India Economy + Infra Archive

[Nilgiri]

Intel-AMD veterans' Agrani Labs scouts for $100 million to build AI chip - The Economic Times

Agrani Labs, founded by former Intel and AMD executives, is aiming for a significant $100 million Series A funding. This investment will support the development of AI inference chips designed to work with Nvidia's CUDA software. The company is in talks with Qualcomm and Battery Ventures for...

economictimes.indiatimes.com

https://twitter.com/i/web/status/2055275410645193056

 

[Nilgiri]

Tata Electronics and ASML Announce Strategic Partnership to Advance the Semiconductor Manufacturing Ecosystem in India

www.asml.com

https://www.moneycontrol.com/news/business/tata-electronics-asml-join-hands-to-power-india-s-first-commercial-semiconductor-fab-13921182.html

 

[Nilgiri]

Tata Electronics and ASML Announce Strategic Partnership to Advance the Semiconductor Manufacturing Ecosystem in India

www.asml.com

https://www.moneycontrol.com/news/business/tata-electronics-asml-join-hands-to-power-india-s-first-commercial-semiconductor-fab-13921182.html

https://twitter.com/i/web/status/2055871570862563581

 

[Nilgiri]

https://www.reuters.com/world/india/intel-3dgs-set-up-33-billion-substrate-plant-indias-odisha-state-2026-05-29/

Adani Green Energy commissions the world's largest single-location battery energy storage system* of 3.37 GWh; strengthens reliable and clean power access

Adani Green Energy Ltd (AGEL), India’s largest renewable energy company, has commissioned a cumulative 3.37 Gigawatt-hour (GWh) Battery Energy Storage System (BESS), the world’s largest single-location battery storage deployment outside China and among the fastest executed globally.

www.adani.com

https://www.reuters.com/legal/litigation/ai-turbocharge-patent-creation-india-tech-hubs-executives-say-2026-05-27/

 

[Nilgiri]

https://www.reuters.com/world/india/intel-3dgs-set-up-33-billion-substrate-plant-indias-odisha-state-2026-05-29/

Adani Green Energy commissions the world's largest single-location battery energy storage system* of 3.37 GWh; strengthens reliable and clean power access

Adani Green Energy Ltd (AGEL), India’s largest renewable energy company, has commissioned a cumulative 3.37 Gigawatt-hour (GWh) Battery Energy Storage System (BESS), the world’s largest single-location battery storage deployment outside China and among the fastest executed globally.

www.adani.com

https://www.reuters.com/legal/litigation/ai-turbocharge-patent-creation-india-tech-hubs-executives-say-2026-05-27/

From the last one:

Indian GCCs generated about $98.4 billion in revenue last fiscal year, hitting industry projections four years ahead of schedule, a report by Nasscom and consultancy Zinnov showed.

A separate Nasscom report showed patent filings in India rose 11.3% to over 90,000 in fiscal 2024, with nearly half from multinational companies, though it did not break out contributions from GCCs.

Executives said the contribution of Indian centres is understated, as much of the intellectual property they generate is filed through parent entities in the United States and Europe.

Very interesting....

 

[Gessler]

India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass Solutions​

"...India’s semiconductor ambitions got a fresh boost with the signing of a tripartite memorandum of understanding between the Odisha government, Intel Corporation and US-based 3D Glass Solutions Inc. (3DGS) on May 29 to establish an advanced packaging glass core substrate manufacturing facility in the state. The proposed project, to be located in the Bhubaneswar-Khurda region, entails an estimated investment of about $3.3 billion, making it among the country’s largest investments in high-technology manufacturing.

Officials said the facility would manufacture advanced packaging glass core substrates, high-density interconnect substrates and related semiconductor components, with Intel expected to provide technology expertise and process support. Industry executives said advanced packaging technologies are becoming increasingly critical as chipmakers seek higher performance and energy efficiency. Glass core substrates are seen as a next-generation technology for semiconductor packaging due to their superior thermal and electrical properties compared with conventional organic substrates..."

Read more:

India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass Solutions - The Economic Times

Odisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. This project, with an investment of $3.3 billion, will be located in the Bhubaneswar-Khurda region. The facility will produce advanced semiconductor components.

m.economictimes.com

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This is cutting-edge stuff. Here's a primer on Intel's glass core packaging technology:

Basically, it's been in R&D for over a decade at this point, and the plan is to bring this technology to the mass market by around 2030. It appears India will be at least one of the manufacturing centres where these next-gen substrates will be made & exported from.

 

[Nilgiri]

https://twitter.com/i/web/status/2062533580337610818

 

[Gessler]

Reliance Jio eyes India's own satellite broadband network

Reliance Jio is evaluating the development of a sovereign low Earth orbit (LEO) satellite constellation for India as it looks to expand connectivity to remote parts of the country, Reliance Jio Chairman Akash Ambani said at Reliance Industries' 49th annual general meeting on Friday.

The announcement comes a day after ET reported that Reliance Jio was planning a constellation of around 1,600-1,650 LEO satellites to offer broadband and direct-to-device services, potentially becoming the first Indian company to build a large-scale satellite network in the segment.

Alongside its own satellite plans, Jio is also partnering with leading global satellite constellation operators to accelerate the rollout of services while it builds domestic capabilities. "We are also partnering with the leading global constellation providers so that we can accelerate service availability while building our own sovereign capability," Ambani said.

To support these ambitions, Jio is also building ground station infrastructure in India. According to Ambani, the facilities will support both partner constellations and any future satellites launched by the company, helping create an end-to-end satellite broadband ecosystem spanning both space and terrestrial infrastructure.

