9JULY 2025US PROBE ON INDIAN SOLAR MODULES RAISES TARIFF FEARSSYNOPSYS EXPANDS IN INDIA WITH AI CHIP DESIGN AND FOUNDRY PUSHA new US antidumping investigation into imported solar modules from India has raised alarm bells across an entire industry, jeopardizing billions in exports and unsettling Indian manufacturers. The investigation was initiated by a group of American solar manufacturers, alleging that Indian exporters engage in unfair pricing practices and benefit from subsidies that distort their market.Synopsys is expanding its presence in India, making an aggressive play on AI-driven chip design and manufacturing while the nation sharpens its semiconductor focus. In a major step, the company is working with Tata Electronics on the coming Dholera chip fab, which is envisioned to be the world's first AI-native semiconductor foundry.The facility will use AI for advanced process control, defect detection, and production scheduling, pushing the The probe occurs during a pivotal moment, as India constitutes roughly 8% of US solar imports, or about 4.4 GW of plans for 54 GW of anticipated imports in 2024. Following a formal investigation, the US Department of Commerce could pursue preliminary tariffs as early as August, followed by final duties late in 2025 if the claims are confirmed.For Indian manufacturers, the consequences could be immediate. Waaree Energies would carry the greatest impact, as roughly half of its order book was associated with the US market. Other manufacturers like Premier Energies may have greater capacity for domestic production and thus, might be less exposed to risk, but others would still feel potential pressures.Nevertheless, cautiously optimistic sentiments permeate a broader industry. India's solar manufacturing has expanded to 74 GW of solar modules and 25 GW of solar cells, and government support could potentially alleviate effects on exports. With ambitions to scale to 125 GW and 40 GW by 2030, the sector is preparing to pivot toward self-reliance and new markets.While the US remains a key destination, Indian solar companies may need to diversify quickly to stay competitive amid rising global trade scrutiny. boundaries of fabrication efficiency. Central to this expansion is the Synopsys collaboration with Microsoft to redefine electronic design automation (EDA) by employing agentic AI.With a growing talent base of over 6,000 engineers in Bengaluru, Hyderabad, and Noida to implement this work with two of the most trusted brands in tech, Synopsys and Microsoft, are developing AI agents capable of autonomously executing complex chip design workflows. The plans build off previous success such as Synopsys.ai on Azure and Microsoft's Discovery platform.In addition to supporting large-scale initiatives, Synopsys is also enabling India's innovation ecosystem. Startups, such as Calligo Tech and Mindgrove, are benefiting from flexible, cloud-enabled access to EDA tools. Academic cooperation with institutions, including IIT Bombay and IIT Kerala, will provide the next generation of semiconductor industry professionals.With India contributing nearly a quarter of the global semiconductor workforce, Synopsys views the region as critical to its future growth. Its recent acquisition of Ansys boosts its total addressable market to $30 billion. As India's semiconductor electronics sector is expected to nearly double to $103.4 billion by 2030, Synopsys is positioning itself at the forefront of this transformation.
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