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Indian Information Technology Sector: Investment Opportunities in the Semiconductor and AI Revolution
- 1Cabinet Approves 'Semiconductor Policy 2026', Bihar to Become Eastern India's Technology HubNews4Nationhttps://news4nation.com/bihar/patna/government-cabinet-decisions-semiconductor-policy-2026-marketing-authority-industry-news-323420
- 2Steadily Towards New Horizons: Growth in India's Service ExportsPIBhttps://www.pib.gov.in/PressReleasePage.aspx?PRID=2219948
- 3Indian Oil and Akasa Air Sign MoU for Sustainable Aviation Fuel SupplyNavbharat Timeshttps://navbharattimes.indiatimes.com/business/business-news/indian-oil-and-akasa-air-ink-pact-to-explore-sustainable-aviation-fuel-supply/articleshow/127797467.cms
- 4India Advances Towards 2nm Chips: Ashwini Vaishnaw's StatementBusiness Todayhttps://www.youtube.com/watch?v=S4pjEXo7Kao
- 5B2B Software Technologies Limited to Announce 1 Bonus Share for Every 2 Shares and DividendLive Hindustanhttps://www.livehindustan.com/business/b2b-software-technologies-ltd-will-give-2-share-bonus-in-every-one-share-and-dividend-announced-201769831934618.html
- 6India Semiconductor Mission 2.0 Draft Prepared, Cabinet Approval Targeted by March 2026Angel Onehttps://www.angelone.in/news/hindi/economy/india-semiconductor-mission-2-draft-ready-cabinet-approval-targeted-by-march-2026
- 7Government's Semiconductor Policy Yields Tangible Results: Ashwini VaishnawDD Newshttps://ddnews.gov.in/the-governments-semiconductor-policy-is-starting-to-yield-concrete-results-ashwini-vaishnav/
- 8AI and Semiconductor Sectors to Bring Major Transformation in India's Employment LandscapeEconomic Timeshttps://economictimes.com/jobs/hr-policies-trends/ai-and-semiconductor-sectors-mark-pivotal-shift-in-indias-employment-landscape/articleshow/127797075.cms
- 9DRDO Develops Indigenous GaN Semiconductor Technology Denied by France in Rafale DealStudyIQhttps://www.youtube.com/watch?v=KgOqjXsTf1w
- 10Budget 2026: Nirmala Sitharaman Announces India Semiconductor Mission 2.0Live Hindustanhttps://www.livehindustan.com/gadgets/budget-2026-govt-to-launch-india-semiconductor-mission-2-0-201769926341118.html
- 11India Becomes World's Third Largest Startup EcosystemNews on Airhttps://www.newsonair.gov.in/hi/%E0%A4%AE%E0%A4%A8-%E0%A4%95%E0%A5%80-%E0%A4%AC%E0%A4%BE%E0%A4%A4-%E0%A4%AA%E0%A5%8D%E0%A4%B0%E0%A4%A7%E0%A4%BE%E0%A4%A8%E0%A4%AE%E0%A4%82%E0%A4%A4%E0%A5%8D%E0%A4%B0%E0%A5%80-%E0%A4%AE%E0%A5%8B/
- 12Budget 2026: A $7 Trillion 'Mega Plan' with Focus on Youth and Deep TechPatrikahttps://www.patrika.com/national-news/budget-2026-expectations-deep-tech-skill-development-ispa-7-trillion-economy-roadmap-nirmala-sitharaman-2026-02-01-20310318
- 13Preparations Underway to Establish Semiconductor Investment Hub on Yamuna ExpresswayNavbharat Timeshttps://navbharattimes.indiatimes.com/metro/lucknow/development/up-noida-yamuna-expressway-yeida-becoming-semiconductor-investment-hub-latest-update/amp_articleshow/127473061.cms
- 14Union Budget 2026: India to Become a Major Global Hub in Semiconductors, ISM 2.0 LaunchedNavbharat Timeshttps://navbharattimes.indiatimes.com/business/budget/budget-news/union-budget-2026-india-semiconductor-mission-second-phase-to-launch-soon/articleshow/127834917.cms
- 15Prime Minister Modi: Commitment to Enhance Cooperation in Technology Sector with Arab CountriesUNIhttps://www.univarta.com/news/india/story/3724808.html
