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India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP, packaging and equipment initiatives advancing alongside data center expansion, high-density computing, optical connectivity and GPU deployments. Sasken eyes reusable chip IP as India pushes beyond semiconductor design services India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move beyond customer-specific chip engineering work toward a reusable IP business model. Canon courts India's chip projects as toolmakers jostle for an early foothold India's young chip industry is becoming a contest among the world's largest semiconductor equipment makers, with Canon the latest to declare its interest. The race remains at an early, positioning stage, however, and has so far produced few confirmed orders. Semicon 2.0 widens focus beyond fabs: Dassault Systèmes pitches virtual twins to India's chipmakers Dassault Systèmes is pitching its virtual twin software as the link between India's chip design base and the factories and packaging plants now being built under the country's semiconductor mission. The French industrial software company offers tools that simulate production before anything is built, as the government's Semicon 2.0 program expands support beyond fabrication to design, research, and talent. India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still lean on foreign engineers and partners, and the government's second subsidy round offers less support for conventional packaging than the first. Japanese chipmakers are among the earliest customers, but they are spreading work across several Indian partners rather than building their own plants. Micronex plans Sanand lead-frame plant as India expands chip packaging supply chain Micronex Technology plans to build a semiconductor lead-frame factory in Sanand, Gujarat, seeking to localize a packaging component as India expands its chip assembly and testing industry. The startup's agreement with Kaynes Semicon connects the proposed plant to Gujarat's growing semiconductor ecosystem, while similar supplier partnerships elsewhere point to a wider push for domestic materials and components. India nears 2GW of data center capacity, but its racks were built for a pre-AI power load India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's build-out into a race for liquid cooling, power equipment, and high-density designs, not just floor space. NTT Data bets on India to lift its AI business as data center race heats up NTT Data expects India to contribute a larger share of its global artificial intelligence (AI) business than its overall IT services business, as the Japanese company pushes ahead with a three-year investment program focused on data centers. AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud providers and developers, while signaling a shift in global AI capacity toward new hubs outside North America. Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture agreement with Gemtek on October 7 to make optical transceivers in India and said in a filing with the BSE and the National Stock Exchange of India that the deal is expected to let it enter the data center, telecom, and optical-connectivity ecosystem by combining its large-scale manufacturing with Gemtek's expertise in high-speed optical modules, telecom infrastructure, and networking. Article edited by Jack Wu
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