India has launched a multi-pronged strategy under Semicon India and Semicon 2.0 to build a skilled semiconductor workforce across design, fabrication, and packaging. Key initiatives include free EDA tools and training via Chips to Startup (68,000 trained), SMART Lab (over 1 lakh trained), new AICTE curricula, and partnerships with Lam Research, IBM, and universities like Purdue. The approach aims to create industry-ready talent through curriculum upgrades, specialized labs, and global collaborations to support the full semiconductor value chain.

Publication: Communication Today

India leads global workplace AI adoption, with employees 45% more likely than average to use AI in core workflows. However, it also records the highest rate of failed AI pilots at 38%, versus the global average of 28%. Failures stem mainly from lack of business context, poor personalization, and generic tools, prompting calls for more tailored, trustworthy AI solutions.

Publication: The New Indian Express

Samsung has raised DRAM prices by 20% amid the ongoing memory shortage, prompting Nvidia to hike graphics card prices by up to 30%. The increase is expected to hit the entire Blackwell lineup, potentially pushing the RTX 5070 from ~$650 to around $850 and the RTX 5090 toward $6,500. This continues a trend of rising GPU costs driven by the prolonged RAM crisis that shows no signs of easing soon.

Publication: IGN

Environmental fears over water and power consumption are overstated, as new tech like liquid cooling, AI-optimized systems, and captive power sources sharply cut resource use. India can pursue AI advancement without sacrificing sustainability by energy consumption innovations and smart regulations. New tech such as liquid cooling, AI-optimized systems and captive power sources can all sharply cut resource use. Securing data sovereignty is vital for national security and progress.

Publication: The Economic Times

Early-stage DeepTech startups in Andhra Pradesh will now have access to high-performance GPU computing, AI sandboxes, and specialised mentorship following the launch of the AI Center of Excellence (AI CoE) in Amaravati and Visakhapatnam on Tuesday, July 28.

Publication: Indian Express

India Is Accelerating its AI ambitions through initiatives like the IndiaAI Mission, which aims to strengthen the country’s AI infra-structure and capabilities. With AI projected to contribute $450-500 billion to India’s GDP by 2030, organisations across sectors are moving beyond pilots to enterprise-scale deployments.

Publication: The Financial Express

India and advanced economies are seeing a rapid buildout of massive computing facilities to support demand for data storage and exploding AI consumption.

Publication: The Economic Times

Utho Cloud, a sovereign cloud and AI infrastructure platform, has announced its commitment to deploy 10,000 GPUs in the next 78 quarters as part of its long-term vision to build India s sovereign AI compute backbone.

Publication: Express Computer

Japan is emerging as a crucial partner for India in its semiconductor ambitions, according to industry experts. The partnership with Japan is essential due to its role in supplying key materials and equipment for semiconductor production.

Publication: Analytics India Mag

ASC Global also highlighted a new wave of EndofLife (EOL) notifications from major semiconductor suppliers, including Microchip Technology, Renesas, Infineon Technologies, NXP Semiconductors, Diodes Incorporated, and Analog Devices.

Publication: Electronics For You

Anthropic signs supply deal with Samsung, SK hynix amid custom AI chip race Samsung and SK hynix are reportedly providing major AI infrastructure to Anthropic, but information surrounding the recent supply deal details has not been revealed.

Publication: Business Today

India’s operational data centre capacity is projected to increase more than five-fold to 12 GW by 2030 from 2.2 GW in 2025, driven by rapid adoption of artificial intelligence, hyperscale cloud investments and the country’s expanding digital economy, according to a Wood Mackenzie report released on Monday

Publication: The Asian Age

Odisha Chief Minister Mohan Charan Majhi on Friday announced that the state government has signed two Memoranda of Understanding (MoUs) with HCLTech and Sarvam AI to strengthen Odisha s technology and digital infrastructure, including the establishment of the state s first AI data centre.

Publication: The Economic Times

The Centre has raised the stakes in its semiconductor ambitions with the launch of Semicon 2.0. Backed by a Rs 1.27 lakh crore budget, it aims to move India beyond attracting global chipmakers towards building a semiconductor ecosystem.

