India’s Semiconductor Ambitions: Can New Delhi Execute?
India’s ambition to build a domestic semiconductor industry has moved from aspiration to announced policy with remarkable speed. The government’s $10 billion semiconductor incentive scheme, launched in 2021 and revised in 2023, has attracted commitments from Micron Technology, Tata Electronics, and CG Power in partnership with Japan’s Renesas. The question is no longer whether New […]
The US-China Technology Decoupling: Where the Fault Lines Now Run
The competition between the United States and China over technology supremacy has moved well beyond trade tariffs and export controls. What began as a dispute over market access has hardened into a structural effort by Washington to limit Beijing’s access to advanced semiconductor technology, AI infrastructure, and critical hardware supply chains. The fault lines are […]