India’s expanding semiconductor industry faces a critical challenge in testing chips fast enough and across diverse device types to achieve production targets. Global semiconductor test equipment sales are projected to grow 31 per cent to $15.3 billion in 2026, following 55.3 per cent growth in 2025, according to SEMI’s July 2026 forecast. The industry body expects sales to reach $20.8 billion by 2028. This growth is partly driven by increasing device complexity and demanding performance requirements.

Publication: The Economic Times

The semiconductor industry faces an inflection point as increasing chip complexity demands adaptable testing systems. Chips are now the intelligence layer for AI, autonomous vehicles, 5G, and critical infrastructure. This integration of analog, digital, RF, and power functions onto single devices makes traditional testing approaches insufficient. Engineers must understand how these domains interact, for instance, how power fluctuations affect RF performance. This presents a strategic opportunity for India.

Publication: ET ElectronicsWorld

Sumitomo Chemical has signed an MoU with Tata Electronics to explore collaboration in semiconductor fabrication and materials supply, including a possible chemicals facility in India. The move reflects growing interest from upstream suppliers in India’s chip ambitions, where reliable access to high-purity chemicals and photoresists could shape future manufacturing capacity.

Publication: ET Chemicals

India’s early movers in semiconductor engineering and design are chasing clients abroad as demand from within India remains tepid. At least three companies in the country’s semiconductor industry, including Tata Electronics, have identified global clients as key to generating commercial revenue starting this fiscal year.

Publication: Mint

As India’s electric vehicle market expands, Japanese precision equipment manufacturer HORIBA sees opportunities in the development of domestic semiconductor manufacturing capabilities, including silicon carbide (SiC) and other compound semiconductors used in automotive power electronics. The company expects manufacturing precision, raw-material availability and supply-chain development to become important considerations as India builds its semiconductor industry.

Publication: Auto Car Professional

Applied Materials is looking to move its India operations further up the semiconductor equipment value chain, with the US company working towards giving its India teams ownership of product lines that can be developed and deployed for its global customers. “We have become really indispensable for the company, because almost every function, we have a team here supporting it,” Avi Avula, president of Applied Materials India, said in an interview with Fortune India. “Where we are taking this now is can we take ownership for certain product lines from here to end to end.”

Publication: Fortune India

A shift is occurring within the semiconductor world, where data is becoming the unifying element between chip design and manufacturing processes. The global semiconductor industry is projected to reach $1.5 trillion in sales for 2026, driven significantly by the demand for artificial intelligence (AI) chips. This growth highlights the importance of efficient chip production.

Publication: ET Datacenters

L&T Semiconductor Technologies Ltd (LTSCT) and Tata Electronics have agreed to explore semiconductor fabrication and packaging opportunities in India, combining L&T’s chip design capabilities with Tata Electronics’ foundry and packaging operations. The companies will assess manufacturing options for L&T Semiconductor’s existing and future products across Tata Electronics’ fabrication processes and packaging technologies. The work will also cover design-to-fabrication optimization to improve manufacturing efficiency at scale.

Publication: EE Times

The government is drawing up India’s sovereign AI map that will identify critical sectors and data categories, said people with knowledge of the matter. This technology infrastructure including GPUs will be completely “on-premises, entirely owned by the government and air-gapped,” said one of them. Critical sectors such as defence could figure in this category, said the people cited. Not-so-sensitive yet relatively important.

Publication: The Economic Times

India’s semiconductor ecosystem is gradually taking shape, with 12 approved projects across six states attracting committed investments of more than ₹1.64 lakh crore, former NITI Aayog CEO and G20 Sherpa Amitabh Kant said on Monday. The projects reflect India’s efforts to build domestic semiconductor manufacturing capabilities and develop an ecosystem covering multiple stages of chip production. Gujarat has emerged as the leading destination, accounting for six of the approved projects.

Publication: Live Mint

India’s push to build artificial intelligence (AI) infrastructure is running into a peculiar paradox: the government is considering allowing domestic GPU providers to sell computing capacity to overseas customers amid concerns about weak domestic demand, even as Indian researchers and startups struggle to access affordable computing power to build and train AI models.

Publication: Moneycontrol

Dholera is being developed as a semiconductor and advanced manufacturing hub, with the state government highlighting the need to build an ecosystem that combines industrial facilities with housing, public services and transport links. Gujarat Chief Minister Bhupendra Patel on Friday reviewed industrial, social and transport infrastructure projects at the Dholera Special Investment Region (SIR), including construction at Tata Electronics’ semiconductor fabrication facility.

