India’s semiconductor push, backed by rising investments in artificial intelligence (AI), electric vehicles (EVs), 5G networks and electronics manufacturing, is drawing fresh attention from mutual fund investors. While India still has limited direct exposure to listed semiconductor companies, several diversified equity funds are emerging as indirect
India is preparing to accelerate its semiconductor and chip manufacturing ambitions with an estimated ₹7,100 crore in incentives planned for FY27. The move comes as the government plans to strengthen the country’s position in the global chip supply chain and reduce dependence on imports. The planned
India’s first 3D semiconductor fabrication facility in Odisha has secured full production capacity even before its official launch. The moment reflects rising demand for advanced chip packaging and a growing domestic semiconductor ecosystem. Industry experts said that early bookings show the confidence of global and domestic
While the world’s attention is rightfully fixed on the rising costs of LPG cylinders and the immediate humanitarian crisis caused by the war in Iran, a silent, invisible shortage is brewing in the high-tech corridors of the semiconductor world. Unlike petroleum, which powers our transport,
India formally joined the Pax Silica coalition on the fifth day of the India AI Impact Summit 2026, signalling a deeper alignment with the United States on critical technology and semiconductor supply chains. The move is being seen as a strategic step to secure the
The global semiconductor industry, which powers everything from smartphones and electric vehicles to defence systems and AI infrastructure, is dominated by a handful of players. The United States leads in chip design, Taiwan controls advanced manufacturing, and China is rapidly scaling production and packaging capacity.