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The global semiconductor industry is heading into a strong recovery phase, with revenue anticipated to reach $630 billion in 2024, a 19% rise over the previous year, as noted by the latest <keyword id="21638387" type="General" weightage="20" keywordseo="Gartner-report" source="keywords">Gartner report</keyword>. This growth trend follows a challenging 2023 and appears to be set for continued momentum, with projections estimating an additional increase to $717 billion by 2025. The boost comes as <keyword id="20176122" type="General" weightage="20" keywordseo="AI-technologies" source="keywords">AI technologies</keyword>, data-processing advancements, and a return in electronics manufacturing drive market demand. AI-related chips, in particular, have become essential as applications expand across sectors—from high-performance computing to everyday consumer electronics. As a result, memory components such as <keyword id="23726596" type="General" weightage="20" keywordseo="NAND-flash" source="keywords">NAND flash</keyword> and DRAM are experiencing increased demand, addressing more specialised computing needs and supporting AI-intensive workloads. Gartner highlights that NAND flash, essential in AI systems, is set to see significant gains, with a 12% revenue increase by 2025, driven partly by persistent undersupply and soaring demand in AI applications. The demand surge is similarly benefiting GPUs, which are vital to AI development, particularly in model training and deployment. After experiencing a dip in 2023, the <keyword id="23292216" type="General" weightage="20" keywordseo="GPU-market" source="keywords">GPU market</keyword> is expected to rebound strongly, potentially growing by 27% in 2025 and reaching $51 billion. The specialised memory segment, especially high-bandwidth memory (HBM), has also seen increased investment to support the high-capacity needs of modern AI hardware, with manufacturers scaling production and enhancing memory packaging. DRAM is also seeing a resurgence, driven by the production of high-bandwidth memory and rising adoption of DDR5 technology, which offers faster and more efficient data processing. Analysts note that these advances are contributing to a recovery for DRAM, with revenues projected to rise from $90.1 billion in 2024 to $115.6 billion by 2025, as supply issues ease and technology progresses. This robust growth in semiconductors reflects the sector’s adaptation to AI and data-processing needs, as memory technologies evolve to match these rising demands. While the market for automotive and industrial applications has seen slower growth, the trajectory in consumer electronics and AI-powered solutions keeps the semiconductor industry on track for a dynamic, technology-driven period of expansion. With AI, memory technologies, and GPU enhancements leading the way, the semiconductor market appears well-positioned for sustained growth. (With ANI inputs)

Global semiconductor sector expected to grow due to AI demand, new report says

Prime Minister <keyword id="19895781" type="General" weightage="20" keywordseo="narendra-modi" source="keywords">Narendra Modi</keyword> urged CEOs of US majors to take advantage of India's growth story as the country is making all efforts to become the third largest economy of the world in his third term. India is currently the fifth largest economy of the world after the US, China, Germany and Japan with a GDP of around USD 3.9 trillion. India has been the fastest growing large economies of the world with GDP growth rate of over 7 per cent for the last three consecutive years. Addressing CEOs of the large US tech firms on Sunday, Modi said India will make every effort to become the third largest economy in the world in his third term (2024-29). Companies should take advantage of India's growth story for collaboration and innovation by co-developing, co-designing, and co-producing in India for the world, harnessing the opportunities from the country's economic and technological growth, he said. Assuring the business leaders of India's deep commitment to the protection of intellectual property and to fostering tech innovation, Modi highlighted the economic transformation happening in the country, particularly in electronics and information technology manufacturing and semiconductors. Modi asserted that his government was committed to making India a "global hub of <keyword id="20073013" type="General" weightage="20" keywordseo="semiconductor-manufacturing" source="keywords">semiconductor manufacturing</keyword>". The meeting took place at the Lotte <keyword id="19904497" type="General" weightage="20" keywordseo="New-York" source="keywords">New York</keyword> Palace Hotel on Sunday during the second leg of Modi's three-day US visit. It saw the participation of CEOs of 15 major US-based firms working on cutting-edge technologies such as AI, quantum computing and semiconductors. "Had a fruitful roundtable with tech CEOs in New York, discussing aspects relating to technology, innovation and more. Also highlighted the strides made by India in this field. I am glad to see immense optimism towards India," Modi said in a post on X. During the conference, Modi said technology collaboration and efforts such as the Initiative on Critical and Emerging Technologies (ICET) lie at the core of the India-US Comprehensive Global Strategic Partnership, according to a Ministry of External Affairs press release. Organised by the Massachusetts Institute of Technology (MIT) School of Engineering, the CEOs of top US tech firms, including Google CEO Sundar Pichai, Adobe CEO Shantanu Narayena, Accenture CEO Julie Sweet and NVIDIA CEO Jensen Huang attended the meeting. Others who participated in the roundtable included AMD CEO Lisa Su, HP Inc. CEO Enrique Lores, IBM CEO Arvind Krishna, Dr Noubar Afeyan, Chairman of Moderna, and Verizon CEO Hans Vestberg. Modi also talked about India's BIO E3 (biotechnology for environment, economy and employment) policy to develop the country into a biotech powerhouse and on the topic of AI, noted that India's policy is to promote AI for all, underpinned by its ethical and responsible use. The CEOs appreciated India's growing prominence as a global technology hub, driven by its innovation-friendly policies and flourishing market opportunities. They also expressed strong interest in investing and collaborating with India, agreeing that investing in startups would be a synergistic opportunity to innovate and develop newer technologies in the country. Others who attended the conference included Biogen Inc CEO Chris Viehbacher, CEO of Bristol Myers Squibb, Chris Boerner, Eli Lilly and Company CEO David A. Ricks, LAM Research CEO Tim Archer, GlobalFoundries CEO Thomas Caulfield, and the CEO of Kyndryl, Martin Schroeter. "Further cementing technology and business connect. PM @narendramodi interacted with the top tech leaders and CEOs of USA, in a Roundtable hosted by the Massachusetts Institute of Technology School of Engineering, in New York today. PM emphasised India's growth prospects and discussed initiatives to foster collaborations and innovation across diverse sectors," the official account of the MEA said in a post on X. The prime minister had a separate meeting with Krishna P Singh, CEO of Holtec International, which is into nuclear and solar power generation. They discussed Holtec's plan for expanding manufacturing in India and advancing energy cooperation, PMO India said in a post on X. Earlier on Sunday, Modi addressed the <keyword id="20115166" type="General" weightage="20" keywordseo="Indian-diaspora" source="keywords">Indian diaspora</keyword> at the packed Nassau Veterans Coliseum on Long Island in New York. He also held bilateral meetings with world leaders at the sidelines of the UN General Assembly session here. Modi reached New York on Saturday after attending the Quad Leaders' Summit hosted by President Joe Biden in Wilmington, Delaware. <div type="Article" hostid="261" msid="113516805" title="Why is Indian Prime Minister Narendra Modi visiting the US this weekend?" mstype="2" mssubtype="0"></div>

PM Modi invites US CEOs to take a 'byte' out of India's growing technology sector

