ComputInsights #22 – Weekly Computing Market Insights

Market Growth

India–US–Taiwan Alliance Reshapes Global Chip Supply Chain

As semiconductors become central to economic security, the India–US–Taiwan alliance is emerging as a strategic force in rebalancing the global chip order. Taiwan leads in advanced manufacturing, the US dominates fabless design and IP, while India contributes over 20% of global chip design talent, positioning the trio as a complementary powerhouse in building a resilient and diversified semiconductor ecosystem.

M&A and Investments

Stony Brook, onsemi Launch $20M Silicon Carbide Research Hub to Advance U.S. Chip Innovation

Stony Brook University and onsemi are teaming up to establish a $20 million R&D facility focused on silicon carbide chip innovation, with support from Empire State Development. The centre aims to drive breakthroughs in clean energy tech, reshore semiconductor capabilities, and train the next generation of U.S. chip talent, bolstering national security and New York’s leadership in advanced electronics.

India’s Netrasemi Secures $12M to Advance Edge AI Chips and Global Expansion

Kerala-based semiconductor startup Netrasemi has raised $12 million in Series A funding led by Zoho and Unicorn India Ventures to scale its Edge AI chip development and double its engineering team. The company is developing two domain-specific chips – the A2000 for AI video analytics and R1000 for smart IoT sensors – positioning itself as a key player in India’s emerging chip innovation ecosystem.

Company-Specific News

Tesla Taps Samsung in $16.5B Chip Deal to Power AI Future

Elon Musk confirmed that Tesla signed a $16.5 billion semiconductor deal with Samsung Electronics, covering chip supply from 2025 through 2033. The partnership centers on next-gen AI6 chips to be built in Samsung’s Texas fab, with Tesla directly involved in optimising production, highlighting a strategic shift in the global AI chip race.