INDIA SEMICONDUCTOR INDUSTRY

PM Modi, French President Emmanuel Macron to inaugurate Bharat Innovates 2026 in Nice today

Prime Minister Narendra Modi is set to make waves in Nice as he inaugurates Bharat Innovates 2026 alongside French President Emmanuel Macron. This extraordinary exhibit will present more than 120 trailblazing Indian startups, aimed at nurturing collaborative innovation and advancing technology sharing.

DLI-backed chip companies call for government procurement support

Indian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the need for procurement support to foster growth and maintain domestic ownership. Existing schemes have boosted design capabilities, but incentives for electronics makers to adopt Indian chips are lacking. Founders emphasize that capital availability, not just nationalism, drives ownership decisions.

Assam pitches ‘geographic equity’ for Viksit Bharat at NITI meet

Assam Chief Minister Himanta Biswa Sarma proposed a new development approach called 'Geographic Equity'. This aims to ensure growth benefits reach all regions of India. He highlighted the North East's progress and its potential as a growth hub. The focus is on integrating the region into India's economic future.

Chhattisgarh secures ₹9,580 crore for data centres, semiconductors and industry

PL Capital cuts Nifty target to 26,449, lists 16 high conviction stock picks

Amidst global market turmoil from the Iran-US war and El Nino, PL Capital lowered its Nifty 50 target to 26,449. The brokerage anticipates limited further downside but warns of sharp swings due to prolonged uncertainty. Rising geopolitical risks and import dependence are impacting India's economy, potentially curtailing consumption demand.

Brazil emerges as major rare earths source for India

Brazil is actively courting foreign investment including from India while pushing to localise the refining and processing value chain. India and Brazil, South America's largest economy, had decided to fast-track collaboration in this sector during President Luiz Inacio Lula da Silva''s state visit to India in February.

Assam CM Himanta writes to PM Modi on historic milestone, credits him for transforming state's destiny

Assam Chief Minister Himanta Biswa Sarma congratulated Prime Minister Narendra Modi on his record tenure. Sarma presented a letter from Assam's people. The letter detailed how Modi's leadership transformed Assam's development. It brought the state from the periphery to the center of national priorities. Modi's vision boosted the region's confidence and redefined its identity.

Gujarat to introduce ‘Ultra Mega’ category in new industrial policy

Gujarat is introducing a new 'ultra mega' industry category. This requires at least Rs 10,000 crore investment and 3,000 jobs. The state is also adding more 'thrust sectors' like semiconductor ancillaries and drone manufacturing. Companies in this category can get up to 40% incentives on capital investment.

India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: Vaishnaw

India is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including complex products, to nations like the US and China. Smartphone exports have become a major category. The government is focusing on semiconductor design and manufacturing equipment. Talent development in this sector is also a key priority.

SEZ import relief to fast track chip projects

India's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality checks. This will speed up the setup of chip fabrication plants and assembly units. Companies can now import necessary equipment and materials without delays. Compliance with Indian standards will only be required when products enter the domestic market.

Nehru and Modi: Two leaders, two centuries, one shared ambition to transform India

Narendra Modi now leads India as its longest-serving elected head of government. This milestone invites comparisons with Jawaharlal Nehru, India's first Prime Minister. Both leaders are seen as consequential figures who shaped India's future. They shared a belief in technology and undertook ambitious projects. Modi's leadership is marked by electoral success and a focus on national resilience.

Get Al-enabled, add value to metal music

In a twist of fate, Coca-Cola's plans for a bottler IPO arrive amidst a shortage of Diet Coke cans. The ongoing conflicts in the Middle East are tightening the global supply chain for aluminum. This situation underscores the urgent need for India to enhance its engineering capabilities in aluminum manufacturing.

Modi, Japan PM Sanae Takaichi may hold talks in Guwahati: Himanta

Guwahati may host summit-level talks between Prime Minister Narendra Modi and Japanese Prime Minister Sanae Takaichi. Assam is seeking Japanese investment again. The state aims to attract Japanese industries and firms. This follows a previous postponement of a Japan-India summit in Guwahati due to protests.

Assam govt, EU delegation welcome successful launch of Blue Valley Cluster

Assam and the European Union have launched the Blue Valley Cluster in Guwahati. This initiative focuses on Flavours, Fragrance and AYUSH sectors. It aims to strengthen cooperation between Europe and India's Northeast. The project will foster research, innovation and industrial collaboration.

Assam CM Himanta Biswa Sarma meets 'Team Europe' delegation to boost trade, investment linkages

Assam Chief Minister Himanta Biswa Sarma met the "Team Europe" EU delegation to boost trade and investment. The two-day visit focuses on sectors like green energy, pharmaceuticals, and semiconductors, highlighted by touring a new chip plant and launching a "Blue Valley Cluster" to link Indian and European markets.

Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list

Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year low. This concentration is driven by strong company growth.

After deeptech firms, expect RDIF rollout for Indian VCs soon

Last month, close to 20 Indian investors, which included Ideaspring Capital, Speciale Invest, Chiratae Ventures, Sixth Sense Ventures, and Blume Ventures, had applied for the RDIF. They were asked to present to a committee that will select the funds for capital allocation, sources said.

Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister Vaishnaw

India is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress in the country's semiconductor mission, with commercial production already underway. The upcoming Semicon 2.0 program will prioritize chip design. India's electronics sector has seen substantial growth, creating numerous jobs and boosting exports. Global interest in India's tech ecosystem is on the rise.

World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini Vaishnaw

India is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip design. India aims to become a major semiconductor design and manufacturing hub. The nation is focusing on the entire ecosystem, including manufacturing machines and chemicals. This strategic push is attracting global attention and investment.

Team Europe to visit Assam on June 8-9 to launch India's first Blue Valley cluster

Guwahati, Assam, is preparing to welcome a distinguished European Union delegation on June 8-9, as part of a mission to strengthen ties between Europe and India's illuminating North-Eastern States. This visit will spotlight vital sectors like renewable energy, healthcare advancements, and the burgeoning agri-food processing industry.

India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha

India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita Kumar Sinha believes value is emerging, with domestic themes and earnings growth offering long-term potential despite near-term challenges.

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up after historical missed opportunities in chip manufacturing.

Chip Camp looks to build talent for India’s next-gen semicon engineers

Founded by Sanchit Kulkarni and Himanshi Sonava, it makes hardware engineering accessible through free resources, mentorship, and practical projects.