➀ Tokyo Electron is preparing for expansion in India, encouraged by Prime Minister Narendra Modi's policies to attract chipmakers; ➁ The company plans to increase its presence in India's semiconductor industry; ➂ The Indian government's incentives and the growing demand for semiconductors in the country are key factors driving Tokyo Electron's decision.

➀ Powerchip Semiconductor Manufacturing Corp. (PSMC) is withdrawing from plans to establish a chip plant in Japan due to financial constraints. ➁ PSMC has communicated its decision to SBI Holding, a Japanese financial services group. ➂ The agreement to build a facility in Miyagi prefecture, northeastern Japan, will be terminated.

➀ India's prime minister Narendra Modi dedicated three new supercomputers, known as 'PARAM Rudra'; ➁ The machines use local designs for servers, interconnects, and cooling, but do not feature the planned 96-core Arm CPU; ➂ The National Centre for Radio Astrophysics and the S.N. Bose Centre for Basic Sciences have revealed some details about their systems; ➃ The Inter-University Accelerator Centre has not disclosed the specifics of its machine, but has previously teased a three-petaflop machine using Intel Xeon 2nd Gen processors; ➄ A third generation of Rudra machines is planned to use a 96-core processor designed by India's Centre for Development of Advanced Computing.

➀ Powerchip Technology and Tata Electronics have signed a definitive agreement to build India's first 12-inch wafer factory in Gujarat with an investment of $11 billion; ➁ The factory will have a monthly capacity of 50,000 wafers and aims to create over 20,000 high-tech jobs; ➂ The factory will transfer mature process technology from Powerchip and train Indian employees.

➀ Electronics production in developed countries is showing slow growth or decline in 2024; ➁ Taiwan and South Korea have seen strong growth, driven by AI servers and smartphones; ➂ Vietnam and India are experiencing significant production growth, with Vietnam benefiting from Samsung's investment and India from multinational manufacturing; ➃ China remains dominant but growth has slowed as companies shift manufacturing overseas.

➀ ADI and Tata have signed an MoU to explore semiconductor manufacturing opportunities in India. ➁ The joint venture aims to establish a robust electronics manufacturing ecosystem for both domestic and global markets. ➂ Tata is investing $11 billion in a new fab in Dholera, Gujarat, and another $3 billion in a greenfield facility in Jagiroad, Assam. ➃ The companies plan to manufacture ADI products and explore opportunities in automotive components for energy storage solutions.

➀ Foxconn and HCL Technologies have secured land for a semiconductor plant in Uttar Pradesh, India; ➁ The joint venture has acquired a 30-acre plot in Noida; ➂ The plant is expected to be near the upcoming Jewar airport.

➀ Tokyo Electron and Tata Electronics announced a strategic collaboration for semiconductor equipment supply and workforce training; ➁ The partnership aims to build a dynamic ecosystem for timely execution of fab and advanced packaging factories; ➂ Tokyo Electron will train Tata Electronics' workforce on its equipment and support R&D initiatives; ➃ The collaboration is part of a growing trend of ecosystem companies setting up or expanding in India's semiconductor industry.

➀ The Maharashtra government has approved a Rs 83,947 crore semiconductor manufacturing project in Panvel, Raigad district, marking a significant step in India's efforts to become a global semiconductor hub. ➁ The project is a joint venture between Israel's Tower Semiconductor and India's Adani Group. ➂ It is expected to be India's second chip manufacturing facility and the sixth plant involved in silicon chip production or testing across the country.

➀ Metal Power Analytical Pvt. Ltd. (MPA) has launched the Metavision-8i, an optical emission spectrometer (OES) for affordable elemental analysis in India. The instrument is designed for MSMEs and aims to reduce operational costs and improve export potential. ➁ The Metavision-8i offers high precision and accuracy, with features like dual-optics and high-resolution DUV optics, making it suitable for critical element analysis. ➂ Mukund Pant, Managing Director at MPA, emphasizes the company's 35 years of experience in metal analysis and the importance of the new product in redefining market standards.

➀ IBM has decided to close its China R&D department, affecting over 1000 employees who face the choice of leaving or relocating to Bangalore, India. ➁ The decision is part of a broader trend of American tech companies scaling back their operations in China. ➂ The move is speculated to be influenced by the Indian CEO's management style and the Chinese government's 'de-Americanization' policy, which has led to a 19.6% decline in IBM's revenue in China.

➀ Sanjay Nayak's journey from a boarding school in Raipur to co-founding Tejas Networks, a company valued at over ₹200 billion, showcases his resilience and optimism. ➁ His career began at a startup in the US, where he contributed to the development of the world's first Verilog simulator. ➂ Despite facing numerous challenges, including the 2007-2008 financial crisis and natural disasters, Tejas Networks successfully went public in 2017 and continues to thrive.

➀ India is projected to have two semiconductor wafer fabs by 2030, but emphasis should also be placed on fostering semiconductor product companies. ➁ The semiconductor industry has seen significant changes, including increased AI integration and geopolitical fragmentation. ➂ There is a potential for oversupply in some semiconductor sectors due to new fab constructions, while others remain in shortage.

➀ The Indian government announces a $15.2 billion investment in the semiconductor and electronics industry. ➁ This investment aims to achieve self-reliance in a strategically critical sector. ➂ The plan includes the construction of India's first state-of-the-art semiconductor fabrication facility.

1. Apple's iPhone 16 Pro and iPhone 16 Pro Max are reportedly starting production in India, marking the first time a Pro model is manufactured in the country. 2. Leaked images of packaging indicate the phones are 'Assembled in India', suggesting a shift from previous 'Assembled in China' labels. 3. This move is part of Apple's strategy to diversify production beyond China, potentially due to geopolitical tensions and supply chain risks.

➀ Ola Electric, an Indian electric two-wheeler manufacturer, announced its first AI chips, Bodhi 1, Ojas, and Sarv 1, set for 2026, and Bodhi 2 for 2028. ➁ Bodhi 1 is designed for AI inferencing with claims of best-in-class power efficiency. ➂ Ola plans to deploy Ojas in various applications and Sarv 1 in data centers, aiming to compete in the global AI race.

➀ India offers one of the most generous semiconductor investment plans globally, with government incentives exceeding 70%. ➁ Despite past failures, India is now a beneficiary of diversified semiconductor manufacturing supply chains. ➂ The country has approved three semiconductor factory projects, including Tata Group's collaboration with PSMC, aiming to break the commercial wafer fab drought. ➃ India's semiconductor market is rapidly growing, with projected consumption reaching $640 billion by 2026 and $1100 billion by 2030. ➄ The nation boasts a strong talent pool and strategic partnerships with major global players, enhancing its semiconductor ecosystem.

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.