<ul class="summary-list"><li>The tariffs Donald Trump proposed while campaigning could help create US semiconductor jobs.</li><li>Tariffs could also help US chipmakers compete with companies abroad that sell chips at lower prices.</li></ul>If president-elect Donald Trump follows through on his <a target="_blank" href="https://www.businessinsider.com/companies-raising-prices-trump-tariffs-inflation-goods-getting-more-expensive-2024-11">campaign promise to impose tariffs</a>, the domestic semiconductor industry could see job gains.Industry experts told Business Insider that tariffs on foreign-made chips could help level the playing field for US chipmakers, which are <a target="_blank" class="" href="https://www.businessinsider.com/intel-chip-troubles-problem-us-economy-domestic-production-chips-act-2024-11">facing fierce competition</a> from their counterparts abroad. The tariffs could also encourage US businesses to source more chips domestically and help persuade chipmaking giants, like the Taiwan-based <a target="_blank" href="https://www.businessinsider.com/tsmc-making-apple-iphone-chips-helps-us-semiconductor-bet-2024-10">TSMC</a>, to keep building factories in the US. These developments could aid job growth in the US semiconductor industry, though experts disagreed on how much.Trump's proposed tariff policies include a 60% tariff on goods coming from China and up to a <a target="_blank" class="" href="https://www.businessinsider.com/companies-raising-prices-trump-tariffs-inflation-goods-getting-more-expensive-2024-11">20% tariff</a> on all imports, including chips. US companies source many of the chips needed to power items like iPhones and washing machines from abroad: The US share of overall chip production fell from <a target="_blank" href="https://www.businessinsider.com/why-us-doesnt-make-chips-semiconductor-shortage-2021-4">37%</a> of the world's supply in 1990 to roughly <a target="_blank" href="https://www.whitehouse.gov/briefing-room/statements-releases/2024/08/09/fact-sheet-two-years-after-the-chips-and-science-act-biden-%E2%81%A0harris-administration-celebrates-historic-achievements-in-bringing-semiconductor-supply-chains-home-creating-jobs-supporting-inn/#:~:text=As%20a%20result%20of%20these,Vice%20President%20Harris%20took%20office.">10%</a> today.In an <a target="_blank" href="https://open.spotify.com/episode/0e9ynAH6hmZIIeOx0SaGQu">interview</a> with podcaster Joe Rogan in October, Trump criticized the Biden administration's <a target="_blank" href="https://www.businessinsider.com/intel-chips-act-funding-all-hands-meeting-2024-11">CHIPS Act</a> legislation, which included $52.7 billion in tax breaks and subsidies for companies in the semiconductor industry. He said that the federal government should have implemented tariffs instead to motivate global chipmakers to build more factories in the US, which would then create jobs."You didn't have to put up $0.10," Trump said. "You could have done it with tariffs. You tariff it so high that they will come and build their chip companies for nothing."To be sure, the impacts of a tariff policy on chips could be mixed. Jeff Koch, an analyst at the semiconductor research and consulting firm SemiAnalysis, told BI that tariffs could lead to higher prices for goods containing chips, such as cars, electronics, and appliances. He added that US chipmakers could likely benefit from these tariffs because it could help them compete with companies abroad that sell chips at lower prices.The Trump campaign did not respond to a request for comment.<h2 id="dc733634-a51d-47cf-a7b9-405bdfac9e61">Tariffs on chips could boost construction and manufacturing jobs</h2>Patrick Moorhead, founder, CEO, and chief analyst at the research and advisory firm Moor Insights and Strategy, told BI that tariffs could increase the number of US chip manufacturing jobs. He added that he thinks the policy could incentivize chipmakers like TSMC and Samsung, which is based in South Korea, to boost manufacturing in the US."The cost of manufacturing in the US for Samsung and TSMC would be lower than a 30% to 40% tariff on <a target="_blank" href="https://www.businessinsider.com/quartz-mine-computer-chips-hurricane-helene-spruce-pine-semiconductor-2024-9">wafers</a> and <a target="_blank" href="https://www.businessinsider.com/us-ai-chip-production-manufacturing-nvidia-labor-china-taiwan-korea-2024-4">packaging</a>," he said, referring to key components of the chipmaking process.Jeff Ferry, chief economist at the Coalition for a Prosperous America, a nonprofit that advocates for increasing domestic manufacturing, estimated that tariffs could create roughly 100,000 jobs at US chip manufacturers and their suppliers.He said this estimate was partly based on a <a target="_blank" class="" href="https://www.semiconductors.org/wp-content/uploads/2021/05/2021-Jobs-Report_2-pager.pdf">report</a> published in 2021 by the Semiconductor Industry Association — a trade association and lobbying group — that said a $50 billion investment would help create an estimated 10 additional chip factories in the US. That could add about 42,000 direct jobs at the companies building these factories and 101,500 indirect jobs at chipmakers' suppliers, per the report.Ferry said he thought chip tariffs could lead to the creation of roughly 10 additional factories, which led him to come to the 100,000 jobs estimate. In August, the White House <a target="_blank" href="https://www.whitehouse.gov/briefing-room/statements-releases/2024/08/09/fact-sheet-two-years-after-the-chips-and-science-act-biden-%E2%81%A0harris-administration-celebrates-historic-achievements-in-bringing-semiconductor-supply-chains-home-creating-jobs-supporting-inn/">said</a> that investments supported by CHIPS Act funding would help create 115,000 construction and manufacturing jobs."Tariffs on chips, particularly legacy chips like those used in autos, could successfully shift production back to the US," Ferry said.Samsung did not respond to a request for comment. Intel and TSMC did not respond to a question about what impact a Trump administration tariff policy would have on each company's job creation plans in the US.An Intel spokesperson pointed to a <a target="_blank" href="https://www.intel.com/content/www/us/en/newsroom/news/us-chips-act-intel-direct-funding.html#gs.i5ie0q">press release</a> from March, which said the company's $100 billion investment in the US over the next five years is expected to create more than 10,000 jobs at Intel and nearly 20,000 construction jobs. TSMC pointed to a <a target="_blank" href="https://pr.tsmc.com/english/news/3122">press release</a> from April, that said TSMC's investments in three Arizona chip factories are expected to create roughly 6,000 company jobs, more than 20,000 construction jobs, and tens of thousands of indirect supplier and consumer jobs.Stephen Ezell, the vice president for global innovation policy at the Information Technology and Innovation Foundation, said that the effectiveness of a tariff on chips could be limited, in part because many chips aren't imported <a target="_blank" class="" href="https://www.usitc.gov/publications/332/executive_briefings/ebot_cellular_phones_and_covid.pdf">directly</a> into the US: He said they often come embedded into finished products like <a target="_blank" class="" href="https://www.usitc.gov/publications/332/executive_briefings/ebot_cellular_phones_and_covid.pdf">smartphones</a> or computers.For example, he said that in most cases, chips that TSMC manufactures in Taiwan for Apple are sent to <a target="_blank" class="" href="https://www.theatlantic.com/technology/archive/2022/12/tsmc-apple-memory-chip-production-us-china-taiwan-relations/672593/">China</a> or <a target="_blank" class="" href="https://www.cnbc.com/2024/04/10/apple-made-14-billion-worth-of-iphones-in-india-in-shift-from-china.html">India</a> to be incorporated into a product like an iPhone. Therefore, the chip wouldn't be subject to a US tariff but the iPhone would.When deciding whether to build a chip factory in the US, Ezell said several factors — including wage rates, the labor talent pool, and tax policy — would be bigger considerations for companies than the country's tariff policy. But if tariffs proved to be the deciding factor in a company's decision to invest in the US, then Ezell said the policy could arguably be credited with boosting employment in the semiconductor industry."If a company did decide not to launch a factory elsewhere and instead launch it in the United States, then yes, this dynamic could lead companies to hire more," he said.Do you work in the US semiconductor industry? Reach out to this reporter at <a target="_blank" href="mailto:jzinkula@businessinsider.com">jzinkula@businessinsider.com</a>

