ProductNation/iSPIRT’s Post

India’s Semiconductor Rise: A Star in the Making, or Just a Reflection? Every great nation has its defining constellation, moments when its industries align to light up a new era. Today, India’s semiconductor ecosystem is beginning to glow, powered by visionary policies, fabless startups, EDA access programs, and the Design Linked Incentive (DLI) scheme. The question is: will this light come from within, or are we merely reflecting someone else’s brilliance like we did once before? In the 1990s, India became the IT world’s shining star, coding, supporting, and powering the global digital revolution. But we were, in many ways, a reflected star: delivering services while others owned the platforms, products, and IP. Now, as AI systems like Copilot and ChatGPT rewrite the rules of that very service economy, we’re reminded that borrowed light eventually fades. If India’s semiconductor growth stays fabless-only, we risk walking the same path again, designing chips for the world but relying on others to manufacture them. That means: > No control over process technologies or yields. > Strategic dependence in defence, telecom, and critical electronics. > Limited value capture, where profits and power remain with those who own the fabs. Encouragingly, the journey has begun. Micron’s ATMP facility in Gujarat and the India Semiconductor Mission (ISM) are early sparks. But these must evolve into full-fledged foundry capabilities. Look at how TSMC (Taiwan), Samsung (South Korea), and Tower Semiconductor (Israel) rose to global prominence. They didn’t just design; they built. Even the U.S. CHIPS Act and China’s massive foundry investments underline one truth: true technological sovereignty lies in silicon ownership. India’s semiconductor mission is the ignition, but to sustain this star’s brilliance, we must go beyond fabless design. The path forward is clear: A “Fabless-first, Fab-ready” ecosystem, where today’s design startups evolve into the companies that tomorrow will drive and sustain domestic fabs. Because in the era of AI and automation, the nations that own their silicon will own their future. #Semiconductors #India #MakeInIndia #ChipDesign #Technology #AI #Manufacturing #Fabless #Electronics #Innovation #AtmanirbharBharat

Subject: Why India, the 'IT Services Factory,' Has No Global Tech Product MNCs 🇮🇳 As an AI Automation Builder, I see a stark reality: India, the source of global IT services talent, has yet to produce a true multinational tech product champion like Google or Samsung. Why? We prioritized services over products and assembly over deep design and R&D. Our failure to create a global tech MNC stems from a decades-old policy choice: prematurely opening our markets. This move effectively "destroyed" the domestic electronics and hardware industry [05:11]. The result? We became a "screwdriver technology" nation [00:33], brilliant at coding and integration, but reliant on foreign Intellectual Property and assembly for tangible goods. This reliance stifled the crucial culture of original R&D and deep-tech innovation [01:18:50]. To forge a global-scale MNC, we must transition to a ‘Product Nation’. This requires a strategic commitment to design. My field, AI Automation, is a perfect vehicle for this shift, but it needs governmental support. The government must become the first major customer through Demand Aggregation [01:19:40], providing a protected market to nurture our startups. The talent and the market are here. It's time to invest in creating, not just servicing. Let's build the IP that automates the world. #ProductNation #MakeInIndia #DeepTech #AITransformation #IndianMNCs #StartupIndia Context based on a discussion with Dr. Ajai Chowdhry. Make in India, Tech Sovereignty, AI, Rare Earths & Semiconductors | Ajai Chowdhry | EP-358 https://lnkd.in/emgDH_Pf

India’s Tech Pulse: Smart Manufacturing Meets AI Innovation India is witnessing a rapid transformation in manufacturing: AI isn’t just a concept anymore, it’s being embedded directly into production floors. ETManufacturing.in Major manufacturers are investing in AI to optimize processes, improve quality, and boost efficiency for the long term. ETManufacturing.in At the same time, India’s semiconductor mission is gaining real traction with smart policy support and big investments pushing hardware innovation at scale. Indian Defence News The future? A high-tech, self-reliant India where electronics, AI, and quantum computing converge to build next-gen businesses. #IndiaTech #SmartManufacturing #AI #Electronics #Innovation #MakeInIndia

