1. Apple is rumored to manufacture its higher-end iPhone 16 Pro and iPhone 16 Pro Max in India for the first time. 2. The decision is aimed at deepening manufacturing capabilities with partners in India. 3. The India-assembled iPhone 16 models are expected to be available in the country after the launch in 2025.
Recent #India news in the semiconductor industry
➀ eSIM technology is gaining attention in India due to its potential to drive digital manufacturing growth; ➁ The rise of IoT and the need for flexible and secure connectivity are fueling the demand for eSIMs; ➂ Kigen, a global leader in eSIM security, is supporting India's eSIM ecosystem with its GSMA SAS-UP certification.
➀ TSMC announced the launch of its 12-inch wafer factory in India, a joint venture with Tata Group.
➁ The factory, located in Gujarat, is set to receive $11 billion in investments and aims to create over 20,000 high-tech jobs.
➂ TSMC will provide technology transfer and training, while Tata Group and the Indian government will fund the investment.
➀ U.S. AI giant NVIDIA is reportedly planning to collaborate with India to develop AI chips;
➁ NVIDIA CEO Jensen Huang proposed the idea during a meeting with Indian Prime Minister Narendra Modi;
➂ The Economic Times reports that India is in discussions with NVIDIA about jointly developing an AI chip.
➀ India's semiconductor industry has made significant progress under the government's $76 billion incentive fund for the India Semiconductor Mission (ISM) launched in December 2021.
➁ The first phase of ISM has approved five semiconductor projects, including four chip packaging factories and one chip manufacturing factory, to be operational between 2025 and 2027.
➂ Experts are urging the next phase of ISM to focus on partnerships with global semiconductor leaders, expanding the ecosystem for raw materials like chemicals and gases, and increasing efforts to train skilled talent for the growing industry.
➀ India is implementing import restrictions on laptops and PC parts to boost domestic manufacturing; ➁ The government aims to incentivize multinational tech companies to set up local production units; ➂ The move reflects India's growing ambitions in the global tech landscape.
➀ More than one in five recorded Hindu attacks on Muslims in India between June 2019 and March 2024 were motivated by suspicions of slaughtering cows or possessing beef. ➁ ACLED reports that vigilante action by a subset of Hindus has led to clashes between communities. ➂ The government's response to these attacks has been silence, and at least 11 state governments have banned religious conversions through marriage.
➀ The supply chain is threatened by road closures and shutdowns in North Carolina quartz mines; ➁ A company shifts plans to build a fab in India instead of Japan; ➂ The University of Glasgow predicts the behavior of 3D-printed lattice-like structures using PEI and carbon nanotubes; ➃ The UK Space Conference 2025 will be held in Manchester.
➀ Renesas sold its RF component business to India's CG Power for $36 million; ➁ The acquisition is part of a larger investment in OSAT facilities in India, with a total investment of 7.6 billion rupees; ➂ The deal is expected to be completed in about six months, pending regulatory approvals.
➀ Apple is replicating its successful China manufacturing model in India, with vendors like Taiwanese Foxconn and Wistron, and Pegatron, achieving significant milestones in assembling the latest iPhone models; ➁ The Indian factories are expected to roll out more sophisticated iPhone 16 Pro and Pro Max models in a few weeks; ➃ This move marks the maturing of Indian manufacturing and a strategic extension of Apple's global supply chain.
➀ Experts highlight India's growing global role in manufacturing and services due to infrastructure upgrades, strategic positioning, and workforce dynamics; ➁ Harvard Kennedy School's Robert Lawrence praises India's infrastructure improvements and its geopolitical positioning; ➂ Axis Bank's Neelkanth Mishra notes a short-term economic slowdown but expects growth to improve; ➃ Mishra acknowledges limitations in replicating China's manufacturing boom but sees opportunities in the services sector; ➄ Sciences Po's Jean-Pierre Landau emphasizes India's demographic dynamism and potential in technology and finance.
