India's chip ambitions: electronics demand, supply shifts and policy support
The Economic Times reports that BCG's Ankush Wadhera sees India as well placed to deepen its semiconductor ecosystem and expects AI to keep driving demand for GPUs, memory and compute.
TLDR
The Economic Times reports that BCG's Ankush Wadhera points to rising domestic electronics demand, expanding government incentives and diversifying global supply chains as reasons India is well placed to build a deeper semiconductor ecosystem. He expects AI to keep driving demand for GPUs, memory and compute, describing current AI-safety debates as “speed-breakers” rather than barriers to semiconductor growth.
Combined views
12.7K
2 Sources, first seen 3h ago