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India has moved from policy announcements to live commercial chip shipments in 2026, with 12 semiconductor projects worth ₹1.64 lakh crore approved and a second phase, Semicon 2.0, adding ₹1,27,500 crore before the first phase completes.
India's Expenditure Finance Committee has cleared a Rs 1.25 lakh crore outlay for India Semiconductor Mission 2.0, up 64 percent from ISM 1.0's Rs 76,000 crore. The proposal now goes to the Cabinet, as two chip plants begin commercial output and a third, CG Semi, is set to open July 4, 2026.
India's third semiconductor plant is set to begin production in July, with a fourth facility expected by November-December, Union Minister Rajiv Vaishnaw said. The milestone moves India closer to domestic chip self-sufficiency and reduces dependence on imports from Taiwan and China.
Intel shares surged after reports that Apple is in talks to use Intel's chip manufacturing facilities. A deal would validate Intel's foundry push, reduce US reliance on Taiwan-based TSMC, and signal a major shift in global chip supply chains.
Apple and Intel have reached a preliminary chip-making deal, the Wall Street Journal reports, with Intel set to manufacture chips for Apple. The agreement would boost Intel's struggling foundry business and reduce Apple's heavy reliance on TSMC for its most critical processors.
ASML and TSMC both issued strong forward forecasts, reinforcing that AI-driven semiconductor demand remains robust. Their combined signal across equipment supply and chip fabrication suggests hyperscaler capex commitments are converting into tangible orders. The results reduce near-term concern about an AI spending slo
TSMC warned that higher gas prices stemming from Middle East conflict could negatively impact its profitability. As the world's leading chipmaker, its cost signals carry broad implications for semiconductor sector margins. Energy cost trajectory and geopolitical escalation are the key variables to watch.
Tag
India has moved from policy announcements to live commercial chip shipments in 2026, with 12 semiconductor projects worth ₹1.64 lakh crore approved and a second phase, Semicon 2.0, adding ₹1,27,500 crore before the first phase completes.
1mo ago · 5 min · Big Stories
India's Expenditure Finance Committee has cleared a Rs 1.25 lakh crore outlay for India Semiconductor Mission 2.0, up 64 percent from ISM 1.0's Rs 76,000 crore. The proposal now goes to the Cabinet, as two chip plants begin commercial output and a third, CG Semi, is set to open July 4, 2026.
1mo ago · 4 min · Policy & Government
India's third semiconductor plant is set to begin production in July, with a fourth facility expected by November-December, Union Minister Rajiv Vaishnaw said. The milestone moves India closer to domestic chip self-sufficiency and reduces dependence on imports from Taiwan and China.
3mo ago · 2 min · Technology
Intel shares surged after reports that Apple is in talks to use Intel's chip manufacturing facilities. A deal would validate Intel's foundry push, reduce US reliance on Taiwan-based TSMC, and signal a major shift in global chip supply chains.
3mo ago · 3 min · Markets
Apple and Intel have reached a preliminary chip-making deal, the Wall Street Journal reports, with Intel set to manufacture chips for Apple. The agreement would boost Intel's struggling foundry business and reduce Apple's heavy reliance on TSMC for its most critical processors.
3mo ago · 2 min · Technology
ASML and TSMC both issued strong forward forecasts, reinforcing that AI-driven semiconductor demand remains robust. Their combined signal across equipment supply and chip fabrication suggests hyperscaler capex commitments are converting into tangible orders. The results reduce near-term concern about an AI spending slo
4mo ago · 1 min · Markets
TSMC warned that higher gas prices stemming from Middle East conflict could negatively impact its profitability. As the world's leading chipmaker, its cost signals carry broad implications for semiconductor sector margins. Energy cost trajectory and geopolitical escalation are the key variables to watch.
4mo ago · 1 min · Business
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