Infosys SVP: India Faces Once-in-a-Generation Semiconductor Demand Window
· Technology · Economic Times, Business Standard
Infosys Senior Vice President Vikram Meghal stated at SEMICON India 2026 that India is experiencing a once-in-a-generation semiconductor demand window driven by AI and geopolitical shifts, with AI data centre spend projected to reach $6.7 trillion. He emphasized the need to transition from 'Engineered in India' to 'Invent in India' to capture higher value, noting domestic content in mobile phones is currently only 23 per cent. Meghal identified three demand fronts: Made for India, Engineered in India with 1.8 times expected ER&D spending growth, and Invent in India for custom chip design. The article also notes UPI MDR implementation and Paytm's profitability outlook remain separate from the semiconductor discussion.
Why it matters
Indian tech companies and policymakers must prioritize domestic chip design capabilities to avoid missing high-value global market opportunities amid rising AI-driven demand.
Read the original report — Economic Times
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