SEMICONDUCTOR SOVEREIGNTY
10 Terms to Know Ahead of India Mobile Congress 2026, as AI-led evolution of telecom networks continues
India Mobile Congress 2026 will showcase the pivotal role of Artificial Intelligence in revolutionizing telecom network operations. Focusing on AI-native frameworks, experts will address advancements like zero-touch networks and digital twins. The event promises engaging discussions on AI's impact on network performance and strategic decision-making, with sovereignty and control over AI systems also featuring significantly in the dialogue.
Taiwan must deepen drone cooperation with democratic partners, president says
Taiwan's government has made defence modernisation and increased spending a core policy given stepped-up military pressure from China, which views the democratically governed island as its own territory.
IIT Madras-backed deeptech fund raises Rs 450 crore in first close, invests Rs 55 crore in four startups
The fund, which has a target corpus of Rs 1,000 crore including a Rs 400 crore greenshoe option, achieved its first close within three months of receiving approval from the Securities and Exchange Board of India (Sebi), Bhaskar Majumdar, managing partner, Unicorn India Ventures told ET.
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.
US-China AI talks: A two-power bargain that could leave the world with no say
Donald Trump has rejected international regulations on artificial intelligence while preparing for a critical summit with Xi Jinping. Discussions are expected to focus on AI safety and protecting intellectual property rights amidst rising geopolitical tensions. The contrasting approaches of the US and China highlight differing strategies for AI development and distribution. Both countries are wary of the inherent risks yet reluctant to address global repercussions.
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India has chip design talent, but lacks global sales skills: Endiya Partners' Sateesh Andra
Engineers based in India have taped out chips that have shipped in billions for companies such as Qualcomm, Infineon, NXP, Texas Instruments and Renesas. Missing were the skills to write a product's specifications, position and market it, and work with distributors to reach customers abroad, he said.
Satya Nadella addresses “IDEAS4INDIA”: Indian American Tech CEOs Forum hosted by CGI Seattle
India’s Consulate in Seattle brought together more than 40 Indian-origin technology CEOs and CTOs, including Microsoft’s Satya Nadella, to discuss ways to deepen the India-US technology partnership. The forum focused on AI infrastructure, semiconductors, quantum computing, data centres, aerospace and skilling, as US technology majors expand investments and operations in India.
L&T’s chip arm unveils 40 products, debuts first silicon carbide chip for EVs and power systems at SEMICON India 2026
LTSCT unveiled 40 products at SEMICON India 2026, showcasing its new silicon carbide platform for the first time. The company also presented its first fully designed-in-India BLDC motor controller. These innovations span secure identity, surveillance, and power electronics applications. The new products aim to support India's growing semiconductor ecosystem and technological sovereignty.
Microsoft CEO Satya Nadella lauds Seattle tech community's strengthening ties with India
Nadella was the guest of honour at a special event organised by the Consulate General of India in Seattle under the leadership of Consul General Prakash Gupta.
From Tech NAM to NAS: India’s case for tech sovereignty through strategic choices
It is crucial for countries to embrace a non-aligned sovereignty approach in artificial intelligence, enabling them to diversify their technological alliances and systems. Brazil's proactive AI investment strategy sets a strong example by collaborating with multiple global partners. India’s foreign policy reflects this multi-alignment ethos, crucial for its AI initiatives. To secure autonomy, nations need to oversee critical infrastructures while keeping alternative options available.
India AI policy: Pragmatism before sovereignty
Navigating the road to AI sovereignty, India confronts numerous hurdles amid fierce global rivalry. A pragmatic approach suggests that some level of technological reliance will persist for now. India must adeptly blend foreign technology dependency with enhanced domestic capabilities to pave the way towards genuine AI autonomy while ensuring flexibility in geopolitical affiliations.
The next export story: A $50 billion prize India can't afford to miss
India’s telecom equipment exports remain small at about $0.6-1 billion a year, while imports are four to five times higher. A new NITI Aayog assessment says India could turn this imbalance into an opportunity and become a $50 billion telecom equipment export hub by 2035.
Brazil launches AI supercomputer push, splits projects between Chinese, US firms
Just over half the total, 1.3 billion reais, will fund a supercomputing infrastructure project in Rio de Janeiro developed in partnership with China's Huawei Technologies and iFlytek. President Luiz Inacio Lula da Silva's government said the infrastructure will be used primarily to develop large language models for general and sector-specific applications.
Why Taiwan and the South China Sea are two sides of the same strategic coin
Taiwan and the South China Sea hold significant global trade importance. China claims Taiwan and asserts sovereignty over the South China Sea. Tensions with China persist over these disputed maritime regions. The United States maintains unofficial relations and arms sales with Taiwan. Preventing Chinese regional hegemony remains a primary US interest.
