CHIPS
US weighs annual China chip supply approvals for Samsung, Hynix: Report
The VEU system granted Samsung and SK Hynix perpetual approval to ship estimated quantities of semiconductor tools and materials to their Chinese plants, based on prior security and monitoring commitments.
US weighs annual china chip supply approvals for Samsung, Hynix: Report
Officials in the US Commerce Department last week presented to Korean counterparts a "site license" idea to supplant indefinite authorizations the chipmakers secured under the previous administration, the report said, citing unidentified sources.
MosChip Tech shares jump 8%, extend winning streak to 7 days. What’s driving the rally?
MosChip Technologies shares hit their 52-week high on Monday, riding on the back of trading volumes and government focus on boosting India’s semiconductor sector. The upcoming ISM 2.0 have fuelled investor optimism around the stock.
Qualcomm CEO says Intel’s chip production not good enough yet
Qualcomm CEO Cristiano Amon said Intel’s chipmaking isn’t advanced enough for use, keeping Qualcomm reliant on TSMC and Samsung. While Intel seeks foundry customers, Qualcomm is expanding beyond smartphones into automotive.
India's first telecom system with indigenous chips gets TEC certification: IT Minister Ashwini Vaishnaw
India's semiconductor ambitions receive a boost as a telecom system powered by domestically manufactured chips secures TEC certification, signaling a significant stride towards technological self-reliance. This achievement underscores India's growing capabilities in semiconductor design and positions it as a credible player in the global telecom and electronics landscape.
Nvidia says GAIN AI Act would restrict competition, likens it to AI Diffusion Rule
Short for Guaranteeing Access and Innovation for National Artificial Intelligence Act, the GAIN AI Act was introduced as part of the National Defense Authorization Act and stipulates that AI chipmakers prioritize domestic orders for advanced processors before supplying them to foreign customers.
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Global MNCs are looking for JVs in India's semiconductor sector: Yes Securities
Multinational companies from around the world are showing growing interest in partnering with local firms through joint ventures to begin operations in India's semiconductor industry, a report by Yes Bank's subsidiary Yes Securities observed after visiting Semicon India 2025.
ByteDance chip design staff suddenly find out they report to Singapore unit, sources say
ByteDance chip design staff in China recently discovered they belong to a Singapore unit, possibly to ease access to advanced tech amid U.S.-China tensions. The move may support semiconductor development, including AI chips. ByteDance is expanding its chip efforts but still lags behind rivals like Alibaba and Baidu in output.
Trump vows 'fairly substantial' chip tariffs soon
Donald Trump announced that the United States will impose tariffs on imported semiconductors. The tariff will not be very high. This follows earlier threats of a 100 percent levy. The US and China are currently competing to develop high-end semiconductors. Trump also seeks a swift Supreme Court ruling to overturn a decision against his tariffs.
OpenAI set to start mass production of its own AI chips with Broadcom in 2026: FT
OpenAI is set to launch its first AI chip next year in partnership with Broadcom, aiming to reduce reliance on Nvidia, according to the Financial Times. The chip will be used internally. This move mirrors efforts by Google, Amazon, and Meta to build custom chips for growing AI workloads.
Broadcom Q3 earnings beat expectations driven by AI revenue - can its custom chips challenge Nvidia?
AVGO stock: Broadcom's fiscal third-quarter earnings exceeded expectations, fueled by robust AI demand. The company anticipates even higher revenue in the current quarter, driven by custom AI accelerators, networking components, and VMWare software. While shares remained mostly flat, investor optimism persists regarding Broadcom's potential to challenge Nvidia's market share in AI chips.
iPhone 17 Air price leak: 256GB at $1,099, while massive 1TB model hits $1,499
iPhone 17 Air price: The iPhone 17 Air is poised to be a significant redesign, potentially replacing the iPhone 16 Plus. TrendForce predicts a starting price of $1,099 for the 256GB model, reaching $1,499 for the 1TB version. It will feature the A19 chip and 12GB of RAM, alongside a 120Hz ProMotion display, with the regular iPhone 17 retaining its $799 price.
Chinese firms still want Nvidia chips despite government pressure not to buy, sources say
The B30A - if approved for sale by Washington - is likely to cost about double the H20, which currently sells for between $10,000 and $12,000, those two people said. Chinese tech firms perceive the potential B30A pricing, reported by Reuters for the first time, as a good deal, they added. One said the B30A promises to be up to six times more powerful than the H20.
SEMICON India 2025: The future of chips is being shaped in India, says Ashwini Vaishnaw; shares 13 key announcements
Semicon India 2025 witnessed significant strides in India's semiconductor journey, marked by collaborations and product launches. The India Deep-Tech Investment Alliance committed $1 billion to deep tech companies, while Tata Electronics partnered with Merck and C-DAC to bolster manufacturing and design.
Chips just got considerably higher
India is making strides in the semiconductor industry. The nation unveiled its first indigenous 32-bit processor, Vikram. The semiconductor market is expected to grow substantially by 2030. This growth positions India as a key player in the global market. The government has sanctioned numerous semiconductor projects. These projects aim to create jobs and reduce import dependency.
