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Beyond Semiconductor Manufacturing: How India Could Use Its Chip Industry to Build Engineering Capability

1. Introduction: Beyond the Chip Factory India's semiconductor ambitions are entering a new phase. Having moved from policy announcements towards the establishment of fabrication, assembly, testing, and packaging facilities, the country is now attempting to develop a broader industrial ecosystem around semiconductor manufacturing. The direction was evident at SEMICON India 2026, held in New Delhi from 17 to 19 September under the theme "Silicon to Systems: Building the Ecosystem". Alongside manufacturing investments, the government's Semicon 2.0 programme seeks to strengthen chip design, advanced packaging, equipment, materials, research, and talent development. The challenge is no longer simply to attract semiconductor investments, but to build the capabilities that can sustain and expand their economic value. The emerging partnerships illustrate the scale of this opportunity. Tata Electronics announced 16 memorandums of understanding with domestic and international ...
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Beyond Construction Equipment: Building India's Infrastructure Engineering Industry

1. Introduction: The Industrial Opportunity Hidden in Infrastructure Investment Market reports on India's construction equipment industry regularly estimate the size of the market for excavators, cranes, tunnelling machines, earthmoving equipment, and other machinery. Such analysis is useful. For instance, industry forecasts published by Business Standard in recent times have highlighted the growth prospects of India's mining and construction equipment industry, supported by public capital expenditure, infrastructure development, and export opportunities. Yet, there is a broader industrial opportunity hidden within infrastructure investment that receives less systematic attention. The machinery used to construct an infrastructure asset represents only one part of the industrial ecosystem required to bring it into existence. The infrastructure itself incorporates numerous products, components, modules, equipment packages, and interconnected systems. These must be designed, manuf...
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