- 16Budget 2026 Expectations: Capital Expenditure May See 11-13% Increase, Better Incentives for SemiconductorsMoneycontrol Hindihttps://hindi.moneycontrol.com/budget/budget-2026-expectations-union-budget-may-see-an-11-13-percent-increase-in-capital-expenditure-rbi-will-focus-on-liquidity-support-in-february-article-2349913.html
- 17India to Become a Semiconductor Hub: Ashwini Vaishnaw's AnnouncementABP Gangahttps://www.youtube.com/watch?v=8hWI44OxKMI
- 18PM Modi's AI Mission: Meeting with CEOs of Major IT CompaniesNews18 Indiahttps://www.youtube.com/watch?v=V6RJ23I6n4o
- 19Economic Survey 2026: Strong Growth Expected in Indian EconomyLive Hindustanhttps://www.livehindustan.com/business/news
- 20Union Minister Ashwini Vaishnaw outlines strategy to strengthen semiconductor design capabilities under DLI schemePIBhttps://www.pib.gov.in/PressReleasePage.aspx?PRID=2219404
- 21Prime Minister Modi Highlights India's Technological Progress at AI Impact Summit 2026DD Newshttps://ddnews.gov.in/%E0%A4%8F%E0%A4%86%E0%A4%88-%E0%A4%87%E0%A4%82%E0%A4%AA%E0%A5%88%E0%A4%95%E0%A5%8D%E0%A4%9F-%E0%A4%B8%E0%A4%AE%E0%A4%BF%E0%A4%9F-2026-%E0%A4%AA%E0%A4%B0-%E0%A4%AA%E0%A5%80%E0%A4%8F%E0%A4%AE-%E0%A4%AE/
- 22Bihar Approves First Semiconductor Policy 2026, Industry Association Welcomes MovePrabhat Khabarhttps://www.prabhatkhabar.com/historic-step-for-industrialization-of-bihar/amp
- 2350 Fabless Companies to Launch in India, Aiming to Become Chip Design Hub; Targets 3nm Chips by 2032Business Standardhttps://hindi.business-standard.com/companies/industrial/india-to-develop-indigenous-3nm-semiconductor-chips-by-2032-id-502068
- 24India-EU Deal: Competition for American Companies to Increase in IndiaAaj Takhttps://www.aajtak.in/business/news
- 25India to Become a Semiconductor Hub! Budget Announces Mission 2.0, Proposes Investment of ₹40,000 CroreNews18 Hindihttps://hindi.news18.com/news/business/latest-ism-2-point-0-launch-rs-40000-crore-investment-proposed-in-electronics-budget-2026-announce-ws-kl-10128918.html
- 26India to Become Global Semiconductor Hub; Will Join Leading Nations by 2035Amar Ujalahttps://www.amarujala.com/technology/india-semiconductor-mission-at-4-ashwini-vaishnaw-lays-out-roadmap-to-make-india-a-global-chip-powerhouse-2026-01-27
- 27Budget 2026: Finance Minister Announces Plan to Rapidly Boost Semiconductor CapacityIndia TVhttps://www.indiatv.in/paisa/business/budget-2026-finance-minister-announced-plans-to-rapidly-increase-semiconductor-manufacturing-capacity-and-allocated-the-more-fund-2026-02-01-1194803
- 28Bihar to Become Eastern India's Tech Hub: Nitish Cabinet Approves 'Semiconductor Policy 2026'Patrikahttps://www.patrika.com/patna-news/nitish-cabinet-approves-bihar-semiconductor-policy-2026-two-lakh-people-to-get-employment-20304315
- 29India is systematically building semiconductor ecosystem, developing comprehensive AI stackPIBhttps://www.pib.gov.in/PressReleseDetailm.aspx?PRID=2217513
- 30India-EU Free Trade Agreement to Boost Electronics and ComponentsNavbharat Timeshttps://navbharattimes.indiatimes.com/india/india-eu-free-trade-agreement-pm-modi-ursula-von-der-leyen/articleshow/127812803.cms
- 31India-EU Deal: Semiconductor Supply Chain to Strengthen with India-EU Trade AgreementLive Hindustanhttps://www.livehindustan.com/national/india-eu-trade-deal-a-message-to-trump-tariffs-why-europe-making-new-friends-explainer-201769494546847.html
- 32Indian Government to Spend ₹72 Billion on Rare Earth MineralsMoneycontrol Hindihttps://hindi.moneycontrol.com/news/markets/rare-earth-minerals-india-government-to-spend-72-billion-rupees-ev-clean-energy-push-three-stocks-that-may-benefit-2349931.html
