Semiconductor

India has cleared a high-capacity semiconductor fabrication plant slated to produce up to 50,000 300mm wafers per month, a cornerstone move to localize chip supply for telecom, cloud, automotive, and industrial electronics. India's electronics and IT leadership confirmed plans for a large-scale silicon fab with a targeted capacity of 50,000 wafers per month. The project is being led by Tata Group, with technology partnership support widely expected from a specialty foundry player, aligning with earlier approvals for mature-node logic and power processes. The fab is planned in Gujarat's industrial corridor, building on India's recent momentum in assembly, test, and packaging investments.
South Korea’s government and its three national carriers are aligning fresh capital to speed AI and semiconductor competitiveness and to anchor a private-led innovation flywheel. SK Telecom, KT, and LG Uplus will seed a new pool exceeding 300 billion won (about $219 million) via the Korea IT Fund (KIF) to back core and foundational AI, AI transformation (AX), and commercialization in ICT. KIF, formed in 2002 by the carriers, will receive 150 billion won in new commitments, matched by at least an equal amount from external fund managers. The platforms lifespan has been extended to 2040 to sustain long-cycle bets.
Intel is spinning off its Network and Edge (NEX) division after posting a $2.9B loss, cutting 15% of its workforce, and pivoting to an AI-first strategy. The standalone NEX business will focus on networking and edge innovation, with Intel retaining an anchor investor role. The move underscores Intel’s restructuring to prioritize x86 and AI while seeking agility to compete with NVIDIA, AMD, and Broadcom in high-performance networking and 5G infrastructure.
Tesla and Samsung have forged a $16.5B partnership to manufacture AI6 (Hardware 6) chips at Samsung’s Texas fab. Designed as a unified AI hardware platform, these chips will power Tesla’s Full Self-Driving vehicles, Optimus humanoid robots, and AI training clusters. The deal strengthens Tesla’s AI roadmap while positioning Samsung as a key player in high-performance AI silicon and U.S. chip manufacturing.
Trump’s AI Action Plan marks a major shift in U.S. technology policy, emphasizing deregulation, global AI exports, and infrastructure acceleration. The plan repeals Biden-era safeguards and aims to position American companies ahead of China in the global AI race, while sparking debate on jobs, environmental costs, and the limits of state-level regulation.
India’s telecom sector is forecasted to grow 12–14% in FY25, hitting ₹3 lakh crore in revenue, with AI adoption, Vodafone-led tariff hikes, and R&D investment driving momentum. AI is not just boosting efficiency—it’s reshaping the future of telecom jobs, infrastructure, and policy. Sunil Bharti Mittal called for stronger private R&D efforts and smarter policy frameworks to harness India’s demographic advantage and scale the next era of AI-powered telecom innovation.
NVIDIA and AMD will launch AI chips in China by July 2025, including the B20 and Radeon AI PRO R9700, tailored to comply with U.S. export rules. With performance capped under regulatory thresholds, these GPUs aim to support China’s enterprise AI needs without violating tech trade restrictions. NVIDIA is also rolling out a lower-cost chip based on Blackwell architecture, signaling a shift toward compliant yet capable AI compute options in restricted markets.
As 5G expands, reduced-capability (RedCap) and enhanced RedCap (eRedCap) IoT devices face pressure to transition from 4G. But adoption has lagged due to price and value challenges. This article explores why OEMs are holding back, the role of low-power DSP modem platforms like Ceva’s, and how software-defined radio and flexibility are key to unlocking 5G’s potential in high-volume, low-bandwidth IoT applications.
OpenAI’s Stargate project—a $500B plan to build global AI infrastructure—is facing delays in the U.S. due to rising tariffs and economic uncertainty. While the first phase in Texas slows, OpenAI is shifting focus internationally with “OpenAI for Countries,” a new initiative to co-build sovereign AI data centers worldwide. Backed by Oracle and SoftBank, Stargate is designed to support massive AI workloads and reshape global compute power distribution.
Nvidia opposes the U.S. proposed AI chip export controls, highlighting potential negative impacts on innovation and global competitiveness. This article explores the differing views within the tech industry, focusing on the economic and strategic implications of such regulations.
Huawei’s new AI chip, the Ascend 910D, has raised concerns about Nvidia’s China business, but analysts say it lacks the global performance, ecosystem, and efficiency to compete with Nvidia’s H100 GPU. Built on 7nm technology with limited software support, Huawei’s chip may gain local traction but poses no major international threat—yet.
In Episode 222 of The G2 on 5G, analysts Will Townsend and Anshel Sag cover T-Mobile’s 6G equipment testing, Google’s mid-range Pixel 9a, Vodafone’s 200M IoT milestone, the GSA’s RedCap group, AT&T’s satellite trials for FirstNet, and MediaTek’s powerful new chipsets for phones and Chromebooks.

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