catch

Can India catch up with the US, Taiwan and China in the global chip race? | Technology News

In October, a small electronics manufacturer in the western Indian state of Gujarat shipped its first batch of chip modules to a client in California.

Kaynes Semicon, together with Japanese and Malaysian technology partners, assembled the chips in a new factory funded with incentives under Indian Prime Minister Narendra Modi’s $10bn semiconductor push announced in 2021.

Modi has been trying to position India as an additional manufacturing hub for global companies that may be looking to expand their production beyond China, with limited success.

One sign of that is India’s first commercial foundry for mature chips that is currently under construction, also in Gujarat. The $11bn project is supported by technology transfer from a Taiwanese chipmaker and has onboarded the United States chip giant Intel as a potential customer.

With companies the world over hungering for chips, India’s entry into that business could boost its role in global supply chains. But experts caution that India still has a long way to go in attracting more foreign investment and catching up in cutting-edge technology.

Unprecedented momentum

Semiconductor chips are designed, fabricated in foundries, and then assembled and packaged for commercial use. The US leads in chip design, Taiwan in fabrication, and China, increasingly, in packaging.

The upcoming foundry in Gujarat is a collaboration between India’s Tata Group, one of the largest conglomerates in the country, and Taiwan’s Powerchip Semiconductor Manufacturing Corporation (PSMC), which is assisting with the plant’s construction and technology transfer.

On December 8, Tata Electronics also signed an agreement with Intel to explore the manufacturing and packaging of its products in Tata’s upcoming facilities, including the foundry. The partnership will address the growing domestic demand.

Last year, Tata was approved for a 50 percent subsidy from the Modi government for the foundry, along with additional state-level incentives, and could come online as early as December 2026.

Even if delayed, the project marks a pivotal moment for India, which has seen multiple attempts to build a commercial fab stall in the past.

The foundry will focus on fabricating chips ranging from 28 nanometres (nm) to 110nm, typically referred to as mature chips because they are comparatively easier to produce than smaller 7nm or 3nm chips.

Mature chips are used in most consumer and power electronics, while the smaller chips are in high demand for AI data centres and high-performance computing. Globally, the technology for mature chips is more widely available and distributed. Taiwan leads production of these chips, with China fast catching up, though Taiwan’s TSMC dominates production for cutting-edge nodes below 7nm.

“India has long been strong in chip design, but the challenge has been converting that strength into semiconductor manufacturing,” said Stephen Ezell, vice president for global innovation policy at the Washington, DC-based Information Technology and Innovation Foundation (ITIF).

“In the past two to three years, there’s been more progress on that front than in the previous decade – driven by stronger political will at both the central and state levels, and a more coordinated push from the private sector to commit to these investments,” Ezell told Al Jazeera.

Easy entry point

More than half of the Modi government’s $10bn in semiconductor incentives is earmarked for the Tata-PSMC venture, with the remainder supporting nine other projects focused mainly on the assembly, testing and packaging (ATP) stage of the supply chain.

These are India’s first such projects – one by Idaho-based Micron Technology, also in Gujarat, and another by the Tata Group in the northeastern Assam state. Both will use in-house technologies and have drawn investments of $2.7bn and $3.3bn, respectively.

The remaining projects are smaller, with cumulative investments of about $2bn, and are backed by technology partners such as Taiwan’s Foxconn, Japan’s Renesas Electronics, and Thailand’s Stars Microelectronics.

“ATP units offer a lower path of resistance compared to a large foundry, requiring smaller investments – typically between $50m and $1bn. They also carry less risk, and the necessary technology know-how is widely available globally,” Ashok Chandak, president of the India Electronics and Semiconductor Association (IESA), told Al Jazeera.

Still, most of the projects are behind schedule.

Micron’s facility, approved for incentives in June 2023, was initially expected to begin production by late 2024. However, the company noted in its fiscal 2025 report that the Gujarat facility will “address demand in the latter half of this decade”.

Approved in February 2024, the Tata facility was initially slated to be operational by mid-2025, but the timeline has now been pushed to April 2026.

When asked for reasons behind the delays, both Micron and Tata declined to comment.

