How AI is helping India move up the global chip design value chain
By Suresh Babu Katta, Founder & Chief Executive Officer, Nanopowered Technologies
Semiconductors have become strategic assets, underpinning AI, mobility, telecommunications, healthcare, and defence. Nations across the world are investing heavily in building out their semiconductor ecosystems, recognising that chips now sit at the centre of both economic competitiveness and national security.
For years, discussions around India’s semiconductor ambitions have centred on fabrication plants. Every major announcement measured in billions of dollars invested, factories commissioned, and manufacturing capacity created has been for fabrication plants. These investments matter. But they risk overshadowing a more significant transformation already underway.
Semiconductor leadership will no longer be decided only inside fabrication facilities. Increasingly, it will be determined long before silicon reaches a wafer, during chip design. For India, the opportunity isn’t confined to manufacturing; it lies in moving higher up the value chain through chip design, and artificial intelligence is emerging as the biggest accelerator...
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