Last mentioned: Mar 20, 2026
Valuation Warnings
Howard Morgan and other veteran VCs signal a peak in AI startup pricing.
Supply Chain Friction
Materials providers like Inox Air Products report lack of support for upstream infrastructure.
ISM 2.0 Expected
Anticipated rollout of expanded incentives for chemicals, gases, and R&D.
ISM 1.0 Launch
Indian government announces $10B incentive plan for fabs and display units.
Semiconductor ecosystem players are lobbying the Indian government for expanded financial incentives under ISM 2.0 to include critical materials and upstream suppliers. Meanwhile, veteran investor Howard Morgan warns that global AI startup valuations have become dangerously overheated.
Semiconductor ecosystem players in India are demanding expanded subsidies under the upcoming India Semiconductor Mission 2.0 to include upstream materials and equipment. Meanwhile, veteran investor Howard Morgan warns that AI startup valuations have become dangerously overheated, signaling a potential correction.
India's semiconductor ecosystem is demanding broader financial incentives under the upcoming ISM 2.0 to support upstream materials and equipment suppliers. Simultaneously, veteran investor Howard Morgan warns that AI startup valuations have reached unsustainable levels, signaling a potential correction for high-burn foundation model companies.