Insights
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India Targets Major Global Semiconductor Hub Status by 2032, Says Union Minister Ashwini Vaishnaw
India is accelerating its ambition to become a major global semiconductor hub by 2032, according to Ashwini Vaishnaw, Union Minister for Electronics & Information Technology, Railways, and Communications. The announcement signals a strategic shift as India aligns...
Global Semiconductor Boom 2025: $793B Market Surges 21% Fueled by AI Chip Explosion and Strategic Visionary Leaders
Worldwide semiconductor revenue surged to a record $793 billion in 2025, delivering 21% year-over-year growth, according to Gartner, as AI infrastructure spending reshaped global technology markets. The acceleration reflects a structural shift where AI compute,...
TSMC’s Record-Smashing AI-Fueled Growth: Nvidia-Driven Revenue Beats Estimates, Signals Tech Supercycle Ahead
TSMC reported a quarterly revenue beat driven primarily by NVIDIA-led AI workloads and advanced-node manufacturing. Q4 revenue rose approximately 20.5% year-on-year to NT$1.046 trillion (US$33.1 billion), fueled by GPUs, AI accelerators, and custom silicon programs....
China Achieves Historic Leap with World’s First Radiation-Resistant FPGA Chip Built on 2D Semiconductors
Chinese researchers at Fudan University have developed a 1-nanometre Field-Programmable Gate Array (FPGA) using molybdenum disulfide (MoS₂) that can withstand radiation levels fatal to conventional silicon chips. This breakthrough marks a major advance in 2D...
As Industry Scales to 12-Inch and Square-Panel Wafers, a 2-Inch Superconducting Germanium Breakthrough Signals Another Material Disruption
While the semiconductor world races toward 12-inch wafers and square-panel formats for high-volume production, researchers at New York University and The University of Queensland discovered superconductivity in a 2-inch gallium-doped germanium wafer using standard...
Amazon, OpenAI Forge Game-Changing $38 Billion AI Compute Alliance Powered by NVIDIA GPUs
Amazon Web Services (AWS) and OpenAI have entered a landmark $38 billion multi-year alliance to expand global AI compute capacity using NVIDIA’s most advanced GPUs. The partnership signals a new phase in the AI infrastructure race where compute power, cloud...
Warren Buffett’s Berkshire Hathaway Amasses Record $381.7 B Cash War Chest, Gains Big from Tech & AI Sector Investments
Warren Buffett’s Berkshire Hathaway has raised its cash reserves to a historic $381.7 billion, signaling unparalleled liquidity and strategic foresight. This milestone highlights Buffett’s disciplined investing style and shows how selective exposure to technology and...
Cristiano R. Amon, Qualcomm President & CEO: Company’s Vision for India, AI, 6G, and 100% User Empowerment, Hailed on TIME100 AI Most Influential
Cristiano R. Amon, President and CEO of Qualcomm Incorporated, is a visionary leader shaping the future of semiconductor and connectivity technologies worldwide. In August 2025, he was recognized on TIME’s 2025 list of the 100 Most Influential People in AI for leading...
China’s Military Combat Drone Powered by DeepSeek AI Suspected to Use Nvidia H100 Chips
Reports from Reuters and Tom’s Hardware suggest that China’s new DeepSeek-powered autonomous combat drone may be using NVIDIA’s restricted H100 chips, despite U.S. export controls. While not independently verified, the story highlights how semiconductors have become...
US–Japan Strategic Agreement on Rare Earths: A Win for the Semiconductor Industry as Global Supply Chains Gain Greater Access
The landmark agreement signed by U.S. President Donald Trump and Japanese Prime Minister Sanae Takaichi on rare earths represents a decisive step in building resilient global technology ecosystems....