• Friday | 23 October 2026
The AI Chip Supply Chain in 2026: 10 Pinch Points, Ranked by How Long They Will Last

SEMICON LEADERS ASIA ANALYSIS | OCTOBER 2026 Key takeaways HBM is the most severe shortage of 2026, but not the most durable. Record memory capex should bring meaningful relief by 2028, even if supply does not fully normalise in 2027. Wafers, CoWoS-class packaging and liquid cooling are cyclical constraints. Committed capacity with visible start dates should ease them from the second half of ...

21 Oct 2026 | Wednesday | NEWS
Tamil Nadu Launches Semiconductor Scheme with Up to 25% Capital Subsidies

The Tamil Nadu government has introduced the Tamil Nadu Semiconductor Ecosystem Scheme 2026, offering capital subsidies of up to 25% to attract semiconductor manufacturing and supply chain investments. Chief Minister C. Joseph Vijay launched the scheme on 15 October 2026 at the State Secretariat in Chennai. The programme is designed to support semiconductor projects across fabrication, assembly, ...

21 Oct 2026 | Wednesday | NEWS
10 Policy and Trade Moves That Redrew the Global Chip Map in 2026

KEY TAKEAWAYS Governments spent 2026 managing flows rather than stopping them: licences with conditions, tariffs with carve-outs, minerals rules backed by enforcement. Industrial policy moved beyond the fab into packaging, materials, equipment, design and talent, from New Delhi to Brussels to Seoul. For buyers, available capacity and accessible capacity are no longer the same thing. Complianc...

14 Oct 2026 | Wednesday | Analysis
The 10 Stories That Defined Semiconductors in 2026 So Far, and What the Market Got Wrong

Semiconductor headlines in 2026 have been unusually large. AI accelerator demand kept climbing. Memory prices surged. Washington rewrote parts of its China chip policy. Beijing's domestic AI hardware push gathered pace. India committed another ₹1,27,500 crore to semiconductors through Semicon 2.0, and Japan kept putting public and private capital behind Rapidus. The market numbers make the exci...

9 Oct 2026 | Friday | Analysis
The Package Is the New Processor: Why Chiplets Are Rewriting Semiconductor Design

For most of the industry’s history, progress meant one thing: pack more functions onto a single piece of silicon. That playbook still works for plenty of products. But at the frontier, in AI accelerators, data-centre processors and high-end networking, it is running into hard limits of physics, yield and cost. The response is a quiet but fundamental change in how chips are conceived. Instead...

2 Oct 2026 | Friday | Analysis
Odisha Steps Up Semiconductor Ambitions with ₹23,600 Crore Investment Proposals

Odisha is stepping up its efforts to establish itself as a significant semiconductor and electronics hub, showcasing its expanding capabilities across the value chain at SEMICON India 2026 in New Delhi. Union Minister for Electronics and Information Technology Ashwini Vaishnaw and Odisha Chief Minister Mohan Charan Majhi inaugurated the Odisha Pavilion at Yashobhoomi, where the state highlighted ...

19 Sep 2026 | Saturday | NEWS
Tata Electronics and Gati Shakti Vishwavidyalaya Partner to Build Semiconductor Talent Pipeline

Tata Electronics and Gati Shakti Vishwavidyalaya (GSV) have signed a Memorandum of Understanding (MoU) to develop industry-ready talent for India’s expanding semiconductor manufacturing ecosystem. The partnership will focus on building specialised skills needed for semiconductor manufacturing facilities and supporting infrastructure. Tata Electronics and GSV will work with Tata Electronics&...

18 Sep 2026 | Friday | NEWS
India’s Semiconductor Ecosystem Poised for Rapid Growth as Industry Leaders Highlight Expansion

India’s semiconductor industry is entering a new phase of expansion, with industry leaders highlighting growing manufacturing capacity, supply-chain localisation, global partnerships and workforce development at SEMICON India 2026. Dr. Randhir Thakur, CEO and MD of Tata Electronics, said India has moved beyond the question of whether it can manufacture semiconductors and is now focused on ho...

18 Sep 2026 | Friday | NEWS
SEMICON India 2026 Opens as India Showcases Growing Semiconductor Ecosystem

India is showcasing the progress of its semiconductor industry as SEMICON India 2026 gets underway in New Delhi, bringing together global and Indian companies, policymakers, investors, researchers, start-ups and academic institutions. Prime Minister Narendra Modi inaugurated the fifth edition of the three-day conference and exhibition at Yashobhoomi, New Delhi, on 17 September. The event is being...

17 Sep 2026 | Thursday | NEWS
India Unveils ‘Semicon 2.0’ to Accelerate Semiconductor Ecosystem

India is moving into the next phase of its semiconductor development with the launch of ‘Semicon 2.0’, a programme focused on expanding the country’s capabilities across chip design, manufacturing, advanced packaging, research and development, and talent development. Speaking at SEMICON India 2026, Union Minister for Electronics and Information Technology Ashwini Vaishnaw said t...

