GENERAL18 Sept 2026
India has a once-in-a-generation semiconductor demand window: Infosys SVP
India has a rare semiconductor demand window, Infosys SVP Vikram Meghal said at SEMICON India 2026. Artificial intelligence (AI), supply chain shifts and system-level scaling are breaking the old chip pipeline. This affects chip makers, electronics firms and engineering services. The value sits in inventing complete products here, not just engineering them. Owners should build patience and a product mindset.
Key Statutory Highlights
- Infosys Senior Vice President Vikram Meghal said India is seeing a once-in-a-generation demand window in the semiconductor market, speaking at SEMICON India 2026.
- He said AI data centre spend is projected to reach USD 6.7 trillion in the next few years, and 50 per cent of that goes to compute, memory and networking chips.
- He named three demand fronts for India: Made for India, Engineered in India and Invent in India, adding that domestic content in mobile phones is currently only 23 per cent.
Actionable Advice for Taxpayers / Founders:If you run a chip, electronics or engineering business, review where your products sit across the three demand fronts and consider building long-term capability in design and full-system ownership. Treat this as a direction to evaluate, not a guaranteed outcome.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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