Competition in news
Nvidia deal spree continues; Jensen Huang-led company to invest $2 billion in Marvell as AI race heats upedit
Jensen Huang-led Nvidia, on Tuesday (local time), announced that it has invested $2 billion in a “strategic partnership” with Marvell Technology, adding that the two chipmakers now plan to partner on silicon photonics technology.
Publication: Live Mint
Nvidia Chips Anchor Mistral AI s $830 Million European Data Centre Expansionedit
French artificial intelligence startup Mistral AI is strengthening Europe s AI computing ecosystem by deploying thousands of advanced processors from Nvidia as part of a major data centre expansion strategy.
Publication: Electronics For You
Hands On With Nvidia DLSS 4.5 Dynamic MultiFrame Generationedit
Nvidia technically launched DLSS 4.5 back at CES 2026, improving the already great DLSS 4 algorithm with an updated transformer model for upscaling. But its headline feature, Dynamic MultiFrame Generation, was absent until now.
Publication: IGN
How Savi Soin Quietly Made Qualcomm India’s Essential Tech Stackedit
Qualcomm India President Savi Soin is positioning India as a key hub for the company’s end-to-end technology stack spanning AI, EVs, and semiconductors, with a focus on building capabilities across chip design, edge AI, and automotive solutions. It highlighted Qualcomm’s growing role in enabling India’s digital infrastructure, leveraging local engineering talent and partnerships to drive innovation across sectors like mobility, AI computing, and next-generation connectivity.
Publication: BW BusinessWorld
Nvidia DLSS 4.5 is now live, and it brings 6x frame generation to RTX 50 series GPUsedit
Nvidia has rolled out DLSS 4.5 via its app beta, introducing Dynamic Multi Frame Generation with a new 6x mode for RTX 50-series GPUs that significantly boosts frame rates in demanding scenarios like path-traced 4K gaming. The update also enhances image quality and smoothness through improved Super Resolution, while expanding support to more games, enabling clearer visuals and more fluid gameplay experiences.
Publication: The Times of India
Industry news
India strengthening its role as reliable semiconductor supplier in global market: Modiedit
Prime Minister Narendra Modi inaugurated Kaynes Semicon’s outsourced semiconductor assembly and test facility at Sanand on Tuesday and said India is strengthening its role as a reliable semiconductor supplier in the global market.
Publication: The Economic Times
Chip bidding war exposes Japan’s competitive angstedit
The gloves are coming off in Japan s fight for industrial consolidation. Three weeks after Toyota Motor supplier Denso approached $8.2 billion power semiconductor specialist Rohm about a potential takeover, the target on Friday confirmed it is in talks to integrate, with the chip and power device businesses of Toshiba and Mitsubishi Electric.
Publication: Communications Today
Beyond access: How AI is powering the next phase of financial inclusion in Bharatedit
At a time when most conversations around artificial intelligence are centred on enterprise productivity and urban innovation, its real impact in India is unfolding far beyond metros, in the vast, diverse landscape of Bharat. For Dilip Modi, Founder and CEO of Spice Money, AI is not just about efficiency; it is about access, trust, and empowerment.
Publication: Express Computer
AP Eyes Top 5 Global Quantum Hub Status, CM Announces Action Planedit
A roundtable on AQV, attended by Andhra Pradesh Chief Minister N Chandrababu Naidu on Tuesday, resolved to transform the state into one of the top five global quantum computing hubs by 2030.
Publication: Deccan Chronicle
AI boom strains Taiwan’s SMC capacity, opens door for Samsung in chip raceedit
A surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company TSMC )’s production capacity, creating a rare window of opportunity for Samsung Electronics to gain ground in the advanced chip race, reports Korea Herald Citing Industry sources, the Korea Herald noted that TSMC, the world’s largest contract chipmaker, has been grappling with tight capacity as orders for high-performance AI semiconductors from major tech firms continue to soar.
Publication: The Economic Times
India’s semiconductor market to cross $100 billion by 2030, projects PM Modi; unveils Rs 3,300 cr Kaynes plant in Gujaratedit
Nearly 60,000 engineers have already been trained in advanced chip design tools, such as Synopsys and Cadence, while global firms such as Nvidia, AMD and Intel are expanding design operations in India, including work on cutting-edge 2-nanometre chips.
Publication: The Statesman
India’s semiconductor dream: The stars may finally be aligningedit
India’s semiconductor ambitions are gaining momentum as the country shifts from being a global design hub to building a full-stack ecosystem with manufacturing capabilities, supported by initiatives like the $10-billion Semicon India Programme, while highlighting strong engineering talent and growing investments, though challenges remain in infrastructure and supply chains as India aims to become a key player in global chip production.
Publication: ET CIO
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