Commentary
Find our newspaper columns, blogs, and other commentary pieces in this section. Our research focuses on Advanced Biology, High-Tech Geopolitics, Strategic Studies, Indo-Pacific Studies & Economic Policy
Securing India’s Cyberspace from Quantum Techniques
By Arjun Gargeyas and Sameer Patil
Last month, there were reports that the Indian Army is developing cryptographic techniques to make its networks resistant to attacks by systems with quantum capabilities. The Army has collaborated with industry and academia to build secure communications and cryptography applications. This step builds on last year’s initiative to establish a quantum computing laboratory at the military engineering institute in Mhow, Madhya Pradesh. With traditional encryption models at risk and increasing military applications of quantum technology, the deployment of “quantum-resistant” systems has become the need of the hour.
How the TTC Agreement with the EU can help India shape Global Tech Ecosystems
By Arjun Gargeyas
Earlier this year, Prime Minister Narendra Modi met with the European Union President Ursula von der Leyen and announced the setting up of the India-EU Trade and Technology Council (TTC). The joint statement released by the two leaders on the launch of the council described the TTC as a body that was responsible for the “strategic coordination mechanism [that] will allow both partners to tackle challenges at the nexus of trade, trusted technology and security, and thus deepen cooperation in these fields between the EU and India”. Since the official press release of the TTC, there have been no more follow-up announcements or movement on the front. This has raised questions about how the Council should function and its role in determining the technology trade agreements between the two entities. What would be the methods of cooperation and the focus areas for India and the EU? These still remain to be answered and delved into.
India needs a Holistic and Effective ‘Techplomacy’ Strategy
By Arjun Gargeyas
Technological advancements in the 21st Century have heightened the role of technology in the diplomacy arena. Technically adept nation-states are developing their own strategies to integrate technology with their foreign policy and diplomatic initiatives. But how can technology be used as a credible diplomatic plank by the Indian State to further its national and geopolitical interests? The Indian state needs to address the ability to utilise technology as a credible foreign policy and diplomacy tool.
How India Can Use Technology as a Strategic Tool to Advance Its Interests
By Arjun Gargeyas
In the current Information Age, technology has become a ubiquitous part of every country’s society. Citizens are empowered in a wide range of ways with improved access to technology, states’ economic sectors are transitioning into the digital space, and tech development has been outpacing regulations and governance regularly. This is the era where technology is becoming a strategic tool for the state to drive growth and protect its interests. India, as a fledgling and rising technological power, has the ability to leverage technology for the greater good. The Indian state should now start viewing technology and its adoption from a more strategic lens. But how can India use ‘technology’ to tackle existing problems as well as try to deploy it as a prospective solution in key areas of governance?
How India Can Use Its G-20 Presidency To Build A Techno-Democratic Alliance
By Arjun Gargeyas
In the year 2023, India will have the opportunity to preside over one of the key international alliances, i.e. G-20. The G-20 remains an elite group of economically and technologically developed nations which control the global economy in the current scenario. India’s presidency next year offers an opportunity for the government to set critical agendas for the group. One of the key areas that India can focus on as part of its presidency can be technology and bringing like-minded states together on the technological front. Considering the primacy of technology in both the economic and foreign policy realm, it is in India’s interest to push for an alliance between techno-democracies to regulate and govern the use of critical technologies in the future.
The Chip4 Alliance Might Work on Paper, But Problems Will Persist
By Arjun Gargeyas
U.S. President Joe Biden recently added his signature to the CHIPS and Science Act 2022, officially enacting legislation on emerging technologies, especially semiconductors. Apart from focusing on building the United States’ semiconductor manufacturing capabilities, the legislation makes a note of the U.S. cooperating with like-minded allies to build a robust semiconductor supply chain. One such alliance is speculated to be the Chip4 Alliance, which would comprise the U.S., Taiwan, South Korea, and Japan, a partnership proposed by Washington in March. U.S. House Speaker Nancy Pelosi’s recent meeting with semiconductor industry leaders in Taiwan has accelerated conversations about this new U.S.-Asian semiconductor partnership.
What a Taiwan Crisis Means for the Global Chip Race
By Arjun Gargeyas
With the Chinese state showcasing aggressive responses to Nancy Pelosi’s recent Taiwan visit, one begins to wonder whether another Taiwan Straits Crisis is on the horizon. A question to address in case of another crisis is the effect it might have on the global semiconductor and electronics supply chain. With the world slowly recovering from a chip shortage and the industry ramping up supply to pre-pandemic levels, can we afford another supply chain shock to the industry? With Taiwan and China being integral aspects of the global semiconductor ecosystem, how will increased cross-strait tensions affect the industry? If there is eventually a military offensive launched, what will the end result look like for the industry?
SMIC’s New 7nm Chip Should Worry West — But There’s A Way Out
By Arjun Gargeyas
There were recent reports that Semiconductor Manufacturing International Corporation (SMIC), China’s biggest semiconductor foundry and fabrication facility has developed a chip using a 7nm technology node indigenously. The new chip, a leading-edge node (in terms of the number of transistors fitted on the chip itself) as per the TechInsights report, has been developed by SMIC for MinerVa Semiconductor, a semiconductor design company registered in Canada but with Chinese directors at the helm. The chip has been specifically designed and manufactured for the mining of the cryptocurrency, Bitcoin. The report also suggests that SMIC plans to use the process technology to develop other products at the same node in the future.