One exception is a smaller ATP unit by Kaynes Semicon, which in October exported a consignment of sample chip modules to an anchor client in California – a first for India.

Another project by CG Semi, part of India’s Murugappa Group, is in trial runs, with commercial production expected in the coming months.

The semiconductor projects under the Tata Group and the Murugappa Group have drawn public scrutiny after Indian online news outlet Scroll.in reported that both companies made massive political donations after they were picked for the projects.

As per Scroll.in, the Tata Group donated 7.5 billion rupees ($91m) and 1.25 billion rupees ($15m), respectively, to Modi’s Bharatiya Janata Party (BJP) just weeks after securing government subsidies in February 2024 and ahead of national elections. Neither group had made such large donations to the party before. Such donations are not prohibited by law. Both the Tata Group and the Murugappa Group declined to comment to Al Jazeera regarding the reports.

Meeting domestic demand a key priority

The upcoming projects in India – both the foundry and the ATP units – will primarily focus on legacy, or mature, chips sized between 28nm and 110nm. While these chips are not at the cutting-edge of semiconductor technology, they account for the bulk of global demand, with applications across cars, industrial equipment and consumer electronics.

China dominates the ATP segment globally with a 30 percent share and accounted for 42 percent of semiconductor equipment spending in 2024, according to DBS Group Research.

India has long positioned itself as a “China Plus One” destination amid global supply chain diversification, with some progress evident in Apple’s expansion of its manufacturing base in the country. The company assembles all its latest iPhone models in India, in partnership with Foxconn and Tata Electronics, and has emerged as a key supplier to the US market this year following tariff-related uncertainties over Chinese shipments.

Its push in the ATP segment, however, is driven largely by the need to meet the growing domestic demand for chips, anticipated to surge from $50bn today to $100bn by 2030.

“Globally, too, the market will expand from around $650bn to $1 trillion. So, we’re not looking at shifting manufacturing from China to elsewhere. We’re looking at capturing the incremental demand emerging both in India and abroad,” Chandak said.

India’s import of chips – both integrated circuits and microassemblies – has jumped in recent years, rising 36 percent in 2024 to nearly $24bn from the previous year. An integrated circuit (IC) is a chip serving logic, memory or processing functions, whereas a microassembly is a broader package of multiple chips performing combined functions.

The momentum has continued this year, with imports up 20 percent year-on-year, accounting for about 3 percent of India’s total import bill, according to official trade data. China remains the leading supplier with a 30 percent share, followed by Hong Kong (19 percent), South Korea (11 percent), Taiwan (10 percent), and Singapore (10 percent).

“Even if it’s a 28 nm chip, from a trade balance perspective, India would rather produce and package it domestically than import it,” Ezell of ITIF said, adding that domestic capability would enhance the competitiveness of chip-dependent industries.

Better incentives needed

The Modi government’s support for the chip sector, while unprecedented for India, is still dwarfed by the $48bn committed by China and the $53bn provisioned under the US’s CHIPS Act.

To achieve scale in the ATP segment for meaningful import substitution – and to advance towards producing chips smaller than 28nm – India will need continued government support, and there is a second round of incentives already in the works.

“The reality is, if India wants to compete at the leading edge of semiconductors, it will need to attract a foreign partner – American or Asian – since only a handful of companies globally operate at that level. It’s highly unlikely that a domestic firm will be competitive at 7nm or 3nm anytime soon,” Ezell said.

According to him, India needs to continue focusing on improving its overall business environment – from ensuring reliable power and infrastructure to streamlining regulations, customs and tariff policies.

India’s engineers make up about a fifth of the global chip design workforce, but rising competition from China and Malaysia to attract multinational design firms could erode that edge.

In its latest incentive round, the Indian government limited benefits to domestic firms to promote local intellectual property – a move that, according to Alpa Sood, legal director at the India operations of California-based Marvell Technology, risks driving multinational design work elsewhere.

