AI-Driven Semiconductor Boom: Goldman Sachs Predicts Sharp Revenue Surge by 2026
Artificial intelligence is set to significantly accelerate global semiconductor revenues, with Goldman Sachs projecting a ~49% growth by the end of 2026. The surge is primarily driven by rising demand for AI infrastructure, data centres, and high-performance computing hardware. The report highlights that AI-related hardware revenues could exceed $700 billion by late 2026, reflecting massive […]
India’s Semiconductor Dream: Alignment of Talent, Policy & Manufacturing Momentum
India’s long-standing semiconductor ambitions are gaining momentum as talent, policy support, and manufacturing investments begin to align. The country already plays a critical role in global chip design, with nearly 20% of the world’s semiconductor design workforce and over 125,000 engineers working in global R&D centres for companies like Intel, Qualcomm, and AMD. Cities such […]
Kaynes Semiconductor Plant: ₹3,300 Crore ATMP Facility Inaugurated in Sanand
Prime Minister Narendra Modi inaugurated Kaynes Semicon’s ₹3,300 crore semiconductor manufacturing plant in Sanand, Gujarat, marking a key milestone under the India Semiconductor Mission (ISM). The facility is an OSAT (Assembly, Testing, Marking & Packaging) unit, aimed at strengthening India’s chip manufacturing capabilities. The plant is designed to produce millions of chips per day, catering […]
Semiconductor Ecosystem Push: Industry Seeks Incentives for Materials & Supply Chain Growth
India’s semiconductor industry is urging the government to introduce targeted financial incentives—including capital subsidies, tax rebates, and power cost support—to strengthen the broader semiconductor ecosystem beyond just fabs and ATMP units. The demand comes as India moves into the next phase of the India Semiconductor Mission (ISM 2.0). Industry players highlighted that while current policies […]
ET DefTech Summit 2026: ₹3 Lakh Crore Defence Production Roadmap in Focus
The ET DefTech Summit 2026 was held in New Delhi, bringing together policymakers, defence officials, industry leaders, startups, and global OEMs to discuss India’s roadmap for achieving ₹3 lakh crore in defence production and ₹50,000 crore in exports by 2029. The summit featured 25+ speakers and over 250 delegates across multiple sessions, focusing on strengthening […]
Malaysia Semiconductor Deal Probe: Anti-Graft Agency Investigates $280M Government Agreement
Malaysia’s Anti-Corruption Commission (MACC) has launched an investigation into alleged fraud, abuse of power, and governance issues linked to a 1.11 billion ringgit (about $280 million) deal between the Malaysian government and UK-based chip company Arm Holdings. The agreement was originally signed to strengthen Malaysia’s semiconductor industry and expand high-value chip production. Authorities have already […]
India–Netherlands Collaboration: India Seeks Dutch Expertise for Semiconductor Growth
India is strengthening its semiconductor ambitions by seeking technical expertise and partnerships with Dutch semiconductor companies. An Indian trade delegation recently visited the Eindhoven technology hub in the Netherlands to explore collaboration opportunities in chip manufacturing and semiconductor equipment. The Netherlands is home to major semiconductor players such as ASML and NXP Semiconductors, which specialize […]
India’s Role in Global Semiconductor Supply Chain: US Envoy Highlights Strategic Importance
A senior US envoy emphasized that India’s role in the global semiconductor supply chain is “essential” as countries compete to dominate chip production. Speaking during the inauguration of Micron Technology’s semiconductor facility in Sanand, Gujarat, the envoy noted that building resilient chip supply chains requires trusted manufacturing ecosystems across multiple countries. The envoy highlighted that […]
India’s Semiconductor Expansion: Three More Chip Plants to Start Operations in 2026
India’s semiconductor ecosystem is gaining momentum as three additional semiconductor plants are expected to begin commercial operations in 2026, according to Union IT and Electronics Minister Ashwini Vaishnaw. This comes after the inauguration of Micron Technology’s ATMP facility in Sanand, Gujarat, which marked the start of India’s first large-scale semiconductor production. The government has approved […]
India’s Semiconductor Market: Projected to Reach $103 Billion by 2030
India’s semiconductor market is expected to grow rapidly and reach around $103 billion by 2030, driven by rising demand from artificial intelligence (AI), electric vehicles (EVs), and defence technologies. The expansion is supported by increasing investments in semiconductor manufacturing, data-centre infrastructure, and government initiatives such as the India Semiconductor Mission. Rapid growth in AI infrastructure […]