SEMICONDUCTOR FABRICATION PLANT
US chip dreams will fade without more immigrants
In a rare display of bipartisan cooperation, Democrats and Republicans passed the Chips and Science Act to revitalize US semiconductor manufacturing. However, a failure to address the shortage of skilled workers threatens the industry's growth. Proposed solutions include a specialized visa program and increased support for STEM education.
India, US agree to step up cooperation on semiconductors, critical minerals
India and the US have deepened their cooperation on supply chain, semiconductors, and critical minerals during the iCET meeting in New Delhi. They launched a new strategic semiconductor partnership to co-develop processes for precision-guided ammunition. The partnership also aims to build India's semiconductor and ICT ecosystem. Additionally, they agreed to work together on ensuring a reliable supply of critical minerals, including co-investing in lithium and rare earths projects. Both countries are also establishing an Advanced Materials R&D Forum and exploring collaborations in technologies for critical minerals.
Bluestone’s new investors; states & semicon hubs
Happy Tuesday! New investors are finalising Bluestone’s pre-IPO funding round. This and more in today’s ETtech Morning Dispatch.
How state governments are chipping in with housing support at new semiconductor hubs
State governments in Assam, Gujarat, and Tamil Nadu are supporting upcoming electronics and semiconductor manufacturing hubs by providing infrastructure, including housing for workers. The Tata Group is building mega-housing projects, hostels, and dormitories with subsidised land from Assam and Gujarat governments. In Tamil Nadu, the government is assisting the housing project at the Hosur plant where Tata Electronics assembles iPhone enclosures.
Canon in talks with Indian, global players to supply chip making machine
Canon is exploring partnerships with Indian and global players for semiconductor lithography equipment essential in chip fabrication, aiming to challenge ASML. The company is in talks with semiconductor firms investing in India, including Tata Group and PSMC. Canon also launched Canon Medical Systems India to meet the rising demand for medical equipment, targeting key markets like Chennai, Hyderabad, and Mumbai.
TSMC says it has discussed moving fabs out of Taiwan, but such a move impossible
TSMC, a Taiwanese chipmaker, discussed moving its fabrication plants off the island amid tensions with China, but deemed it impossible due to 80-90% production capacity in Taiwan.
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Bengaluru startup that makes silicon replacement for chips to scale production
Single-walled carbon nanotubes (SWCNTs), which Bengaluru-based NoPo makes, have applications of a wide range, from EV battery manufacturing, where the material can improve energy density, to design of semiconductors.
Zoho plans $700 million foray into chipmaking
Indian software giant Zoho is considering a $700 million investment in chip manufacturing, focusing on compound semiconductors for specialized applications. The proposal, under review by India's IT ministry, aligns with the country's semiconductor agenda, aiming to compete globally. Zoho seeks government incentives to establish the operation, aiming to diversify its business.
Vedanta: How an old-age biz is trying to deliver a new-age baby
The complete acquisition of AvanStrate positions Vedanta in the display panel market, with plans to build its own display glass plant in Gujarat. The company is also eyeing partnerships for a potential chip plant. Vedanta's foray into electronics manufacturing, spearheaded by Agarwal's son-in-law Akarsh K. Hebbar, aligns with its core business of metals and mining.
China, Hong Kong account for 56 pc of India 's total imports of electronics, telecom, electrical products: GTRI
India's imports of electronics, telecom, and electrical products surged to USD 89.8 billion in 2023-24, with over half of these imports coming from China and Hong Kong, according to the Global Trade Research Initiative (GTRI). China dominates with a 43.9% share, highlighting India's heavy reliance on these countries. GTRI emphasizes the need to reduce this dependency to enhance economic resilience and safeguard digital sovereignty. The report suggests strategic diversification of sources and boosting domestic production capabilities to achieve this goal.
How India is spreading itself across the chip-making value chain
India's semiconductor ambitions have taken a significant leap with Prime Minister Modi inaugurating three new manufacturing and assembly facilities in Gujarat and Assam. With a strong focus on becoming a global semiconductor hub, India aims to establish a robust presence across the chip value chain.
Day not far when India becomes global semiconductor hub: PM Modi
Modi on Wednesday laid the foundation stone for India’s first pure-play commercial semiconductor chip manufacturing foundry by the Tata Group at Dholera in Gujarat.
First chip from Tata's Dholera plant will be out in December 2026: Ashwini Vaishnaw
Prime Minister Narendra Modi on Wednesday laid the foundation of three chip plants -- two units by Tata Electronics and the third by CG Power -- entailing total investment of Rs 1.26 lakh crore.
