GLOBAL SEMICONDUCTOR INNOVATION

“Beneficial for the world”—Ankur Warikoo, Vijay Shekhar Sharma laud India’s AI talent
Students are going all out and doing things for themselves in this domain. All of that will trickle back into the economy,” says serial entrepreneur Ankur Warikoo

TiEcon 2025: Unveiling the themes of Silicon Valley’s premier AI event
The upcoming TiEcon event in Silicon Valley, California, scheduled from April 30-May 2, features 11 industry tracks that dive deep into the use cases and impact of AI across industries. Here’s a detailed look.

TiEcon 2025: Who’s the organiser of Silicon Valley’s biggest AI event?
The stage is nearly set for the annual TiEcon event in California, featuring speakers such as Microsoft honcho Satya Nadella, Adobe chief Shantanu Narayen, and Intel CEO Lip-Bu Tan. Here’s what to know about its organisers.

With the pvt sector indifferent to R&D, India risks missing the deep-tech bus, or getting locked out
China recognized technological dependence as a weakness and invested heavily in R&D. India faces similar challenges now. The government has launched initiatives like ANRF to boost research. However, India's private sector lags behind in R&D spending. Indian firms underperform global peers in innovation output. India risks being left behind in the global innovation race.

India’s manufacturing model shifting toward IP-led, research-driven production: 3one4 Capital
According to a report titled The Future of Production in India by early-stage venture firm 3one4 Capital, while low-cost labour remains a factor, India’s future competitiveness will likely depend on its ability to produce high-complexity, innovation-led goods across sectors such as semiconductors, aerospace, and specialty chemicals, among others.

Indian states are in a race to board space-tech wagon
This competition is likely to drive investments and create specialised hubs, according to Indian National Space Promotion and Authorisation Centre (In-SPACe), the nodal agency to promote private investment in the space industry, and startups that ET spoke with.
RBI Governor Sanjay Malhotra urges US industry to invest in India
Reserve Bank Governor Sanjay Malhotra has urged US industry leaders to invest in India, highlighting its position as the fastest-growing major economy. He emphasized India's policy consistency, stable macroeconomic fundamentals, and congenial business environment. Malhotra pointed out the country's remarkable resilience, with an average annual growth rate of 8.
India may seek parity with US on tech access in bilateral trade pact talks: Sources
India plans to request the United States for relaxed export regulations. This will allow India access to important technologies. India seeks parity with US allies like Australia and the UK. The request includes sectors like telecom and AI. India also wants duty concessions for textiles and leather. The US desires concessions in automobiles and agriculture.
BluSmart faces audit; Ather's investor gains
BluSmart’s board has appointed Grant Thornton to audit the cash-strapped company’s financials. This and more in today’s ETtech Top 5.
Mirae Asset Investment Managers (India) launches Mirae Asset Global Allocation Fund at Gift City
Mirae Asset has launched its Global Allocation Fund IFSC, a Category III AIF targeting global ETFs across themes like AI and semiconductors. Open from April 21, the fund allows resident investors to participate via LRS and targets $200M corpus.
ETtech Explainer: How a Modi-Musk meeting supercharged Tesla’s India plans
Tesla’s India entry has accelerated since PM Modi’s meeting with Elon Musk, with the company ramping up recruitment and securing site for a showroom space in Maharashtra. Policy changes lowering EV import duties and ongoing talks with local suppliers signal Tesla’s intent to localise production and supply chains in India
Indian scientists submit detailed project report to develop new semiconductor material
The proposal is for the development of 2D semiconductors using ultra-thin materials like graphene and transition metal dichalcogenides. These materials can enable chip fabrication at the angstrom scale, that could enable chip sizes as small as one-tenth of the smallest chips currently in global production and develop India's leadership in semiconductors.
Indian scientists submit detailed project report to develop new semiconductor material
Indian Institute of Science proposes developing 'angstrom-scale' chips using 2D materials like graphene, aiming to surpass current silicon-based technologies. Submitted to the government, the project seeks ?500 crore over five years to establish indigenous next-generation semiconductor technology. With global interest growing in 2D materials, India aims to secure a leadership position in this post-silicon era.
Analysts warn US could be handing chip market to China
The Trump administration's attempt to restrict chip exports to China may backfire, potentially boosting Chinese innovation and market share. Nvidia and AMD anticipate significant financial losses due to new US licensing requirements. Experts warn that these restrictions could accelerate China's chip industry development, ultimately undermining US competitiveness in the global semiconductor market.
India-made electronic products are gaining global recognition: Ashwini Vaishnaw
IT minister Vaishnaw noted that India's electronics manufacturing has grown fivefold in the past decade, touching Rs 11 lakh crore, while exports have increased six times to over Rs 3.5 lakh crore. He emphasized that a key development in the electronic sector has been the emergence of large-scale design teams within manufacturing firms.
Tax vax on non-tech VC funding?
India's startup ecosystem, despite being the third largest globally, disproportionately favors consumer-tech over deep-tech innovation like AI and semiconductors. This imbalance, with over 60% of VC funding directed towards consumer-facing ventures, hinders long-term national competitiveness.
India to be center point of connectivity: Jyotiraditya Scindia
Communications Minister Jyotiraditya Scindia envisions India as a central hub for global connectivity, with all trade routes passing through the nation within the next decade. The government is actively pursuing infrastructure projects like the India-Myanmar-Thailand highway and enhanced connectivity to Chittagong.
Cost of semiconductor chips per vehicle to double to $1200 by 2030 due to tech advancement: NITI Aayog
The cost of semiconductor chips in vehicles is expected to double from $600 to $1,200 by 2030 due to increased use of advanced technologies like EVs, ADAS, IoT, and autonomous driving, according to NITI Aayog. This reflects a broader transformation in the auto industry, driving closer ties with tech sectors and boosting demand for high-tech components.
Down a new Silicon route: How India plans to capture 10% of global chip demand by 2030
India's semiconductor ambitions are gaining momentum with increased investment and strategic partnerships. The government has doubled funding for chip initiatives, aiming for 10% of global chip demand by 2030. A major collaboration between Tata Electronics and PSMC will establish India's first 12-in wafer fab in Gujarat, creating jobs and reducing import dependency.
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