Chips & infrastructure
Semiconductors, data centres, cloud, telecoms and networks.
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News Chips & infrastructure
India telephone subscriptions reach 1.33bn as internet users pass 1.09bn
Audited figures for the year ending March 2026 show total telephone subscriptions rose 10.8% and wireless data usage climbed 24.7% to 285,376 petabytes.
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News Chips & infrastructure
US charges a California company owner with smuggling more than $300 million of GPU servers to China
Prosecutors say the servers went through Malaysia and Singapore on false paperwork. An indictment is an allegation; he is presumed innocent.
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News Chips & infrastructure
India had 1.1 billion broadband subscriptions in August, and five providers held 98.58% of them
Fixed wireless access, much of it over 5G, grew fastest. Of 13.45 million 5G home-broadband subscribers, more than half were in rural areas.
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News Chips & infrastructure
US will bar importers from bringing in polysilicon if they stockpile before December's tariffs
Polysilicon is the base material for chips and solar panels. A temporary rule lets the Commerce Department stop companies importing far above their usual volumes until minimum prices and tariffs start on 4 December.
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News Chips & infrastructure
54% of Americans now say data centres are mostly bad for the environment, up from 39% in January
Pew's survey found views had turned more negative on energy costs and local quality of life too, and 60% would be uncomfortable with a new data centre nearby.
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News Chips & infrastructure
EU adopts a rating scheme for data centres' energy and water use, with first labels expected in 2027
It covers data centres above 500 kW. The Commission also opened a consultation on minimum performance standards, as it plans to triple EU data centre capacity.
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News Chips & infrastructure
India says 5 of the 12 chip plants it approved are now in commercial production, as it moves to Semicon 2.0
Two more assembly and packaging lines, in Mohali and Surat, started on 17 September, the government says. It puts Semicon 2.0's budget at $13.5 billion, up from $8 billion.
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News Chips & infrastructure
TSMC's revenue rose 53.3% in August from a year earlier, to NT$514.8 billion
Its sales for January to August were up 39.3%. The monthly report gives a single total and does not say which products drove it.
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News Chips & infrastructure
US sets minimum import prices for polysilicon and a 15% tariff on its derivatives, from December
The floor prices run from $21 a kilogram for polysilicon to $0.38 a watt for solar modules. The material underpins both chips and solar panels.
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News Chips & infrastructure
India approves Semicon 2.0, a ₹1,27,500 crore second round of support for its chip industry
It adds chipmaking machines and materials, more fabs, design and research to the first programme's plants. India's first fab is due to be commissioned in 2028.
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News Chips & infrastructure
US puts a 25% tariff on some imported advanced chips, with wide exemptions, and signals broader chip tariffs
Chips for US data centres, research, start-ups, consumer and public-sector uses are exempt. Wider tariffs on semiconductors depend on trade negotiations.