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 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.