Market pulse › Semiconductors

Semiconductors

Topic tag · tracked since 24 Sept · also semiconductor, chips, chipmakers, chipmaking

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Today17 stories · 25 articles56 stories since 24 Sept

Net tone▲ +28% today+24% over the week

Market checkWaaree Energies +0.5%Companies most often in its stories · Fri, 25 Sept

Developing6 storylinesBiggest: India’s semiconductor sector opportunity · 3 updates

Semiconductors in three lines

Written 10h ago from its latest stories

Cyient DLM expects 25–30% growth in electronics design and manufacturing
Nippon Express targets $380 million in revenue as India’s chip ecosystem expands
India ranks third globally in semiconductor firm registrations, despite a funding gap

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Bar colour is the day’s tone · tracking began on 24 Sept

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Often tagged with

stories together this week · colour is their tone

Electronics manufacturing23 Chip plants22 Manufacturing13 AI12 AI chips10 Micron5 Nvidia5 Trade and tariffs5 China4 Solar manufacturing4

Stories

56 in all · newest first

Results● mixedMicron earnings preview: Tight DRAM supply, HBM demand set stage for Q4 resultsMicron’s Q4 results face high expectations amid AI-driven memory demandMicron AI SK Hynix1 source
26m

Expansion● mixedIndia's Smartphone Manufacturing Enters Next Phase As Focus Shifts From Assembly To Making ComponentsElectronics manufacturing Manufacturing1 source
2h

Market move▼ bearishChinese Stocks Hit One-Year Low as Chip, Optical Firms SlideChinese shares touched a one-year low, led by a selloff in technology firmsChina Nvidia Asian markets2 sources
2h

Expansion▲ bullishLinde deepens its India semiconductor footprint, locks in Sanand land parcelLinde India Chip plants Electronics manufacturing1 source
7h

Policy● mixedPLI: Electronics firms got Rs 19k crElectronics manufacturing Manufacturing1 source
8h

Expansion▲ bullishCyient DLM sees 25-30% growth in electronics design and manufacturingCyient DLM Cyient Electronics manufacturing1 source
12h

Expansion▲ bullishNippon Express targets $380 mn revenue as India chip ecosystem expandsNX Group targets $380 mn in revenueShipping and logistics Chip plants Electronics manufacturing1 source
13h

Data● mixedStatsguru: India's chip aspirations face funding gap despite policy pushIndia ranks third in semiconductor firm registrationsChip plants Electronics manufacturing Trade data1 source
13h

Policy● mixedChina weighs allowing ByteDance and Alibaba to buy Nvidia chipsChina's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plansByteDance Nvidia AI chips4 sources
4h

Policy▲ bullishLarge-Scale Electronics PLI Beneficiaries Get Rs 19,091-Crore Incentives, Draw Rs 20,580-Crore InvestmentLarge-scale electronics PLI beneficiaries received ₹19,091 crore in incentives and drew ₹20,580 crore in investmentElectronics manufacturing Manufacturing Trade data3 sources
1h

Results● mixedMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growthMicron is increasingly important to S&P 500 profit growthWall Street Global markets Nvidia1 source
17h

Policy● mixedSmartphone PLI payouts match investmentsElectronics manufacturing Manufacturing1 source
19h

● mixedAI boom, supply chain shifts create big opportunity for India's chip sector: BCGAI Chip plants Electronics manufacturing1 source
21h

▲ bullishElectronics demand, policy support and shifting supply chains underpin India’s semiconductor pushBCG cites rising Indian electronics consumption and government incentives as driversChip plants Electronics manufacturing Consumer demand2 sources
20h

Expansion● mixed18-year-old entrepreneur plans Gujarat lead-frame factoryThe first phase is planned to produce 50 crore lead frame units annuallyManufacturing Chip plants Electronics manufacturing2 sources
55m

