Modi Courts Investors With India’s $30 Billion Chipmaking Bet
THE SO WHAT
India’s $30B semiconductor push is about moving from a pure demand market to a partial supply node in the chip stack. For hardware and AI infra teams, that opens a medium-term option to diversify sourcing and co-locate compute near India’s talent and user base — but timelines will run on political and permitting clocks, not just capex.
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