“India already has a thriving chip design ecosystem strengthened by early-stage incentives from the government. What we need, to further accelerate and build stronger R&D muscle – is incentives that mirror competing countries like China [220 percent tax incentives] and Malaysia [200 percent tax incentives]. This will ensure we don’t lose the advantage we’ve built over the years,” Sood told Al Jazeera.

Marvell’s India operations are its largest outside the US.

The Trump effect

India’s upcoming chip facilities, while aimed at meeting domestic demand, will also export to clients in the US, Japan, and Taiwan. Though US President Donald Trump has threatened 100 percent tariffs on semiconductors made outside the US, none have yet been imposed.

A bigger concern for India-US engagement – so far limited to education and training – is Washington’s 50 percent tariff on India over its Russian crude imports. Semiconductors remain exempt, but the broader trade climate has turned uncertain.

“Over half the global semiconductor market is controlled by US-headquartered firms, making engagement with them crucial,” Chandak said. “Any alignment with these firms, either through joint ventures or technology partnerships – is a preferred option.”

The global chip race is accelerating, and India’s policies will need to keep pace to become a serious player amid growing geo-economic fragmentation.

“These new 1.7nm fabs are so advanced they even factor in the moon’s gravitational pull – it’s literally a moonshot,” Ezell said. “Semiconductor manufacturing is the most complex engineering task humanity undertakes – and the policymaking behind it must be just as precise.”

Source link

Edison neglected maintenance of its aging transmission lines before the Jan. 7 fires. Now it’s trying to catch up

Southern California Edison did not spend hundreds of millions of dollars on maintenance of its aging transmission lines that it told regulators was necessary and began billing to customers in the four years before the Jan. 7 wildfires, according to a Times review of regulatory filings.

Edison told state regulators in its 2023 wildfire prevention plan that it believed its giant, high-voltage transmission lines, which carry bulk power across its territory, “generally have a lower risk of ignition” than its smaller distribution wires, which deliver power to neighborhoods.

After two of the most destructive fires in the state’s history, The Times takes a critical look at the past year and the steps taken — or not taken — to prevent this from happening again in all future fires.

While it spent heavily in recent years to reduce the risk that its smaller lines would ignite fires, Edison fell behind on work and inspections it told regulators it planned on its transmission system, where some structures were a century old, according to documents.

Edison’s transmission lines are now suspected of igniting two wildfires in Los Angeles County on the night of Jan. 7, including the devastating Eaton fire, which killed 19 people and destroyed more than 9,000 homes and other structures in Altadena.

Twenty miles away, in the San Fernando Valley, terrified Sylmar residents watched a fire that night burning under the same transmission tower where the deadly Saddleridge fire ignited six years before. Firefighters put out that Jan. 7 blaze, known as the Hurst fire, before it destroyed homes.

Roberto Delgado said the 2019 Saddleridge fire started at this powerline in the hillside behind his Sylmar house.

Roberto Delgado said the 2019 Saddleridge fire started at this powerline in the hillside behind his Sylmar house. He said the January 7 Hurst began with sparks at this and another nearby powerline. Photographed in Sylmar, CA on Wednesday, Aug. 20, 2025.

(Myung J. Chun/Los Angeles Times)

After the fires, Edison changed course, and began spending more on its transmission lines, according to executives’ recent comments and state regulatory documents.

The utility began installing more grounding devices on its old transmission lines no longer in service, like the one suspected of igniting the Eaton fire. The company says it believes the idle line, last used 50 years ago, may have momentarily reenergized from a surge in electricity on the live lines running parallel to it, sparking the blaze. The official investigation hasn’t been released.

Transmission work Edison failed to perform

Here are examples of work that Edison told regulators was needed and that it was authorized to charge to customers but did not perform. The amounts are for the four years before the Jan. 7 wildfires.

Transmission maintenance $38.5 million
Transmission capital maintenance $155 million
Fixing illegally sagging lines $270 million
Substation transformer replacement $136 million
Pole loading replacement $88 million*
Transmission line patrols $9.2 million
Intrusive pole inspections $1.4 million

Source: Edison’s “Risk Spending Accountability Report” filed in April 2025
*Edison said customers weren’t charged

The added devices give unexpected power on the old lines more places to dissipate into the earth.