Trump's trade restrictions could be good for American semiconductor jobs

<keyword id="19986399" type="General" weightage="20" keywordseo="Tata-Electronics" source="keywords" meta.keywordsubtype="org" meta.entityname="Tata Electronics" meta.hostid="261" meta.entityid="Tata Electronics">Tata Electronics</keyword> on Thursday said it has concluded an agreement with Taiwan-based Powerchip <keyword id="20073013" type="General" weightage="20" keywordseo="semiconductor-manufacturing" source="keywords">Semiconductor Manufacturing</keyword> Corporation, which will provide technology support for the Dholera wafer fab of the Indian tech major. As per the agreement, PSMC will provide design and construction support to build India's first AI-enabled greenfield fab in Gujarat, license a broad portfolio of technologies and provide engineering support to the fab unit. "We are pleased to partner with PSMC, whose technology and expertise will significantly accelerate our roadmap to pioneer semiconductor manufacturing in India. It will position us to play a key role in the growing semiconductor market to serve global customers," Tata Sons Chairman N Chandrasekaran said. The company is setting up a chip manufacturing unit in Dholera at an investment of up to Rs 91,000 crore ( about USD 11 billion). "<keyword id="19924335" type="General" weightage="20" keywordseo="Tata-Group" source="keywords" meta.keywordsubtype="org" meta.entityname="Tata Group" meta.hostid="261" meta.entityid="Tata Group">Tata Group</keyword>'s multi-fab vision for Dholera is projected to create over 1,00,000 skilled jobs," the statement said. Tata Electronics' Dholera-based Fab will have a manufacturing capacity of up to 50,000 wafers per month. "This partnership represents a win-win situation, as it positions PSMC and the Taiwanese ecosystem to gain a significant first-mover advantage in the rapidly expanding Indian market while helping India achieve self-reliance in semiconductor manufacturing," Powerchip Group, Chairman and CEO of PSMC, Frank Huang said. SEE ALSO:<a href="https://www.businessinsider.in/business/telecom/news/airtel-is-using-ai-powered-technology-to-block-spam-calls-and-messages/articleshow/113691942.cms" target="_blank"></a> <a href="https://www.businessinsider.in/business/telecom/news/airtel-is-using-ai-powered-technology-to-block-spam-calls-and-messages/articleshow/113691942.cms" target="_blank">Airtel is using AI-powered technology to block spam calls and messages</a><a href="https://www.businessinsider.in/stock-market/webstories/diffusion-engineers-ipo-quick-review-ipo-gmp-risk-factors-and-more/slidelist/113687580.cms" target="_blank"></a> <a href="https://www.businessinsider.in/stock-market/webstories/diffusion-engineers-ipo-quick-review-ipo-gmp-risk-factors-and-more/slidelist/113687580.cms" target="_blank">Diffusion Engineers IPO quick review – IPO GMP, risk factors and more</a><a href="https://www.businessinsider.in/stock-market/news/manba-finance-ipo-allotment-how-to-check-allotment-ipo-gmp-listing-date-and-more/articleshow/113667907.cms" target="_blank"></a> <a href="https://www.businessinsider.in/stock-market/news/manba-finance-ipo-allotment-how-to-check-allotment-ipo-gmp-listing-date-and-more/articleshow/113667907.cms" target="_blank">Manba Finance IPO allotment – How to check allotment, IPO GMP, listing date and more</a>

Tata Electronics, PSMC conclude pact for ₹91,000 crore Dholera chip manufacturing unit

Tech giant <keyword id="19898516" type="General" weightage="100" keywordseo="Intel" source="keywords" meta.keywordsubtype="org" meta.entityname="Intel" meta.hostid="261" meta.entityid="Intel">Intel</keyword> has been making a lot of headlines these days. The company is going through tough times and is trying to rise above all challenges. Last month, Intel’s shares hit their lowest in 50 years. The company also announced its decision to lay off 15 percent of its workforce. A couple of days back, there were rumours that <keyword id="19944986" type="General" weightage="20" keywordseo="Qualcomm" source="keywords" meta.keywordsubtype="org" meta.entityname="Qualcomm" meta.hostid="261" meta.entityid="Qualcomm">Qualcomm</keyword> might be interested in acquiring the decades old tech giant. However, this information should be taken with a pinch of salt as these are just rumours until now, nothing else. <h2>Intel might get multi-billion dollar investment</h2>Now, a Bloomberg report has said that <keyword id="21043511" type="General" weightage="20" keywordseo="Apollo-Global-Management" source="keywords">Apollo Global Management</keyword> Inc. might be in talks with Intel for a potential multibillion-dollar investment. The offer, reportedly worth up to $5 billion, could be a significant boost for Intel's ambitious turnaround plans, which have been in motion under CEO <keyword id="20059551" type="General" weightage="20" keywordseo="Pat-Gelsinger" source="keywords">Pat Gelsinger</keyword>. The Bloomberg report added that Intel executives have been mulling over Apollo’s proposal. It also added that the offer is still in early stages and may not come to fruition. <div type="Article" hostid="261" msid="113568851" title="SIMPLY PUT: Founder Mode — the secret sauce to startup success or fancy term for hustle and micromanagement?" mstype="2" mssubtype="0"></div> The report also added that the size of the potential investment in Intel could change and discussions regarding a deal could also fall through. Apollo’s proposal comes at a crucial moment for Intel. As mentioned already, the company, once synonymous with cutting-edge chips, has faced declining market value recently. For a company that used to dominate the <keyword id="19920003" type="General" weightage="20" keywordseo="semiconductor" source="keywords">semiconductor</keyword> industry, the last few years have been tough. Competitors like AMD and Nvidia have pulled ahead, leaving Intel to scramble for relevance in a rapidly changing market. <h2>Apollo and Intel’s relationship </h2> Apollo’s interest in Intel isn’t entirely out of the blue. The two companies already share a financial relationship, with Apollo announcing plans to purchase a 49% stake in Intel’s manufacturing facility in Ireland for $11 billion earlier this year. The new proposed deal, however, signals a deeper involvement from the asset management firm, which has a history of investing in distressed assets. <div type="Article" hostid="261" msid="113567973" title="Coldplay announces new show in Mumbai on January 21: How to book tickets, timings, and all you need to know" mstype="2" mssubtype="0"></div> Intel’s <keyword id="23276491" type="General" weightage="20" keywordseo="turnaround-strategy" source="keywords">turnaround strategy</keyword> under Gelsinger involves not only revitalising its product line but also expanding its customer base. This includes diversifying into new technologies and markets, which has resulted in mixed financial results. While Intel has been attempting to reinvent itself, it’s clear that the road ahead will be expensive, and Apollo’s capital could be the lifeline the chipmaker needs to keep these plans on track. <div type="Article" hostid="261" msid="113434470" title="Intel, once a Silicon Valley star, has been floundering. Now it's mounting a turnaround." mstype="2" mssubtype="0"></div>

Apollo reportedly offering multi-billion dollar investment to Intel after reports of acquisition by Qualcomm