- 33Data Theft at Major Bengaluru IT Firm, FIR Filed Against Former EmployeeAaj Takhttps://www.aajtak.in/india/news/story/data-theft-bengaluru-it-firm-former-employee-booked-ntc-rptc-2450620-2026-01-28
- 34Four Chip Companies to Begin Commercial Production in 2026DNP India Hindihttps://www.dnpindiahindi.in/tech/semiconductors-in-india-will-budget-2026-bring-major-transformation-to-the-semiconductor-sector-what-are-the-market-expectations-and-the-current-situation/649327/
- 35Semiconductor Stocks: India Semiconductor Mission on Track, 4 Plants to Start This Year, Says Ashwini VaishnawCNBC TV18 Hindihttps://hindi.cnbctv18.com/technology/semiconductor-stocks-india-semiconductor-mission-on-track-4-plants-to-start-this-year-says-ashwini-vaishnaw
- 36India-EU FTA: Free Trade Agreement Between India and Europe in Final StagesIndia TVhttps://www.youtube.com/watch?v=YOVcVfC9klA
- 37Semiconductor Stocks: This Company Launches Its First Semiconductor Unit, Will Manufacture 3D Chips in IndiaCNBC TV18 Hindihttps://hindi.cnbctv18.com/technology/semiconductor-stocks-company-starts-first-semiconductor-unit-will-make-3d-chips-in-india-itself
- 38Government prepares for 3-nanometer chip production, India aims to achieve target by 2032Navbharat Timeshttps://navbharattimes.indiatimes.com/business/business-news/union-minister-ashwini-vaishnaw-says-government-aims-to-manufacture-3-nanometer-chips-by-2032/articleshow/127670069.cms
- 39India Considering Joining Pax Silica Initiative - Semiconductor Supply Chain SecurityEconomic Timeshttps://economictimes.com/tech/technology/india-weighing-pax-silica-entry-despite-sovereignty-worries/articleshow/127498656.cms
- 40India Prepares for Semiconductor Boom with ₹40,000 Crore Allocation in Budget 2026ABP Livehttps://www.abplive.com/business/the-2026-budget-has-allocated-40000-crores-for-the-development-of-the-semiconductor-ecosystem-3082728
- 41Industrial credit grows at brisk pace of 13.3 percent: RBIIBC24https://www.ibc24.in/business/credit-to-industry-grows-at-a-faster-pace-of-133-per-cent-rbi-3449635.html
- 42Semiconductor Sector Job Expansion - New AI Jobs by 2030NDTVhttps://ndtv.in/jobs/future-jobs-in-india-ai-will-create-many-jobs-by-2030-report-10796798/
- 43India Poised for Semiconductor Boom, Market to Grow at 12.18% CAGR, Focus on CG Power, Moschip, KaynesMoney9 Livehttps://www.money9live.com/share-market/india-semiconductor-sector-set-for-rapid-growth-cg-power-moschip-kaynes-in-focus-as-sector-gains-momentum-article-90521.html
- 44Bihar to Become Eastern India's Technology Hub, Over 200,000 People to Get EmploymentPrabhat Khabarhttps://www.prabhatkhabar.com/state/bihar/patna/nitish-cabinet-bihar-become-technology-hub-of-eastern-india-2-lakh-people-get-employment
- 45Semiconductor Mission: 23 Startups Approved, India to Become Global HubIndian Newshttps://www.youtube.com/watch?v=_NCFAdv_s0k
- 46India's first OSAT founder on building chips, beating global marginsEconomic Timeshttps://economictimes.com/news/wef-davos-meet/indias-first-osat-founder-on-building-chips-beating-global-margins-and-why-states-are-lining-up-at-his-door/articleshow/127770913.cms
- 47Former Senior Employee Stole Company's Source Code, Causing ₹87 Crore LossIndia TVhttps://www.indiatv.in/india/national/bengaluru-ex-it-employee-stole-company-87-crore-software-source-code-fir-registered-2026-01-28-1193750
- 48Progress in India's Innovation EcosystemNews on AIRhttps://www.newsonair.gov.in/hi/%E0%A4%AD%E0%A4%BE%E0%A4%B0%E0%A4%A4-%E0%A4%95%E0%A5%80-%E0%A4%A8%E0%A4%B5%E0%A4%BE%E0%A4%9A%E0%A4%BE%E0%A4%B0-%E0%A4%AA%E0%A4%BE%E0%A4%B0%E0%A4%BF%E0%A4%B8%E0%A5%8D%E0%A4%A5%E0%A4%BF%E0%A4%A4/