscored India’s rapid ascent as a semiconductor hub. They cited the country’s youthful talent, supportive policy framework, and expanding investment climate. The event highlighted the need for hands‑on training and modern equipment to develop a skilled workforce. Global leaders emphasized international partnerships, particularly between India and Sweden, to strengthen the semiconductor value chain and signal India’s clear strategy to the industry. [...]

India’s semiconductor strategy has moved from planning to production, as highlighted at SEMICON India 2026. L&T Semiconductor Technologies reports that about 40 of its products—power modules for HVAC, two‑wheelers, robotics, and communication modules for smart meters—are now in commercial production, with plans for vision and e‑passport chips. Lam Research announced a Rs 10,000‑crore investment to build its first silicon component plant and a 60,000‑engineer training program via the Semiverse platform. Fujifilm India is expanding into semiconductor cleaning materials, [...]

On 15 September 2026, the All‑Party Parliamentary Group for Semiconductors launched its paper “Defence and National Security: Delivering a Sovereign Semiconductor Capability” during a parliamentary reception. Speeches were delivered by Chair Ruth Jones MP, Secretary of State for Wales Stephen Kinnock, Minister for Defence Readiness Luke Pollard, and Minister for Artificial Intelligence Kanishka Narayan. The event gathered MPs, defence leaders, industry experts, and innovators from companies such as Vishay Intertechnology, KLA, and MBDA, underscoring the strategic importance of semiconductors for UK security and [...]