In Quad’s Semiconductor Gambit against China, India Stands to Gain

Semiconductors gave become a domain of confrontation between the US and China. And then, the demand shock of COVID-19 led to a severe shortage of chips in automobiles, medical devices, and other sectors. And finally, fears of a Chinese takeover of Taiwan—which alone accounts for nearly 73 per cent of the world’s global contract chip manufacturing—have made countries scramble for alternatives. And so, from being at the margins of the technology policy agenda of several countries, semiconductors have become a primary focus area. Little wonder then that the first in-person Quad Summit meeting on September 24 had semiconductors on its agenda.