Semiconductor & Electronics

Semiconductor manufacturing, electronics PLI, and technology hardware policy.

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Semiconductor manufacturing, electronics PLI, and technology hardware policy.

technology1 Jul 202614 min read

India's ₹1.2 Lakh Crore Semiconductor Push: Can the Dream Take Silicon?

India's expanded semiconductor PLI scheme promises to cover the full value chain, but the Vedanta-Foxconn JV collapse and a growing talent gap raise questions about execution readiness.

economy

The Great Supply Chain Shift: Can India Capture the China+1 Opportunity?

As global companies diversify away from China, India has attracted $85 billion in FDI since 2023 — but infrastructure gaps and policy inconsistency threaten to squander the moment.

1 Aug 202613 min read

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