The Semiconductors Race–Understanding the challenges in India’s technology and industrial ecosystem, and learning from global strategies

In this capstone, Harish Nandha RK (MPP 2026) explores India’s position in the global semiconductor industry by analysing the technological, industrial, and geopolitical factors that shape national capabilities. Using a three-pillar analytical framework and evidence from global semiconductor leaders, it identifies key gaps in India’s innovation ecosystem, manufacturing base, and strategic partnerships. The capstone argues for a phased approach that prioritises design and semiconductor assembly, testing, marking, and packaging, followed by stronger research, manufacturing, and long-term fabrication capabilities to build a resilient and competitive semiconductor ecosystem