India's Semiconductor Play: AI, Supply Chains & Policy Fuel Growth
· Source: money.rediff.com
In short
BCG Managing Director and Partner Ankush Wadhera says India has a strong opportunity to build a domestic semiconductor ecosystem, driven by rising electronics consumption, global supply chain realignment and government incentives under ISM 1.0 and 2.0. He expects the AI boom to keep fuelling demand for GPUs, compute and memory, deepening the AI-semiconductor linkage, while recent AI safety debates act as 'speed-breakers' rather than stop signs. New Delhi has committed Rs 1.27 lakh crore to the second phase of its chip programme, with major investments announced by Applied Materials, Lam Research, Tata Electronics and Fujifilm.
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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption
Tags: semiconductor, supply chain, manufacturing, policy, chips, investment