<ul class="summary-list"><li>TSMC has begun producing chips for Apple at its Phoenix fab, people familiar with the matter said.</li><li>This development bodes well for the future of the US semiconductor industry, to which the Biden administration pledged $52 billion.</li></ul>The US's efforts to produce more <a target="_blank" href="https://www.businessinsider.com/us-china-tech-war-computer-chips-semiconductor-plants-costing-americans-2023-1">semiconductor chips</a> have encountered some challenges over the past few years, but the tide may be turning.TSMC, the world's leading chipmaker, has begun producing A16 chips for Apple at one of its <a target="_blank" href="https://www.businessinsider.com/tsmc-phoenix-chip-semiconductor-factory-biden-global-economy-china-taiwan-2022-12">Phoenix semiconductor chip fabs</a> (or factories), two people familiar with the matter told Business Insider. One of the people said that full production levels have not yet been reached. Their identities are known to BI.<a target="_blank" class="" href="https://timculpan.substack.com/p/apple-mobile-processors-are-now-made">Tim Culpan</a>, an independent journalist who covers technology and is based in Taiwan, first reported the news last month.The chips, which Culpan reported are being produced in "small, but significant, numbers," mark a major development for the company, which <a target="_blank" href="https://pr.tsmc.com/english/news/2033">announced</a> plans in 2020 to invest billions of dollars in Arizona and create thousands of jobs. Additionally, it comes two years after Tim Cook, the CEO of Apple, announced that the company would be the "<a target="_blank" href="https://www.businessinsider.com/apple-tim-cook-america-us-made-chips-first-time-decade-2022-12">largest customer</a>" of TSMC's first Arizona fab and use US-made chips for the first time in nearly a decade.A TSMC spokesperson declined to comment on the company's US work with Apple. When asked about the progress on the company's first chip fab, the spokesperson said that the project is "proceeding as planned with good progression," and that the company is on track to be fully operational in the first half of 2025.Apple didn't respond to BI's request for comment.<h2 id="1819bf24-3dc2-49d1-a9d0-42044a61e24c">'A success story'</h2>Dylan Patel, a chief analyst at the semiconductor research and consulting firm SemiAnalysis, said stateside chip production for Apple is a key milestone."Despite many negative stories early on, this shows the fabs are on track and operating as expected — a success story," he told BI.Mark Muro, a senior fellow at the Brookings Institution, told BI that beginning the production of A16 chips — which have been used in some recent <a target="_blank" href="https://www.businessinsider.com/guides/tech/iphone-15-plus-review">iPhone models</a>, though not the new <a target="_blank" class="" href="https://www.businessinsider.com/guides/tech/iphone-16">iPhone 16</a> — is a very positive signal for the Apple-TSMC partnership."It suggests Apple has enough belief in the new US facility to dive right in with US production of one its most advanced mobile processors," he said, adding, "This is encouraging given some observers' skepticism US sites could reach TSMC standards anytime soon."TSMC's commitment to <a target="_blank" href="https://www.businessinsider.com/tsmc-arizona-semiconductor-chip-fab-taiwan-china-president-joe-biden-2024-4">building three</a> chip fabs on its Phoenix campus is key to the Biden-Harris administration's efforts to boost the US's production of the chips that power everything from iPhones to washing machines. In 2022, President Joe Biden signed the <a target="_blank" href="https://www.businessinsider.com/chips-act-bill-to-boost-us-chipmaking-competition-with-china-2022-7">CHIPS Act</a> into law, which included <a target="_blank" href="https://www.businessinsider.com/trump-taiwan-china-semiconductor-chips-us-economy-trade-biden-election-2024-7">$39 billion</a> in manufacturing incentives for chip production in the US. In addition to creating US jobs, the administration hopes to secure supply chains and make the US <a target="_blank" class="" href="https://www.businessinsider.com/asml-tsmc-semiconductor-chip-equipment-kill-switch-china-invade-taiwan-2024-5">less reliant</a> on advanced chips in Taiwan.<h2 id="8f73c768-4752-403c-b6e5-a20430cb553e">TSMC faced construction slowdowns and worker tensions in Arizona</h2>TSMC's investment in Arizona hasn't always been smooth.Last year, TSMC announced that the official opening of its first Arizona fab would be <a target="_blank" href="https://www.businessinsider.com/tsmc-taiwan-semiconductor-phoenix-arizona-factory-chipmaker-job-qualification-debate-2023-8">pushed back</a> from 2024 to 2025. And when the company announced plans to send technicians from Taiwan to train US workers, a local <a target="_blank" class="" href="https://www.businessinsider.com/tsmc-taiwan-semiconductor-phoenix-arizona-factory-chipmaker-job-qualification-debate-2023-8">Arizona labor union</a> protested due to concerns that American jobs would be threatened.Management and safety concerns have also led to some frustrations among TSMC's construction workforce in Arizona. Workers <a target="_blank" href="https://www.businessinsider.com/tsmc-phoenix-arizona-chip-factory-taiwan-semiconductor-management-safety-workers-2023-8">previously told BI</a> that managerial challenges had fueled construction delays, and some have accused the company of <a target="_blank" href="https://www.businessinsider.com/tsmc-phoenix-arizona-chip-factory-taiwan-semiconductor-management-safety-workers-2023-8">safety violations</a>. TSMC <a target="_blank" href="https://www.businessinsider.com/tsmc-phoenix-arizona-chip-factory-taiwan-semiconductor-management-safety-workers-2023-8">previously told BI</a> that it's committed to ensuring that its working conditions are safe.In 2022, TSMC's founder and former CEO Morris Chang told the Brookings Institute that the US's efforts to boost <a target="_blank" href="https://www.businessinsider.com/why-tsmc-chipmaker-investing-billions-us-cost-more-make-chips-2022-12">domestic chip production</a> would be "a wasteful, expensive exercise in futility," citing labor force and cost challenges.Despite these hiccups, TSMC said in April during an earnings call that the progress on its first Arizona fab was "<a target="_blank" href="https://www.businessinsider.com/tsmc-arizona-semiconductor-chip-fab-taiwan-china-president-joe-biden-2024-4">well on track</a>."TSMC's production of Apple chips is good news for Americans <a target="_blank" href="https://www.businessinsider.com/semiconductor-industry-jobs-salary-chips-phoenix-arizona-tsmc-students-2023-10">hoping to land jobs</a> in the industry, Patel said. That's because TSMC's early success suggests it will continue to invest in the US."This drives job growth not just at TSMC but for the entire ecosystem — fab construction, equipment vendors, etc. that are all needed to support the fab," Patel said. "While modern fabs are not especially labor intensive, they require highly-skilled workers and will operate for decades, meaning many high-quality, long-term jobs are being created."TSMC has said that it will <a target="_blank" href="https://www.businessinsider.com/tsmc-arizona-semiconductor-chip-fab-taiwan-china-president-joe-biden-2024-4">charge customers more</a> for chips made outside Taiwan due to higher manufacturing costs. But Patel said he doesn't expect this to have a material impact on the prices of Apple's products."US government subsidies were meant to offset differences in construction and other costs between Taiwan and the US to make the business viable for TSMC," he said, adding, "Neither Apple nor consumers should expect a price difference for these US-produced chips.Going forward, chip makers like TSMC will face another challenge once they're operating at full capacity: <a target="_blank" class="" href="https://www.businessinsider.com/semiconductor-certification-program-chipmaker-manufacturing-jobs-new-career-intel-tsmc-2023-8">finding workers</a>.According to a <a target="_blank" href="https://www.semiconductors.org/america-faces-significant-shortage-of-tech-workers-in-semiconductor-industry-and-throughout-u-s-economy/">report</a> published last year by the Semiconductor Industry Association, the US semiconductor industry faces a worker shortage of 67,000 workers by 2030, including technicians, computer scientists, and engineers. However, Patel said that he doesn't expect labor force challenges to materially impact production at TSMC specifically.Muro was also optimistic. He said he thinks TSMC's production of Apple chips would bode well for the future."This is an important signal that the American drive to re-shore high-quality chipmaking is well founded," he said.Do you work in the semiconductor industry and have a story to tell? Reach out to this reporter at <a target="_blank" href="mailto:jzinkula@businessinsider.com">jzinkula@businessinsider.com</a>.

