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Sunday, March 15, 2026
TopicSemiconductors

Topic: Semiconductors

Pax Silica: Multi-nation semiconductor & AI supply chain ecosystem is born, but India is kept out

US sets up new technology order, inducts Japan, South Korea, Singapore, Netherlands, UK, Israel, UAE, Australia. Comes at time when India-US trade talks have not delivered conclusive results.

‘In mission mode’ for 1st Made-in-India chip by 2025-end—Modi on big tech bet in I-Day speech

The PM emphasised the pressing need for India to be technology-driven to achieve success. By 2030, India’s chip market is expected to grow to $100 billion.

IITs, IISc roll out semiconductor courses. Army of engineers needed for India’s chip dream

To meet India’s goal of becoming a semiconductor powerhouse, IITs and IISc are rejigging curricula, launching short courses, and hosting online classes. Focus is on fabrication, not just design.

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.

India should do more than just watch US-China chip war. It’s a strategic opening

Shakti Fab and the Lobito Corridor both offer India strategic opportunities to play a pivotal role in this broader geopolitical realignment.

Global media on India’s new tech partnerships & how a ‘bolder fiscal plan’ can power its jobs market

Reports also look at the dwindling demand for diesel consumption in India, and how ‘overtourism’ and climate change are impacting India’s hill stations.

India and Singapore sign key agreements during Modi’s visit, a look at what these are

The 2 signed agreements on semiconductors, health, skilling & digital security. New digital development pact will aim to strengthen cooperation between the two countries' digital economies.

Global media peeks into India’s trade ties, the Russian ‘secret’ & a semiconductor pact on the cards

Meanwhile, India’s support for ousted Bangladesh PM Sheikh Hasina is leaving it in a bind, international reports say.

India can compete with China on semiconductors. But it needs to build investor trust first

India must pursue technology partnerships, discuss trade in the Indo-Pacific, formulate stronger IP. This will help operationalise the notion of ‘trust’ in critical supply chains

As US-China trade war heats up, a new era of govt-driven industrial policy is taking shape

In latest move, China put export curbs on 2 chipmaking minerals. Experts say long-term impact of such tactics will be less on markets and more on geopolitics of global supply chains.

On Camera

Menstrual leave doesn’t work in ‘real world’. And that real world is designed by, for men

When a woman menstruates, when/if she decides to marry, when/if she decides to have kids, should not be factors when looking at a woman’s potential from a hiring standpoint.

US strike on Iran’s key oil export island Kharg raises fears of wider supply disruption

President Trump said the US had bombed military targets on Kharg Island in the Persian Gulf, but spared oil infrastructure.

Supreme Leader Mojtaba, the man Iran must keep alive & the secret force ‘tasked with it’—all about NOPO

The Nirouyeh Vijeh Pasdaran Velayat, or NOPO, was the only force Ali Khamenei trusted.It was founded in 1991 and is more feared than the Revolutionary Guards.

Peaceful power transfers followed uprisings in India’s neighbourhood. It’s a sign of mature democracies

Rating democracies is a tricky business. I am only using the simple metric of who in the Indian subcontinent has had the most peaceful, stable, normal political transitions and continuity.