India semiconductors

An agreement between India and the U.S. on a fab for semiconductors explicitly for use in defense technology is a seminal moment in the bilateral relationship.

Pranay Kotasthane and Trinh Nguyen break down India’s ambitious plans to set up its own chip manufacturing ecosystem.

India’s mission to build up its semiconductor industry is closely tied to its foreign partnerships, like with the U.S. and Singapore.

Friendshoring supply chains for legacy chips to countries like India is likely the most feasible long-term solution for the West in the face of China’s dominance.

New Delhi is looking to develop an entire ecosystem, from design to manufacturing, rather than focusing on a specific segment of the chip industry.

The $19.5 billion semiconductor JV was called off due to “external issues unrelated to the project,” Foxconn said.

The U.S.-India strategic relationship looks to be set on firm footing, with both sides keen to materialize deeper collaboration across defense and critical and emerging technologies.

Can India insert itself into the pantheon of global chipmakers with a little help from Washington?

India is set to expand its economic ties with Taiwan significantly. 

New Delhi is clearly making a push to expand its capabilities in the critical semiconductor industry.