India has a once-in-a-generation semiconductor demand window: Infosys SVP
India is witnessing a "once-in-a-generation demand window" in the semiconductor market and must transition from "Engineered in India" to "Invent in India" by taking ownership of complete systems and products, Infosys Senior Vice President Vikram Meghal said on Friday.
Speaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial intelligence (AI), geopolitical supply chain challenges, and a transition from Moore's Law towards system-level scaling.
"AI data centre spend is projected to reach USD 6.7 trillion in the next few years, and 50 per cent of that spend is going to be compute, memory, and networking chips," Meghal said, adding that the industry is seeing a shift where the workload is now driving how chips are designed, rather than the chip driving the workload.
He identified three major demand fronts for the country: Made for India, Engineered in India, and Invent in India.
Under "Made for India", Megha
5News aggregated this summary from the outlet’s public feed. The full article, with all the context, is on www.business-standard.com — the content belongs to Business Standard.
