The Hindu | The shifting sands within global supply chains

Proposed U.S. rules on Chinese connected car tech and Israel’s pager attacks indicate the changing focus of global supply chains — from resilience to security

By Lokendra Sharma and Pranay Kotasthane

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The Quint | One Year On, Should India Revisit its Drone Components Ban?

Over 70 percent of the materials crucial to India’s drone manufacturing assembly lines have been produced in China.

By Anushka Saxena & Satya S Sahu

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Deccan Herald | Why a China-US thaw may not be in India’s economic interests

India now finds itself in a unique position, with the ability to leverage its relationship with the US to seek concessions.

By Anushka Saxena

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The Print | India’s fiscal imbalance isn’t a North vs South problem. Here’s what lies at the ‘centre’ of it

India has a large vertical fiscal gap, which has been increasing. The reason is that while the Constitution assigns the most buoyant taxation powers to the Union, it allocates more spending responsibilities to the states.

By Pranay Kotasthane and Sarthak Pradhan

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Govt’s Rs 1000 cr fund for space sector has drawbacks. It should bet on outcomes, not ideas

Government as an anchor customer provides a stable source of demand for space-based services, reducing uncertainties in the market. It can boost investor confidence in the Indian space sector, attracting investments from home and abroad.

By Ashwin Prasad

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Firstpost | As AI arms race heats up, India’s role will be crucial

While India may not be competing directly in Graphics Processing Unit manufacturing, its software-centric approach to AI development could redefine the parameters of technological leadership in the artificial intelligence era.

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Mint | Five steps for India’s new government to get its data act together

Reform India’s statistical system. We need a data glasnost, a population census, closer tracking of the labour market, an effort to fix bugs in GDP estimation, and separate statistical tools employed by states. The story of our economic emergence must be free of distortions.

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The New Indian Express | New Telecom Act risks normalising dangerous culture of unaccountable state intrusion

Any law student can attest to the principle that definitional uncertainty goes against the core tenets of good legislative drafting, which call for clear and targeted provisions.

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NDTV | Is India Ready To Go All-EV By 2034? Absolutely Not

A few days ago, Transport Minister Nitin Gadkari made a startling announcement: the Union Government plans to eliminate petrol and diesel vehicles by 2034, replacing them primarily with electric vehicles (EVs). This bold move, touted as a step toward reducing carbon emissions and achieving climate goals, could lead India into a crisis of epic proportions if not meticulously planned and executed. The hidden carbon footprint of EVs, the inadequacy of our renewable energy infrastructure, the strain on our power grid and the economic and geopolitical ramifications, all paint a grim picture of a policy that could backfire disastrously.

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Firstpost | The carbon quandary: AI, big data, and impending environmental crisis

AI’s potential in combating climate change is tempered by a sobering reality: Its reliance on power-hungry data centres. Can ‘green AI’ become a reality before it’s too late?

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IDSA | Deterrence in the Age of Hybrid Threats

Warfare has constantly evolved to match the environment. In the contemporary era, borders are not only territorial but expand into the social, economic and cognitive domain as well. Warfare has also graduated to utilising every possible means in its quest to find more ways to meet the ends. As strategy evolves to use every possible tool across domains by posing hybrid threats, strategy to counter such attempts also takes shape by recalibrating their approach towards deterring adversary from employing such threats. Achieving deterrence is the first step in countering hybrid threats but not with the same outlook with which Conventional or Nuclear Deterrence is conceived. This commentary attempts to highlight the need for adopting a deterrence strategy designed to overcome hybrid design of emerging threats.

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Firstpost | How India is moving fast to becoming semiconductor ‘aatmanirbhar’

The India Semiconductor Mission’s (ISM) ambitious goal to establish a robust domestic chip design and manufacturing ecosystem is gradually achieving fruition. The Union government recently approved three semiconductor units, including India’s first fabrication plant by Tata Electronics Private Limited, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation in Dholera, Gujarat. Read the full article here.

Takshashila Blog | The Imperative of Open-sourcing Chip Manufacturing Processes

The India Semiconductor Mission’s (ISM) ambitious goal to establish a robust domestic chip design and manufacturing ecosystem is gradually achieving fruition. The Union government recently approved three semiconductor units, including India’s first fabrication plant by Tata Electronics Private Limited, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation in Dholera, Gujarat.

India’s presence in the chip design stage of the global value chain (GVC) is sizeable and well-established, playing host to global semiconductor design houses such as AMD and Qualcomm. There’s a slight glitch in the matrix, though: despite a large pool of skilled design engineers and a growing domestic market, India has struggled to establish a robust homegrown chip design and product ecosystem.