Publication: India Today The Financial World

Ahmedabad: Gujarat-based fabless semiconductor startup IndieSemiC Pvt Ltd has partnered with US-based semiconductor supplier Semtech Corporation to develop Sabarmati-1, a 64-bit RISC-V-based system-in-package (SiP) with integrated LoRa connectivity for Internet of Things (IoT) applications.

Publication: The Times of India

As demand for AI computing infrastructure rises, states are competing by offering incentives such as subsidised land, electricity support, tax benefits and faster regulatory clearances.

Publication: The New Indian Express

Then, KKR-backed STTelemedia Global Data Centres (STT-GDC) has set up a 6MW data centre in Jaipur and NTT has established a 25MW data centre in Kolkata. Analysts welcomed the trend but also pointed to teething challenges.

Publication: MINT

Odisha has also entered the sector after HCLTech said it would estab-lish its first AI data centre in the state. AI data centres require larger clusters of graphics processing units (GPUs), higher power supply and greater cooling capacity than conventional data centres.

Publication: The New Indian Express

Infosys has already adopted what it describes as a cost-aware AI architecture. “We use the right models — large, medium and small — for the right task, optimise token usage and balance deterministic rules with predictive model calls.

Publication: The Financial Express

This collaboration aims to integrate fast response energy storage with solid state transformers to manage GPU power fluctuations, enhancing grid stability and operational resilience for high density AI infrastructure.

Publication: The Economic Times

Chipmakers, hype rscalers and cloud builders will debate what the shift from training to inference means for everything downstream. Developers and engineers will confront the race to the one-megawatt rack and the industrialization of how data centers get made.

Publication: BIS Infotech

India and South Korea have an opportunity to deepen their semiconductor partnership by combining Korea s manufacturing and packaging capabilities with India s engineering talent, large market and chip design ambitions, Padmesh Mandloi, vice president for APAC at Synopsys who is also a board member of the Indian Chamber of Commerce in Korea told ET on Wednesday.

Publication: The Economic Times

Tata Consultancy Services (TCS) has reportedly acquired significant land parcels in southern and western India for potential data center developments, a move that could support OpenAI s OpenAI for India initiative. The company received 200 acres in Andhra Pradesh and purchased an 88acre site near Pune, Maharashtra, according to reports.

Publication: The Economic Times

This shift is driven by increasing regulatory oversight, resource constraints, and the economic necessity of efficiency, especially as power availability becomes a binding constraint for new projects.

Publication: The Economic Times

Company News AGNIT Semiconductors eyes fundraise, plans GaN chip fab under Semicon 2.0 AGNIT Semiconductors, a Bengaluru startup, is planning to raise funds and may team up with partners to set up a gallium nitride (GaN) chip factory. This move is part of India s new Semicon 2.0 program, which aims to boost advanced tech manufacturing.

Publication: Communications Today

A 200acre semiconductor park in the first phase of Karnataka s KWIN City near Bengaluru is expected to become operational by December this year, Karnataka Minister for Large and Medium Industries MB Patil said on July 23.

Publication: Money Control

Tech Mahindra Has opened a consumer agentic experience studio at its Hyderabad campus to expand its AI offerings for retailers, consumer goods, travel, logistics and hospitality firms.

Publication: The Financial Express

While computer science remains a hot pick among wannabe engineers, colleges including Indian Institutes of Technology, National Institutes of Technology, BITS Pilani, Thapar Institute of Engineering & Technology, and VIT Vellore are reporting a sharp rise in student interest in core engineering courses, officials told ET .

Publication: The Economic Times

The deployment will include Nvidia H200, H100 and Blackwell GPUs, with the company promising sovereign AI infrastructure and up to 60% lower pricing than hyperscalers.

Publication: The Economic Times

This facility is expected to enhance India s semiconductor manufacturing ecosystem, generate significant employment opportunities, and support the country s vision of technological self–reliance.

Publication : The Economic Times Communications Today BIS Infotech

Engineers also use pretested blueprints to plan these facilities months before new AI chips are released, ensuring optimal infrastructure alignment. HighDensity Racks and 800 VDC Inside an AI factory, the space for computing equipment is shrinking while the demand for heavy power infrastructure grows.