Publication: Live Mint

India is preparing to introduce a dedicated data centre policy as the rapid expansion of digital infrastructure raises concerns over electricity consumption, water availability and the impact on ordinary consumers. The proposed framework is expected to address the infrastructure requirements of a sector that has become increasingly important to cloud computing, artificial intelligence (AI) and the digital economy. And Chennai’s growing role highlights the need to balance digital investment with sustainable infrastructure.

Publication: Trinity Mirror

Tamil Nadu has introduced a new semiconductor incentive scheme that allows the State to support projects independently of their selection under the Centre’s semiconductor programme, while encouraging local employment, domestic sourcing and research and development, BusinessLine reported. The Tamil Nadu Semiconductor Ecosystem Scheme 2026, released on Thursday, offers two incentive tracks. The first covers projects approved under the Centre’s Semicon 2.0 programme, with State assistance over and above Central support. The second is open to projects that have not applied for or have not been selected for Central incentives.

Publication: Business Today

Cloud computing is becoming central to how businesses build, operate, and secure their digital services. What began as a way to access computing resources without investing in physical servers has evolved into a foundational technology for artificial intelligence, data analytics, enterprise software, and digital commerce.

Publication: Analytics Insight

Chief minister Joseph Vijay on Thursday launched the Tamil Nadu Semiconductor Ecosystem Scheme, which aims to provide additional incentives to projects approved under Semicon India 2.0, along with support for other investments.

Publication: The Times of India

Neoclouds will be vulnerable to the imbalance between revenue and capital spending. Hyperscalers, for example, have massive and highly diversified revenue sources that could plausibly sustain AI investments for years.

Publication: Analytics India Mag

Citing India s semiconductor design capabilities, Vaishnaw said chips at advanced nodes of two and three nanometres for major companies, including Qualcomm, Nvidia and AMD, were being designed in India.

Publication: People Matters

In some countries, data centres are taking power used by consumers. So, what happens there, the consumers have to pay more for power. So, we don’t want to get into that.

Publication: The Economic Times

Neoclouds will be among the most exposed to the imbalance between revenue and capital spending. Hyperscalers, for example, have massive and highly diversified revenue sources that could plausibly sustain AI investments for years.

Publication: Express Computer

As India’s AI and data center capacity surges toward gigawatt scale, securing power, water, and critical minerals is vital. Integrating renewable energy, advanced cooling, and ewaste recycling ensures a sustainable, resilient digital economy. India is witnessing a period of unprecedented digital infrastructure growth.

Publication: The Economic Times

In a report titled Data Centre Evaluation Framework to Help States Plan for Sustainable Growth , the Aayog said common standards, templates and guidance from the central government could support the sector s growth across states.

Publication: The Economic Times

AI spending requires closer monitoring as organizations adopt generative AI services and GPU workloads, making spending limits, usage tracking and business-value measurements increasingly important. inding ways to bring it under control.

Publication: Analytics Insight

Chiplets, small modular dies, are changing how CPUs are built, improving manufacturing flexibility and enabling specialized processor designs. This shift could reshape data center approaches to compute density, power efficiency, and infrastructure planning.

Publication: The Economic Times

Tata Sons Chairman N Chandrasekaran said on Tuesday that semiconductors will be fundamental to India s future, and the country is well placed to emerge as a key part of the global supply chain.

Publication: The Economic Times

Liquid cooling is now primary for high-density AI racks like AMD Helios 445 and NVIDIA Vera Rubin. Prefabricated UPS, switchgear, and modular IT Pods enable faster deployment and quality.

Publication: The Economic Times

Artificial intelligence (AI) is transforming industries ranging from financial services and healthcare to manufacturing, automotive technology and telecommunications. Behind this transformation is a critical infrastructure layer: AI data centers capable of processing enormous volumes of data and supporting increasingly complex computational workloads. India is emerging as an important market for AI data center infrastructure as enterprises adopt generative AI, cloud computing and machine learning applications.

Publication: Times Tech

The upcoming Emerging Science, Technology and Innovation Conclave-2026 will focus on boosting indigenous semiconductor development and strengthening India’s domestic chip-manufacturing capabilities, officials said on Tuesday. At the event, DRDO Scientist and Director General (Electronics and Communication Systems) B K Das underscored the importance of semiconductors and next-generation chips for economic competitiveness, digital sovereignty and national security.