A helicopter transports workers during the process of removing Southern California Edison's tower 208

A helicopter transports workers during the process of removing Southern California Edison’s tower 208, which is suspected of causing the Eaton Fire, on Monday, May 5, 2025, in Pasadena, Calif.

(William Liang/For The Times)

Edison also began replacing some aging equipment. Sylmar residents said they saw workers in trucks and helicopters replacing hardware on the transmission line where they had watched early flames of both the Hurst fire and the 2019 Saddleridge blaze.

“Not until this year did we see repairs,” said Roberto Delgado, a Sylmar resident who can see Edison’s transmission towers from his home. “Obviously the maintenance in the past was inadequate.”

Jill Anderson, the utility’s chief operating officer, told regulators at an August meeting that the company replaced components prone to failure on a certain transmission line after Jan. 7. Edison later confirmed she was referring to equipment on the line running through Sylmar.

In interviews, Edison executives disputed that maintenance on the company’s transmission lines suffered before Jan. 7.

A helicopter transports workers during the process of removing Southern California Edison's tower 208

A helicopter transports workers during the process of removing Southern California Edison’s tower 208, which is suspected of causing the Eaton Fire, on Monday, May 5, 2025, in Pasadena, Calif.

(William Liang/For The Times)

“I do not think that our inspections and maintenance in the years leading up to 2025 were at depressed levels,” said Russell Archer, a top Edison regulatory lawyer.

Scott Johnson, an Edison spokesman, said: “The 13,500 people at Southern California Edison show up every day committed to the safety of the communities where we live and work. There is no higher value than safety here.”

Johnson said the utility prioritized safety both before and after the fire. For example, he said, the company increased aerial and ground inspections of transmission lines in areas at high fire risk in 2022 — and kept them at that higher level in subsequent years.

Among the company’s increased spending this year was an expensive upgrade to a transmission line that the state’s grid operator said was required to more safely shut down five critical transmission lines in L.A. County including those running through Sylmar and Eaton Canyon. That work was expected to be finished by 2023 but was still in progress on Jan. 7.

Edison didn’t preventively shut down the lines in Eaton Canyon or Sylmar on Jan. 7, but said the delayed upgrade had nothing to do with that decision. The company said the wind that night combined with other factors didn’t meet its protocol at the time for the lines to be turned off.

Some proposed maintenance changes will take years.

Work crew dismantles a section of Southern California Edison's tower 208

Work crew dismantles a section of Southern California Edison’s tower 208 which will be removed for further examination on Wednesday, May 7, 2025. The idle transmission tower is suspected of sparking the Eaton fire.

(Myung J. Chun/Los Angeles Times)

For example, executives recently told regulators that next year they may begin determining whether some of its 355 miles of idle transmission lines in areas at high-risk of wildfire should be removed for safety reasons. The company said 305 miles of those dormant lines run parallel to energized lines, like the one in Eaton Canyon.

Regulators at the state Office of Energy Infrastructure Safety asked Edison this summer if any of those lines posed a risk of induction, where they become energized from nearby electrified lines. Edison told them it “has not done a line by line analysis.”

Pedro Pizarro, chief executive of Edison International, the utility’s parent company, acknowledged in a November interview that the company made changes after the fires, including by replacing a steel part called the y-clevis, which was found to have failed in the minutes before the 2019 Saddleridge fire.

“We saw some concerns with that so we accelerated a program to replace them,” he said.

Pizarro said he continued to back the company’s statements before Jan. 7 that it had decreased the risk that its lines would spark a wildfire by as much as 90% since 2018, including by spending billions of dollars for prevention work on its smaller distribution lines.

He called the Eaton fire “a black swan event” — one of “low probability, but high consequence.”

Aging equipment

About 13,000 miles of transmission lines carry bulk power through Edison’s territory. In comparison, it has nearly 70,000 miles of the smaller distribution lines, delivering power to homes.

Because the high-voltage transmission lines are interconnected, utilities must keep the system balanced, trying to prevent sudden increases or decreases in power. An abrupt jump in electricity flowing on one transmission line can cause surges and problems miles away.

