Electronics For You Business

The shift from CPU to GPU to NPU-based computing is redefining today’s enterprise endpoints. In an exclusive conversation, Navdeep Narula from Ingram Micro discusses with Saba Aafreen from EFY about what is driving this AI PC adoption and why ecosystem readiness matters as much as hardware innovation in the next phase of change. A.

Plugzmart, an IIT Madras Research Park-incubated company signed the agreement during the ‘Vettri Tamil Nadu investment conclave 2026’. The company will expand its Oragadam facility, creating 500 new highly skilled jobs.

How do you build India’s physical AI future when critical robot components still come from overseas? Niqo Robotics reveals where the gaps remain. India’s push towards physical AI and robotics is creating demand for sophisticated electronics, but the hardware powering these systems still depends heavily on imported semiconductor components.

Expecting strong second-half growth in DRAM, leading-edge foundry logic and advanced packaging, the company targeted a quarterly revenue of about $10.25 billion. Customer visibility has now extended to as far as 2030. Predicting high demand on advanced AI chips, US based Applied Materials forecasted fourth quarter revenue above Wall Street expectations, with robust spending on semiconductor manufacturing equipment.

Avalon will invest ₹1000 crore for an electronic components facility in Kanchipuram, Supermicro will establish its first India facility with a ₹477 crore investment, while Aheesa will invest ₹250 crore in Chennai.

CXMT’s valuation crossed US$524 billion after a sharp post-listing rally, making the memory-chip maker more valuable than China’s internet giant Tencent. Chinese memory-chip maker ChangXin Memory Technologies (CXMT) has overtaken Tencent Holdings in market capitalisation, reflecting growing investor enthusiasm for semiconductor companies benefiting from the artificial intelligence (AI) boom. CXMT, which listed in Shanghai in July, saw its shares decline 1.2% on August 13.

“AI will remain the primary driver of data center infrastructure spending, with accelerators accounting for the largest share of the component market,” said Baron Fung, Vice President of Research at Dell’Oro Group AI data centre (representational image) Dell’Oro group, a market research firm specializing in competitive strategic analysis in telecom, security systems and data center markets has come up with a report, predicting that the worldwide market for Data centre semiconductors and...

The AI Factory will be built at L&T’s gigawatt-scale Chennai campus, marking the company’s entry into the AI Factory business. Larsen & Toubro (L&T) has secured a mega order from US-based AI cloud company Together AI to build what the companies describe as India’s largest single-cluster AI infrastructure facility based on NVIDIA B300 GPUs. The project marks L&T’s entry into the AI Factory business.

Strong premium-product demand helped LG Electronics India grow revenue to Rs 7,233.40 crore and EBITDA to Rs 904 crore in the first quarter. LG Electronics India reported a 27.20% year-on-year (YoY) increase in consolidated profit after tax (PAT) to Rs 652.90 crore in Q1 FY27, supported by continued demand for premium consumer electronics and home appliances. On a quarter-on-quarter basis, profit declined 5.75%.

Three semiconductor facilities have begun commercial production, while new investments and design initiatives are expanding India’s capabilities across the chip value chain. India is accelerating its push to become a global technology hub by expanding domestic capabilities in semiconductors, artificial intelligence (AI), advanced computing and chip design.