Apple's Made-in-the-USA chips signal a turnaround for the US' big semiconductor bet

Chipmaker <keyword id="20004922" type="General" weightage="20" keywordseo="AMD" source="keywords" meta.keywordsubtype="org" meta.entityname="AMD" meta.hostid="261" meta.entityid="AMD">AMD</keyword> is poised to power the surging demand for <keyword id="21517898" type="General" weightage="20" keywordseo="AI-compute" source="keywords">AI compute</keyword> with its wide range of product portfolio, the company's Chief <keyword id="19901571" type="General" weightage="20" keywordseo="technology" source="keywords">Technology</keyword> Officer Mark Papermaster said on Friday. AI compute refers to processing of data using artificial intelligence or machine learning algorithms. Marking 55 years of AMD (Advanced Micro Devices), Papermaster in a blog post looked back on five years of growth and innovations at the company, while also looking ahead to the next five years. He said the future of technology will be born from open ecosystems and deep industry partnerships that drive true innovation. "We're in a unique position to power increased demand for AI compute based on our broad portfolio of compute engines, deep relationships with customers across a diverse set of markets, and open software capabilities. We have a strong foundation of <keyword id="20053383" type="General" weightage="20" keywordseo="data-centre" source="keywords">data centre</keyword> products and customer collaboration across cloud and enterprise, and leadership products for AI PCs," he wrote. He said AMD has shifted from unique product silos to a modular IP portfolio, connected by a single AI software stack for easy deployment, and called it a 'holistic design approach'. "We need to speed our development by using more AI applications in our internal workflows to boost our productivity...We look forward to discovering new methods to optimise efficiency and experiment with new technologies that have potential," he said, adding that AI is poised to become more ubiquitous and consequential than the advent of the Internet. Papermaster further said that AMD will make some 'exciting' announcements at Computex (Taipei), an annual computer exhibition set to be held in June this year. Looking back, he said, "We made the call over a decade ago to leverage our strength and heritage in high-performance computing and invest for the future. Those bets have paid off as all our markets now demand the utmost in compute efficiency (performance per Watt of energy expended), and AI enablement. "...Our growth hasn't come overnight. AMD technology powers the daily lives of billions of people around the world, and in the last five years we've expanded the number of markets we serve." He said that the IT corporation has steadily increased investments in research and development for the past five years to be in line with the growing demand for compute performance and efficiency. "...Our research and development investment has nearly quadrupled, from USD 1.5 billion in 2019, to USD 5.9 billion in 2023, and we plan to continue to invest in developing groundbreaking technologies that show early promise," he said. He added that since 2019, AMD and the <keyword id="20149900" type="General" weightage="20" keywordseo="semiconductor-industry" source="keywords">semiconductor industry</keyword> have grown tremendously. "Global sales of semiconductors grew from USD 412.3 billion in 2019 to USD 574.1 billion in 2022, and are estimated to grow to USD 1 trillion by 2030," he said, adding that AMD is positioned to service the insatiable demand for more computing capacity. He said the company's headcount has more than doubled in the past five years. "Xilinx was the largest semiconductor acquisition when completed in 2022 adding incredible talent, leadership IP, and market expansion to adaptive compute markets with deep customer relationships," he said. Earlier this month, AMD posted its revenue at USD 5.47 billion (about Rs 45.6 crore) for the first quarter of 2024, up 2 per cent against the year-ago period. "AMD started the year strong, delivering record quarterly data centre segment revenue," AMD's EVP, CFO and Treasurer Jean Hu had said. "In addition, we drove solid gross margin expansion. Moving forward, we are well positioned to continue driving revenue growth and margin improvement while investing in the large AI opportunities ahead." SEE ALSO:<a href="https://www.businessinsider.in/tech/mobile/news/global-smartphone-shipments-grow-by-6-in-q1-2024-samsung-retakes-the-top-spot/articleshow/109817280.cms" target="_blank"></a> <a href="https://www.businessinsider.in/tech/mobile/news/global-smartphone-shipments-grow-by-6-in-q1-2024-samsung-retakes-the-top-spot/articleshow/109817280.cms" target="_blank">Global smartphone shipments grow by 6% in Q1 2024, Samsung retakes the top spot</a><a href="https://www.businessinsider.in/business/auto/news/electric-two-wheeler-sales-crater-in-april-2024-as-prices-increase-amid-reduced-subsidies/articleshow/109806054.cms" target="_blank"></a> <a href="https://www.businessinsider.in/business/auto/news/electric-two-wheeler-sales-crater-in-april-2024-as-prices-increase-amid-reduced-subsidies/articleshow/109806054.cms" target="_blank">Electric two-wheeler sales crater in April 2024 as prices increase amid reduced subsidies</a><a href="https://www.businessinsider.in/business/auto/webstories/bajaj-pulsar-ns400z-launched-at-1-85-lakh-becomes-cheapest-400cc-bike-in-the-country/slidelist/109810458.cms" target="_blank"></a> <a href="https://www.businessinsider.in/business/auto/webstories/bajaj-pulsar-ns400z-launched-at-1-85-lakh-becomes-cheapest-400cc-bike-in-the-country/slidelist/109810458.cms" target="_blank">Bajaj Pulsar NS400Z launched at ₹1.85 lakh, becomes cheapest 400cc bike in the country</a>

