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Saturday, January 3, 2026
TopicSemiconductor Chips

Topic: Semiconductor Chips

Why India’s manufacturing-first approach to semiconductors is unsustainable

India is projected to face a shortage of nearly 3 lakh semiconductor professionals by 2027. Without a coherent talent strategy, states risk creating infrastructure without a workforce to operate it.

China doesn’t trust Nvidia chips—calls it US strategic trap to prolong tech dependence

Chinese analysts have accused the US of technological duplicity, undermining companies like Huawei on national security grounds while exporting its own surveillance-capable hardware.

The next wars will be silent—fought with semiconductors, software, invisible lines of code

India’s reliance on imported semiconductors is a strategic weakness. In 2023-24, it imported $89.8 billion worth of electronic and telecom goods—with China accounting for nearly 44 per cent of that total.

China’s AI dominance overblown—DeepSeek creators used ChatGTP, exploited US export loopholes

Between 2022 and 2023, exporting the H800 chips to China was entirely legal. Not only DeepSeek but many other Chinese firms stockpiled them in anticipation of future restrictions.

China leads semiconductor race despite US sanctions. Still relying on foreign tech though

The so-called ‘showdown of the century’ between the two nations’ semiconductor industries has driven China’s innovation, fuelled by market demand and US restrictions.

‘Chips never down in India’. Modi lays out red carpet for semiconductor firms, highlights growing market

While addressing Semicon India 2024, PM Narendra Modi says India's favourable policies have helped attract investments more than Rs 1.5 trillion in this sector.

Congressional panel warns of Chinese ‘legacy’ semiconductors flooding US markets, calls for govt action

Legacy chips, defined by US law as semiconductor chips that are 28 nm or larger, are integral to everyday consumer products. China's called US attempts to control its exports 'economic bullying'.

Huawei Mate 60 Pro isn’t just a phone. It’s China telling US you can’t stop my economic growth

Advanced semiconductor chips are pivotal for the next generation of artificial intelligence technologies, which is one reason why the US isn't letting NVIDIA sell directly to Chinese firms.

US chipmaker AMD to invest $400 million in India, to build largest design center in Bengaluru

The new 500,000-square-foot campus will increase AMD’s office footprint in India to 10 locations. It already has more than 6,500 employees in the country.

Foxconn, chip giants head to Gujarat for meet as govt seeks investment in India’s chip industry

India wants to establish itself as a semiconductor hub and the high demand for chips means the local market will be worth $80 billion by 2028, almost 4 times its $23 billion size now.

On Camera

Indian bureaucracy should be given incentives and rewards: MH Mody

Is there a place for a counter-bureaucracy, or a separate and competing bureaucracy to counterbalance the force of the executive’s bureaucracy, asked author MH Mody in 1980.

India’s urban co-op banks are turning the page—crisis to cautious revival, one metric at a time

With bad loans shrinking & capital buffers stronger, urban co-op banks’ new umbrella body NUCFDC is now prioritising rollout of digital transformation.

Greece looking at TATA’s WhAP infantry combat vehicle for army procurement

If deal goes through, Greece will be 2nd foreign country to procure vehicle. Morocco was first; TATA Group has set up manufacturing unit there with minimum 30 percent indigenous content.

A year-end Mea Culpa in National Interest—The Army-Islam combo doesn’t kill democracy

Many of you might think I got something so wrong in National Interest pieces written this year. I might disagree! But some deserve a Mea Culpa. I’d deal with the most recent this week.