Publication: The Economic Times

For Tata Sons Chairman N Chandrasekaran, the group’s bet on semiconductors is not about getting the numbers right over the next two or three years, but about investing in a sector that will be critical to India’s long-term growth. He said the group’s experience had shown that investments made with the country’s needs in mind had consistently proved to be the right decisions. “Whether we get semiconductor chips right or we get the numbers right in two-three years, that is not the point. Chips are going to be fundamentally required for domestic consumers,” Chandrasekaran said. He was speaking at a panel discussion titled The End of Predictability at the Bloomberg New Economy Forum 2026.

Publication: Business Standard

Under the ₹10,372 crore IndiaAI Mission, 14 companies have successfully bid to onboard GPUs from various original equipment manufacturers, including Nvidia, Intel, AMD, AWS, and Google. A senior government official stated that these companies need to find the right commercial value for the GPUs they onboarded. The official noted that there is not enough uptake of GPUs in India right now. The request to allow successful bidders to sell GPU compute capacity globally came from the industry. This was accepted to ensure they remain profitable until demand in India picks up, the official said.

Publication: ET Datacenters

India’s semiconductor ecosystem is experiencing significant growth in mergers, acquisitions, and investments. This expansion is driven by government support, a strong talent pool, and increasing global interest, particularly for AI data centre applications.

Publication: The Economic Times

Finance Minister Nirmala Sitharaman’s visit to Singapore has strengthened investment outreach to global institutional investors, with discussions focusing on mobilising long-term capital for India’s infrastructure, artificial intelligence (AI), semiconductor, renewable energy and financial services sectors.

Publication: ANI News

Currently, Indian chip design companies import most chip design software tools from Cadence, Synopsys and Siemens, which are the global leaders in this space. Globally, it is a $16-21 billion per annum industry and is expected to hit $43 billion by 2035, based on industry estimates. Cadence Design Systems is pitching to the Indian government to build a vibrant homegrown electronic design automation (EDA) industry in the country if it wants to become a big player in the global semiconductor sweepstakes.

Publication: Business Standard

India’s semiconductor push is opening new opportunities for AI chip startups as demand grows across automobiles, industrial equipment, surveillance, telecom and consumer electronics. AI is moving beyond software and into physical products, creating demand for chips that can power cameras, vehicles, machines and connected devices. At the same time, India is building the infrastructure to support this market. As of July 2026, 12 semiconductor manufacturing and packaging units had been approved with investments of more than Rs 1.64 lakh crore, while Semicon 2.0 targets 200 semiconductor design startups.

Publication: Silicon India

Fuelled by India’s push to build a domestic chip industry, the country’s semiconductor startup ecosystem is seeing surging investments and acquisitions. Over the past five years, as many as 620 semiconductor startups have been founded, raising over $1 billion cumulatively, with late-stage funding more than tripling since 2023. As many as seven acquisitions were announced in 2026, reflecting interest from international chipmakers and domestic companies in India’s semiconductor capabilities. The launch of the ₹76,000-crore India Semiconductor Mission in 2021 sparked immediate interest, drawing $25.1 million to local startups that year.

Publication: Business Standard

Tata Electronics and Dutch semiconductor assembly equipment supplier Besi have signed a memorandum of understanding (MoU) to develop advanced packaging capabilities in India. Under the partnership, Tata Electronics will evaluate Besi’s advanced packaging equipment and technologies for its planned $3 billion semiconductor packaging facility in Jagiroad, Assam. The companies will also explore local equipment support, technical collaboration and measures to ensure equipment readiness for production operations. The agreement aligns with India’s efforts to build a domestic outsourced semiconductor assembly and test (OSAT) industry.

Publication: EE Times

The rapid expansion of artificial intelligence, or AI, could create a new e-waste challenge for the world. Servers, GPUs, networking equipment, power systems and cooling infrastructure used in AI data centres could turn into large quantities of discarded equipment in the coming years.

Publication: Down to Earth

The 10th India Mobile Congress, inaugurated by Hon’ble Prime Minister Shri Narendra Modi, shows how far India has come as a digital nation, and ‘Scale Without Boundaries’ is the right ambition for this moment. His emphasis on building capabilities across the entire value chain, strengthening semiconductor manufacturing, and moving towards indigenous product design and intellectual property sets a clear direction for India’s technology ecosystem. As the Prime Minister underlined today, India has the opportunity not just to make for India, but to design and manufacture for the world.