BT AI Summit 2025 | Why India Cannot Compete With West On AI? Santosh, MD-India Intel Explains Santosh Viswanathan, Vice President & Managing Director, India Region, Intel, states that India cannot simply adopt the Western model for AI infrastructure due to its capital-intensive nature and resource constraints. He highlights that the US invested $600 billion in data centers in the last six months, while India's investment is considerably lower. Viswanathan emphasizes that the Western model, which relies on heavy compute and large infrastructure, is unsustainable for India given limitations like power and water. He notes that India has '18% of the world's population with 4% of the world's water'. Viswanathan asserts, 'The solution does not lie in taking the Western model and applying it. The solution lies in building our own frugal AI model that it goes to support this whole journey in a different way.' He advocates for India to rethink its infrastructure to successfully navigate the AI journey, supporting growth without replicating resource-heavy Western strategies. Watch: https://lnkd.in/gUCTBzHt | #BusinessToday #AISummit2025 #IndiaAI #FutureOfAI #SantoshViswanathan Aabha Bakaya | Santhosh Viswanathan | Larsen & Toubro | Presidency University Bangalore | NSE India | MG Select India | AdaniConneX

India’s Tech Landscape: Evolving at the Speed of Innovation 🚀 From AI integration to smart manufacturing and sustainable electronics, India’s technology ecosystem is rapidly transforming. What we’re witnessing today is more than a digital shift — it’s the rise of a new era of intelligent innovation, where R&D and operations are driving real impact across every industry. The future is not coming — it’s being built right here, right now. 🇮🇳💡 #Innovation #Technology #R&D #IndiaTech #FutureReady #AI #Electronics

From #Electric #vehicles to #Artificial #Intelligence: chips are the real power source behind India’s tech revolution Every #smart #EV, every #AI-driven innovation depends on #semiconductors, and with India’s $18B chip mission, India is not just using technology but building it. At #India #Chip #Council, we believe in bringing together innovators, policymakers, and industry voices shaping the future of India’s semiconductor and deep tech ecosystem. Follow India Chip Council to stay updated on how chips are fueling India’s rise in EVs, AI, and beyond. The future is intelligent. The future is made in India. #IndiaChipCouncil #Semiconductors #AI #EV #Innovation #TechLeadership #MakeInIndia

India Launches Semiconductor and AI Frameworks for Industrial Automation India has introduced new semiconductor and AI development frameworks to accelerate industrial automation and smart manufacturing. These initiatives are part of the national push to enhance digital infrastructure and position India as a global technology hub. Highlights: - Emphasis on developing indigenous semiconductor technologies - Integration of AI solutions in manufacturing and infrastructure - Focus on sustainability and digitization within industry sectors This strategic move aims to reduce import dependencies and advance India's technological self-reliance in key sectors. Source: https://lnkd.in/dWPMeKPS 👉👉 Follow Us ✨ 🙏 ➡️ Global AI Talks 🌎✨ 📌Country Pages🎯 ➡️ US AI Talks 🇺🇸 ➡️ UK AI Talks 🇬🇧 ➡️ Canada AI Talks 🇨🇦 ➡️ India AI Talks 🇮🇳 #IndustrialAutomation #Semiconductor #AIinManufacturing #DigitalIndia #TechInnovation

