CONNECT WITH US
Tuesday 6 October 2026
AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud providers and developers, while signaling a shift in global AI capacity toward new hubs outside North America.
LATEST STORIES
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's build-out into a race for liquid cooling, power equipment, and high-density designs, not just floor space.
Wednesday 7 October 2026
Semicon 2.0 widens focus beyond fabs: Dassault Systèmes pitches virtual twins to India's chipmakers
Dassault Systèmes is pitching its virtual twin software as the link between India's chip design base and the factories and packaging plants now being built under the country's semiconductor mission. The French industrial software company is offering tools that simulate production before anything is built, as the government's Semicon 2.0 program widens support beyond fabrication to design, research, and talent.
Wednesday 7 October 2026
Canon courts India's chip projects as toolmakers jostle for an early foothold
India's young chip industry is becoming a contest among the world's largest semiconductor equipment makers, with Canon the latest to declare its interest. The race remains at an early, positioning stage, however, and has so far produced few confirmed orders.
Thursday 1 October 2026
China's share of global solar module demand falls below 40% as Europe, India gain ground
The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is set to fall below 40%, down 12 percentage points year-over-year, while Europe and India continue to gain ground.
Thursday 1 October 2026
Apple Pay arrives in India with a limited card rollout
Apple's entry into India's payments market gives its device users a new way to pay by card, but its initial reach will depend on bank and merchant integrations in a country where a domestic real-time system already dominates digital transactions. The service launched on September 30 for eligible Axis Bank Visa and Mastercard credit cardholders, placing Apple's wallet alongside, rather than replacing, India's Unified Payments Interface (UPI).
Wednesday 30 September 2026
Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of industrial gases, wet chemicals, and photoresists from the US, Japan, and South Korea are moving to secure positions close to their future customers in Gujarat.
Wednesday 30 September 2026
India bars Semicon 2.0 chip plants from selling or mortgaging assets before full production
India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project is declared, according to guidelines issued on September 17, 2026. The rules attach lock-in conditions on assets, operations, and ownership to the INR1.27 trillion (US$13.22 billion) incentive scheme.
Monday 28 September 2026
Apple keeps iPhone Duo in China, exposing limits of India's phone supply chain

Apple's first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled iPhones reach record export levels, Apple kept development and assembly of its most complex phone, the iPhone Duo, in China. The decision points to a gap that Pune Times Mirror summed up this way: India has become indispensable to Apple's assembly operations, but not yet to its engineering.

Monday 28 September 2026
India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent
India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny and stronger links with global technology supply chains worldwide.
Friday 25 September 2026
From ISM 1.0 to Semicon 2.0—India's chip subsidy overhaul draws early interest, raises the bar for investors
India's new semiconductor incentive regime is putting more capital at risk for manufacturers, but the first wave of investment commitments suggests lower subsidies have not stopped companies from considering fresh projects.
Thursday 24 September 2026
India reportedly probes LG, Samsung over duties on OLED TV display parts
India's Directorate of Revenue Intelligence (DRI) is investigating LG Electronics and Samsung Electronics over whether they underpaid import duties on display parts for OLED televisions, Reuters reported on September 23, citing five unnamed sources. The probe puts a tariff classification question at the center of a premium TV segment both South Korean companies are counting on to grow in India.
Wednesday 23 September 2026
India's Dixon looks beyond smartphones to crack global EMS top 10
Dixon Technologies is expanding into components, IT hardware, and new manufacturing categories as it seeks a place among the world's 10 largest electronics manufacturing services (EMS) companies within five years, making diversification central to its next growth phase.
Wednesday 23 September 2026
Trump rejects global AI controls, urges US to press ahead with "superintelligence"

US President Donald Trump used his September 22 address to the United Nations General Assembly to reject international efforts to control artificial intelligence, argue that the US must maintain its lead over China, and urge officials to call the technology "superintelligence." The remarks sharpen a policy divide over whether rapid development can be reconciled with safeguards—and whether Washington and Beijing can cooperate on risks even as they compete.

Wednesday 23 September 2026
Taiwan courts Indian IIT chief in bid to boost chip talent ties
Taiwan is stepping up outreach to India's engineering sector as global competition for chip and artificial intelligence talent intensifies. The planned cooperation could affect supply chains, university links, and where skilled graduates build careers, with implications for chipmaking hubs in Asia and beyond.
Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond India's borders. The move positions the country as a supply base for AI compute at a moment when it generates far more data than it can process at home.