Publication: Times Tech

ROHM Semiconductor Europe will return to electronica 2026, taking place from 10 to 13 November 2026 in Munich, Germany. Visitors can meet the ROHM team at Hall C3, Booth 520, where the company will showcase its latest power and analog semiconductor solutions for AI infrastructure, electric mobility, industrial automation, and next-generation electronic systems.

Publication: BIS Infotech

The Indian government on October 7 released a request for empanelment (RFE) for the long-term procurement of 10,000 AI GPUs with assured usage for five years, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said. In simple terms, the government is not committing to buying all 10,000 GPUs upfront. Instead, it is looking to secure access to the computing capacity for five years, ensuring GPU availability while spreading actual usage and procurement over time.

Publication: Money Control

Union Minister for Electronics and Information Technology Ashwini Vaishnaw on Thursday called for a techno-legal approach to AI regulation and greater collaboration among stakeholders, and said that the ministry intends to release a consultation paper within a month to lay the groundwork for a comprehensive AI regulatory framework. “The time has come to develop a comprehensive approach to AI regulation. I would request the department to prepare a consultation paper focusing on key areas, including AI safety, which must remain central to the development and deployment of this technology, and a human-first approach that ensures humanity remains at the centre of this technological transformation,” Vaishnaw said.

Publication: ET Manufacturing

India’s semiconductor ambitions and the rapid adoption of agentic artificial intelligence (AI) are set to reshape the country s technology and telecom ecosystem, with industry leaders seeing opportunities across chip design, domestic manufacturing, autonomous networks, enterprise solutions and next generation connectivity.

Publication: ANI News

The Technology Development Board (TDB), under the Department of Science and Technology (DST), has signed an agreement with Bengaluru-based BigEndian Semiconductors for Rs. 130 crore in financial support to develop an indigenous artificial intelligence (AI) Vision System-on-Chip (SoC), as India seeks to strengthen domestic semiconductor capabilities for security and other critical applications. The project, named VeerAI, has a total cost of Rs. 260 crore and will receive support through the Research Development and Innovation (RDI) Fund in the form of Optional Convertible Debt (OCD).

Publication: BW Businessworld

Gradiant has appointed Hari Prasad as Managing Director, India, as the water technology company expands its presence across semiconductors, data centres and energy manufacturing. The company also announced five new design-build contracts across semiconductor, printed circuit board (PCB) and solar manufacturing and plans to grow its India team by more than 40 per cent in 2026.

Publication: BW Businessworld

India will need to adopt a two-pronged approach of building a steady supply of fresh semiconductor graduates while also giving experienced global Indian-origin chip engineers an incentive to return to India and work with chip fabrication and packaging companies starting commercial production in India, experts say. This model, they say, is necessary to meet the growing demand for talent as the country looks to develop a complete ecosystem for semiconductor production, including component supply chains, speciality chemicals and gas units, and logistics.

Publication: Business Standard

Tata Electronics Pvt Ltd and Fujifilm Corp. have signed a memorandum of understanding (MoU) to develop a semiconductor materials supply chain in India, with Fujifilm planning a manufacturing facility in Dholera, Gujarat. Fujifilm will develop and supply semiconductor materials for Tata Electronics’ planned semiconductor fab in Dholera and work with Indian chemical manufacturers on producing high-purity materials locally.

Publication: EE Times

Semiconductor company Rapidus on Monday said it has set up the “Rapidus Collaborative Open Rapid Ecosystem (CORE)”, a global ecosystem framework to support the development and mass production of cutting-edge semiconductors. The initiative aims to integrate the complete semiconductor value chain across research institutions, electronic design automation (EDA), intellectual property (IP), design, and manufacturing to provide customers with reliable development and production infrastructure.

Publication: ET ElectronicsWorld

The government is likely to invite Taiwan’s Industrial Technology Research Institute (ITRI) and Singapore’s Agency for Science, Technology and Research (A*STAR) to set up semiconductor training branches in India, sources said.

Publication: Business Standard

India and Japan are strengthening cooperation in advanced technologies, with a fresh focus on semiconductors and space. The push aims to expand technology partnerships, support resilient supply chains and deepen collaboration in strategic sectors as both countries seek greater capabilities in high-tech manufacturing and innovation.

