India Achieves World-First in Semiconductor Wafer Production Using Red Mud
印度以赤泥製造半導體晶圓，達成全球首例
Value Emissions Pvt Ltd. has announced a groundbreaking achievement, positioning India as the first country in the world to manufacture semiconductor wafers from silicon derived from red mud—a recyclable byproduct of aluminum production. This innovation marks a transformative leap in sustainable materials sourcing and strengthens India’s domestic semiconductor ecosystem by reducing dependence on imports, cutting logistics costs, and aligning with circular economy goals. Notably, the red-mud-derived wafers demonstrate performance and resistivity on par with traditional prime-material wafers, offering both quality assurance and competitive pricing potential.
For customers, the breakthrough promises shorter procurement cycles, lower supply chain risks, and a verifiable pathway to reduce carbon and waste footprints—critical for those with ESG commitments. Looking ahead, Value Emissions will roll out qualification programs to validate compatibility with existing fabrication lines, while also opening avenues for co-development of device designs using the new wafers. Backed by a patented process, collaborations with global industry leaders in Taiwan, and strong alignment with India’s “Make in India” initiative, the company’s milestone creates a first-mover advantage, diversifies revenue streams, and sets the stage for large-scale adoption of red-mud-based silicon in advanced packaging and next-generation semiconductor applications.
小編點評：印度已成為全球首個利用鋁生產的可回收副產品——赤泥——來製造半導體晶圓的國家，這要歸功於 Value Emissions Pvt Ltd 的專利工藝。該晶圓性能與傳統晶圓相當，同時推動永續發展並降低對進口的依賴。這一突破支持 ESG 目標、縮短採購週期，並為全球合作、共同開發及次世代半導體應用的大規模採用鋪路。
Uttar Pradesh Sets Up Taiwan Desk to Boost High-Tech Investments
北方邦設立「台灣專責辦公室」以促進高科技投資
Fast emerging as a global investment hub, Uttar Pradesh has established a dedicated Taiwan desk to facilitate new projects and extend streamlined support for investors. A high-level meeting hosted by Invest UP on Monday brought together global industry leaders and Taiwan experts, with deliberations led by Vijay Kiran Anand, CEO of Invest UP. Attendees included Suresh Chandra, Director of STQC, Suresh Kumar Tulluri, CEO of Supermicro, Sanjeev Mehta, Co-founder and Global CEO of Akashaverse, and Prof. Nachiket Tiwari of IIT-Kanpur. Discussions centred on joint ventures, investment opportunities, and long-term collaborations, underscoring Taiwan’s global leadership in electronics and semiconductors and Uttar Pradesh’s growing role in data-driven industries.
It was decided that a delegation from Uttar Pradesh will soon visit Taiwan to deepen trade and investment engagement. Officials highlighted the state’s strong advantages for high-technology industries—reliable utilities, abundant talent, proactive policy support, and cost competitiveness—positioning it as one of Asia’s most scalable destinations for data centre operations. Participants acknowledged UP’s rise as India’s leading hub for Global Capability Centres (GCCs), supported by robust infrastructure, simplified ease of doing business, and flagship projects like the Noida International Airport. High-potential sectors identified for collaboration included semiconductors, bioplastics, defence, aerospace, and advanced technologies, backed by over 34 sector-specific policies and customized investment packages.
https://www.msn.com/en-in/news/world/up-sets-up-taiwan-desk-to-facilitate-new-projects-streamline-investor-support/ar-AA1M8wKh
小編點評：北方邦已成立「台灣專責辦公室」，以吸引高科技投資。近期由 Invest UP 主辦的會議聚集全球領袖，探討半導體、資料中心及先進技術的合資機會。在強大的基礎設施、政策支持以及超過 34 項產業特定優惠措施的支持下，該邦正定位為全球能力中心（GCCs）的可擴展樞紐，並將很快派遣代表團訪問台灣以深化貿易聯繫。
India Pushes Trade Talks with U.S. and EU Amid Tariff Tensions
印度在關稅緊張之際推動與美國及歐盟的貿易談判
India is in discussions with the United States for a potential bilateral trade agreement, Trade Minister Piyush Goyal confirmed on Tuesday, shortly after Washington doubled tariffs on Indian goods over New Delhi’s continued imports of Russian oil. At the same time, trade negotiations between India and the European Union have entered a decisive phase, with both sides aiming to finalize a free trade agreement (FTA) by the end of this year. The EU, India’s largest trading partner, recorded $137.5 billion in bilateral trade during 2023/24—nearly doubling over the past decade. EU Trade Chief Maros Sefcovic, currently in Delhi, said negotiators were intensively working on a deal to boost investment, reduce barriers, expand market access, and enhance supply chains.
