Global semiconductor firms, including Arm, expressed optimism about India. DIGITIMES Research observed that industrial PC vendors are diversifying into Southeast and South Asia.
Arm explains why it's excited about India
Arm believes India presents an exciting opportunity. In a recent interview with DIGITIMES Asia, Guru Ganesan, President of Arm India, said several factors are aligning, including government policies aimed at promoting fabless startups, growing interest from the VC community in Indian deep tech startups, a high-quality Very Large-Scale Integration (VLSI) talent pool, and promising domestic demand.
Research Insights: Taiwan-based IPC suppliers expand in Southeast and South Asia
According to DIGITIMES Research, revenue from Europe for Taiwan-based IPC manufacturers grew 8.7% in 2023 compared to the previous year, marking the highest growth rate across all regions. Meanwhile, Southeast and South Asia are increasingly recognized as IPC manufacturers' next key strategic production hubs.
HPE begins to ship made-in-India servers on large scale
Hewlett Packard Enterprise (HPE) announced that it had begun large-scale deployment of servers made by VVDN within a year of announcing plans to manufacture them locally.
Indian imports of monocrystalline silicon wafers from China have surged
According to the General Administration of Customs of China, China exported silicon wafers worth US$318 million in 2023 to India, up 91.2% from a year ago. India was the fifth-largest importer of silicon wafers from China after Thailand, Vietnam, Malaysia, and Taiwan. The surge was likely to meet rising solar panel production in India.
Lam Research to train chipmaking engineers in India under US-India semiconductor partnership
Lam Research has entered a three-way MoU with the India Semiconductor Mission and the Indian Institute of Science to facilitate the widespread adoption of Semiverse Solutions. The India Semiconductor Mission will assist in setting up infrastructure and covering operational expenses. Additionally, Lam Research has pledged to contribute INR 2.4 billion (US$29 million) software licenses over the next two years.