Publication: Silicon India

India is working towards setting up 8-9 semiconductor fabrication plants and developing standards for 6G technology, Union Minister for Communications and Development of North Eastern Region Jyotiraditya M Scindia said at the IFQM Symposium 2026 in New Delhi, according to ANI. Scindia said one of the semiconductor fabrication plants is coming up in Assam. He also said the government is working with IITs to develop standards for 6G technology, with India aiming to account for 10% of global 6G patents.

Publication: CNBC TV 18

Japanese imaging and optical major Canon had discussions with all those engaged in key semiconductor manufacturing projects in India and plans to bring its technology and service centres to the country, said its India President and CEO Toshiaki Nomura. Canon, a global supplier of lithography systems used in semiconductor manufacturing, said it is looking to support the development of India’s semiconductor ecosystem as the government steps up efforts to establish domestic chip fabrication capabilities.

Publication: ET ElectronicsWorld

He argued that India should instead build capabilities in chip design, intellectual property, advanced packaging and fabrication.

Publication: Business Today

India has entered the semiconductor race with an ambitious plan to build a domestic chip ecosystem, but China s experience offers both a roadmap and a warning, says Professor Rakesh Kumar, author of The Chip Age.

Publication: Business Today

A California technology company owner has been arrested after US federal prosecutors accused him of helping smuggle more than $300 million worth of export controlled computer servers containing US made graphics processing units (GPUs) to China.

Publication: Hindustan Times

The fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can talk to the memory chips where an AI model lives and feeds data to the computing chip. Nvidia and AMD solve the problem by encircling their computing chips with expensive high-bandwidth memory chips.

Publication: ET CIO, ET Entrepreneur, ET Manufacturing

Semiconductor test equipment provider Teradyne on Tuesday launched “Magnum E2”, a next-generation high-speed memory test system designed for advanced DRAM and flash interfaces including LPDDR6, DDR6, GDDR7, and NAND flash. Built on Teradyne’s Near-DUT Test architecture from its Magnum EPIC platform, the system supports engineering qualification and high-volume manufacturing on a unified hardware and software framework, according to a company statement.

Publication: ET ElectronicsWorld

India’s semiconductor push is creating a new opportunity for specialty chemical makers that can supply ultra-pure inputs for chip fabrication. NDTV Profit reported that listed companies are investing to tap the market, while investors are already bidding up valuations on the expectation of future demand. The story is still early, but it points to a potentially durable shift if India’s chip ecosystem expands from assembly into deeper manufacturing.

Publication: ET Chemicals

​A new analysis report presented by EY-IESA estimates that India’s semiconductor market will grow more than threefold by 2035. It states that the market will increase from nearly $64 billion in 2026 to $200 billion by 2035 covering areas such as artificial intelligence, data centres, telecommunications, electric vehicles, and advanced semiconductor manufacturing. The findings of the report point to the increase in demand for semiconductors in India’s consumer electronics and industrial sectors. Consumer electronics is the largest demand segment accounting for a 30% market share, followed by Automotive (16%) and Industrial (15%).

Publication: ELE Times

Uttar Pradesh is engaging with semiconductor companies to facilitate the establishment of a fabrication unit in the state, said a top state government official. “A lot of design and R&D centers are coming up. We still do not have a fab unit. We are working on that. That is a very difficult thing to do. But we are working with companies and countries which are in this space,” Vijay Kiran Anand, secretary (infrastructure and industrial development), government of Uttar Pradesh, told ETElectronicsWorld in an interview.

Publication: ET ElectronicsWorld

India’s semiconductor ecosystem is taking shape at an accelerated pace and could attract greater international attention in the next three to five years, but the country would benefit from an umbrella agency to help translate research into industry, a senior Singapore semiconductor R&D official has said.

Publication: Business Standard

Efficient Computer, a chip startup spun out of Carnegie Mellon University, on Tuesday said it has raised $100 million in additional funding, bringing its valuation to $650 million. Efficient is developing chips with what is known as data flow architectures that can be both faster and 10 to 100 times more energy-efficient than the architectures used by Intel Corp or Nvidia Corp. Data-flow chips have bounced around academic literature for decades without commercial traction, largely because they are difficult for software developers to program for the wide variety of tasks that can be handled by chips from Intel or Nvidia.

Publication: ET ElectronicsWorld