In 2023, Edison said in a filing to the state Public Utilities Commission that the average age of its infrastructure was increasing as it replaced equipment less frequently than in previous times.

More than 90% of its transmission towers are at least 30 years old — the age when the first signs of corrosion appear, it said in a filing. Some transmission lines and pylons are nearing 100 years of service and have never had major overhauls, the company said.

Edison said it began looking for corroded transmission towers in 2020, but found so many that it temporarily stopped those evaluations in 2022 to focus on fixing those found unsafe.

In 2021, the commission’s Public Advocates Office warned that Edison wasn’t completing maintenance and upgrades that the utility said was “critical and necessary” and was authorized to bill to customers.

Edison had been under-spending on that work since 2018, staff at the Public Advocates Office wrote. They urged regulators to investigate, saying that “risks to the public are not addressed” and customers may be owed a refund.

That shortfall in spending continued through 2024.

According to a report Edison filed in April, the company did not spend hundreds of millions of dollars on transmission system work that regulators had authorized from 2021 to 2024.

Among the shortfalls was $270 million to fix thousands of deficiencies found more than a decade ago where its transmission lines hang too close to the ground, the report said. Also unspent was $38.5 million authorized for transmission operating maintenance and an additional $155 million for capital maintenance.

Edison planned to perform 57,440 detailed inspections of its transmission poles in those four years, the report said, but performed only 27,941, citing other priorities.

Edison said its inspection numbers still met state regulatory requirements.

A helicopter flies over the downtown Los Angeles skyline during a cloudy day

A helicopter flies over the downtown Los Angeles skyline during a cloudy day on Monday, May 5, 2025, in Pasadena, Calif.

(William Liang/For The Times)

The utility also replaced 38% fewer substation transformers than it said it would. And while it was authorized to replace 14,280 transmission poles it restored just 10,031, the report stated.

Archer said some uncompleted work was for an inspection program using drones in areas at lower risk of fire. Instead the company focused those aerial inspections in high-risk areas, he said.

He said some shortfalls were for upgrade projects that were delayed for reasons beyond the company’s control.

Utilities are allowed to pass on the costs of approved maintenance projects to customers in the monthly rates they charge. State regulators also give them some flexibility to decide whether to spend the money on approved projects, or something else.

Archer said that most of the unspent money involved capital expenses like purchases of new transmission towers and upgrade projects. Once regulators authorize a capital project, he said, customers begin paying a small portion of the cost annually over the assets’ expected life, which is often decades. If the project is not completed, those annual payments stop, he said, adding that state regulations don’t allow Edison to issue refunds for most unspent funds.

Transmission lines known to spark deadly fires

Before Jan. 7, Edison told regulators in its wildfire mitigation plan that it had focused its prevention efforts on its smaller distribution system. It said transmission lines posed a lower threat because they were taller and had wires more widely spaced.

Yet the deadliest wildfire in state history was caused when equipment on a century-old Pacific Gas & Electric transmission tower failed. The 2018 Camp fire killed 85 people and destroyed most of the town of Paradise.

A year later, the Kincade fire in Sonoma County ignited when a steel part on a PG&E transmission line broke. Like Edison’s line in Eaton Canyon, that transmission cable was no longer serving customers.

Edison is now facing hundreds of lawsuits claiming it was negligent in maintaining its transmission lines in Eaton Canyon and for leaving the old unused line in place — allegations the company denies.

At 6:11 pm on Jan. 7, Edison recorded a fault — a sudden change in electricity flow — on a transmission line running from La Cañada Flintridge to Eagle Rock, according to its report to regulators.

Faults can be caused by lines slapping together, a piece of equipment breaking or other reasons. Edison said it did not know the cause.

The fault caused a momentary surge in current on the four live lines running through Eaton Canyon, the company said, which may have energized the idle line.

Investigators view the Edison electrical lines, transmission towers and surrounding are

Investigators view the Edison electrical lines, transmission towers and surrounding area, which is a location that is being investigated as the possible origin of the Eaton fire in Eaton Canyon in Altadena Tuesday, Feb. 11, 2025.