AMD set to fuel growing demand for AI compute, says CTO

New Delhi: After meeting Prime Minister <keyword id="19895781" type="General" weightage="20" keywordseo="narendra-modi" source="keywords">Narendra Modi</keyword> ahead of the <keyword id="21272963" type="General" weightage="100" keywordseo="semicon-india-2024" source="Orion">Semicon India 2024</keyword> Summit, <keyword id="20137945" type="General" weightage="20" keywordseo="sanjay-mehrotra" source="keywords">Sanjay Mehrotra</keyword>, CEO of Micron, appreciated PM Modi's vision of developing semiconductors in India and said policies set up by him to incentivise semiconductor manufacturing in India are also very exciting. "PM Modi's vision to develop semiconductors in India and make it self-reliant is very exciting. The policies set up by him to incentivise semiconductor manufacturing are equally exciting. This is the perfect time for India to develop semiconductors because opportunities will grow with AI. The best is yet to come," Mehrotra said ahead of SEMICON India 2024 Summit. PM Modi will inaugurate SEMICON India 2024 at India Expo Mart, Greater Noida, Uttar Pradesh, today. Earlier on Tuesday, PM Modi chaired Semiconductor Executives' Roundtable at his residence. During the meeting, the Prime Minister said that their ideas will not only shape their business but also India's future. Mentioning that the coming time will be technology-driven, Prime Minister said semiconductor is the basis of the Digital Age and the day is not far "when the semiconductor industry will be the bedrock for even our basic necessities". The Prime Minister emphasised that democracy and technology together can ensure the welfare of humanity and India is moving ahead on this path recognizing its global responsibility in the semiconductor sector. According to an official release, the Prime Minister talked about the pillars of development which include developing social, digital and physical infrastructure, giving boost to inclusive development, reducing compliance burden and attracting investment in manufacturing and innovations. The meeting was attended by CEOs, Heads and representatives of various organisations including SEMI, Micron, NXP, PSMC, IMEC, Renesas, TEPL, <keyword id="23116584" type="General" weightage="20" keywordseo="tokyo-electron-ltd" source="keywords">Tokyo Electron Ltd</keyword>, Tower, <keyword id="19920144" type="General" weightage="20" keywordseo="synopsys" source="keywords">Synopsys</keyword>, Cadence, Rapidus, Jacobs, JSR, Infineon, Advantest, Teradyne, Applied Materials, Lam Research, Merck, CG Power and Kaynes Technology. Also present in the meeting were Professors from Stanford University, University of California San Diego and IIT Bhubaneswar. SEMICON India 2024 is being organised from 11 to 13 September with the theme "Shaping the Semiconductor Future." The three-day conference will showcase India's semiconductor strategy and policy, which envisions making India a global hub for semiconductors. It will witness the participation of top leadership of global semiconductor giants and will bring together global leaders, companies, and experts of the semiconductor industry. The conference will witness participation of more than 250 exhibitors and 150 speakers.

Semicon India 2024: This is perfect time for India to develop semiconductors, says MICRON CEO Sanjay Mehrotra

<ul class="summary-list"><li>Nvidia's stock has more than doubled since the start of the year.</li><li>However, experts told Business Insider that the chip giant may not always be on the up and up.</li></ul>Riding the AI wave has proven to be lucrative for <a target="_blank" class="" href="https://www.businessinsider.com/cathie-wood-would-have-held-nvidia-if-knew-going-up-2024-7">Nvidia</a>.Nvidia stock prices have <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/nvidia-stock-outlook-investors-selling-ai-artificial-intelligence-bubble-hype-2023-6">more than doubled</a> since the start of the year, and in June, it briefly became the <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/nvidia-stock-price-market-cap-microsoft-most-valuable-company-ai-2024-6?_gl=1*nq7cze*_ga*MzE0NTU5NjEuMTcxNTY0OTc0Nw..*_ga_E21CV80ZCZ*MTcyMjQwNzAyMy4yNDIuMS4xNzIyNDA5MDUwLjU5LjAuMA..">world's most valuable company</a>.But the company is unlikely to climb forever."The semiconductor sector has always been cyclical, so we should assume there will be ups and downs in the future too," said <a target="_blank" class="" href="https://www.businessinsider.com/ai-taiwan-china-chip-war-2024-6">Chris Miller</a>, a history professor at The Fletcher School at Tufts University.Miller, who authored The New York Times bestseller "<a target="_blank" class="" href="https://www.simonandschuster.com/books/Chip-War/Chris-Miller/9781982172008">Chip War: The Fight for the World's Most Critical Technology</a>," told BI that chip giants like Nvidia and TSMC "have benefited immensely from the AI buildout."That, however, may not always be the case, he added."The boom in spending on AI infrastructure has been a major growth driver for the chip industry," Miller said. "If excitement and investment in AI slow, chip industry growth will slow, too."<h2 id="b6128045-fbbc-4390-9793-fae816cd6d09">What is the semiconductor supercycle?</h2>At its core, a semiconductor supercycle simply means that there can be sustained periods of growth and increased demand — one that can last for several years.But that rosy period of growth doesn't last forever. The capital-intensive nature of semiconductor manufacturing, for one, makes it extremely difficult to align supply with demand.And companies that want to meet a sudden uptick in demand must make hefty investments to boost production. While this would certainly raise supply levels, it also risks creating an oversupply if demand dies down.This means that investors could be left hanging if they time the semiconductor supercycle wrongly.For now, the chip industry has found itself buoyed by the <a target="_blank" class="" href="https://www.businessinsider.com/how-much-big-tech-spending-on-ai-investments-2024-7">surge in funding</a> from AI-related investments.That has resulted in a big payday for Nvidia, which has done brisk business with <a target="_blank" class="" href="https://www.businessinsider.com/nvidia-mark-zuckerberg-ai-chips-gpus-meta-2024-2">Meta's Mark Zuckerberg</a> and <a target="_blank" class="" href="https://www.businessinsider.com/tesla-ceo-elon-musk">Tesla's Elon Musk</a>.Zuckerberg even touted Meta's growing stockpile of Nvidia chips in an interview with <a target="_blank" class="" href="https://www.theverge.com/2024/1/18/24042354/mark-zuckerberg-meta-agi-reorg-interview">The Verge</a> in January, adding that he expects the company to own more than 340,000 Nvidia H100 GPUs by the end of 2024.However, some segments in the industry have already seen a slowdown, such as those relating to chips for consumer electronics. In April, chip manufacturer TSMC said it was <a target="_blank" class="" href="https://www.bloomberg.com/news/articles/2024-04-18/tsmc-posts-first-profit-growth-in-a-year-after-global-ai-boom?sref=nfBouUGg">lowering its growth forecasts</a>, citing weak smartphone and personal computer sales.The boom in data center builds has also spurred significant chip demand. If data center investment slows, chip firms could take a hit, Miller said.To be sure, not everyone thinks we are at the peak of the AI-driven supercycle just yet."The rising demand for electricity due to digitalization, AI, and the use of renewable energies are increasing the demand for metal raw materials," Thomas Rupf, chief investment officer at private bank VP Bank Asia, told BI."It is still too early to declare a new super cycle," he said, adding that there are still investment opportunities in areas like industrial metals and mining, both boosted by AI demand.<a target="_blank" class="" href="https://www.ey.com/en_sg/people/josie-ananto">Josie Ananto</a>, a principal at EY-Parthenon's strategy and transactions team, told BI that the growing ubiquity of chips means that demand will be a lot more persistent."The growth of the semiconductor sector is not a hype — it is real," she said. "For example, electric vehicles in the automotive sector, product innovation in life sciences and pharmaceutical sector, consumer recommendation and personalization in the consumer products and retail sector."<h2 id="db60ded9-1262-458a-9178-d6d9653eccbb">Heightened competition will only make things harder for incumbents like Nvidia</h2>Semiconductor supercycle aside, investors may also want to pay attention to the competitive dynamics for chip designers like Nvidia."Nvidia today is the leader in producing chips for AI training and deployment," Miller said. "However, Nvidia's success is already attracting competition."Unlike TSMC, Nvidia designs but doesn't make its own chips. This, Miller added, means that Nvidia is exposed to multiple threats — whether it be from Big Tech players like Meta and Google or startups like Groq."The barrier to entry for chip manufacturing is very high, given the significant capital investment required to open a fabrication plant," EY-Parthenon's Ananto said."For chip design, however, this is an area that is likely ripe for disruption, as more technology companies are investing in chip design capabilities, specifically tailored to their products with faster time to market," she added.<a target="_blank" class="" href="https://www.businessinsider.com/amazon-nvidia-aws-ai-chip-dominance-gpu-trainium-inferentia-2024-5">Amazon</a>, <a target="_blank" class="" href="https://about.fb.com/news/2024/04/introducing-our-next-generation-infrastructure-for-ai/">Meta</a>, and <a target="_blank" class="" href="https://cloud.google.com/blog/products/compute/introducing-googles-new-arm-based-cpu">Google</a> are all designing their own AI chips.And Nvidia isn't standing still, either. In May, Nvidia CEO Jensen Huang said the company would release new chips on a "<a target="_blank" class="" href="https://www.businessinsider.com/nvidia-demand-ai-chips-blackwell-hopper-ceo-jensen-huang-earnings-2024-5">one-year rhythm</a>" instead of its traditional two-year release cycle.But that's not to say that firms will all be competing to feast on the same pie. According to Miller, the pie may be huge now, but there's no telling when it could shrink."The key question is how much Big Tech companies continue to spend building AI infrastructure," he said.According to a <a target="_blank" class="" href="https://www.goldmansachs.com/insights/top-of-mind/gen-ai-too-much-spend-too-little-benefit">Goldman Sachs</a> report published last month, tech companies are expected to <a target="_blank" class="" href="https://www.businessinsider.com/ai-return-investment-disappointing-goldman-sachs-report-2024-6">pour over a trillion dollars into AI</a> over the next few years.However, the investment bank cautioned against being overly optimistic about AI's return on investment, given how "exceptionally expensive" the technology is.

