AMD brand mentions
Lenovo, AMD and RP tech Host Strategic Channel Planning Meet in Mussoorieedit
Lenovo, AMD, and RP Tech hosted a three-day strategic channel planning meet in Mussoorie, bringing together senior leadership to review business performance and align on future growth priorities. Discussions focused on strengthening ecosystem collaboration, improving go-to-market strategies, and enhancing execution across SMB and commercial segments, with an emphasis on agility, partner engagement, and sustained channel-driven growth.
Publication: Digital Terminal
Competition in news
NVIDIA Holds Near $200 as Mizuho Reaffirms Outperform Ratingedit
Mizuho kept its outperform rating on NVIDIA as the chipmaker continued to trade near the $200 level, even after a modest pullback on Monday. The firm said NVIDIA remains the leader in AI training and inference chips for data center use, with market share above 75% today.
Publication: Analytics Insight
India’s Sarvam AI Eyes $350 Mn Round Backed by Nvidia, Amazonedit
Term sheets have been signed and the final structure of the round is being finalised. Around $150–200 million is expected to be invested by the three strategic investors—Nvidia, Amazon and HCLTech, The Economic Times reported, citing people familiar with the matter.
Publication: Outlook Business
Google eyes new chips to speed up AI results, challenging Nvidiaedit
Now, the Alphabet Inc.-owned company aims to build on its momentum with the likely introduction of new chips dedicated to inference, or running AI models after they’ve been trained. With this push, Google is poised to further challenge market leader Nvidia Corp. in a fast-growing category for semiconductors that’s fueled by surging adoption of AI software.
Publication: Business Standard
ISI adopts new three-pronged strategy in Punjab: Intel reportsedit
Pakistan’s Inter-Services Intelligence (ISI) has sharpened its focus on Punjab with a calibrated three-pronged strategy built around targeted killings, drug trafficking, and the supply of arms and ammunition, according to intelligence inputs. Punjab has seen a series of low-intensity blasts in recent months, involving crude bombs and grenades.
Publication: Telangana Today
NCLAT stays CCI penalty on computer chip maker Intel Corpedit
The National Company Law Appellate Tribunal (NCLAT) has stayed a ₹27.38 crore penalty imposed by the Competition Commission of India (CCI) on Intel Corporation over its India-specific warranty policy. The tribunal granted interim relief after Intel deposited 25% of the fine and challenged the order, while directing no coercive action until the next hearing.
Publication: The Economic Times
Industry news
India’s First 3D Semiconductor Packaging Unit Launched in Odisha, Boost for AI and Electronics Sectoredit
The project, developed by 3D Glass Solutions, was inaugurated in the presence of Odisha Chief Minister Mohan Charan Majhi and Union Minister Ashwini Vaishnaw. It positions Odisha at the forefront of India’s push into high-end semiconductor manufacturing.
Publication: Elets
Frugal AI and India s Opportunity: Building Inclusive Artificial Intelligenceedit
Artificial intelligence is the most powerful technology the world has built in a generation. It is also, so far, almost entirely designed for the wrong people. The industry s default assumption is abundance. More computing power, more money, more data, more everything.
Publication: Daily Pioneer
Delhi Plans Semiconductor Policy to Boost R&D, Design and Investment Ecosystemedit
The Chief Minister noted that the semiconductor sector has emerged as a critical pillar of the global economy, and the Delhi government is working on the comprehensive policy framework to ensure its balanced and structured development.
Publication: Daily Pioneer
Agentic AI to widen chip spending beyond graphics processors to CPUs: Morgan Stanleyedit
“As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity,” Morgan Stanley said in a note on Sunday, adding that demand for graphic processing units (GPUs) remains strong.
Publication: ET Telecom
India gets first advanced 3D chip packaging plant, Intel helping it set up in Odishaedit
India’s push to build a strong semiconductor ecosystem has taken a fresh step forward, with Odisha entering the spotlight in a big way. The country has now moved closer to developing advanced chip-making capabilities, not by manufacturing chips directly, but by focusing on a critical stage that often decides performance – packaging.
Publication: India Today
Mann pitches for semiconductor R&D hub in Mohali to top chipmakeredit
Punjab Chief Minister Bhagwant Mann has pitched Mohali as a potential semiconductor R&D hub, inviting NXP Semiconductors to set up operations during his Netherlands visit. He highlighted the region’s talent pool, proximity to key institutions, and plans to build a “Silicon Valley-like” ecosystem, while proposing collaborations in chip design, innovation, and startup support.
Publication: The Times of India
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