Ajit Manocha, president and chief executive officer of Semiconductor Equipment and Materials International (SEMI), told a fireside chat that the global semiconductor industry has become the third‑most profitable industrial sector. He linked the surge to heightened demand for artificial‑intelligence chips and pandemic‑driven reliance on devices such as laptops and smartphones for telemedicine and remote schooling. Manocha highlighted the technology’s expanding role in automotive, healthcare, defense and emerging applications like gene editing and assistive devices. He noted India’s [...]

Dutch chipmaker Nexperia has signed a partnership with India’s Tata Electronics to produce and package power‑control chips at Tata’s upcoming semiconductor complex. The agreement covers front‑end wafer fabrication at the $11 billion Dholera fab in Gujarat and back‑end assembly and test at Tata’s Jagiroad facility in Assam. Under the deal Nexperia will introduce its MOSFET portfolio to the 300 mm line, while both firms will cooperate on technology development and ecosystem building. The collaboration follows Nexperia’s split from former [...]

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. [...]