Not Tata, Not Micron: These 3 ‘hidden gems’ powering India’s ₹10 lakh cr chip boom

India’s semiconductor market is booming. Per Press Information Bureau, India’s semiconductor market size is estimated to reach USD $100-110 billion (₹9-10 lakh crore) by 2030, up from about $38 billion (2023), $45-$50 billion (2025). And this story is no longer confined to fabs and policy incentives.

The more consequential shift is happening deeper in the supply chain, where materials, gases, and process chemicals determine whether manufacturing scale is even possible. These inputs demand extreme purity, long qualification cycles, and technical depth—areas historically dominated by a few global suppliers. As geopolitical risk reshapes sourcing decisions and manufacturers look beyond China, gaps in this ecosystem are becoming opportunities.

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Digital twins technology is the future of the semiconductor ecosystem and data centre 

India’s semiconductor ambitions face a critical challenge: scaling production without straining the power grid. Digital twins, AI-powered models of physical assets, offer a so by optimizing energy use, improving efficiency, and accelerating innovation. This tech promises to boost output, enhance quality, and build indigenous intellectual property, ensuring sustainable growth for the nation’s burgeoning tech sector.

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India Sees 16% Growth In IT Hiring In 2025: Report

India’s information technology sector experienced a notable 16 per cent increase in hiring in 2025, according to a new industry report, reflecting sustained demand for digital skills amid rapid technological transformation.

The report highlights that organisations across tech, fintech, ecommerce and digital services have stepped up recruitment, particularly for roles in artificial intelligence, cloud computing, data analytics and cybersecurity. This uptick underscores how companies are prioritising capabilities that support digital transformation agendas and future-ready operating models.

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India IT braces for visa headwinds, trade risk as AI and GCC expansion accelerate

India’s USD 280-billion IT industry is heading into 2026 facing tighter visa rules and global trade uncertainty, even as companies make their biggest push yet into artificial intelligence and global capability centres. Heightened scrutiny of the US H-1B visa programme including a proposed USD 100,000 fee and concerns over a possible 25 per cent outsourcing tax has complicated overseas delivery models for Indian IT firms.

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Redefining Work: Karnataka’s trailblazing move toward gender equity

In 2025, the Government of Karnataka made history by becoming one of the first Indian states to introduce a comprehensive Menstrual Leave Policy, 2025 (“the Policy”) applicable across both public and private sectors. Approved by the state cabinet in October 2025, the Policy entitles women employees to one paid day of menstrual leave per month, totalling twelve paid leaves per year. The Policy is applicable to women between the ages of 18 and 52 years, and extends to establishments registered under the Factories Act, 1948, the Plantations Labour Act, 1951, the Beedi and Cigar Workers (Conditions of Employment) Act, 1966, and the Motor Transport Workers Act, 1961 and the Karnataka Shops and Commercial Establishments Act, 1961.

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Is Karnataka’s Tier-2 Ready for Quantum?

Quantum technologies in India are moving from academic promise to early deployment, driven by state funding, national missions, and rising startup activity. As Karnataka commits ₹1,000 crore to its quantum mission and sets a 2035 target to become a “quantum economy”, attention is shifting beyond Bengaluru. The key question is whether the state’s tier-2 cities can participate meaningfully in this push, or whether quantum will remain concentrated in a few urban clusters. The state has announced multiple initiatives, including an expansion of the quantum research park at IISc, indigenous hardware efforts, and partnerships between startups and universities outside the capital. However, readiness in tier-2 cities depends less on announcements and more on talent pipelines, in

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Karnataka attracts data centre investments worth Rs 13.50 billion

Datasamudra, the data centre arm of Teleindia Datacenter, is reportedly planning an investment of Rs 3-5 billion over the coming years to expand its presence beyond Bengaluru. The company is expected to develop a 35-40 megawatt (MW) artificial intelligence (AI)-focused data centre in Mangaluru, along with smaller 5 MW edge facilities in Mysuru and Hubballi-Dharwad.

