AMD specific news
Intel, AMD notify customers in China of lengthy waits for CPUsedit
Intel and AMD have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery lead times of up to six months, people with knowledge of the delays said.
Publication: The Economic Times
Competition in news
Nvidia-led boom to turn chips into trillion-dollar industryedit
Colossal demand for new data center computers has provided a bonanza for Nvidia Corp., Micron Technology Inc. and other chipmakers.
Publication: Money Control
Nvidia is taking 2026 off from gaming GPUs, and gamers aren’t going to like whyedit
Nvidia is reportedly halting new gaming graphics card releases in 2026, a first in three decades, due to a severe global memory shortage The company is prioritizing AI chips, which are significantly more profitable For the first time in roughly three decades, Nvidia is skipping an entire year without launching a new gaming graphics card.
Publication: The Times of India
AI is not a bubble, senior executive at Nvidia supplier saysedit
Artificial intelligence is not a bubble, and 2026 AI-related order growth will be more than last year, Simon Lin, the chairman of Taiwanese electronics manufacturer Wistron, said on Friday.
Publication: The Economic Times
Tower Semiconductor and Nvidia partner on 1.6T silicon photonics for AI data centersedit
Tower Semiconductor and NVIDIA are teaming up to scale nextgeneration AI infrastructure with 1.6T optical modules for data centers. The collaboration centers on Tower s advanced silicon photonics platform, designed to meet the growing bandwidth and performance demands of largescale AI deployments.
Publication: Var India
Nvidia CEO Jensen Huang: AI infrastructure spending sustainable for Big Techedit
Nvidia CEO Jensen Huang has a ‘happy message’ for worried and anxious investors of four of the biggest American technology companies Google, Microsoft, Meta and Amazon.
Publication: The Economic Times
Ashwini Vaishnaw Unveils 2-NM Qualcomm Chipedit
Union Minister for Electronics and IT Ashwini Vaishnaw on Saturday unveiled a high-tech 2-nanometre chip manufactured by Qualcomm. On the occasion, the minister underscored the country’s rapid progress in building an end-to-end semiconductor ecosystem.
Publication: The Sunday Guardian
Access to Advanced GPUs, Data Centre Equipment Gets a Boost: Vaishnawedit
Currently, enterprise GPU servers attract import duties of 20-28% in India, significantly inflating costs. Somani said that an NVIDIA H100 server priced at about $250,000 in the US can cost nearly $325,000 after duties in India, making GPU as-a-service offerings about 40% more expensive than in competing hubs such as Singapore or the UAE.
Publication: The Economic Times
Why Selling Nvidia H200s to China Would be a Colossal Strategic Blunder for Americaedit
The debate over whether the U.S. should allow the sale of advanced AI chips such as Nvidia’s H200 to China is often framed as a narrow trade-off: short-term commercial benefit versus longer-term strategic risk.
Publication: The Sunday Guardian
Partner in news
Asus announces six new Zenbook and Vivobook laptops, prices start at Rs 62,990edit
Asus has opened preorders in India for its latest Zenbook and Vivobook laptops powered by AMD Ryzen AI processors. (Image Source: Acer) Make us preferred source on Google Whatsapp Twitter Facebook Reddit Asus has announced that it will be launching new laptops in India.
Publication: The Indian Express
Industry news
IIT Madras Research Park launches Rs 600-crore deep-tech fund for start-upsedit
The Indian Institute of Tech-nology Madras Research Park (IITM RP) has formally launched its Rs 600-crore IIT Madras Unicorn Frontier Fund, a deep-tech-focused venture capital (VC) fund, with Unicorn India Ventures appointed as the fund manager.
Publication: The Hindu Business Line
Chip making to hit $1 trn this year on AI demandedit
The semiconductor industry will reach $1 trillion in revenue this year for the first time ever, fuelled by artificial intelligence (AI) and the spread of computer chips to virtually every part of the economy. Total industry sales were $791.7 billion in 2025 and are forecast to chalk up another 26 per cent surge in 2026, according to the Semiconductor Industry Association (SIA).
Publication: Deccan Chronicle
ISM 2.0 to prioritise chip design, ecosystem’edit
India Semiconductor Mission 2.0 will prioritise indigenous chip design, Productisation, ecosystem & talent creation, Union Minister Ashwini Vaishnaw said on Saturday.
Publication: Millennium Post
Vaishnaw tours semicon and chip firms in Bengaluruedit
Ashwini Vaishnaw, Union Minister for Information Technology, Electronics, Railways, and Information & Broadcasting, had a semiconductor and chip tour in Bengaluru on Saturday, covering some of the upstream and downstream players in the ecosystem.
Publication: he Hindu
India’s GPU capacity may triple to 100,000 by 2026-end’edit
“The fresh tenders have just been opened and the number of GPUs installed will go up significantly from the current 38,000… by the end of the year, we should have roughly a 100,000 GPUs,” Abhishek Singh, additional secretary, Ministry of Electronics and IT (MeitY), and CEO of IndiaAI Mission, told The Indian Ex-press during an interaction.
Publication: The Indian Express
India, Malaysia pledge deeper semiconductor tiesedit
India and Malaysia pledged Sunday to deepen their semiconductor partnership as the Indian Ocean neighbours ramp up trade and security links during a visit by Prime Minister Narendra Modi. “Along with AI and digital technologies, we will advance our partnership in semiconductors, health, and food security,” Modi said.
Publication: Udayavani
India Semiconductor Mission 2.0 to boost domestic chip manufacturingedit
The new phase signals a clear policy push to deepen domestic semiconductor capabilities, as chips underpin every critical digital and industrial system. ISM 2.0 will focus on producing semiconductor equipment and materials in India, designing full-stack Indian semiconductor intellectual property, and fortifying both domestic and global supply chains.
Publication: Business Standard
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