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China weighs allowing ByteDance and Alibaba to buy Nvidia chips

• China's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plans
• Any expanded Nvidia access could affect Indian AI and semiconductor companies competing for chips

Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide

• Chinese shares touched a one-year low, led by a selloff in technology firms
• The selloff followed a report that authorities may allow purchases of Nvidia’s new chips

Linde deepens its India semiconductor footprint, locks in Sanand land parcel

Large-Scale Electronics PLI Beneficiaries Get Rs 19,091-Crore Incentives, Draw Rs 20,580-Crore Investment

• Large-scale electronics PLI beneficiaries received ₹19,091 crore in incentives and drew ₹20,580 crore in investment
• Smartphone exports reached around $30 billion in 2025-26, up from $5.5 billion
• PLI incentives and export growth support Indian electronics manufacturers and suppliers

Statsguru: India's chip aspirations face funding gap despite policy push

• India ranks third in semiconductor firm registrations
• Weak funding, R&D spending and a widening trade deficit remain concerns
• Funding and R&D constraints could slow India’s semiconductor ambitions and affect electronics manufacturers

Cyient DLM sees 25-30% growth in electronics design and manufacturing

PLI: Electronics firms got Rs 19k cr

Electronics demand, policy support and shifting supply chains underpin India’s semiconductor push

• BCG cites rising Indian electronics consumption and government incentives as drivers
• Global semiconductor supply-chain shifts are creating an opportunity to deepen India’s ecosystem
• Policy support and local chip demand may benefit Indian semiconductor and electronics manufacturers

Nippon Express targets $380 mn revenue as India chip ecosystem expands

• NX Group targets $380 mn in revenue
• It plans a dedicated semiconductor logistics facility in Gujarat in 2027
• New chip-logistics capacity could support India's semiconductor and electronics manufacturing sectors

Smartphone PLI payouts match investments

AI boom, supply chain shifts create big opportunity for India's chip sector: BCG

'Chips To Ships — India Must Be Self-Reliant In Defence': Rajnath Singh At NDTV Summit

• Rajnath Singh called for defence self-reliance “from chips to ships”
• He highlighted indigenous technology, AI, drones, cyber and space capabilities
• Greater defence indigenisation could benefit Indian defence manufacturers and technology suppliers

NDTV Defence Summit 2026: 'Chips To Ships - India Must Be Self-Reliant In Defence', Says Rajnath Singh

Micron could dethrone Nvidia and become the biggest driver of S&P 500 profit growth

• Micron is increasingly important to S&P 500 profit growth
• Its earnings report has become “a market event in and of itself.”