Union Finance Minister Nirmala Sitharaman on Saturday called for greater investment in AI infrastructure, semiconductors and quantum technology, stressing that these would be the next major frontier for India.

Publication: The Pioneer

Waaree Clean Energy Solutions (WCES), a wholly owned subsidiary of Waaree Energies Ltd, announced its entry into India’s specialty gases business. WCES aims to be a one-stop supplier to the country’s semiconductor and solar cell manufacturers. India is expanding chip and electronics manufacturing under the Semicon India 2.0 programme. High-purity process gases and chemicals are still largely imported, and that supply has become a critical bottleneck. WCES is building a specialty gases plant at GIDC Saykha, Dahej, Gujarat, to close that gap with domestic supply across India.

Publication: Dataquest

The growing consumption of electronics in India, coupled with government support through incentives, and a shift in global semiconductor supply chains, are creating a strong opportunity for the country to build a domestic chip ecosystem, Boston Consulting Group (BCG) Managing Director and Partner Ankush Wadhera has said.

Publication: Money Control

Tata Electronics’ plans to build the chip fabrication plant in Gujarat and its broader electronics projects will remain on schedule, said people familiar with the matter. The assurance offers relief to New Delhi, which has made semiconductors and electronics a central plank of Prime Minister Narendra Modi’s industrial strategy.

Publication: The Financial Express

Japanese specialised logistics firm NX Group (formerly known as Nippon Express) is targeting $380 million in revenue over the next two years as it looks to play a bigger role in India’s expanding semiconductor ecosystem, the company’s chief executive officer for the South Asia and Oceania region, Katsuhito Kobayashi, said.

Publication: Business Standard

Prime Minister Narendra Modi recently reiterated his vision of positioning India as a “trustworthy” destination for semiconductor manufacturing. However, the sector’s growth trajectory highlights the challenges despite the government announcing two packages to boost the sector. India ranked third globally in semiconductor firm registrations between 2017 and August 2026, but the number of new firms has fallen sharply over the years. In 2026, the United States accounted for 48 per cent of global semiconductor funding and China for 6.8 per cent, while India’s share stood at just 0.6 per cent. Within India, semiconductor design and manufacturing services, electronic manufacturing services, and electronic components accounted for the largest share of firms in the sector.

Publication: Business Standard

Uttar Pradesh is rapidly transforming into a leading state for artificial intelligence, semiconductors, electronics, technology, and innovation, positioning itself as the country’s next growth engine, according to Union Minister of State for Commerce and Industry Jitin Prasada. Speaking at a session titled ‘UP’s Journey from Electronics Leader to AI and Semiconductor Powerhouse’, Prasada highlighted that the state is expanding its high-tech footprint beyond established manufacturing hubs.

Publication: ET ElectronicsWorld

India’s semiconductor startup ecosystem is beginning to move beyond designs and prototypes towards working silicon, customer engagement, and early commercialisation, signalling a new phase in the country’s semiconductor journey. The transition was highlighted by Prime Minister Narendra Modi during the inauguration of SEMICON India 2026. “But work does not stop after tape-out. On that very day, work begins on the next version. And India is doing the same,” Modi said.

Publication: Fortune

India’s semiconductor ecosystem is likely to move through project commissioning, customer qualification and yield stabilisation over the next three to five years, with localisation of recurring inputs and higher-value packaging expected to follow, according to a research report by 360 ONE Capital.

Publication: Live Mint

AT A lab in San Francisco last month, a team of technicians in protective suits and hairnets poked, prodded and inspected a refrigerator-size satellite commissioned by Google. First, they examined the satellite’s solar panels, which would unfurl in space and face the sun.

Publication: The Indian Express