Publication: The Economic Times

Karnataka is seeking to expand investment and technology partnerships with Luxembourg and Japan as it works to strengthen its industrial and semiconductor ecosystems.

Publication: Electronics For You, BIS Infotech

India’s data centre industry is witnessing a sharp expansion phase, with installed capacity expected to grow more than fourfold by 2030, according to a report published by Rubix Data Sciences.

Publication: Communications Today

China considers tighter export controls on AI models and chips, FT reports Chinese authorities are considering tightening export controls on AI and semiconductor technologies, the Financial Times reported on Tuesday.

Publication: The Economic Times

The Telangana government has partnered with Microsoft, the 1M1B Foundation (One Million for One Billion), and MeitY Startup Hub to establish India s first Green Skills and Applied AI Centre of Excellence (CoE) dedicated to Green Pharma, as the state looks to build a futureready workforce for AIdriven sustainable manufacturing.

Publication: Analytics India Mag

As India’s computing landscape evolves with the growing adoption of AI, digital learning, and cloud based workflows, the demand for accessible and intelligent devices is rising rapidly.

Publication: Digital Terminal

Uttar Pradesh, which is foraying into new-age domains including robotics and graphics processing unit (GPU) clusters, aims to achieve gross value addition worth Rs 2,000 crore in the next five years from its robotics and artificial intelligence (AI) hub in Noida.

Publication: Business Standard

Headlines of the Day Data centre boom set to trigger exponential surge in server demand India s data centre boom is poised to trigger an exponential surge in server demand over the next few years, as enterprises, cloud providers and AI workloads converge on locally hosted infrastructure.

Publication: Communications Today

India’s semiconductor push opens new opportunities for startups For years, India’s semiconductor ambition was mostly a slide in a policy deck.

Publication: Communications Today

Tata Electronics plans to take a phased approach to chip manufacturing at its Dholera facility, starting with mature nodes before expanding into more advanced technologies.

Publication: Electronics For You

India is ramping up its policy support to foster the domestic semiconductor industry, with twelve significant projects in chip and display manufacturing underway. More than two hundred indigenous chips have already been designed, and numerous engineers have received training.

Publication: The Economic Times

As Artificial Intelligence reshapes industries and the transition to a green economy accelerates, 1M1B Foundation (One Million for One Billion), in partnership with Microsoft, MeitY Startup Hub, and the Government of Uttar Pradesh, on Friday inaugurated the state’s first Centre for Green Skills & Applied AI at the University of Lucknow Main Campus.

Publication: The Statesman

India’s newly approved semiconductor incentive package could become a turning point for domestic suppliers of chip-making equipment, gases, chemicals and materials if the next phase of the programme, announced recently, is implemented in a way that forces deeper local ecosystem participation, industry stakeholders told ET.

Publication: The Economic Times

Polymatech Electronics Limited is pleased to announce that the Ministry of Commerce and Industry has notified Polymatech’s Special Economic Zone for the manufacturing of semiconductors and electronic components at Mandir Hasaud, Nava Raipur, Atal Nagar, Chhattisgarh.

Publication: The New Indian Express

AI models consume vast computing power, and every prompt, document, and image processed add to the bill. While many businesses initially encouraged employees to use AI as much as possible, some are now tightening limits after seeing monthly costs climb sharply.

Publication: The New Indian Express

In a major boost for India s semiconductor startup policy, govt is redesigning its support framework under Semicon 2.0 and intends to move away from onetime grants to a model of larger, milestone linked funding coupled with equity investments, alongside venture capital (VC) firms.

Publication: The Times of India

The government is open to the idea of buying an equity stake in semiconductor design startups that qualify for incentives under the second phase of the India Semiconductor Mission (ISM) to help instil the necessary confidence for venture capital firms to invest in these startups, the chief executive officer of ISM, Amitesh Kumar Sinha, said

Publication: Business Standard

As artificial intelligence and cloud computing become central to global business strategies, Southeast Asia is emerging as a critical battleground for hyperscale data center expansion. The surge in demand for high-performance digital infrastructure is redrawing the region’s connectivity map and shifting the balance of power among regional economies, investors, and technology providers.