Watch out for the semiconductor supercycle before you start buying stocks like Nvidia

<ul class="summary-list"><li>China is building up and modernizing its military as the US strives to maintain its edge.</li><li>The focus on advanced technologies has put the two countries into a different kind of arms race.</li></ul>China is "in a race for technological superiority" with the US, the Air Force secretary said this week, noting that as China becomes increasingly confident in its armed forces and its ability to use them to advance its national interests, "we'll be in a period of much greater risk."In some areas, such as missiles, China appears to have an edge over American forces, he said, and its pursuit of advanced satellites and automated battle management systems have grabbed the attention of American officials as the US considers <a target="_blank" class="" href="https://www.businessinsider.com/america-not-ready-china-war-military-economy-2023-5">what a potential conflict between the two powers could look like</a>. This race goes much deeper, though.On Tuesday, Air Force Secretary Frank Kendall said China has been effectively modernizing the People's Liberation Army, fielding systems with the intent of challenging US forces, especially its high-value combat assets like carriers and satellites.Kendall <a target="_blank" class="" href="https://vimeo.com/event/4681487/aae7018489?utm_campaign=2024%20Microelectronics%20Commons&amp;utm_medium=email&amp;_hsenc=p2ANqtz-_hVVt4JaJrhQkWlVRye5kJaIPAdVqBEZfwQ2uHjr0IVycuutTNsV5x5foMMHDwRhDKcPic1qw5pETOa_xtxan-DGFXdxyv3uucu8GfciSheefg0Lc&amp;_hsmi=331115123&amp;utm_content=331115123&amp;utm_source=hs_automation">said</a> at the Microelectronics Commons Annual Meeting and National Semiconductor Technology Center Symposium this week that China had long been taking notes on how the US military operates, "and they were not just designing their equipment and the things they were buying around being able to defeat the US," he said, "their entire military was being designed around that."<div type="image" title="A video released by China shows off the missiles it could fire at Taiwan in a mass attack." height="1136" width="2141" msid="114792219" hostid="261" sizebytes="73808"></div>The Department of Defense has tracked monumental growth in the Chinese military for years, documenting investments in <a target="_blank" class="" href="https://www.businessinsider.com/chinas-shipbuilding-power-players-making-warships-at-a-rapid-pace-2024-9">warships</a>, <a target="_blank" class="" href="https://www.businessinsider.com/us-military-china-missile-problem-getting-worse-2024-5">bolstered missile capabilities and stockpiles</a>, and advanced space and cyber assets. The US military refers to Beijing as its "pacing challenge," putting emphasis on the Indo-Pacific.But despite US efforts to keep up-to-date with China's modernization, Kendall said, in some ways, "we've let them steal a march on us, quite frankly, in the systems they've fielded, that includes cruise and ballistic missiles, hypersonics," and "hundreds of satellites designed to target our joint force," as well as advanced battle management systems to integrate and control combat assets with a high degree of automation.China has built up its Rocket Force, developing capabilities that put US military assets at <a target="_blank" class="" href="https://www.businessinsider.com/us-pacific-bases-aircraft-vulnerable-to-chinese-missiles-lawmakers-2024-5">military bases and airfields across the Indo-Pacific within striking range</a>. Its force includes more traditional systems, as well as newer weapons, like the DF-17 hypersonic missile.Kendall also noted some of the Chinese air force's air-to-air missiles have the ranges to go after tankers and command-and-control aircraft, for example, which "traditionally have operated out or range of the threats and been able to operate pretty much with impunity," he said. "That's being erased; we don't have that capability anymore."<div type="image" title="A US aircraft carrier sails in the Pacific Ocean with a cloudy sunset in the background." height="1474" width="2211" msid="114792221" hostid="261" sizebytes="76930"></div>The battlespace is changing, and across the board, the developments being made in advanced warfighting technologies have created what Kendall has called "a race for technological superiority" rather than a "classic arms race." It's no longer just about how many warships a country has.A key part of the new arms race is artificial intelligence, which "China is moving forward aggressively in," Kendall said, adding that the applications of AI are already being seen in <a target="_blank" class="" href="https://www.businessinsider.com/drones-in-ukraine-war-soon-wont-need-human-pilots-commander-2024-9">the war in Ukraine</a> and in the Middle East, "changing the character of warfare."The Air Force secretary said that he doesn't think people who say that AI is "going to determine who's the winner in the next battlefield" are "all that far off."Like China and other militaries, the <a target="_blank" class="" href="https://www.businessinsider.com/us-allies-ai-target-enemies-like-would-war-first-time-2024-8">US has also made AI a top priority in its military developments</a> across the joint force, pursuing autonomous capabilities and ways to implement AI into decision-making, pattern recognition, and various assets and weapons.For the US Air Force, for example, that line of effort has been evident in its testing of <a target="_blank" class="" href="https://www.businessinsider.com/us-militarys-ai-fighter-jet-pilot-making-dramatic-advances-officer-2024-6">AI agents flying fighter jets</a> and in the collaborative combat aircraft and "loyal wingman" programs. Earlier this year, Kendall flew in an AI-controlled F-16, which squared off in a dogfight against a manned F-16.<div type="image" title="A screenshot from video footage of the real-world test of a dogfight between an AI-controlled fighter and a manned fighter." height="1564" width="2880" msid="114792223" hostid="261" sizebytes="94014"></div>Officials said at the time that the testing marked "an important milestone" for the program and spoke to growing "confidence in the state of combat autonomy." Previous testing of AI agents has also proven effective, with officials noting that AI programs can quickly be adjusted based on new data, scenarios, and performance.In another example, the Marines, working with the Air Force and Navy, <a target="_blank" class="" href="https://www.businessinsider.com/us-marines-unmanned-aircraft-targeting-data-for-f-35-jets-2024-10">recently tested a "loyal wingman" experimental autonomous unmanned aerial combat vehicle</a> alongside F-35 stealth fighters, showing how the military is pushing the manned-unmanned teaming concept "a step further" for the joint force, an official said.As the US and other powers pursue this emerging new technology at breakneck speeds, there have been questions about <a target="_blank" class="" href="https://www.businessinsider.com/israel-using-ai-gaza-targets-terrifying-glimpse-at-future-war-2024-4">what the role of AI will be in the military and future warfare</a>. War analysts and strategists have said the US military and others need a plan for <a target="_blank" class="" href="https://www.businessinsider.com/future-of-warfare-is-catastrophic-and-robotic-former-general-says-2023-5">AI and autonomy</a> sooner rather than later.

