SEMICONDUCTOR FABS
India wants more factories, fabs and data centres. Where will the water come from?
India's ambition to become a developed nation by 2047 is constrained by growing water resource challenges. Industries across sectors, including thermal power and semiconductor manufacturing, face water scarcity issues that could hinder growth. Many regions are already experiencing severe water stress, impacting economic development plans drastically. Adopting recycling and reuse technologies will be crucial for managing water in industries effectively.
US semicon gear giant KLA eyeing India manufacturing
KLA makes advanced inspection tools, metrology systems, process solutions and computational analytics for manufacturing semiconductors and related technologies. The Milpitas, California-headquartered firm has operations spread across 18 regions and reported a revenue of $12.74 billion in CY2025.
Chip startup Nova Spectral AI raises Rs 21 crore to build low-cost image sensors
Founded by IIT Kanpur alumni Anish Priyadarshi and Sanjeev Kumar, the startup is developing a short-wave infrared (SWIR) sensor that can help cameras capture images in low light and through smoke, haze, and fog. It aims to make these sensors up to 100 times cheaper than existing technology, opening up potential applications in defence, robotics, cars, and smartphones, the founder said.
SK Hynix seeks US nod to expand China chip output, ties approval to US plant: Report
SK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an increase in production at its Dalian facility. Solidigm, the US arm of SK Hynix, is considering a factory in the US contingent on this approval. The US is enforcing restrictions on such exports to maintain technological superiority.
SK Hynix conditions new US factory on more US chip equipment exports to China, sources say
The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.
TSMC expected to report sixth straight quarter of record profit thanks to AI boom
Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) AI chipmaking capacity, as well as its advanced chip packaging technology, CoWoS, remains strong.
- Go To Page 1
India's semiconductor push, agentic AI set to reshape telecom and connected devices: Industry leaders
India's semiconductor ambitions and the rapid adoption of agentic artificial intelligence (AI) are set to reshape the country's technology and telecom ecosystem, with industry leaders seeing opportunities across chip design, domestic manufacturing, autonomous networks, enterprise solutions and next-generation connectivity.
Elon Musk rules out wider TSMC role in Texas Terafab, says his companies will build and run facility
Responding to a post on X about ongoing discussions between TSMC and Musk over the chipmaking project, Musk said there should be no doubt that the Terafab would be built and operated by his companies.
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.
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.
Building businesses for the next billion Indians: What entrepreneurs need to understand
India is undergoing a remarkable transformation as more individuals choose entrepreneurship over conventional careers. The influx of technology and digital tools presents new avenues for small enterprises to flourish.
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.
Electronics demand, global supply shifts, policy support driving India's semiconductor play: BCG top exec
India is well placed to build a deeper semiconductor ecosystem as domestic electronics demand rises, government incentives expand and global supply chains diversify, BCG’s Ankush Wadhera said. He expects AI to keep driving demand for GPUs, memory and compute, arguing that current AI-safety debates are “speed-breakers” rather than barriers to semiconductor growth.
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.
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.
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.
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's semiconductor opportunity expanding beyond fabs: Report
India's semiconductor sector is expanding beyond chip fabrication into a complete ecosystem. This growth includes chip design, materials, and advanced packaging services. The government's Semicon 2.0 program supports this expansion with significant financial outlays. Global companies are investing in India's semiconductor supply chain development and research. India aims to capture more value by developing intellectual property and product ownership.
India's semiconductor opportunity expanding beyond fabs: Report
India's semiconductor opportunity is expanding beyond chip fabrication and packaging, with the country now focusing on building a complete ecosystem covering chip design, equipment, materials, advanced packaging, research and electronics products, YES Securities said in a report on the SEMICON India 2026 conclave.
ISM 2.0: Several chip companies plan to invest in India in 6 months, says Ashwini Vaishnaw
India’s second semiconductor mission has drawn nearly $12 billion in industry interest, with investments expected to begin within six months, Ashwini Vaishnaw told ET. The IT minister also called for greater responsibility from AI companies on safety.
ASML begins India operations, links scaling-up plan with success of Tata Electronics, govt ambition
Speaking on the sidelines of Semicon India 2026, ASML Executive Vice President and Head of Customer Support Lin Kiat Yap told PTI that the company's scaling-up plan depends on the success of Tata Electronics chip unit in India and the ambition of India to grow in the semiconductor space.
Chip majors make beeline for Semicon to build wider ecosystem with Indian talent
The government has announced the Semicon 2.0 scheme with an incentive of around Rs 1.27 lakh crore or USD 13.5 billion to build the semiconductor ecosystem. Union Minister Ashwini Vaishnaw said investment proposals worth USD 12 billion are likely to come under the new scheme for chip production.
Domestic demand, labour supply give India structural advantage in semiconductor push: Bain & Co
India's strong domestic demand and demographic dividend give it an advantage in the global semiconductor race, but access to core technology remains a key hurdle, said Balaji Thirumalai, Partner and India Head of Semiconductors and Electronics Manufacturing Practice at Bain & Company. He said Semicon 2.0's focus on talent, fabs, OSATs, design, equipment and materials is needed to build a complete ecosystem.
Nippon Express Group eyes 3x India business by 2028, flags India’s scale as a challenge
Katsuhito Kobayashi, CEO, South Asia & Oceania Region, Nippon Express, told ET AI that while the company has secured land in Gujarat’s Dholera, it is also looking at other states.
Applied Materials sees no demand risk for India's chip push; ecosystem, infrastructure the real tests
Applied Materials India president Avi Avula told ET AI during SEMICON India 2026 that India is at the beginning of its semiconductor journey with a major potential to grow.
Tata Electronics, L&T Semiconductor partner to manufacture chips in India
LTSCT and Tata Electronics have partnered strategically to elevate the domestic semiconductor chip industry. This alliance aims to integrate LTSCT's cutting-edge design techniques with Tata Electronics' extensive experience in packaging and manufacturing. By tapping into diverse sectors for chip production and packaging, this collaboration highlights a crucial advancement in strengthening India's position in the global semiconductor supply chain.
India’s semiconductor journey ‘pretty strong’, Semicon 2.0 offers policy continuity: Tata Electronics CEO
India's semiconductor journey appears strong with government policy continuity and significant investments. Tata Electronics is building a fabrication plant in Dholera and an assembly facility in Assam. These projects involve a combined investment of fourteen billion dollars for global industries. The company is securing numerous suppliers and partners to build a domestic ecosystem. These initiatives aim to establish India's semiconductor manufacturing capabilities at a grassroots level.
Tata's chip plant to have 450 suppliers, building 363-acre vendor park to house them: Official
During a panel discussion at Semicon 2026, Tata Electronics senior vice president for strategy and business development, Utpal Shah, said all the suppliers need to be located close to the chip manufacturing plant as the unit is highly capital-intensive and it cannot be down even for a few hours.
Global industry leaders back India's chip ecosystem push under ISM 2.0 at Semicon India 2026
Speaking to on the sidelines of Semicon India 2026, industry executives and academic experts pointed out that India's targeted push beyond core fabrication to supply chains, talent creation, and international partnerships is drawing global interest, with three hundred international firms participating at the summit.
Load More
