CHIP MANUFACTURING
Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity.
It’s safety first for gas suppliers at Semicon Inc
Suppliers want detailed guidelines from the Petroleum and Explosives Safety Organisation (PESO), without which they believe commercial hubs face heightened risk of leaks, fires and process disruption.
Micron stock has surged 275% this year; MU earnings beat Wall Street estimates as AI demand fuels $60 billion-$63 billion revenue outlook
MU stock today: Micron reported better-than-expected earnings, resulting in a significant stock increase for the company this year. The company is projecting future revenue between $60 billion and $63 billion, exceeding analyst forecasts. Driven by strong demand for memory chips, Micron plans to invest $10 billion in research focused on memory and AI.
Samsung poised for historic $73.4 billion quarterly operating profit on memory demand surge
Samsung Electronics is expected to report a record quarterly profit due to increased demand for memory semiconductors. The anticipated operating profit for the third quarter is approximately 108.1 trillion won. Revenue for the July-September period is projected to reach about 201.7 trillion won. Additionally, the Device Solutions division is likely to have an impressive operational margin between 72 percent and 75 percent.
The only billionaires making money this year are in tech
The roughly 100 technology fortunes among the world’s 500 richest people gained a combined $845 billion through Sept. 30, the most ever for the first nine months of a year, according to the Bloomberg Billionaires Index.
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As ‘world architecture’ changes, Jaishankar calls for middle powers to pool resources
External Affairs Minister S Jaishankar called on emerging and middle powers to pool diplomatic, economic and technological resources as global alliances and institutions undergo change. Speaking at the Munich Leaders Meeting 2026, he identified peace and security, supply chains, healthcare, connectivity, climate action, defence, advanced manufacturing and space as key areas.
Canon in talks with those engaged in key chip projects in India, plans local service centres
Canon India President and CEO Toshiaki Nomura said the Japanese technology company has held discussions with key semiconductor manufacturers in India and plans to bring its lithography technology and service centres to the country. Canon sees a major opportunity in India’s growing chipmaking ecosystem and aims to support manufacturers as domestic semiconductor projects progress.
Agrani in talks to raise Rs 800-850 crore from Samsung, 360 One, Peak XV
The Bengaluru-based company is also looking to apply for around Rs 120-130 crore under the government-backed Research, Development and Innovation (RDI) scheme as part of the fundraise, the sources said.
In 2017, Google researchers published “Attention Is All You Need”; they were solving translation, but accidentally laid the foundation for today’s AI age
Google Translate once struggled with long sentences because its software processed language one word at a time. This sequential reading approach created severe computational bottlenecks, slowing down translation and causing models to lose context by the time they reached the end of a paragraph. Computer scientists solved this limitation by abandoning step-by-step reading entirely. Their Transformer architecture analyzed full blocks of text simultaneously using self-attention.
Global markets rattled as bond yields surge, offsetting AI-stock optimism
Global bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent losses. Oil prices rose, contributing to persistent inflation, while economic reports indicated US resilience despite challenges. The 10-year Treasury yield hovered near a 2002 high, raising concerns for real-estate stocks. Technology stocks demonstrated some strength, aided by Micron Technology’s better-than-expected quarterly profit.
Infineon opens $1.4 billion Thailand plant as country ramps up semiconductor push
The project signifies Thailand's commitment to boosting semiconductor manufacturing and attracting investments of $18 billion by 2030. The facility will provide up to 30,000 sq m of cleanroom space, with potential expansion to 150,000 sq m.
Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimism
Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technology. The Nikkei 225 surged 2.28%, while the broader Topix remained relatively stable. Nevertheless, various stocks within the Nikkei faced downturns, particularly in finance. Analysts are wary about the durability of AI stock gains amid Micron's forecasts, with monetary policy talks suggesting possible interest rate hikes, creating market uncertainty.
Huawei unveils Mate 90 phones, leans on homegrown chip design to offset US curbs
Huawei has showcased its Mate 90 smartphone series, enhancing performance with new chip technology and HarmonyOS 7. The latest models feature Huawei's Kirin 9050 Pro chip, utilizing an innovative LogicFolding architecture. As smartphone prices rise in China, Huawei has adjusted its pricing strategy to stay competitive in the market. While Apple's new foldable phone enters the market, Huawei maintains a dominant share in foldable phones.
Global Market: Japan’s Nikkei rises as AI stocks track US chip gains
Japan’s Nikkei rose 1.3% on Wednesday, led by AI and semiconductor stocks, while banking and shipping shares also advanced. SoftBank, Tokyo Electron and Advantest gained, though overall market breadth remained weak.