Sefcovic is joined by EU Agriculture Commissioner Christophe Hansen, who is leading critical talks this week to bridge gaps in agriculture, dairy, and non-tariff issues. Goyal emphasized that India seeks a balanced, mutually beneficial agreement that will unlock opportunities in trade, investment, and technology transfer while deepening economic engagement with both Washington and Brussels. For non-Indian companies, these negotiations signal a significant opening of India’s fast-growing market, offering new pathways for investment and partnerships across manufacturing, agriculture, and advanced technology sectors once agreements are finalized.
小編點評：印度正在推動與美國的雙邊貿易協議，同時與歐盟的自由貿易協定談判已進入關鍵階段，目標在年底前完成。這些談判旨在提升投資、擴大市場准入及加強供應鏈整合。對全球企業而言，這些協議意味著在製造業、農業與先進科技等印度快速成長的領域中將有重大的投資與合作機會。
Semicon India 2025: First Indigenous Chip Unveiled as India Expands Global Semiconductor Ambitions
「Semicon India 2025」：印度發表首款國產晶片，擴展全球半導體雄心
India’s push for technological self-reliance reached a milestone at Semicon India 2025, where the country unveiled its first fully indigenous chips, including the Vikram 32-bit processor developed by ISRO’s Semiconductor Laboratory in collaboration with the Vikram Sarabhai Space Centre. Qualified for space missions, the processor is designed to withstand the extreme conditions of rocket launches and space environments, while also holding potential applications in defence, aerospace, advanced automotive, and high-reliability energy systems. As an advanced successor to the VIKRAM1601 that has powered ISRO launch vehicles since 2009, the new chip highlights India’s progress in space-grade computing. The achievement was showcased at the fourth edition of Semicon India, which featured over 350 exhibiting companies from 33 countries under the theme “Building the Next Semiconductor Powerhouse.”
The event underscored India’s broader strategy to transform from a semiconductor consumer to a global manufacturing hub, aligned with the Atmanirbhar Bharat vision. With high import dependence still a challenge, initiatives like the India Semiconductor Mission (ISM), supported by a ₹76,000 crore incentive package, are driving progress in manufacturing and chip design. Partnerships with global leaders such as Micron and Foxconn, along with agreements with the U.S. National Science Foundation, are strengthening India’s ecosystem. Approved projects worth over ₹1.6 lakh crore are expected to create more than a million skilled jobs by 2030. For non-Indian companies, India’s growing semiconductor landscape offers significant opportunities for collaboration in manufacturing, design, research, and technology transfer, with strong government backing and a rapidly expanding domestic market.
小編點評：在「Semicon India 2025」上，印度發表了首款完全自主研發的晶片——Vikram 32 位元處理器，這是太空等級運算與自主半導體創新的重大飛躍，應用涵蓋航太、國防及能源領域。在 7,600 億盧比的「印度半導體任務」支持及全球合作夥伴的參與下，印度正迅速轉型為製造業強國，並計畫至 2030 年創造超過百萬個專業就業機會，為國際合作提供廣大契機。
GST Council Approves Dual-Rate Structure, Adds 40% Slab for Luxury and Sin Goods
GST 委員會批准雙稅率制度，新增 40% 稅率適用奢侈商品
The Goods and Services Tax (GST) Council, chaired by Union Finance Minister Nirmala Sitharaman, has approved a major overhaul of India’s indirect tax regime by adopting a dual-rate structure of 5% and 18%, effective from September 22. The move eliminates the existing 12% and 28% slabs and introduces a new 40% slab for luxury and sin goods, expected to generate ₹45,000 crore in additional revenue. While the new structure may result in a revenue shortfall of ₹93,000 crore, states such as Punjab and Jharkhand expressed cautious optimism, noting that higher consumption during the festive season may help balance the loss. The Council also cleared rate reductions on footwear and apparel up to ₹2,500, exemptions on health insurance premiums for senior citizens, and lower GST for life-saving drugs.
Other measures include faster refunds under the inverted duty structure for key industries like textiles, pharma, chemicals, and fertilisers, along with accelerated registration for MSMEs, reducing the process to three days. However, compensation for states facing revenue losses remains unresolved, with eight opposition-ruled states demanding clarity from the Centre. For non-Indian companies, the new GST framework simplifies the tax environment into two broad slabs, potentially improving predictability for investment and operations, while the 40% slab signals stricter taxation on luxury and sin categories—an important consideration for global firms in consumer goods, retail, healthcare, and insurance sectors.