(Allen J. Schaben/Los Angeles Times)

State regulations require utilities to remove old lines no longer in service. Edison says that even though it hasn’t used the line in decades it sees a need for it in the future.

Edison’s transmission manual dated December 20, 2024 states that it inspects idle lines every three years, while active ones are inspected annually.

Executives said they went beyond the manual’s requirements, inspecting the idle line in Eaton Canyon annually in the years before the fire.

Edison declined to provide records of those inspections.

Sylmar line suspected of two wildfires

Edison says it believes its transmission line running through the foothills above Sylmar was involved in the ignition of the Jan. 7 Hurst fire. But it denies the line ignited the 2019 Saddleridge fire.

The 2019 fire killed at least one and destroyed or damaged more than 100 homes and other structures.

This year, lawyers for victims of the 2019 fire argued in court the two fires started in the same way: steel equipment holding up the transmission lines broke, causing a sudden, massive surge in energy that triggered sparks and flames at two or more towers located miles away.

The lawyers say the line, constructed in 1970, is not properly grounded so that sudden increases in energy don’t disperse into the soil — a problem they say the company failed to fix.

Edison denies the claims, calling their description of the fire’s start an “exotic ignition theory…contrary to accepted scientific principles.”

A judge recently denied Edison’s request to dismiss the case.

Source link

Davante Adams has not been ruled out for Rams vs. Seahawks

It’s going to be cold, and it could be raining on Thursday night in Seattle.

Not exactly ideal conditions for any receiver, let alone a near-33-year-old with a hamstring injury.

So while it seems doubtful that the Rams would let Davante Adams risk suffering more damage against the Seattle Seahawks, that did not stop coach Sean McVay on Tuesday from engaging in some gamesmanship.

McVay told reporters that a determination about Adams’ status would not be made until game time.

“He’s as tough as it gets,” McVay said during a videoconference with reporters, “and so want to be able to kind of see what it looks like with the time that we have.”

The Rams, of course, could use Adams, a future hall of famer who leads the NFL with 14 touchdown catches.

But that scenario appeared to evaporate when the 12th-year pro left Sunday’s victory over the Detroit Lions after he clutched his left hamstring and fell to the turf while running a route.

Adams had been nursing a hamstring issue for weeks. If he plays on Thursday he could risk aggravating the injury. And the Rams, who have already clinched a playoff spot, still have games left against the Atlanta Falcons and the Arizona Cardinals.

Adams’ situation could not have come to a head at a worse time for the Rams.

The game against the Seahawks is the biggest of the season for both teams.

The Rams and Seahawks both have 11-3 records. But the Rams, the current top-seeded team in the NFC, hold the tiebreaker because of their 21-19 victory over the Seahawks on Nov. 16 at SoFi Stadium.

Adams, who turns 33 next week, has 60 catches for 789 yards.

Rookie Konata Mumpfield, a seventh-round draft pick from Pittsburgh, could be called on to fill Adams’ role in an offense that features star receiver Puka Nacua.

Mumpfield played 32 of 72 offensive snaps against the Lions. He has five catches for 42 yards and a touchdown.

Quarterback Matthew Stafford said that if Mumpfield had an expanded role against the Seahawks, he would have a “ton of trust and confidence,” in the rookie.

McVay noted that the Rams also have receivers Tutu Atwell, Xavier Smith and Jordan Whittington available.

“We’ve got a bunch of guys that have played meaningful football that know all the spots,” McVay said.

Defensive lineman Braden Fiske suffered an ankle injury against the Lions, and his status also will not be determined until game time, McVay said.

Etc.

McVay and wife Veronika on Monday welcomed their second son, Christian Alexander McVay. “Mom and baby are doing good, so what a blessing,” McVay said, “and what a crazy week to be playing on a Thursday.”…. Tight end Tyler Higbee and offensive lineman Rob Havenstein are eligible to be activated from injured reserve, but McVay said that would not happen because of the short turnaround. “Just because you don’t really get a chance for any of the prep and the things that I think are in alignment with putting guys in a position to have successful outcomes,” he said. “We’ll see where they’re at once we get past this one.”

Source link