17 Sep 2026 | Thursday | NEWS
SEMICON India 2026 to Bring Together Global Semiconductor Ecosystem in New Delhi

New Delhi is set to host SEMICON India 2026 from 17–19 September, with Prime Minister Narendra Modi scheduled to inaugurate the three-day conference and exhibition at Yashobhoomi on 17 September. Organised around the theme ‘Silicon to Systems: Building the Ecosystem’, the event will bring together global and Indian semiconductor companies, policymakers, investors, researchers, s...

17 Sep 2026 | Thursday | NEWS
Teradyne Opens Bengaluru Office to Support India’s Growing Semiconductor Manufacturing Industry

Teradyne, Inc. (NASDAQ: TER), a leading provider of automated test equipment and advanced robotics, announced the opening of an office in India focused on supporting semiconductor manufacturing, located in Bengaluru, Karnataka. The new office formalises Teradyne’s growing presence in the country and underscores the company’s long-term commitment to India’s semiconductor and elect...

16 Sep 2026 | Wednesday | NEWS
Infineon Acquires C2i Semiconductors to Strengthen Silicon Carbide Power Portfolio

Infineon Technologies has acquired Bengaluru-based C2i Semiconductors, strengthening its capabilities in power management technologies for AI data centres and high-performance computing platforms. C2i specialises in software-defined multiphase controllers and intelligent power stages, technologies that complement Infineon’s existing portfolio of power semiconductors and power systems. The tr...

26 Aug 2026 | Wednesday | NEWS
SEMICON India 2026: PM Modi to Inaugurate Global Semiconductor Industry Event in New Delhi

Prime Minister Narendra Modi will inaugurate SEMICON India 2026 at Yashobhoomi, the India International Convention and Expo Centre in New Delhi. The event will bring together stakeholders from across the global semiconductor ecosystem, including manufacturers, technology companies, equipment and materials suppliers, investors, researchers and policymakers. Organised by SEMI in collaboration with ...

21 Aug 2026 | Friday | NEWS
Seoul Semiconductor Secures India Patent Injunction, Strengthening Global IP Position

Seoul Semiconductor Co., Ltd. (KOSDAQ: 046890, hereinafter 'Seoul') and its affiliate Seoul Viosys Co., Ltd. (KOSDAQ: 092190), global opto-semiconductor technology companies, have obtained a permanent injunction enjoining infringement of Seoul’s opto-semiconductor patents in India, following similar injunction rulings in Europe and the United States. The Delhi High Court exten...

13 Aug 2026 | Thursday | NEWS
Tata Electronics Bets on Mature Semiconductor Nodes to Build India's First Commercial Chip Fab

Tata Electronics is focusing on mature semiconductor process technologies as it prepares to establish India's first commercial wafer fabrication facility, adopting a phased approach aimed at building a sustainable domestic chip manufacturing ecosystem rather than competing immediately in leading-edge production. The company's fabrication plant at Dholera, Gujarat, will initially manufacture chips...

20 Jul 2026 | Monday | NEWS
India Approves $14.8 Billion Semiconductor Mission 2.0 to Expand Domestic Chip Ecosystem

The Union Cabinet has approved the India Semiconductor Mission (ISM) 2.0, allocating ₹1.27 lakh crore ($14.8 Billion)  to accelerate the country's semiconductor manufacturing ambitions and strengthen its position in the global electronics supply chain. The programme represents the next phase of India's strategy to build a comprehensive semiconductor ecosystem, spanning chip design, manufact...

16 Jul 2026 | Thursday | NEWS
India to Have Five Operational Semiconductor Manufacturing Plants by End of 2026, Says Ashwini Vaishnaw

India is expected to have five semiconductor manufacturing facilities in operation by the end of 2026, marking a significant step in the country's efforts to establish a strong domestic chip manufacturing ecosystem. Union Minister for Electronics and Information Technology Ashwini Vaishnaw said the government has approved 12 semiconductor projects under its national semiconductor programme. Of th...

7 Jul 2026 | Tuesday | NEWS
Gujarat to Establish ₹190 Crore Semiconductor Research and Training Hub at IIT Gandhinagar

Gujarat is set to establish the Silicon and Advanced Semiconductor Manufacturing Research and Training Hub (SAMARTH) at the Indian Institute of Technology (IIT) Gandhinagar. The ₹190 crore initiative is being jointly supported by the Ministry of Electronics and Information Technology (MeitY), the Gujarat Department of Science and Technology, and IIT Gandhinagar. The centre is intended to advanc...

6 Jul 2026 | Monday | NEWS
India Inaugurates CG Semi OSAT Facility in Gujarat, Strengthening Domestic Semiconductor Manufacturing

India has strengthened its position in the global semiconductor landscape with the inauguration of CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, the country's third semiconductor manufacturing plant. The facility was inaugurated by Prime Minister Narendra Modi as part of India's broader strategy to build a resilient, self-reliant semiconductor ecosystem.T...

6 Jul 2026 | Monday | NEWS

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