ASML turned an old BBC description into a badge of honor as its chipmaking technology took off - why “relatively obscure” is printed on its hoodie
ASML has transitioned from being relatively obscure to becoming a key player in the chip technology arena. While it does not manufacture computer chips directly, it produces machines that are critical for their production. These machines, which employ extreme ultraviolet light, require a year to construct and must function in meticulously controlled conditions.
In 1978, 15-year-old Jensen Huang got his first job as a dishwasher at Denny’s. 45 years later, he returned to the diner to unveil a plaque marking where Nvidia began
In his first job in 1978, Nvidia CEO Jensen Huang, at the age of 15, used to wash dishes at Denny’s. Later, he was “promoted” to the role of busboy. Now, the advanced chip manufacturer company's CEO is worth billions of dollars.
Tata Electronics triples equity investment as iPhone, chip plans expand
Tata Electronics significantly increased capital investments and debt financing for Apple iPhone manufacturing and semiconductor initiatives. The company provided ₹61,280 crore in guarantees and ₹1,017 crore in loans to subsidiaries. Equity investments surged to ₹3,727 crore largely due to semiconductor business expansion. Despite a revenue increase, net losses widened significantly to ₹1,611 crore for the fiscal year.
SiMa AI raises $150 million in funding to advance physical AI technology and robotics
The round was co-led by Fidelity Management & Research Company and Amplify, with participation from Alter Venture Partners, Dell Technologies Capital and StepStone Group, founder and chief executive Krishna Rangasayee told ET. AllianceBernstein, Baron Capital and JPMorgan joined the round as new investors.
Linde deepens its India semiconductor footprint, locks in Sanand land parcel
The US-German company has acquired a land parcel in Sanand, Gujarat, for establishing its second facility in the region to capitalise on the state's emergence as a chip packaging centre, top company executives told ET. Linde is currently building an air separation unit in Dholera, Gujarat to service an upcoming semiconductor fab of the Tata Group. It also has an air separation plant in Dahej and packaged gases unit in Ahmedabad.
TakeMe2Space to launch orbital computing satellite on SpaceX rocket
Indian space startup TakeMe2Space plans to launch what it describes as the country's first orbital computing satellite aboard a SpaceX rocket on October 1, seeking to process data in orbit rather than transmit raw information back to Earth.
Sovereignty means controlling a substantial part of the chip supply chain: Mindgrove CEO Shashwath TR
Shashwath said the concerns go beyond where a chip is designed; companies also need to know what software is placed on it and who can verify that it has not been changed.
Chip startup Mythic AI enters India, eyes data centre, robotics opportunities
Founded in 2012 and headquartered in Austin and Palo Alto, the company is developing analogue compute-in-memory technology for energy-efficient AI inference. Currently, it has close to 20 people in India and plans to take the team to more than 60 by the end of the first quarter of 2027, Ozcelik told ET in a conversation.
Tata Electronics hires two semicon veterans after some senior-level exits
The company has seen several high-profile exits on the construction side. Former Global Foundries executive KC Ang stepped down in December 2025 as president and head of Tata Semiconductor Manufacturing after less than a year in the role. Intel Israel's Reda Masarwa, former senior vice president, construction and facility at Tata Electronics, exited after a little over a year and a half.
How AMD went from Intel’s smaller rival to a $1 trillion AI contender
AMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and product innovation. Under CEO Lisa Su, AMD has transformed its business and expanded its offerings beyond CPUs. Recent acquisitions have bolstered AMD's capabilities in graphics processing and data center solutions.
KAS Group eyeing chip gear refurb play with Singapore company
Partnering with a Singaporean firm, it plans to be the first Indian company to enter the high-growth vertical at a time when chip designing and packaging units in India are expanding fast, and an explosion in chip equipment demand has exacerbated supply bottlenecks, Manjunath Jyothinagara told ET.
India needs to move beyond chip manufacturing, use Indian chips in products designed and made locally: Report
India’s next phase of semiconductor growth should focus beyond manufacturing capacity on building a domestic ecosystem where chips designed, produced and packaged in India are used in locally designed products, an EY-IESA report said. With semiconductor consumption projected at $200 billion by 2035, the report called for greater downstream value creation.
India attracts $12 billion for chipmaking as global firms join the push: What it means for the sector
India is witnessing a surge in investment commitments under its ambitious semiconductor policy, with both global and domestic players pledging billions. Major firms such as Applied Materials and Lam Research are gearing up for noteworthy investments, while Micron Technology is set to initiate local testing and assembly of millions of chips. Meanwhile, Tata Group is enhancing its semiconductor supply chain through innovative partnerships.
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