According to bureau sources, Jio has submitted a proposal to space regulator IN-SPACe for a constellation that would operate at an altitude of about 650 kilometres and offer broadband as well as direct-to-device connectivity services. The network is expected to be deployed over the next two to three years.

If executed at the proposed scale, the project would make Reliance the first Indian company to build a large LEO constellation, entering a segment currently dominated by Elon Musk's Starlink, which has about 10,000 satellites in orbit. Amazon's Project Kuiper is also building a constellation of more than 3,200 satellites, while Eutelsat OneWeb, backed by Sunil Mittal's Bharti Group, operates a network of around 650 satellites.

The move comes amid growing efforts by governments worldwide to reduce dependence on foreign-owned communications infrastructure, particularly in strategically sensitive sectors such as satellite connectivity. People aware of the matter had told ET that the government is willing to support Indian entities entering the segment, including through International Telecommunication Union (ITU) filings required to secure orbital resources.

Reliance Jio eyes India's own satellite broadband network

Reliance Jio is exploring a plan to build its own satellite network for India. This initiative aims to bring internet access to remote areas. The company is also partnering with global satellite providers. This dual approach will speed up service delivery. Jio is establishing ground stations to...

economictimes.indiatimes.com

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Apparently, Jio is planning a $10-15 billion capital outlay for creating this constellation. I'd reckon they might actually end up acquiring/investing in one of the smaller companies that already have experience in the field like Dhruva Space, which recently got funding to build & scale 500-kg flatpack satellites at their new manufacturing facilities designed for producing 500-600 satellites per year.

I've made a post about Dhruva's Project Garud program in the Space thread: https://defencehub.live/threads/indian-space-program.422/post-391554

A fully sovereign satellite broadband network is going to be a real necessity as it doesn't appear we'll trust SpaceX/Starlink (they're still not being given security clearances to operate in India). China & Europe will be developing their own constellations, looks like so will we.

Jio/Reliance Industries certainly has got all the capital they need, and a fully domestic technology stack already exists for the most part (both in terms of spacecraft & the telecom suite), as does launch capability.

@Nilgiri

 

[Nilgiri]

The HackerFab at IIT Bombay is a first-of-its-kind student-run semiconductor fab in India. Around the world, only a handful of these hackerfabs exist. The first one began at Carnegie Mellon University, and then the concept expanded to the University of Waterloo, Ohio State University, the University of California, Irvine, and Wrocław University of Science and Technology in Poland. HackerFab IITB has only been around for a couple of months, and was started by by Aryamman Bhatia, Abhineet Agarwal, and Kartik U Chikkanagoudar.

00:00 - Intro 01:20 - Caleb Friesen Meets Aryamman Bhatia 01:32 - Meeting Core Members Devavrat Patni & Jai Bellare 01:40 - Why Does the Hackerfab at IIT Bombay Exist? 04:22 - HackerFab IITB's Clean Room 05:05 - The Lithography Station 12:18 - Looking At a Lithography Pattern 15:37 - The HackerFab IITB Timeline So Far 16:52 - The Tube Furnace 22:09 - The Sputter 22:47 - What Is Sputtering? 28:00 - A Live Sputtering Demo 33:04 - HackerFab IITB's Bespoke Capacitor 34:01 - Their Previous (Failed) Vacuum Chamber 36:25 - Their First Cookie Jar Vacuum Chamber 41:57 - The Cost of a DIY Sputtering Machine 42:41 - Open Sourcing the HackerFab 43:37 - Raising Capital to Build a HackerFab 46:47 - HackerFab's Role in India's Semiconductor Mission HackerFab IITB is India’s first semiconductor fab built and run by students, and the most DIY semiconductor fab in India. Unlike Indian semiconductor companies, HackerFab IITB relies on grants and donations instead of revenue. The HackerFab IITB was co-founded by Aryamman Bhatia, Abhineet Agarwal, and Kartik U Chikkanagoudar. During Runtime's visit to HackerFab IITB, core members Devavrat Patni and Jai Bellare also showed Caleb Friesen around. The three main systems that have been built out at the HackerFab at IIT Bombay are: 1. A DLP-based maskless lithography machine that patterns at resolutions of 10um. 2. A quartz-based tube furnace that is capable of reaching 1,200 °C and is built for oxidation as well as a blueprint for future CVD systems. 3. A DC plasma sputter that uses argon for film deposition. This uses a magnetron system for directing particles and a turbomolecular pump to reach up to 1e-5 mbar. The DC plasma sputter also has a quartz-crystal monitor built to measure the deposition rate. HackerFab IITB is a team of 15 students. During our RuntimeBRT visit, Caleb Friesen got to meet three of those team members: Aryamman Bhatia, Devavrat Patni, and Jai Bellare. Their goal is to make fabrication tools accessible for training and prototyping, helping students to gain real hands-on experience. HackerFab IITB's long-term vision is to complete a toolset to fab 2 um pitch transistors by the end of 2026, build "fab in a box" cleanroom-free fabrication systems for colleges, develop EDA software for their in-house process flow, train more than 100 students in two years and assist courses at IIT Bombay. Their future projects include: RF plasma sputtering, atomic layer deposition, an ion implantation system, an automated probe-station, a thermal evaporator, and a spin-on dopant system. HackerFab IITB is supported by SemiX which is the IIT Bombay Center for Semiconductor Technologies, Emergent Ventures, CG Semi, and gradCapital.