小編點評：GST 委員會已批准簡化的雙稅率制度（5% 與 18%），取代原有的 12% 與 28% 稅階，並新增 40% 稅率適用於奢侈品與罪惡品。此舉預計將帶來 4,500 億盧比的額外稅收，雖然仍存在短收風險。其他改革包括對基本民生用品的減稅、加速中小企業註冊及改進退稅流程。對全球投資者而言，新稅制提升了可預測性，而奢侈品高稅率則是策略規劃的重要考量。
Cabinet Approves ₹1,500 Crore Scheme to Boost Recycling of Critical Minerals
內閣批准 150 億盧比計畫，以推動關鍵礦物回收
The Union Cabinet on Wednesday cleared a ₹1,500 crore incentive scheme under the National Critical Mineral Mission (NCMM) to promote recycling of e-waste, lithium-ion batteries, and other secondary sources for extraction of critical minerals. Running from 2025-26 to 2030-31, the scheme aims to strengthen India’s supply chain resilience and serve as a near-term solution until mining and exploration projects start delivering results. Incentives will include a 20% capital subsidy for plant and machinery, as well as operating expense subsidies linked to incremental sales. One-third of the financial outlay has been reserved for small players and start-ups, with caps set at ₹50 crore for large units and ₹25 crore for smaller ones.
The initiative is expected to generate at least 270 kilo tons of annual recycling capacity, yielding about 40 kilo tons of critical minerals, alongside ₹8,000 crore of investment and nearly 70,000 direct and indirect jobs. The scheme will support both new units and the expansion or modernization of existing facilities, with phased disbursement of subsidies between 2026 and 2031. For non-Indian companies, the program creates opportunities to collaborate in recycling technologies, set up joint ventures, and enter India’s emerging critical minerals ecosystem, offering a faster entry point into one of the world’s most rapidly expanding clean energy and electronics markets.
Editor’s Note: The Union Cabinet has approved a ₹1,500 crore scheme under the National Critical Mineral Mission to boost recycling of e-waste and lithium-ion batteries, offering subsidies and support for new and existing facilities from 2025 to 2031. Expected to generate 270 kilo tons of recycling capacity and 70,000 jobs, the initiative opens doors for global collaboration in India’s fast-growing clean energy and electronics sectors.
小編點評：印度內閣已批准「國家關鍵礦物任務」下的 150 億盧比計畫，以推動電子廢棄物與鋰電池的回收，提供新設與既有設施的補貼與支持，實施期為 2025 至 2031 年。該計畫預計將建立每年 27 萬噸的回收產能、產出約 4 萬噸關鍵礦物，並創造約 7 萬個工作機會，為全球合作在印度快速成長的清潔能源與電子領域開啟大門。
OpenAI in Talks with Indian Firms, Reliance to Bring $500 Billion Stargate AI Project to India
OpenAI 與印度企業及信實工業洽談，將 5,000 億美元「Stargate AI 計畫」引入印度
OpenAI, the developer of ChatGPT, has reportedly begun early discussions with Indian data centre companies and Reliance Industries to explore bringing parts of its $500 billion global AI infrastructure project, Stargate, to India. According to The Economic Times, the Sam Altman-led firm has engaged with Sify Technologies, Yotta Data Services, E2E Networks, and CtrlS Datacenters to assess critical factors such as capacity, energy availability, and location. In parallel, OpenAI has been in talks with Reliance for over six months as the conglomerate builds what it claims will be the world’s largest data centre in Jamnagar, Gujarat, alongside a massive energy complex. Sources said OpenAI aims to secure at least 1 gigawatt of capacity to support its large-scale AI computing requirements.
Announced in January 2024, Stargate is OpenAI’s ambitious four-year joint venture, backed by SoftBank, Oracle, Microsoft, and other technology partners, to build hyperscale data centres equipped with advanced chips and uninterrupted gigawatt-scale power supply. The facilities will host hundreds of thousands of GPUs to handle next-generation model training and inference. For non-Indian companies, OpenAI’s move signals India’s emergence as a key player in the global AI supply chain—offering opportunities in advanced semiconductors, green energy, and digital infrastructure partnerships as the country strengthens its position as a strategic technology hub.
https://cio.economictimes.indiatimes.com/news/corporate-news/opening-stargate-to-india-chatgpt-parent-talks-tieup-with-local-firms/123776628?utm_source=Mailer&utm_medium=newsletter&utm_campaign=etcio_news_2025-09-09&dt=2025-09-09&em=cHJlbWppdGhrQGdtYWlsLmNvbQ==
小編點評：OpenAI 正與印度資料中心企業及信實工業展開初步談判，探討將其 5,000 億美元的全球 AI 基礎建設計畫「Stargate」部分落地印度，目標確保至少 1 GW 的算力。該計畫由全球科技巨頭支持，凸顯印度作為戰略性 AI 與數位基礎設施樞紐的崛起，並為國際在半導體、能源與超大規模運算領域的合作開啟新契機。