When the cloud gets thirsty: Should India make AI pay back its water debt?
India's AI sector is poised to face a substantial challenge due to its increasing water demands for infrastructure, particularly as data centers are expected to significantly intensify water consumption in the near future. Implementing an innovative water credit system can help mitigate these environmental concerns, placing a strong emphasis on local water replenishment and ensuring community advantages.
Treat, not trick, data centre water
India faces a significant potable water shortfall while treating only a fraction of its sewage. Treated sewage, currently discharged into waterways, offers a viable water source for industries. Data centres, while demanding, use a small percentage of national water consumption. Pricing treated water and enforcing reuse policies can transform liabilities into revenue. Municipalities should implement pricing and mandates for industrial water use.
Tata Electronics to rejig cybersecurity, taps Adani executive Mehta to rebuild trust
Mayur Mehta, who had been serving as vice president, cybersecurity, at Adani Enterprises from October 2025, has taken on the role at a time when Tata Electronics is on track to become India’s first integrated electronics business, spanning from semiconductor fabrication and chip making to electronics manufacturing.
The AI competition paradox
China's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through lower-cost AI inference and state support. The race for AI supremacy is intensifying, with firms seeking massive funding rounds.
South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloff
South Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled by record highs on Wall Street led by AI earnings, easing oil prices amid US-Iran peace deal talks, and strong fundamental demand for semiconductor giants like Samsung.
IT Secretary says protest takedowns lawful, eyes more teeth for digital user rights
In an exclusive interview, Krishnan said the Centre is also mulling ways to give more teeth too individuals against harms on social media, India should target being strageically autonomous in the global AI race and in the semiconductor space, India is making bets on technologies which are high in demand and have higher chances of success instead of blindly going after the most advanced itirations.
India key EU partner for semiconductors due to skilled talent pool: European Commission VP
The European Union considers India a vital partner for semiconductor supply chain resilience. India's skilled talent pool makes it important for research and development efforts. Both nations agreed to deepen cooperation in advanced technology sectors. India's Semicon 2.0 program aims to boost its semiconductor ecosystem significantly. This collaboration strengthens global chip manufacturing and innovation capabilities.
India can import capital, but not sovereignty; controlling silicon critical for future: ESSCI CEO
India's shift towards semiconductor manufacturing represents a crucial strategy for asserting national autonomy. By fostering local chip production, the nation is laying the groundwork for a safe, self-sufficient future. The government has initiated substantial funding to bolster the semiconductor mission, targeting the attraction of considerable investments and the generation of numerous jobs. This effort emphasizes the importance of design, fabrication, and talent development in driving future advancements.
India approves Rs 62,500 crore Mobile Phone Manufacturing Scheme (MPMS) to boost exports and jobs
The union cabinet approved a new mobile phone manufacturing scheme. This initiative has an outlay of sixty-two thousand five hundred crore rupees. The scheme aims to boost domestic production and exports significantly. It also targets generating substantial direct employment opportunities. This plan will promote technological sovereignty and Indian brand development.
Germany's Infineon opens major chip plant as EU seeks tech autonomy
German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy. "We all want to further strengthen Europe's position as a semiconductor hub," Infineon CEO Jochen Hanebeck said at the opening ceremony.
India should target to build $120-150 billion semiconductor value chain by 2035: NITI Aayog
India aims to build a USD 120-150 billion semiconductor value chain by 2035. This requires significant investment to develop domestic capabilities. The goal is strategic self-sufficiency and global indispensability. The government will commit one-third of the investment to de-risk projects. This initiative is crucial for technological sovereignty and national security.
The long road to AI sovereignty in India
India's pursuit of AI sovereignty faces hurdles beyond technology. Deep structural issues like talent migration and weak manufacturing hinder progress. While initiatives are underway, achieving self-reliance in AI will require long-term strategies. Current dependence on foreign AI capabilities may persist in the short term. Cautious action is deemed practical for now.
Colab Platforms sets up unit to foray into semiconductor manufacturing, OSAT sector
Colab Platforms is establishing Colab Semiconductor Pvt Ltd to enter India's growing semiconductor manufacturing and OSAT industry. This strategic expansion complements its existing ventures in AI, blockchain, and other tech sectors, aiming to capitalize on India's projected market growth and enhance technological sovereignty.
India's semiconductor mission paves way for digital sovereignty: Experts
They said that the central government's initiative lays the groundwork for India to become self-reliant across the entire digital technology stack -- from chip manufacturing to artificial intelligence (AI) and cloud applications. All mission-critical digital infrastructure, whether related to artificial intelligence or cloud computing -- fundamentally depends on semiconductor chips.
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