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Critical Manufacturing

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AI demand drives semiconductor, packaging, and memory shifts

31 clusters · 88 sources · last updated

Latest: Semiconductor leaders warn of capital costs and technical gaps in AI growth

The semiconductor industry is undergoing significant reconfiguration driven by AI infrastructure demand, affecting foundry, fabless, and memory sectors. TSMC maintains a dominant position in the global third-party foundr

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Tata Electronics semiconductor expansion in India

5 clusters · 27 sources · last updated

Latest: Tata Sons advances semiconductor strategy amid leadership disputes

Tata Electronics is expanding its semiconductor manufacturing and supply chain capabilities in India through various international and domestic partnerships. Initial developments included agreements to manufacture and pa