Publication: The Economic Times

The global AI semiconductor market is entering a new phase of competition as demand for artificial intelligence infrastructure accelerates, with Gartner identifying NVIDIA, AMD, Broadcom, Marvell and Infineon as the Companies to Beat across key AI hardware segments.

Publication: Telecom Lead

The Union Cabinet on July 15 approved the second phase of the India Semiconductor Mission (ISM 2.0) with an outlay of Rs 1.275 lakh crore, significantly higher than the first phase s Rs 76,000 crore. The second phase shifts the focus from attracting semiconductor fabrication units to deepening the domestic value chain.

Publication: Money Control The Economic Times

HCLTech has announced a strategic investment of up to Rs 3,500 crore to establish artificial intelligence (AI) data centres, with the potential to scale to 50 megawatt (MW) of capacity. This move marks the company s entry into the full stack AI market, aiming to address the increasing demand for AIled services and solutions across the private sector and government.

Publication: The Economic Times

The Union Cabinet on Wednesday approved a new Rs.62,500 crore Mobile Phone Manufacturing Scheme aimed at driving deeper localisation and domestic design in India’s high-tech manufacturing sector over the next five years. Slated to run from financial year 2026-27 through 2030-31, the programme succeeds the Production Linked Incentive Scheme for Large Scale Electronics Manufacturing (PLI-LSEM), which ended on March 31, 2026.

Publication: The Hindu Business Line

The most troubling aspect of how technology and artificial intelligence (AI) will affect jobs in the organised sector in India is not to be seen in the headline number of overall staff strength. It is the uneven impact of technology and AI on different segments of employees that can be more problematic.

Publication: Business Standard

The racks inside the data centre, where the actual data is stored, belong to the end customer, whether that is Amazon, Netflix, a bank, or a government institution.

Publication: The Pioneer

With the financial sector rapidly adopting emerging technologies like cloud computing, AI and real-time payment systems, cyberattacks are becoming faster, more sophisticated and increasingly systemic, the government said on Monday.

Publication: The Hindu Business Line

Spain’s Silicon Group is set to invest Rs 19,000 crore in the semiconductor sector in Madhya Pradesh, the state’s Chief Minister Mohan Yadav announced.

Publication: Dinakaran

The project, which carries a total investment of approximately Rs 27,000 crore, will receive Rs 10,255 crore in support from the Central Government under India’s semiconductor incentive program, while the Assam Government will contribute Rs 3,789 crore to facilitate the development.

Publication: The Economic Times

Union Minister Ashwini Vaishnaw said India’s semiconductor industry is expanding rapidly with 12 plants under development, while urging the IT sector to tap the growing demand for chip design and skilled talent.

Publication: The Economic Times

Experts from AMD, NXP, Tata Electronics and IIT institutes led panels and technical talks, closing with a vote of thanks from BVRIT Principal Dr. Sanjay Dubey.

Publication: The Hans India

Demand in India is accelerating at a pace few markets globally can match. The country’s digital consumption patterns are expanding rapidly across sectors such as banking, e-commerce, healthcare, OTT streaming, fintech, AI applications and public digital infrastructure.

Publication: Free Press Journal

On the other hand, an opensource model is available for commercial use by persons other than the developer. Basically, one doesn’t need a licence from the developer to use the model.

Publication: The Hindu Business Line

To capitalize on the semiconductor boom, investors can use diversified technology and infrastructure mutual funds that provide exposure to domestic chip manufacturing and global tech leaders.

Publication: Vijaya Karnataka

Borah said the upcoming facility is expected to generate more than 27,000 jobs, including around 15,000 direct employment opportunities.

Publication: The Economic Times

The upcoming Rs 27,000crore semiconductor facility of Tata Electronics at Jagiroad will receive govt incentives worth Rs 14,044 crore from the central and state govts, the assembly was informed on Thursday.

Publication: The Times of India

The Gujarat govt plans to develop Dholera into the world’s largest data centre city, positioning the greenfield industrial township as the state’s flagship destination for hyperscale digital infrastructure.

