Semiconductor Ecosystem Archives

A futuristic AI data centre with rows of server racks, cooling infrastructure and high voltage transmission lines powering a digitally connected city, representing India's growing AI infrastructure.

AI to drive $80 billion data centre boom in India by 2031, says Morgan Stanley

India could witness an $80 billion data centre investment boom by FY2031 as AI adoption gathers pace, according to Morgan Stanley. The brokerage expects installed capacity to rise nearly sixfold, driven by hyperscalers, AI workloads, data localisation and growing demand for high performance computing.

Team VAINETRA July 24, 2026

Engineers work inside a futuristic semiconductor research and manufacturing campus set against Kerala's tropical landscape, showcasing advanced chip fabrication, cleanrooms, robotics and sustainable technology infrastructure.

Semiconductors

Kerala targets global semiconductor hub status with new investment push

Kerala is stepping up its ambitions in the semiconductor sector, unveiling a strategy to position the state as a global hub for semiconductor manufacturing and innovation. The initiative marks one…

Team VAINETRA July 19, 2026

Semiconductors

The biggest threat to India’s semiconductor dream isn’t China. It’s talent

NITI Aayog has outlined the future skills that will power the semiconductor industry. In design, expertise will be required in VLSI design, embedded systems, AI and machine learning algorithms, analog design, verification engineering and Electronic Design Automation (EDA) tools.

Team VAINETRA June 14, 2026