Policy▲ bullish'Chips To Ships — India Must Be Self-Reliant In Defence': Rajnath Singh At NDTV SummitRajnath Singh called for defence self-reliance “from chips to ships”Defence AI Defence exports1 source
1d

Policy● mixedNDTV Defence Summit 2026: 'Chips To Ships - India Must Be Self-Reliant In Defence', Says Rajnath SinghDefence Defence exports1 source
1d

Data● mixedSouth Korea tax windfall could top 50 trillion won on chip boom - YonhapTaxes GDP1 source
1d

● mixedChips, Toys, And Tariffs: Inside The Xi-Trump $30 Billion Trade Accord And AI Safety HotlineThe summit centred on personal diplomacy rather than major public breakthroughsXi Jinping Donald Trump US–China1 source
1d

Policy▲ bullishAI, semiconductors, quantum to drive India's next infrastructure push: FM SitharamanFinance Minister Nirmala Sitharaman said AI, semiconductor chips and quantum technology will drive India’s next infrastructure pushNirmala Sitharaman AI Chip plants1 source
2d

Policy● mixedAI, chips, quantum to drive India’s infra push: FMAI chips Infrastructure AI1 source
2d

● mixedSovereignty means controlling a substantial part of the chip supply chain: Mindgrove CEO Shashwath TRChip plants1 source
2d

Policy▲ bullishFrom synthetic graphite to PCBs: Ashwini Vaishnaw says India is going deeper into smartphone manufacturingIndia is moving beyond smartphone assembly to making more components and materialsElectronics manufacturing Manufacturing Dinesh Pant1 source
2d

● mixedGold’s hidden role in AI: From chips and connectors to data centres powering the AI boomGold Data centres AI1 source
2d

Policy● mixedIndia’s Rs 1.27 lakh cr chip push needs more than fabs. 2 stocks supplying the missing piecesChip plants Electronics manufacturing1 source
2d

Broker call● mixedWhat we want to see next week from one of Jim Cramer's 6 stocks to buyMemory supply constraints give Micron leverage heading into earningsMicron1 source
2d

IPO● mixedSK Hynix's Solidigm weighs IPO that could value the unit at up to $150 billion, sources saySK Hynix's Solidigm is weighing an IPO that could value the unit at **up to $150 billion**AI chips SK Hynix1 source
2d

Broker call● mixedMicron investors should get ready for a seesaw ride, analyst saysNvidia product timing may shift some estimated Micron revenue from this year to next yearMicron Nvidia1 source
3d

Expansion● mixedIndia is going deeper into smartphone manufacturing, beyond final assembly: Ashwini VaishnawElectronics manufacturing Manufacturing Chip plants1 source
3d

Policy● mixedUS to share details of China trade talks on MondayUS Trade Representative Greer said details on the talks would come MondayUS–China China Trade and tariffs4 sources
3d

▲ bullishGovt seeks, receives Tata Group’s reassurance that semiconductor projects will continue as planned amid boardroom tussleMeitY approached Tata Group amid a boardroom dispute and received reassurance that semiconductor projects would continue as plannedTata Group Tata Sons Chip plants1 source
3d

Data▲ bullishSmartphone shipments drive India's electronics exports to $26.66 billionElectronics exports reached $26.66 billion in the first five months of FY27Electronics manufacturing Trade data Trade and tariffs1 source
3d

● mixedIndia vs China manufacturing: Where India stands as Jefferies flags scale, energy and capex gapsIndia is expanding manufacturing across steel, electronics, solar modules and semiconductorsManufacturing China Steel1 source
3d

Expansion● mixedIndia Seeks Comfort on Tata’s $14 Billion Chip Plans Amid Boardroom BattleTata Group Chip plants Tata Sons1 source
3d

Expansion● mixedDixon Technologies may end FY27 with volumes of 38-40 mn smartphones as Vivo ramp-up nears: ReportDixon Technologies Electronics manufacturing1 source
3d

