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#"semiconductors"

11 articles

US Tariffs on India Just Dropped to 18%: What the 2026 Trade Deal Means for Exporters, Builders, and the AI Supply Chain

US Tariffs on India Just Dropped to 18%: What the 2026 Trade Deal Means for Exporters, Builders, and the AI Supply Chain

The US cut its tariff on Indian goods from 25% to 18% in February 2026, dropping the effective rate from a peak near 50%. Here is what changed, why, and who benefits.

13 min00
Kaynes Semicon's Wafer-Fab Leap Under ISM 2.0: What the Mid-AugustDeadline Is Really Telling You (2026)

Kaynes Semicon's Wafer-Fab Leap Under ISM 2.0: What the Mid-AugustDeadline Is Really Telling You (2026)

Kaynes Semicon wants to jump from packaging chips to making them, under India's Rs 1.27 lakh crore ISM 2.0. Here's what's confirmed, what's still a deadline bet, and what it means for builders.

18 min00
South Korea's $950 Billion AI Hardware Bet: Why Samsung and SK Hynix Are Locking Down the Global Chip Supply Chain

South Korea's $950 Billion AI Hardware Bet: Why Samsung and SK Hynix Are Locking Down the Global Chip Supply Chain

South Korea signed $950B in AI chip deals with Nvidia, Broadcom, and OpenAI in July 2026. Here's what Samsung, SK Hynix, and the Lee administration are actually building.

14 min20
Tamil Nadu's Two New Electronics Manufacturing Clusters: What the Rs 1,012 Crore EMC Approval Actually Builds

Tamil Nadu's Two New Electronics Manufacturing Clusters: What the Rs 1,012 Crore EMC Approval Actually Builds

Tamil Nadu's two new EMC 2.0 clusters, worth Rs 1,012 crore at Manallur and Pillapaikkam, are ready-to-use industrial infrastructure for semiconductor and electronics firms. Here's what's in them and why they matter.

12 min20
Google's Frozen v2 Chip: Hardwiring Gemini Into Silicon for 10x AI Efficiency (2026)

Google's Frozen v2 Chip: Hardwiring Gemini Into Silicon for 10x AI Efficiency (2026)

Google's Frozen v2 chip bakes Gemini's architecture directly into silicon, targeting 6-10x inference efficiency over TPUs by 2028. Here's what it means for AI compute.

16 min10
AI Memory Shortage Now an Economic-Security Issue, SK Hynix Chair Warns

AI Memory Shortage Now an Economic-Security Issue, SK Hynix Chair Warns

SK Group's chairman says the AI memory shortage has moved beyond commercial supply and into government-to-government pressure over HBM access.

6 min10
DeepSeek’s $7.4B Power Play: Why the 'Efficient' AI King is Building its Own Silicon

DeepSeek’s $7.4B Power Play: Why the 'Efficient' AI King is Building its Own Silicon

DeepSeek has raised $7.4 billion to develop its own in-house AI inference chips, signaling a major move toward hardware-software vertical integration.

5 min20
Tesla’s Silicon Sovereignty: Inside the 'Terafab' Project and the Intel 14A Gamble

Tesla’s Silicon Sovereignty: Inside the 'Terafab' Project and the Intel 14A Gamble

Tesla's 'Terafab' project moves from vision to reality with the hiring of Intel veteran Gary Jiang and a $3 billion R&D pilot line in Austin.

5 min00
India’s 2026 Tech Sovereignty: Chips, Claude Mythos, and the ₹80,000Cr Bet

India’s 2026 Tech Sovereignty: Chips, Claude Mythos, and the ₹80,000Cr Bet

India is moving from consumer to sovereign producer. Discover how the HCL-Foxconn plant and Claude Mythos 5 access are reshaping the global tech value chain.

5 min00
India’s Silicon Sovereignty: The Shift from Service Centers to a Product Nation in 2026

India’s Silicon Sovereignty: The Shift from Service Centers to a Product Nation in 2026

India is moving from chip design services to building original silicon products. Discover how Synopsys, Tata, and AI agents are driving India's 2026 semiconductor surge.

5 min00
Apple to Build Chips with Intel in the US: What the 2026 Shift Means for AI Infrastructure

Apple to Build Chips with Intel in the US: What the 2026 Shift Means for AI Infrastructure

Apple has reportedly agreed to manufacture chips with Intel in the US. We break down the Intel 18A-P tech, the TSMC capacity squeeze, and the 'Sovereign Silicon' shift.

5 min00