Is India’s chip dream actually real? I went down the rabbit hole so you don't have to I’ve been reading a lot about India’s $10 billion semiconductor mission recently. As an MBA student, I'm trained to be skeptical of big headlines. Is this just hype? Or is something actually shifting? Honestly? It feels different this time. It’s not just about the government throwing money at the problem. It’s about timing. We have a massive domestic market buying electronics (7% GDP growth isn't a joke), and the whole world is desperately looking for a "China + 1" partner. But what I found most interesting is that India isn't trying to do everything at once. We aren't trying to build the flashy, ultra-expensive chips immediately. The strategy is smarter: Design it here (because we have the talent) and Package it here (because we have the labour). The "Fab 4" of India 🔍 The coolest part of my research was looking at the Indian listed companies. They aren't all doing the same thing. It’s like watching four different characters play the same game with totally different strategies: 1. The Giant: Dixon Technologies Think of them as the "Big Boss" of manufacturing. They already make phones and TVs for everyone (Xiaomi, Motorola, etc.). Their move into chips is classic Backward Integration. They are basically saying, "We already build the device, why not package the chip that goes inside it too?" Safe, smart, and scalable. 2. The Specialist: SPEL Semiconductor These guys are the veterans. They are India’s only listed player that just does chip packaging and testing (OSAT). They’ve been quietly doing this for years while everyone else was sleeping. Now that the government is pushing for this exact service, they are the experienced surfers waiting for the big wave. 3. The Enabler: ASM Technologies I call this the "Pick & Shovel" strategy. In a gold rush, don't dig for gold—sell the shovels. ASM doesn't manufacture chips; they sell the engineering brainpower and R&D services to the chip companies. They win as long as the industry grows, no matter who builds the winning chip. 4. The Risk-Taker: MosChip Technologies This is the high-stakes table. MosChip is a "fabless" design house. They are the architects drawing the blueprints (IP). If one of their designs gets picked up for a massive national project (like smart meters), they hit the jackpot. It’s risky, but the reward could be huge. My Takeaway: The "India Semiconductor Story" isn't just one single narrative. It’s an entire ecosystem where a manufacturer, a specialist, a service provider, and a designer can all win in their own way. It’s going to be a fascinating decade for Indian manufacturing. Which of these business models do you think is the smartest bet? #Semiconductor #IndiaGrowth #MBA #Strategy #MakeInIndia #BusinessAnalysis #TechTrends #Dixon #MosChip

#NewIndia’s tech sector remains a powerful engine of employment and #innovation. As #AI and #digitaltransformation accelerate, the nation continues to build the talent that drives global growth. Explore more: https://lnkd.in/gX3T6Rda #InvestInIndia #InvestIndia #IndiaOpportunity #MakeInIndia #DigitalIndia #TechRevolution #TechForGrowth #TheIndianTechade Department for Promotion of Industry and Internal Trade | Ministry of Commerce and Industry, Government of India | Department of Commerce | Ministry of Electronics and Information Technology | Make In India | IndiaAI | India Semiconductor Mission | Digital India Programme | Electronics India, Ministry of Electronics and IT, Govt. of India Source: https://lnkd.in/guRpxabm

🌏 India | China | USA — and the Trillion-Dollar AI Semiconductor Race When we talk about scale, the global economic picture is both humbling and motivating: 🇺🇸 USA: ~$28 trillion GDP 🇨🇳 China: ~$18 trillion GDP 🇮🇳 India: ~$4.1 trillion GDP (and racing toward $5T by 2027) That means — the US economy is about 7× India’s, and China’s is 4× larger. But here’s the twist: India is the youngest, fastest digitizing, and most AI-ready nation in this group. Now, zoom into the most critical layer of the future economy: 💡 Semiconductors and AI hardware. Every AI model — from ChatGPT to Gemini to Tesla Autopilot — runs on GPUs and AI accelerators. The demand for advanced chips (NVIDIA, AMD, TSMC, Samsung, Intel) has skyrocketed. AI data centers and edge devices are driving what’s now called the “Silicon Renaissance.” This is not just about chips — it’s about national power, innovation capacity, and job creation. ⚙️ Why this is India’s moment India can’t just consume semiconductors; we have to design, fabricate, and own them. From Micron’s fab in Gujarat to India Semiconductor Mission, and startups building ASICs for AI, we’re witnessing a once-in-a-generation shift. And as someone working in semiconductor device development, I see this up close — the intersection of material science, AI modeling, and hardware optimization is where the next decade of impact will be created. 🚀 My view AI is only as powerful as the silicon it runs on. If India invests in semiconductor R&D, AI accelerators, and edge AI hardware, we can move from being a software superpower to a hardware+AI powerhouse. The next 5 years will define the next 50. Time to build. Time to invest. Time to lead. #Semiconductor #AI #India #GPU #Innovation #Manufacturing #DeepTech #RISC #VLSI #Hardware #Startup