Publication: The Times of India

The Centre is preparing to extend at-scale subsidized access to artificial intelligence (AI) chips beyond startups to government departments, research agencies and state-backed colleges, in a move aimed at accelerating the development of indigenous AI models and applications, according to three officials with direct knowledge of the matter and government documents reviewed by Mint.

Publication: Live Mint

The Jharkhand government has launched a roadmap to expand its digital infrastructure and adopt artificial intelligence (Al)in public governance in the state.

Publication: The Indian Express

Many years ago, on the shop floor of a plant manufacturing heavy engineering equipment, we watched a robotic welding cell come alive. The trials went exactly as promised; clean welds, consistent cycle times, an engineer beaming beside the control panel.

Publication: The Hindu Business Line

Founded in 2017 and backed by US semiconductor heavyweight Intel, California-based SambaNova will use the latest cash infusion to “continue investing across chips, systems, software, and full-stack AI infrastructure,” the company said in a statement.

Publication: Economic Times

Circular AI deals involve chipmakers and cloud providers investing billions in AI companies, which then spend the funds back on their GPUs and infrastructure, creating self-reinforcing revenue loops.

Publication: CXOToday.

A 16-year-old flaw in the Linux kernel, tracked as CVE-2026-53359, allows attack allows attackers to escape virtual machines and execute code on host systems. This vulnerability poses significant risks for multi-tenant public clouds.

Publication: TechGig

Bhubaneswar is set to strengthen its position as a key data infrastructure hub in eastern India with the establishment of two new data centers, backed by a combined investment of Rs 1,066. 48 crore.

Publication: The Economic Times

India’s semiconductor manufacturing ambitions are set to receive a significant financial push after the Finance Ministry’s Expenditure Finance Committee (EFC) cleared a proposal for a Rs 1.25 lakh crore outlay under the India Semiconductor Mission (ISM) 2.0. The proposal will now be placed before the Union Cabinet for final approval.

Publication: Manufacturing Today

We want the ecosystem to come to India, not just the fabs,” he said, stressing that developing domestic suppliers would improve resilience and reduce import dependence. The first phase of the India Semiconductor Mission has approved 12 projects spanning chip design, fabrication and packaging.

Publication: The Times of India

Indian IT companies have made their bets in preparation for the AI transformation, from building sovereign models to a human+AI business model. However, in certain aspects like funding and research, India still remains on the backfoot, raising concerns about India’s place in the global AI-verse.

Publication: The Hindu Business Line

The uninterruptible power supply (UPS) is increasingly becoming a central component in data center operations, driven by the demands of artificial intelligence (AI) workloads.

Publication: The Economic Times

Iron Mountain has released forecasts indicating that the demand for data center capacity will significantly outpace supply by 2030, largely due to the rapid growth of artificial intelligence (AI) technologies.

Publication: The Economic Times

It is the next step in the electronics revolution that has taken place in India over the past decade, he said after being presented with the first semiconductor chips manufactured at the facility, which will be exported to Japan.

Publication: The Times of India

With the commissioning of the Sanand facility, three of the 12 semiconductor projects approved under the India Semiconductor Mission have entered commercial production.

Publication: The Economic Times

Prime Minister Narendra Modi said India is building a semiconductor cluster in Sanand, Gujarat, strengthening the electronics value chain. The new OSAT facility will initially produce 20 crore chips annually, scaling to 500 crores. He highlighted global partnerships, skilled workforce development, and cluster-based manufacturing as key to boosting AI-driven innovation and jobs.

Publication: The Times of India

Artificial intelligence (AI) is having the time of its life: Governments are unveiling AI missions, venture capital is pouring billions into startups, companies are racing to weave AI into products and services. As excitement around the technology gathers pace, so has the search for businesses likely to benefit from it.

Publication: Business Standard

The Centre has begun work on a dedicated legal framework to regulate artificial intelligence (AI), signalling a shift from relying on existing Information Technology (IT) rules. IT secretary S. Krishnan said on Friday that the ministry of electronics and information technology (MeitY) has initiated discussions on a separate AI law to address issues such as deepfakes, AI-generated synthetic content and online fraud.