PM Modi’s fab plan to change the world and boost India’s Atmanirbharta
India is aggressively pursuing its ambition to become a semiconductor hub, driven by the vision of Atmanirbhar Bharat. The nation is making strides in chip design, manufacturing, and ecosystem development, supported by government initiatives and investments.
India missed the chip bus. Now it's playing catch up
India has started manufacturing semiconductor chips. Prime Minister Narendra Modi received the first made-in-India chip. This marks a significant step after years of missed opportunities. The government is investing heavily to boost domestic chip production. The goal is to reduce reliance on foreign suppliers. India aims to become a key player in the global semiconductor market.
Dutch tech giant ASML eyes India partnership as PM Modi pushes for local chipmaking
ASML is exploring opportunities in India as Prime Minister Modi aims to boost domestic chip production. The company plans to expand partnerships with Indian firms, offering advanced lithography solutions. This move aligns with India's ambition to establish a local semiconductor ecosystem, even as ASML faces global trade tensions and export restrictions in key markets like China.
India will command major share of $1 trillion global semiconductor market: PM Narendra Modi
India is set to play a major role in the $1 trillion semiconductor market, said PM Modi at Semicon India 2025. He highlighted $18 billion in investments, chip design progress, and a new $1 billion deeptech fund. Commercial chip production is expected by year-end, with strong global and academic collaboration.
Vikram-32 chip: What are the features of India’s first desi microchip built by ISRO?
India unveiled its first indigenous 32-bit processor, Vikram-32, developed by ISRO's Semiconductor Laboratory. This milestone signifies India's advancement towards semiconductor self-reliance, with the chip validated in space during the PSLV-C60 mission. The processor's robust design suits various sectors, and the government supports semiconductor growth with multiple projects and investments, positioning India as a key player in the global semiconductor landscape.
Two chips from Assam displayed at Semicon India, says Himanta Biswa Sarma
Assam is contributing to India's semiconductor journey with two chips displayed at Semicon India 2025, including the Tata OSAT Chip and a chip from NIT Silchar. The state is also developing a semiconductor assembly and test facility in Morigaon, expected to be operational by 2025. This ₹27,000 crore project is anticipated to create 27,000 jobs.
Semicon India 2025: PM Modi hails India’s fab power as key to the world’s biggest change
Prime Minister Narendra Modi inaugurated Semicon India 2025, emphasizing India's commitment to semiconductor self-reliance and global leadership. He highlighted the world's trust in India's potential to shape the semiconductor future, envisioning a comprehensive ecosystem beyond manufacturing. India's semiconductor market is projected to reach $100-110 billion by 2030, driven by national strategies to boost domestic chip production.
Semicon India 2025: Ashwini Vaishnaw presents first made-in-India Vikram 32-bit processor to PM Modi
India unveiled its first indigenous 32-bit microprocessor, Vikram, at Semicon India 2025, marking a significant stride in semiconductor manufacturing. Developed by ISRO, the chip is designed for space launch vehicles, reducing reliance on imports. With five semiconductor units under construction, India aims to become a hub for chip manufacturing and design, driven by stable policies and economic growth.
Around 20% of world's chip design engineers based in India, key to global semiconductor ecosystem: Report
India has emerged as a crucial hub in the global semiconductor design ecosystem, hosting approximately 20% of the world's chip design engineers. While U.S. engineers define chip architecture and strategy, Indian teams excel in implementation, testing, and optimization. Government initiatives like the Semicon India Programme further aim to strengthen India's role in the semiconductor value chain.
Jensen Huang just dropped 8 shocking quotes that could redefine Nvidia's future
Nvidia CEO Jensen Huang shared big ideas about the company’s future. He talked about AI growth, robotics, supercomputers, and huge business chances in China. Nvidia is already the biggest tech company in the stock market, and it wants to grow even more with new AI tools and faster chips that can power the next generation.
Japan tech shares drag Nikkei to 3-week low as Advantest dives 9%
Japan's Nikkei share average experienced a significant slump, hitting a three-week low due to a sell-off in chip-sector stocks, mirroring Friday's technology-led downturn on Wall Street. Advantest and SoftBank Group were major contributors to the decline. The downturn is attributed to portfolio rebalancing and disappointing expectations from Nvidia, which also faces competition from Alibaba's new chip.
China's Alibaba develops new AI chip to help fill Nvidia void: Report
China's Alibaba has developed a new chip that is more versatile than its older chips and is meant to serve a broader range of AI inference tasks, the Wall Street Journal reported on Friday, citing people familiar with the matter.
Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO says
When asked about White House talks on Blackwell chip sales to China in a Fox Business Network interview with "The Claman Countdown," Huang said the discussions had started.
Boat ties up with Hrdwyr for India's first locally packaged chip
Boat will be the anchor customer for Hrdwyr Ventures' locally designed chip, packaged by Tata Electronics, aiming to differentiate its premium wireless audio products in a competitive market. This collaboration seeks to foster India's electronics ecosystem, integrating power management and edge AI features into Boat's TWS earbuds, potentially extending battery life by 20-30% and reducing costs.
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