▲ bullishSpecialty Gases Demand Expected To Grow Multifold, Says Waaree Clean Energy CEO Anuj SharmaAnuj Sharma expects specialty-gas demand to grow multifoldSolar manufacturing Waaree Energies Chip plants1 source
3d

● mixedIndia’s semiconductor ecosystem may see gradual value creation over 3–5 yearsStartups and VC Chip plants Electronics manufacturing3 sources
2d

Expansion● mixedElon Musk Aims to Double Colossus 2’s Nvidia Chips by Year-EndElon Musk Nvidia AI chips1 source
3d

Expansion● mixedWaaree Energies new foray – Aims to be one-stop supplier of ultra-high purity gases to chip fabsWaaree Energies Chip plants1 source
3d

● mixedManipur selects 25 graduates for semiconductor SMT training at IIT MadrasManipur selected 25 graduates for a 15-day residential semiconductor SMT training programme at IIT MadrasIIT Madras Electronics manufacturing Chip plants1 source
3d

Broker call● mixedWhen will FIIs return? Bernstein bets on deep tech, defence, chips, 2 more sectorsBernstein Defence FII flows1 source
3d

Policy● mixedAmerica is behind on memory chips—and tariffs threaten to make things harderTrade and tariffs US tariffs AI chips1 source
3d

Leadership● mixedTata Electronics hires two semicon veterans after some senior-level exitsTata Group Electronics manufacturing Chip plants1 source
3d

Expansion● mixedChip startup Mythic AI enters India, eyes data centre, robotics opportunitiesAI chips Data centres Startups and VC1 source
3d

Results● mixed3 things Micron investors need to watch as the stakes get higherA Rosenblatt analyst expects Micron to discuss new customer agreements, rising prices and buybacksMicron1 source
3d

Expansion● mixed‘Semiconductor sector poised to take off in India’: More Singapore firms show interestChip plants Electronics manufacturing1 source
3d

Deal● mixedChip Stocks Retreat. Qualcomm Secures Apple Licensing Deal.Qualcomm India Apple1 source
3d

● mixedAshwini Vaishnaw reveals attempts were made to sabotage India's semiconductor push: Read how 150+ Foxconn workers fell ill in 2021Foxconn Chip plants Electronics manufacturing1 source
4d

Expansion● mixedGoogle plans an in-orbit test of AI chips under Project SuncatcherProject Suncatcher will test AI chips in orbitGoogle AI chips AI9 sources
3d

Expansion▲ bullishWaaree Energies arm enters specialty gases marketThe arm will serve semiconductor and solar manufacturersWaaree Energies Solar manufacturing Renewables2 sources
3d

Expansion▲ bullishTitan Engineering & Automation sees semiconductors driving 20% of sales in five yearsSemiconductors are expected to account for 20% of sales in five yearsManufacturing Titan Company Chip plants1 source
4d

Expansion▲ bullishWaaree Group enters specialty gases to serve semiconductor and solar manufacturersWaaree plans a Gujarat plant for specialty gases serving semiconductor and solar cell manufacturersSolar manufacturing Waaree Energies Renewables2 sources
3d

Policy▲ bullishGovt starts consultation to develop indigenous chips, modules for power gridsGovernment consultation aims to develop indigenous chips and modules for power gridsPower sector Manufacturing Chip plants1 source
4d

Deal● mixedQualcomm and Apple extend global patent-licensing pact from 2027The renewed licensing pact starts in 2027Apple Qualcomm India3 sources
4d

● mixedSoftBank's growing bets on AI and semiconductor assetsMasayoshi Son aims to make SoftBank the world's leading AI platformSoftBank AI Startups and VC1 source
4d

Policy▲ bullishEconomic Affairs Secretary says India is building capacity in strategic sectorsAnuradha Thakur said India must build capacity in strategic sectors such as semiconductorsManufacturing Economic growth Anuradha Thakur2 sources
4d