Semiconductor

India's Pax Silica Gambit: Choosing silicon over oil

By joining the US-led Pax Silica coalition, India has made its most consequential foreign policy pivot since Independence — swapping cheap Russian crude for a seat at the table where the semiconductor future is being decided

Intel in talks to join DLI 2.0, backs India AI Mission with push to democratise AI

Participation in DLI would strengthen not just chip design but the broader electronics ecosystem in India, Intel’s India president Gokul V Subramaniam tells Moneycontrol

Kaynes Technology Q3: Execution delays weigh on growth momentum

The company is making a strategic shift from EMS Vendor to Integrated Electronics Platform

Qualcomm's 2-nm chip shows India’s shift to end-to-end chip design: IT Minister Vaishnaw

Vaishnaw also said that India will soon add 20,000 GPUs as AI compute capacity expands.

American chipmaker Qualcomm tapes out 2 nm chip design from India centers 

The breakthrough, developed with key contributions from Qualcomm’s engineering centres in Bengaluru, Chennai and Hyderabad, reinforces India’s rising stature as a global hub for cutting-edge chip design.

India-US trade deal opens path for greater GPU access and data centre cooperation

Interim agreement signals deeper technology ties as Washington and New Delhi look to expand trade in AI infrastructure.

India US trade deal: Industry sees $100 billion opportunity in electronics and semiconductors

SEMI India and IESA flag boost for semiconductors, data centres and advanced manufacturing

Can Budget 2026 help India’s electronics manufacturing mature?

ISM 2.0, ECMS approvals, and capex visibility can have a big impact on EMS and semiconductor-linked players

Budget marks a shift from electronics assembly to manufacturing at scale

Budget materially improves the long-term earnings and margin visibility for India’s EMS and semiconductor value chain

Budget to accelerate execution, deepen value addition for electronics and semiconductor sector: IESA

The measures announced in the Budget will go a long way in establishing India as a globally competitive and trusted hub for electronics and semiconductor manufacturing, it said

Budget 2026: Govt announces ISM 2.0, boosts electronics component manufacturing scheme to Rs 40,000 crore

The announcements come amid growing global competition for semiconductor investments and as India positions itself as an alternative manufacturing hub in the wake of supply chain disruptions and geopolitical uncertainties.

India Inc wants Budget to go beyond chip fabs, push full semiconductor value chain

Ahead of the February 1 Union Budget, a Moneycontrol Mood of India Inc Survey shows industry prioritising comprehensive semiconductor policies covering R&D and future technologies over narrow manufacturing incentives.

Foxconn–HCL name semiconductor JV India Chip Pvt Ltd

The HCL–Foxconn joint venture, which is coming up in Uttar Pradesh, is expected to begin commercial production in 2027

Pax Silica explained: From critical minerals to fabs, what’s in it for India?

Pax Silica seeks to secure the full global technology stack among trusted partners — from critical minerals to AI compute. For India, it can translate into gains across the semiconductor and AI value chain

UP Cabinet approves sops for semiconductor projects investing Rs 3,000 crore

Uttar Pradesh Finance Minister Suresh Kumar Khanna said 14 proposals were placed before the Council of Ministers, of which one was deferred while 13 received approval.

Budget 2026: Semiconductor industry seeks continuity of incentives, faster payouts

The India Electronics and Semiconductor Association has sought tax relief, localisation-linked incentives and execution certainty for fabs and OSATs

Pax Silica and India’s semiconductor reality check

India must leverage geopolitics — through trusted partnerships and technology agreements — to secure functional inclusion in resilient supply chains

Mitsubishi Electric India in early talks with Indian ATMPs to offer SiC chips for local packaging

Mitsubishi Electric India (MEI) is weighing a role in India’s SiC value chain through chip supply and local packaging partnerships.

ISM 2.0 to deepen India’s chip ecosystem, shift focus from fabs to full-stack semiconductor capability: MeitY’s Sushil Pal

At the UP Tech Next Electronics & Semiconductor Summit, Joint Secretary Sushil Pal says India’s next semiconductor policy will push hard on ecosystem creation, chip design, and advanced packaging

UP Tech Next: Jewar airport is going to be one of the largest airports of Asia, says UP CM advisor

UP is planning an AI City in Lucknow, Awasthi said, to be developed through a public–private partnership model.

Mirana Toys raises Rs 58 crore led by Arkam Ventures, to expand manufacturing capacity

Mirana will also expand its design and sales teams to grow its international business, as exports to the United States account for around 40 percent of its demand

Karnataka’s UK roadshow gains momentum with SCI Semiconductors’ GCC plan

Interest was mirrored by ARM, Latos, Samco and Weir Group across semiconductors, AI and energy companies during Karnataka industries minister MB Patil.

How Indian MSMEs can power the global chip supply chain

The entire MSME sector contributes approximately 29 percent to India's GDP, and accounts for 40 percent of exports, according to NITI Aayog.

Bengaluru Tech Summit: Karnataka to set up semiconductor park on 200 acres in KWIN City, says MB Patil

Karnataka’s Large and Medium Industries MB Patil said the state government will develop a 200-acre semiconductor park with all necessary facilities, which will serve as an innovation centre for the semiconductor sector at both the national and state levels.