The US is in a technological arms race with China, Air Force secretary says, and AI could decide who wins

New Delhi: Prime Minister Narendra Modi will inaugurate the 8th edition of the International Telecommunication Union - World Telecommunication Standardization Assembly (<keyword id="23549707" type="General" weightage="20" keywordseo="ITU-WTSA" source="keywords">ITU-WTSA</keyword>) at <keyword id="19950568" type="General" weightage="20" keywordseo="Bharat-Mandapam" source="keywords">Bharat Mandapam</keyword> here in the national capital today. This is the first time the ITU-WTSA will be hosted in India and the Asia-Pacific. Prime Minister will also inaugurate the 8th edition of the <keyword id="21058244" type="General" weightage="100" keywordseo="India-Mobile-Congress" source="keywords" meta.keywordsubtype="org" meta.entityname="India Mobile Congress" meta.hostid="261" meta.entityid="India Mobile Congress">India Mobile Congress</keyword> (IMC), with the theme, "The future is now." Prime Minister Modi took to X to announce both events, saying, "At 10 AM tomorrow, 15th October, the International Telecommunication Union - World Telecommunication Standardisation Assembly and the India Mobile Congress 2024 will be inaugurated. These forums are important ones, bringing together leading stakeholders from across the sector." Aa per a statement by the Prime Minister's Office (PMO), the event will be facilitating interactions with various industry leaders, policy-makers and tech experts from over one ninety countries. It is a pivotal global event that will bring together more than 3,000 industry leaders, policy-makers and tech experts from over 190 countries, representing telecom, digital, and ICT sectors. The ITU-WTSA event will also facilitate discussion on the standards set for new age technologies such as 6G, AI, IoT, Big Data, cybersecurity, etc. "Hosting this event in India will provide the country an opportunity to play a key role in shaping the global telecom agenda and to set the course for future technologies. Indian startups and research institutions are set to gain critical insights into developing Intellectual Property Rights and Standard Essential Patents," the PMO said. India Mobile Congress 2024 will be showcasing the telecom ecosystem, with leading telecom companies highlighting advancements in Quantum technology and Circular Economy along with spotlight on 6G, 5G use-case showcase, cloud &amp; edge computing, IoT, semiconductors, cybersecurity, green tech, satcom and electronics manufacturing. India Mobile Congress is Asia's largest <keyword id="21099140" type="General" weightage="20" keywordseo="digital-technology" source="keywords">digital technology</keyword> forum, and has become a well-known platform across the globe for showcasing innovative solutions, services and state-of-the-art use cases for industry, government, academics, start-ups and other key stakeholders in the technology and telecom ecosystem. The IMC will feature over 400 exhibitors, 900 startups, with participation from over 120 countries. The event also aims to showcase more than 900 technology use case scenarios, host more than 100 sessions and discussion with over 600 global and Indian speakers.

PM Modi to inaugurate 8th ITU's telecom standard meet, India Mobile Congress in Delhi today

IT services major Tata Consultancy Services has entered into a partnership with the <keyword id="19895063" type="General" weightage="20" keywordseo="India" source="keywords">India</keyword>n Institute of Technology-Bombay, to develop what it said is India's first <keyword id="21836125" type="General" weightage="20" keywordseo="quantum-diamond-microchip-imager" source="keywords">quantum diamond microchip imager</keyword>. According to a statement from the IT services major on Tuesday, this to-be-developed sensing tool will hold the potential to unlock new levels of precision in the examination of <keyword id="20649044" type="General" weightage="20" keywordseo="semiconductor-chips" source="keywords">semiconductor chips</keyword>, reduce chip failures and improve the energy efficiency of electronic devices. Over the next two years, experts from <keyword id="19950203" type="General" weightage="20" keywordseo="TCS" source="keywords" meta.keywordsubtype="org" meta.entityname="TCS" meta.hostid="268" meta.entityid="TCS">TCS</keyword> will work with Dr Kasturi Saha, Associate Professor in the Department of Electrical Engineering of IIT-Bombay to develop the tool. Semiconductor chips are an essential component of all modern electronic devices. These chips act as the brain of devices across industries such as communications, computing, healthcare, military systems, transportation, clean energy, and what not. Professor Saha said, "By working together, we aim to transform various sectors, including electronics and healthcare, and propel India forward through ground-breaking technologies and products aligned with National Quantum Mission's Quantum Sensing and Metrology vertical." Dr Harrick Vin, Chief Technology Officer, TCS, noted that the Second Quantum Revolution is progressing at an unprecedented speed, making it imperative to pool resources and expertise to build cutting-edge capabilities in sensing, computing, and communication technologies. "We firmly believe this initiative will have a transformative impact on various industries and society, with applications ranging from electronics to healthcare, and beyond. By working together, we can drive innovation and create a brighter future for all," said the CTO. National Quantum Mission, an initiative of the central government, aims to position the nation as a global quantum technology leader. As semiconductors continue to shrink in size, traditional sensing methods lack the precision and capabilities to detect anomalies in the chips, TCS asserted. The to-be-developed Quantum Diamond Microchip Imager can image magnetic fields, enabling a non-invasive and non-destructive mapping of semiconductor chips, much like an MRI at a hospital. It uses the defects in a diamond's structure, known as Nitrogen-Vacancy (NV) centers, together with the other hardware and software for detecting and characterizing anomalies in semiconductor chips. The semiconductor industry in India is still in a nascent stage, with various local and multinational companies intending to tap its vast potential. Union Minister for Communications and Electronics and IT, Ashwini Vaishnaw, earlier this year said, that by the end of 2024, India would witness the launch of the first indigenous semiconductor chip. Currently, four semiconductor units -- three in Gujarat and one in Assam -- are in under construction stage. SEE ALSO:<a href="https://www.businessinsider.in/stock-market/news/awfis-space-solutions-ipo-allotment-how-to-check-allotment-gmp-listing-date-and-more/articleshow/110467409.cms" target="_blank"></a> <a href="https://www.businessinsider.in/stock-market/news/awfis-space-solutions-ipo-allotment-how-to-check-allotment-gmp-listing-date-and-more/articleshow/110467409.cms" target="_blank">Awfis Space Solutions IPO allotment – How to check allotment, GMP, listing date and more</a><a href="https://www.businessinsider.in/tech/mobile/news/samsung-galaxy-f55-with-leather-back-launched-in-india-starting-at-26999/articleshow/110462026.cms" target="_blank"></a> <a href="https://www.businessinsider.in/tech/mobile/news/samsung-galaxy-f55-with-leather-back-launched-in-india-starting-at-26999/articleshow/110462026.cms" target="_blank">Samsung Galaxy F55 with leather back launched in India starting at ₹26,999</a><a href="https://www.businessinsider.in/tech/news/lenovo-loq-15-review/articleshow/110456546.cms" target="_blank"></a> <a href="https://www.businessinsider.in/tech/news/lenovo-loq-15-review/articleshow/110456546.cms" target="_blank">Lenovo LOQ 15 review – gaming laptop with a sturdy design</a>

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