Applied Materials is spending more time tracking opportunities in India than before, as policy support and early-stage investments are beginning to translate into a stronger pipeline of startups.
3 min read8 Apr 2026Nvidia has announced that it will invest $2 billion in Marvell Technology to expand its AI partnership, including work on silicon photonics. The deal boosts Marvell’s shares and strengthens efforts to build scalable AI infrastructure across telecom and energy sectors.
2 min read31 Mar 2026Tata Semiconductor has raised the amount from five foreign banks for its Gujarat fab unit, with lenders imposing what executives call “unconventional” terms on ownership, branding and equity, highlighting reliance on Tata’s credit profile as India pushes to build its chip ecosystem.
4 min read23 Mar 2026The Middle East conflict has disrupted air freight routes, cutting capacity and raising costs for semiconductor shipments from Asia to Europe. Companies are paying more or using inventories, while airlines carry less cargo due to longer routes and extra fuel needs.
2 min read19 Mar 2026Niti Aayog's Vijay Kumar Saraswat said that Indian designers contribute to virtually every chip produced globally. However, their work is primarily for multinational companies, and they are often limited to designing subsystems or specific components rather than complete system designs.
5 min read9 Mar 2026LIC MF Technology Fund aims to allocate capital across a wide spectrum of technology-driven sectors, including semiconductor–linked companies, data centre operators, digital commerce platforms, internet businesses, and emerging technology enterprises.
3 min read19 Feb 2026Taiwan rejects US calls to shift 40% of its chip supply chain, calling it ‘impossible’. While Washington offers tariff cuts and seeks onshoring, analysts say Taiwan’s decades-old ecosystem, labour limits, and costs make relocation unrealistic, even as TSMC expands US investments.
2 min read10 Feb 2026Syrma SGS and Dixon Technologies are eyeing semiconductor manufacturing after the announcement of the India Semiconductor Mission 2.0.
3 min read5 Feb 2026Union minister Ashwini Vaishnaw announced Tata's Dholera fab will assist Indian chip startups with design tape-outs, aiming to enhance domestic semiconductor capabilities. India targets 3-nm chip production by 2032 and plans to boost funding and market access for startups under the DLI scheme.
3 min read27 Jan 2026Nvidia Corp invests $2 billion in Synopsys stock as part of an engineering partnership. This investment represents 2.6% of Synopsys’ shares and aims to enhance AI and accelerated computing.
2 min read1 Dec 2025