First chip from Dholera plant by 2026 end: PSMC chairman Frank Huang
Frank Huang, chairman of PSMC, told ET that the first semiconductor chip from the new plant being set up by the Tata Group and Taiwan’s Powerchip Semiconductor Manufacturing Corporation (PSMC) in Gujarat’s Dholera, will be ready to roll out by the end of 2026.
Government to boost funds for India Semiconductor Mission, says MeitY Secretary
In 2021, Prime Minister Narendra Modi's government launched the India Semiconductor Mission (ISM) with an outlay of ₹76,000 crore for semiconductor manufacturing, packaging, and design units. The scheme for setting up of semiconductor fabrication units in India offers fiscal support of up to 50% of the project cost on a pari-passu basis to the approved applicants.
Groundbreaking for three semiconductor plants likely next week
Of the three semiconductor projects, two are from the Tata Group. They include an $11 billion semiconductor fab facility, the country's first, at Dholera in Gujarat. The other unit proposed by the conglomerate involves a Rs 27,000 crore chip assembly, testing, marking and packaging facility at Morigaon in Assam
Cabinet greenlights Tata’s Rs 91,000-crore chip foundry proposal
Tata Electronics' Rs 91,000-crore project will be set up in Gujarat’s Dholera district in partnership with Taiwanese Powerchip Semiconductor Manufacturing Corp (PSMC), Union communications and IT minister Ashwini Vaishnaw said in a press briefing on Thursday.
Cabinet greenlights Tata Group's chip fab unit in Gujarat; first semicon plant in northeast approved
Tata Sons' anticipated capital infusion into new business areas and group priorities - semiconductors, defence, electric vehicles, and Air India, for instance - is set to exceed $120 billion in the coming years, sources told ET.
Japan pledges a further $4.9 billion to help TSMC expand Japan production
Japan offers subsidies to TSMC for a second chip fabrication plant. TSMC's first factory in Kumamoto opens. It plans to produce advanced chips for AI and autonomous driving, ensuring a stable semiconductor supply in Japan. TSMC expands in the U.S. and Germany. Japan also invests in Rapidus.
Japan takes Taiwan's helping hand on long road to chip revival
That Japan turned to TSMC for help on an industry it once dominated reflects the Taiwan chipmaker's dominant position in the foundry business and Tokyo's heightened concern over China's growing prowess in a wide swathe of technology.
Tata Group looking for Taiwanese partner for Dholera semicon plant
In a phased approach, the Indian conglomerate intends to initiate semiconductor production with established 65 nm technology. They will subsequently progress to 48 nm and ultimately 28 nm nodes within a few years. To have a strong technology partner with licence grade semiconductor manufacturing technology is key to the success of Tata's ambitious project.
Two full-blown multi-billion dollar semiconductor plants going to come up in India: MoS IT
"I am happy to share this with you and you are probably the first one I'm sharing this with. In the near term, two full-blown fabs are going to come up in India. These are going to be multi-billion-dollar fabs in the 65, 40 and 28-nanometer technology and there are going to be a host of other packaging proposals that we are evaluating," Chandrasekhar said.
Semiconductor Laboratory revamp: Tata, Tower among nine bidders
The state-owned Semiconductor Laboratory in Mohali is the only chip manufacturing unit in India that produces semiconductors for strategic and defence purposes, including for space exploration such as the Chandrayaan mission. However, the facility that was founded in 1976, has lagged behind private companies in terms of production as well as technology over the years.
TSMC to launch chipmaking plant in Japan, but US plant to face delays
In recent years, the company has had to navigate geopolitical tussles between the United States and China as the two face off over technology import restrictions, trade and Taiwan -- the primary manufacturing base for TSMC.
Israel’s Tower seeks government inputs for fab foray by FY24-end
This marks a second attempt by the Israeli company to enter the semiconductor space in India after an earlier JV agreement with ISMC to set up a chip fabrication unit with a proposed investment of $3 billion failed to fructify.
India's industries must foray into cutting-edge tech to attract more chip fabrication units: Intel's Christoph Schell
With government support for the domestic semiconductor ecosystem and foreign investment in manufacturing, India can become a “really interesting location” for setting up a semiconductor fabrication unit, according to Schell.
Semiconductor supply chains in Asia significant for Intel: CEO Pat Gelsinger
Intel CEO Pat Gelsinger said the company would invest more than $100 billion over the next five years to augment its semiconductor capacities in the US.
GlobalFoundries opens $4 billion Singapore chip fabrication plant
The company's Singapore operations, which serve 200 clients worldwide, also include two other fabs that produce 720,000 300mm wafers and 692,000 200mm wafers a year respectively. The chips are used in cars and 5G technology.
Germany earmarks €20 billion in subsidies for chip industry
The ministry said Taiwanese semiconductor manufacturer TSMC has also expressed interest in investing in a semiconductor production facility in Germany and that the ministry was in close contact with the company over an investment decision.
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