Publication: Deccan Chronicle

India’s AI datacentre boom is creating an unexpected winner: engineers from mechanical, electrical and industrial backgrounds. As companies race to build energy-intensive AI infrastructure, mechanical, electrical and cooling engineers—roles long overshadowed by software jobs—are back in demand, commanding hefty salaries and opening a new career path for industrial talent.

Publication: The Times of India

The debate comes at a time when generative AI tools such as ChatGPT, Gemini and other AI-powered learning assistants are becoming accessible to children. While these tools can personalise learning, simplify complex concepts and help teachers with lesson planning, experts have raised concerns about overdependence, misinformation, reduced critical thinking and privacy issues.

Publication: The Financial Express

Over 75 of our colleagues moved to Gujarat from the Philippines, South Korea, the US and Malaysia. They came here not merely to build a factory but to help build India’s capability,” said Vellayan Subbiah, Chairman of CG Power and Industrial Solutions Ltd, whose subsidiary CG Semi has developed the facility in partnership with Japan’s Renesas Electronics and Thailand’s Stars Microelectronics.

Publication: The Hindu Business Line

At a time when markets are growing uneasy over whether the enormous sums being poured into arti?cial intelligence (AI) will ever pay off, the prices the sector commands for each unit of usage are drifting lower.

Publication: The Hindu Business Line

Exactly. Just as oil powered the 20th century, semiconductors are the “digital diamonds” and foundational fuel of the 21st century. They are the critical lifeblood for everything from smartphones and defense systems to electric vehicles and global AI infrastructure.

Publication: Vijaya Karnataka

Some reports have shown how Open Source has been gaining global traction and there India has emerged as the number 2 and the fastest-growing developer community. You see TCS, Wipro and Infosys leading here. You see Kubernetes, ONAP, OSC etc. among top LF projects.

Publication: Data Quest

In the previous column we discussed how India risks being left out of AI technology ownership. However, all is not lost and the country can still take steps to ensure we don’t end up merely as an AI consumer.

Publication: The Hindu Business Line

This was corroborated by current Infosys Chairman Nandan Nilekani, who views AI as a massive “force multiplier” rather than an existential threat to the IT industry.

Publication: The Hindu Business Line

20 lakh crore for the second phase of the government s semiconductor programme, people aware of the development told The Economic Times.

Publication: The Economic Times

The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of critical components needed to build AI infrastructure, according to a Nomura Report, which said supply constraints across the hardware ecosystem are likely to intensify through 2027 even as AI investment remains strong.

Publication: ANI News

India is strategically positioned to lead in the semiconductor race, not just through manufacturing, but by focusing on design led innovation and intellectual property. Leveraging its vast talent pool and large domestic market, the nation can build globally competitive products and platforms.

Publication: The Economic Times

Now with three of the world’s most sophisticated semiconductor chip factories being set up, Sanand is poised to become India s newest Silicon lodestone.

Publication: India Today

Examples include AMD’s 3D VCache, which stacks SRAM on CPU dies in its EPYC data center processors, and the MI300 series, which also uses hybrid bonding technology to stack CPU/GPU tiles on I/O dies.

Publication: Times Tech

India’s quest to emerge as a global semiconductor powerhouse has gained momentum, with Gujarat positioning itself at the forefront of this strategic race.

Publication: The Economic Times

This marks a new milestone in India’s mission to create an ecosystem for semiconductor manufacturing and assembling, which began from scratch just four years ago.

Publication: The Economic Times

Modern AI chips from Nvidia and AMD simply cannot deliver peak performance without massive quantities of HBM. Traditional memory such as DDR5 is designed for general-purpose computing. It works alongside CPUs in PCs, laptops, and smartphones, offering balanced performance for everyday applications.

Publication: News 18

The government has launched the most ambitious project in its history to increase indigenous capacity in the semiconductor sector and reduce chronic dependence on imports. In this era of national security and future technologies, semiconductors are crucial for economic growth and ensuring India’s technological sovereignty.

Publication: Vishwavani