The US and India are collaborating to de-risk global supply chains for artificial intelligence technologies, particularly in semiconductor manufacturing and critical minerals processing. This partnership is facilitated through the US-led Pax Silica initiative, which aims to address over-concentration issues and single points of failure in supply chains, fostering a resilient global economy.
Dr Dinesh Amalnerkar, president of the Maharashtra Academy of Sciences, has emphasised the need for Maharashtra to strengthen its semiconductor research and manufacturing ecosystem to compete with states like Gujarat and Telangana.
'Our research demonstrates the potential of perovskite-based semiconductor technologies for next-generation solar cells and memory devices.'
Semiconductor startup C2i Semiconductors announced it has taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a significant milestone for India's ambitions in domestic semiconductor production.
Prime Minister Narendra Modi is set to inaugurate a semiconductor plant in Sanand, Gujarat, and launch multiple development projects worth over Rs 20,000 crore, marking a significant boost to India's semiconductor industry and infrastructure.
Senior Indian officials highlight the indispensable role of the private sector in translating India-US cooperation in AI, semiconductors, quantum technologies, and critical minerals into tangible outcomes. The collaboration aims to build trusted, resilient technology ecosystems and position India as a global electronics and semiconductor hub.
Finance Minister Nirmala Sitharaman on Sunday proposed to increase the outlay on electronics manufacturing to Rs 40,000 crore in the 2026-27 fiscal year.
For the foreseeable future, the most likely outcome remains continuation of the status quo. Taiwan will remain self-governing without formally declaring independence, while China continues to apply sustained pressure short of war, predict Krishnan Srinivasan and Manoj Mohanka.
Prime Minister Narendra Modi inaugurated Micron Technology's semiconductor plant in Sanand, Gujarat, highlighting India's growing presence in the hardware sector and its strong partnership with the United States in AI and chip technologies.
The visit was expected to project Assam as the gateway to Southeast Asia and reinforce the state's emergence as a preferred investment destination.
The unprecedented rally in artificial intelligence (AI)-linked stocks has led to Indian companies being excluded from the top 10 constituents of the MSCI Emerging Markets (EM) Index for the first time in over two decades, raising concerns about concentration risk.
The global artificial intelligence (AI) boom has significantly reshaped equity markets, with Taiwan surpassing India to become the world's fifth-largest stock market. India has seen its market capitalisation decline by 7% year-to-date, while AI-linked economies like Taiwan and South Korea have surged.
Union Minister Ashwini Vaishnaw announced that two more semiconductor chip packaging units, part of the India Semiconductor Mission, are expected to be operational by July and December, respectively. He also highlighted India's focus on becoming a beneficiary of AI technology, expanding data centre infrastructure with significant investments, and developing new subsea cable networks for global connectivity.
The GraphIN 2026 conference in Kochi brings together global experts to discuss advancements in graphene and two-dimensional materials, highlighting India's growing role in electronics and semiconductor manufacturing.
Indian startup funding plummeted by 43 per cent year-on-year to $7.81 billion between March 1 and June 15, 2026, largely due to the West Asia conflict, which has amplified global risk perceptions, tightened liquidity, and led to rupee depreciation, making global investors cautious.
Apple CEO Tim Cook's strategic pivot, from initial rejections to local partnerships and leveraging government policies like PLI, transformed India into a major iPhone manufacturing and export hub, now accounting for one in every four iPhones assembled globally.
The Beijing summit may have reduced immediate diplomatic uncertainty, but it did not resolve the deeper structural contest between the United States and China. That contest appears likely to define the coming decade, notes Varun Arya.
Andhra Pradesh is set to launch India's first indigenously built, open-access quantum computers, marking a significant step towards building a sovereign quantum hardware ecosystem. The initiative aims to position the state as a global hub for quantum technology and enable applications in various sectors.
US-based chip maker Intel has signed an agreement with Tata Group to manufacture and assemble semiconductors in India for the local market, the Indian conglomerate said on Monday.
NIT Rourkela has announced the launch of four new academic programmes for the 2026-27 session, focusing on emerging technologies such as semiconductors, artificial intelligence, and quantum technologies.
INOX Air Products has commissioned a new ultra-high purity liquid oxygen facility in Hosur, Tamil Nadu, to support India's growing semiconductor and solar manufacturing sectors, reducing reliance on imports.