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Data centres need more than megawatts

India’s data centre market is having a moment. Driven by rising enterprise demand, global cloud expansion, and an increasing focus on digital sovereignty, infrastructure is scaling at an unprecedented pace. However, as headlines multiply and billions of dollars are committed, a more sobering question emerges: are we merely building fast, or are we building right

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Inside the DHRUV64 microprocessor

On December 15, the Ministry of Electronics and Information Technology (MeitY) announced the launch of DHRUV64, an indigenous microprocessor aimed at strengthening India’s domestic processor development pipeline. The processor is designed for a wide range of applications, spanning consumer electronics to industrial automation.

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Beyond the metros: Why Tier II cities could define India’s next GCC boom Premium

The landscape of Tier II and Tier III cities in southern India is changing. They are becoming the centre of the upcoming wave, comprising new global capability centres and IT services hubs. Such cities are no longer the outskirts of the services narrative of India’s growing economy. However, to convert this potential, the development of readily hireable talent must be a conscious goal of State education systems. Regional governments must make sure that these cities become more attractive to investors.

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Modi’s Oman Visit: Why Indian Business Leaders See Massive Growth Ahead

Top Indian business leaders are buzzing with optimism as Prime Minister Narendra Modi heads to Oman. They see huge potential to double or even triple the current $10 billion bilateral trade. Executives from Jindal Steel, Apollo Hospitals, and Tata Chemicals are highlighting major expansion plans in sectors like steel, healthcare, and logistics. The visit marks a key moment to deepen economic ties on the 70th anniversary of diplomatic relations.

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India Ranks Third Globally in Tech Startup Funding, Raises $10.5 Billion in 2025

India’s technology startups raised $10.5 billion in 2025, ranking the country third globally in funding, ahead of China and Germany, according to a report released on Thursday.

The report by market research firm Tracxn said the performance was notable despite a 17 percent decline from the $12.7 billion raised in 2024 and a 4 percent drop from the $11 billion raised in 2023.

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India’s funding winter continues as 2025 tech startup funding drops 17% to $10.5B

Marking continuing of funding winter in 2025, India’s tech startups raised a 17% decline in tech startup funding to $10.5 billion in 2025, down from $12.7 billion in 2024, and a 4% drop compared to $11B raised in 2023, according to the India Tech Annual Funding Report 2025 by Tracxn. However, despite the slowdown, India continued to rank as the third-highest funded tech ecosystem globally, behind only the US and the UK, and ahead of China and Germany.

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India’s New Chip Plants Start Commercial Production

India’s‍‌‍‍‌‍‌‍‍‌ new semiconductor fabrication and assembly units have started commercial chip production. It is a major milestone for the country to move towards technological self-sufficiency and a strong domestic electronics ecosystem. MeitY Secretary S Krishnan informed that all ten units approved in the first phase of the India Semiconductor Mission (ISM) are now engaged in the production of commercial-grade chips.

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Tata Group, Uttar Pradesh Join Forces for AI City

Tata Group and the Uttar Pradesh government are planning a major expansion of Tata Consultancy Services (TCS) in the state, alongside the creation of an ambitious AI City in Lucknow. This initiative will nearly double TCS’s workforce in Uttar Pradesh and establish a new AI-led Global Capability Centre, positioning the state as a hub for digital innovation and advanced manufacturing.

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US Recognizes India as Key Partner in AI and Supply Chains

The US has recognized India as a “highly strategic partner” in advancing AI and supply chain security, highlighted by Jacob Helberg’s forthcoming participation in the India AI Impact Summit in February. This engagement follows India’s absence from the Pax Silica Summit, where the US outlined its new economic policy prioritizing supply chain resilience against China. Helberg emphasized continuous communication between the two nations and expressed eagerness to deepen cooperation, particularly in semiconductor and AI sectors

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Beyond Bengaluru

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