➀ India is poised to become a major player in the semiconductor production market, with the first microchips expected to be produced by 2027; ➁ The US has been involved in this plan, with major companies like AMD, Nvidia, and Micron showing interest in producing chips in India; ➂ India's Commerce Minister Piyush Goyal highlighted the country's technological independence from China, emphasizing its expertise in the IT sector; ➃ Taiwan's TSMC, the world's largest contract semiconductor manufacturer, could play a role in India's efforts, despite potential competition; ➄ The Taiwanese company PSMC plans to build a factory in India to produce chips, marking a significant step in India's semiconductor industry.
➀ The UK Ministry of Defence has purchased the former Fujitsu fab in Newton Aycliffe for £20 million to produce GaAs ICs for military use. The facility will be renamed Octric Semiconductors UK. ➁ Hynix has started mass production of a 36GB 12-layer HBM3E memory, increasing capacity by 50% compared to the previous eight-layer product. ➃ Powerchip Semiconductor has abandoned its plan to build a fab in Japan and is now planning to build one in India.
➀ Dell'Oro reports a 10% YoY decline in global telecom capex in H1 2024; ➁ Operators are scaling back investments in 5G and fixed broadband due to factors like inventory build-up, weaker demand in key regions, and technology monetization challenges; ➂ Global carrier revenues are expected to grow at a 1% CAGR over the next three years.
➀ Cisco CEO Chuck Robbins indicates that India could be a potential location for fabless semiconductor manufacturing; ➁ The decision is based on India's strong technical talent pool and the country's growing importance in the global technology landscape; ➂ Cisco is exploring various options to expand its semiconductor business in India.
➀ Powerchip Semiconductor Manufacturing Corporation (PSMC) has shifted its focus from Japan to India for a new $10.9 billion semiconductor fab project; ➁ The decision follows the dissolution of PSMC's earlier planned project in Japan; ➂ The new fab will be built in Gujarat, India.
➀ Powerchip Semiconductor, the Taiwanese foundry, has abandoned its plan to build a fab in Japan in favor of constructing one in India. The company had previously entered into a partnership with SBI Holdings to build a 40k wpm fab in Sendai, Japan, starting with 40nm technology and moving to 28nm with volume production scheduled for 2027. The partnership has now been dissolved as Powerchip seeks to provide technology for a fab to be built in India by Tata. ➁ Last week, Indian Prime Minister Narendra Modi met with Natarajan Chandrasekaran, chairman of Tata, and Powerchip chairman Frank Huang, where PSMC expressed interest in expanding its presence in India. ➂ Powerchip and Tata have agreed to collaborate on a fab in Gujarat, India, with Tata providing the funding and Powerchip providing the process technology for PMICs and display drivers.
➀ Powerchip abandoned its plan to build a semiconductor factory in Japan; ➁ The company will provide technology to Tata Group's semiconductor factory in India; ➂ Powerchip's performance deterioration led to the cancellation of the Japan project; ➃ SBI will continue to seek new partners for the Miyagi factory; ➄ The new factory in India will use 300mm wafers to produce mature generation semiconductors for power management and display.
➀ A fire occurred in Tata Electronics' iPhone paint shop in Krishnagiri, Tamil Nadu, India, causing two employees to seek medical attention. The fire has been extinguished, and an investigation is underway. ➁ The incident occurred in a plant specializing in producing iPhone frames and metal parts. ➂ Tata Electronics is working with Apple to expand production capacity in India, aiming for 30% of iPhone production by 2025. ➃ The fire has raised concerns about the safety of manufacturing processes in the electronics industry.
➀ The Param Rudra supercomputer, named after Lord Shiva, is a significant development in India's scientific capabilities; ➁ It is designed to support scientific research and development in India; ➂ The supercomputer is expected to be operational by 2025; ➃ It features high-speed computing and advanced data analysis capabilities; ➄ The project is part of India's strategy to become a global leader in technology and innovation.