India's dual pursuit of a robust strategic partnership with Washington and a pragmatic, tension-management policy with Beijing represents the essence of modern multi-alignment. By embracing economic pragmatism, learning to compartmentalize political differences, and engaging in continuous dialogue, India can secure its borders, grow its economy, and contribute to a stable, multipolar Asian century, points out Ambassador Rajasekhar.
Nayagam PP, career counsellor and founder of EduJobs360, explains how traditional engineering choices are being replaced with flexible, future-ready career paths that align with industry requirements.
Infosys co-founder Kris Gopalakrishnan urges Indian startups to focus on deep technology and advanced manufacturing to ensure strategic autonomy.
'Exploration should be made easier and companies should be given operational flexibility.'
'When I look at India's relative valuations, these are by far the lowest I have seen in my 35-year career.' 'The relative 12-month trailing performance is among the weakest I have seen, and foreign investor positioning is at a 16-17 year low.'
Semiconductor makers need thousands of engineers and technicians, and though India has one of the largest pool of engineers in the world, they do not have experience in the semiconductor manufacturing space.
US President Donald Trump received a red carpet welcome in Beijing for talks with Chinese President Xi Jinping on trade, the Iran war, and other key issues. The visit underscores the importance both nations place on their relationship amid ongoing tensions.
US President Donald Trump met with Chinese President Xi Jinping in Beijing to discuss trade, technology, Taiwan, and the Iran war. Xi Jinping said that 2026 will be a 'historic, landmark year' for China-US relations.
Mahindra & Mahindra (M&M) is implementing a comprehensive, multi-layered strategy to fortify its supply chains against geopolitical volatility, logistical challenges, and regulatory risks, drawing lessons from recent global disruptions.
The initial public offering (IPO) market in India last year was hot, with companies raising over $22 billion in 2025. But half of the 350-plus companies that listed on the stock exchange last year traded below their offer price, according to a new research report released by HSBC Global Investment Research - a sobering fact despite what otherwise looked like a rush of companies eager to list on the bourses.
Tata Electronics' Rs 91,000 crore semiconductor fab in Dholera, Gujarat, in partnership with PSMC, will generate over 20,000 direct and indirect skilled jobs in the region and construction of the mega unit is expected to begin this year, according to a statement on Thursday. The planned unit - India's first commercial fab, marks Tata Electronics' entry into the global semiconductor industry. Tata Electronics said it is "proud to lead India's entry into global semiconductor fabrication".
India's leading passenger vehicle manufacturers are significantly increasing investments and factory capacities, alongside planning major product launches for FY27, driven by strong confidence in sustained domestic demand growth despite global geopolitical tensions and supply chain risks.
Donald Trump says several issues were settled during the final day of talks with Xi Jinping covering trade, tariffs, and diplomacy.
Indian conglomerate Vedanta on Monday said it has signed a pact with electronics manufacturing services giant Foxconn to form a joint venture (JV) for manufacturing semiconductors in India. Vedanta is the first company to make the announcement to invest in semiconductor manufacturing after the government announced a Rs 76,000-crore programme to boost electronic chip and display ecosystem in the country. This is also the second attempt of Vedanta to enter the semiconductor space after its earlier plans to set up a display unit with about Rs 60,000 crore investment could not take off.
India's first trillion-dollar company will be built on technology it owns, not just operates, predicts Ajay Kumar.
If TVK MLAs and ministers are perceived as clean, or demonstrably cleaner than their predecessors, the credibility dividend will be enormous. The voter will feel rewarded, points out Ramesh Menon.
This is the time for India to plan forward fully, with the goal of Atmanirbharata, and energy security. The Persian Gulf is no longer a reliable source, points out Rajeev Srinivasan.
Tata Sons will likely choose Singapore as a "key partner" for its semiconductor plans, a senior minister from the city-state said on Friday. Speaking to reporters after a meeting with Tata Sons chairman N Chandrasekaran earlier in the day, Singapore's minister for home affairs and law K Shanmugam said semiconductors was a "big discussion" point during the meeting. "If they (Tatas) want to, they can do business with anybody in the world.
Finance Minister Nirmala Sitharaman on Sunday proposed Rs 10,000 crore investment in the biopharma sector over the next five years, a move which would give a boost to the country's pharmaceuticals industry.
