Semiconductors & Chips
Semiconductor design, manufacturing, and related chip technologies including AI processors and advanced fabrication.
5 events touching this theme
What's Happening in Semiconductors & Chips
Semiconductor and chip supply chains face mounting pressure from deteriorating India-US trade relations and India's deepening reliance on Chinese imports. Stalled bilateral trade negotiations with hardened positions on both sides threaten market access and tariff arrangements that could reshape component sourcing and manufacturing partnerships across the region. India's growing dependency on Chinese semiconductor inputs and equipment—combined with diplomatic friction over trade, counterterrorism policy, and market access disputes—creates conflicting incentives: New Delhi seeks to reduce Chinese exposure and attract foreign tech investment, yet trade tensions with the U.S. and alleged regulatory obstruction of foreign entrants like Starlink suggest India may prioritize protecting domestic incumbents over opening markets to foreign semiconductor and tech infrastructure players. These cross-cutting pressures could slow technology transfer, fragment supply chains, and force semiconductor manufacturers and equipment suppliers to recalibrate sourcing and investment strategies across South Asia and the broader Indo-Pacific region.
- Single source4 days agoIndia-US Relations
Rubio's Mumbai stop without New Delhi visit draws criticism from Indian opposition
The U.S. secretary of state's decision to visit Mumbai while bypassing the capital has prompted complaints from Indian opposition figures who view the itinerary as demeaning.
Al Jazeera
- Single source8 days agoIndia-US Relations
Musk attributes delays in Indian satellite internet rollout to unnamed businessman
Starlink's founder blames a tycoon for hindering the company's entry into India's market, as a New Delhi demonstration illustrated government's capacity to disable connectivity.
The New York Times
- Single source17 days agoIndia-US Relations
New Delhi signals limited flexibility in stalled U.S. trade negotiations
An Indian government official expressed pessimism about resolving the trade dispute, indicating minimal willingness to compromise with Washington.
CNBC
- Single source18 days agoIndia-US Relations
India's reliance on Chinese imports has grown to concerning levels
India has developed significant dependence on Chinese imports, creating economic vulnerability and potential trade friction.
BBC News
- Single source21 days agoIndia-US Relations
India openly disputes Trump administration stances on terror and trade
India under Modi is publicly challenging Trump administration positions on terrorism designations and tariff policy.
Al Jazeera