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How semiconductors are turning Gujarat into India's next electronics powerhouse

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digitimes.com 2026-07-10

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.

LG Innotek expands Vietnam footprint with new IC substrate plant

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digitimes.com 2026-07-10

LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.

Out of the shadows, India's Northeast stakes its claim in electronics

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digitimes.com 2026-07-10

For most of its modern history, India's Northeast — the eight states anchored by Assam — has sat at the margins of the country's industrial economy. That is beginning to change, as a mix of federal industrial incentives, a flagship semiconductor packaging plant in Assam, and deepening ties with Japan give the region a modest but real foothold in India's electronics ambitions.

CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

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digitimes.com 2026-07-10

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.

Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

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digitimes.com 2026-07-10

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.

Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals

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digitimes.com 2026-07-10

Micron Technology's decision to lift its planned US investment to more than US$ 250 billion through 2035, unveiled July 9 alongside the first concrete pour at its Clay, New York, site, is fundamentally a bet on where the AI era's most contested commodity, memory, will be manufactured.

SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC

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digitimes.com 2026-07-10

SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition. Originally scheduled for the second half of 2026, the event is now expected to take place in the first half of 2027. Industry sources believe the move is intended to better align the summit with Nvidia GTC, which is held

Morgan Stanley (NYSE: MS) offers 13.90% auto-call principal‑at‑risk notes on Cadence (CDNS) - Stock Titan

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news.google.com 2026-07-10 Stock Titan

Micron celebrates being ahead of schedule - Oswego County News Now

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www.oswegocountynewsnow.com 2026-07-10 Oswego County News Now

TSMC's Second Quarter Will Test Whether The AI Buildout Has A Ceiling - Forbes

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www.forbes.com 2026-07-10 Forbes

Micron celebrates faster-than-expected progress at Clay chip fab plant - WRVO

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www.wrvo.org 2026-07-10 WRVO