New Delhi has launched initiatives like the semiconductor Design-Linked Incentive (DLI) and Chips 2 Startup (C2S) schemes, which aim to provide select startups and universities with affordable access to Electronic Design Automation (EDA) software tools essential for designing all modern chips.

However, a key hurdle for startups and academia is the lack of standardised and affordable access to collaborative research facilities, and critical chip design toolkits inextricably linked to the fabrication stage of the supply chain that India is focused on: Process Development Toolkits (PDKs). Read the full article here.

Firstpost | Embracing AI: A strategic shift towards software-centric innovation in India

The Artificial Intelligence (AI) landscape is undergoing a seismic shift, driven by a coalition of tech giants and developers rallying behind an OpenAI-led initiative to build software that facilitates switching between different AI chips. As Nvidia’s dominance in AI hardware faces challenges due to supply shortages and high costs, this initiative aims to democratise AI development by reducing dependence on Nvidia’s proprietary software platform, Cuda. This article contends that India, with its robust software development industry, is uniquely positioned to contribute to this transformative shift, and this strategy plays well to India’s strengths and could assist India from a geopolitical perspective too. Read the full article here.

Transitions Research | Why AI Governance Must Contend With Semiconductor Geopolitics

The entire AI value chain (also known as the AI technology stack or life cycle), from data and algorithms to computing infrastructure required for training and deployment, is critically dependent on semiconductors. Different kinds of chips like CPUs, GPUs, FPGAs and specialised ASICs, form the substrate that enables the creation and operation of AI systems. As AI systems become more sophisticated and ubiquitous, efforts to create robust governance frameworks to ensure their safe, ethical and responsible development and deployment have emerged and accelerated. Multilateral efforts like the OECD’s AI Principles and the Global Partnership on AI, etc., are important initiatives. However, any serious effort to govern AI must also grapple with the complex geopolitical and geo-economic dynamics of semiconductors. Read the full article here.

Hindustan Times | A self-harming stance on digital trade tariffs

India was at loggerheads with the developed nations and China at the World Trade Organization’s (WTO’s) 13th Ministerial Conference (MC-13) in Abu Dhabi earlier this year. India’s resistance to extending the moratorium on tariffs for digital trade was one point of divergence. This stance is counterproductive, and likely to hurt India’s most promising sector. Read the full article here.

Nikkei Asia | India-U.S.-South Korea tech cooperation has strategic logic

In their own way, the U.S., South Korea and India each have come to realize their potential vulnerability to supply chain cutoffs and trade coercion. Now the trio have begun working together on a joint initiative, the Trilateral Technology Dialogue (TTD), that aims to make technology supply chains more resilient, bring technology solutions to the broader Indo-Pacific region and spur innovation and economic growth. Read the full article here.

ASPI - The Strategist | A practical agenda for India-Australia semiconductor collaboration

With the global semiconductor supply chain under strain, India and Australia have a timely opportunity to strengthen their partnership in the critical sector. Both recognise the strategic importance of developing domestic semiconductor capabilities. As Quad members, they are also a part of the Quad Semiconductor Supply Chain Initiative, which seeks to ‘map capacity, identify vulnerabilities, and bolster supply-chain security for semiconductors and their vital components.’ Read the full article here.

ASPI - The Strategist | Building supply chain resilience in telecommunications: the Quad’s role in accelerating open RAN adoption

Open radio access network (RAN) technology has featured in key bilateral and multilateral partnerships in the past year. It has been mentioned in the critical technology partnership between the United States and India. Additionally, it has featured in a joint statement between the United Kingdom, Australia, Canada, and the US regarding telecommunications supplier diversity. Open RAN was discussed in the Quad leaders’ summit. It’s very unusual for an esoteric telecom industry term to be referenced in statements of national leaders, and it’s a sign of the increasing linkage between technology and national power. Read the full article here.

Mint | Geopolitical power is now seen to flow from the pins of microchips

The US is going after the Chinese semiconductor industry with a ferocity that has very few precedents. Driven by a national security doctrine aimed at denying China the ability to exploit American technology to threaten America’s interests, Washington has been tightening the screws on its own industry and that of its allies since the summer of 2022. In addition to export restrictions and employment controls, the US government has been pushing Taiwan, the Netherlands, Japan, South Korea and Germany to squeeze the sale of manufacturing equipment, critical parts, raw materials and ongoing service contracts with mainland Chinese companies. Wang Yi, China’s foreign minister recently called the sanctions “reaching bewildering levels of unfathomable absurdity." Read the full article here.