2026-02-18
Here's a framework to evaluate the five components of India's semiconductor industrial policies. I think the assembly, test, and packaging scheme meets all three criteria. Hence it has seen the most investor interest. [image]
Get Down and Shruti
A look at India's sensible AI regulation, promising foundation models, chip ambitions, energy constraints, startup ecosystem, and blossoming venture funding
India's AI Summit promises a revolution. The electricity grid, the tax code, and the literal ground beneath the chip fab have other plans.
Here's a framework to evaluate the five components of India's semiconductor industrial policies. I think the assembly, test, and packaging scheme meets all three criteria. Hence it has seen the most investor interest. [image]
Reuters
Microsoft says it is on pace to invest $50B by 2030 to help expand AI across the Global South, after unveiling $17.5B worth of AI investments in India in 2025
Abu Sultan /Reuters:
Here's a framework to evaluate the five components of India's semiconductor industrial policies. I think the assembly, test, and packaging scheme meets all three criteria. Hence it has seen the most investor interest. [image]
CNBC
Nvidia says it is working with Peak XV, Z47, and other VC firms in India to fund AI startups; 4,000+ Indian AI startups have joined its global startup program
Dylan Butts /CNBC:
Here's a framework to evaluate the five components of India's semiconductor industrial policies. I think the assembly, test, and packaging scheme meets all three criteria. Hence it has seen the most investor interest. [image]
Bloomberg
Bengaluru-based startup Sarvam AI unveils two models at the AI Impact Summit that it says are more tailored to Indian languages and cultures than other models
An Indian startup called Sarvam AI is making a push to create a viable competitor for the domestic market, unveiling an artificial-intelligence model …
Here's a framework to evaluate the five components of India's semiconductor industrial policies. I think the assembly, test, and packaging scheme meets all three criteria. Hence it has seen the most investor interest. [image]
TechCrunch
OpenAI partners with six Indian education institutions, including IIT Delhi, IIM Ahmedabad, and AIIMS New Delhi, to provide ChatGPT Edu access to 100K+ students
OpenAI is expanding its footprint in India and moving into the country's higher-education system through partnerships with leading academic institutions.
2020-09-28
Kioxia, the Japanese flash-memory supplier to Huawei calls off IPO because of US export restrictions. #semiconpolitics https://www.wsj.com/...
Wall Street Journal
Kioxia Holdings, the chipmaker spun out of Toshiba in 2018, calls off $16B IPO after saying that export restrictions on Huawei were hurting its business
Kosaku Narioka / Wall Street Journal :