For India-US iCET Partnership, China Is One of Many Challenges
By Arjun Gargeyas
Recently, two of the world’s established technological powers, the United States (US) and India, decided to further bolster their positions by enhancing cooperation in the technology domain. US President Joe Biden and Prime Minister Narendra Modi’s meeting resulted in the announcement of the Initiative on Critical and Emerging Technologies (iCET) to expand the existing partnership between the two states in specific strategic technology sectors. The concept of building tech alliances with the help of like-minded techno-democracies has brought together multiple states in the recent past. The iCET looks like just an extension of the existing bilateral cooperation in the technology sector between the two countries.
What we Should Learn from China's Use of Technology as a Tool of Foreign Policy
By Arjun Gargeyas
Immense state support, coupled with the rise of domestic technology giants, has made China a major power competing to secure technological space with other powers like the US and Europe. There is also the issue of how the Chinese state has been actively promoting and exporting its technology infrastructure beyond its borders, thereby increasing its sphere of influence. This expansion of the technology-oriented Sinosphere has made other states take cognisance and try to increase their diplomatic outreach to counter China’s ever-increasing growth. But how has China been so successful in utilising technology as a credible foreign tool? What lessons does China’s aggressive ‘techplomacy’ offer to other technological powers?
The New CHIPS Bill Raises More Questions Than it Answers for the US
By Arjun Gargeyas
Last week, the US Senate decided to advance a bill to promote and support semiconductor chip manufacturing in the country. The bill, known as the CHIPS Act, is an extension to the previous year’s legislation passed by the Senate which approved a $250 billion bill to reinforce US chip-making to compete with the growing clout of China. But how much can the CHIPS Act achieve the goals and objectives that the US government intends to? Will there be any unintended consequences and unfavourable effects that might arise from the Act itself?
India’s Semiconductor Push should Focus on Revamping the DLI Scheme
By Arjun Gargeyas and Pranay Kotasthane
Announcing that India needed a long-term vision for building its semiconductor ecosystem, the minister for electronics and information technology, Ashwini Vaishnaw, unveiled four different schemes covering all areas of the semiconductor supply chain. One of these was the Design Linked Incentive (DLI) scheme that aimed at cultivating and building on India’s expertise in semiconductor design. Given India’s comparative advantage in human capital, DLI is a welcome change from focusing solely on chip manufacturing. However, six months after the updated semiconductor policy created ripples in the industry, the traction for DLI scheme has been underwhelming.
Why China's Post Pandemic Semiconductor Rise is Essential to Watch Out for
By Arjun Gargeyas
Just around a couple of weeks back, Bloomberg came out with a report focusing on the growth of China’s chipmaking prowess and its stature in the global semiconductor ecosystem. As per the data presented by Bloomberg, over 95 per cent (19 out of the top 20) of the fastest-growing semiconductor firms over the last four quarters have been from China alone.
Focus on Innovation in Semiconductor Technology Will Boost Defence Manufacturing
By Arjun Gargeyas
The Ministry of Defence (MoD) has prepared a list of around 209 military items on which import embargos would be placed after a specific amount of time. This is to provide opportunities for the local industry to manufacture these items. There is also the support of the defence sector in building long-term strategic partnerships with global equipment manufacturers for technology transfers to help Indian manufacturing infrastructure and supply chains. The increased focus on semiconductor manufacturing by the government also comes into the picture here. With the government curating policies to encourage defence manufacturing and start semiconductor manufacturing in the country, this is the time for a confluence of both in India’s national interest.
Why India, EU Should Prioritise Removing Existing Bottlenecks in Trade and Technology Pact
By Arjun Gargeyas
As technology remains a critical factor in advancing countries’ economies, there is also a quest for improving the accessibility of these critical technologies. The recently announced Europe-India Trade and Technology Council (TTC) Agreement is an attempt to have easier access of key technologies to both actors. The agreement seeks to improve the cross-border flow of technology goods and services between the two entities. An area of focus would be the existing and potential trade barriers that might impact the agreement. These barriers need to be addressed if the agreement can yield tangible results for the growth of the technology sector in India and Europe.
How China’s National Computing Network will be a Game Changer
By Arjun Gargeyas
Recently, the Cyberspace Administration of China unveiled an ambitious ‘National Computing Network’ initiative to address regional technological imbalances and develop a connected computing grid infrastructure across the country. Based on the concept of “Eastern Data and Western Computing”, the project proposes setting up clusters of computing resources in China’s less technologically developed western region, to form an integrated network with data centres in the more technology-oriented eastern cities.
In an Era of Cyber Wars, India needs a Fortified Computing Ecosystem
By Arjun Gargeyas
Advanced mechanisms have taken over the field of computing, with nation-States, along with private companies, embroiled in a high-stakes race to increase indigenous computing power for economic and strategic purposes. With India’s data generation at an all time high, there is a need to improve computational capabilities by using advanced computing technologies. Recent progress by the State has showcased the government’s intent. But a holistic strategy is in need to facilitate its further advancement.
For World to View India’s Potential as Semiconductor Powerhouse, We Need Targeted Trade Policies
By Arjun Gargeyas
India faces a tough task ahead: to show its commitment to building the semiconductor industry. Industrial policies with capital may attract investments and potential bids, but favourable trade policies and a conducive business environment can ensure the completion of the projects and yield results. In the long run, this approach can attract more international semiconductor firms. India can be closer to its goals by adopting the following policy recommendations. To begin with, India must change its approach to foreign trade policy and make it more accommodating to the technology sector. The government can then focus on developing a comprehensive trade policy suited or catered to the semiconductor industry itself.
West’s Russia Model Won’t Work with China: Why Tech Sanctions Alone Cannot Deter Dragon
By Arjun Gargeyas
The tech sanctions on Russia would have a devastating impact on its economy and affect the domestic market’s accessibility to basic technology goods. But if there is Chinese aggression against Taiwan in the near future, can these sanctions work? Will tech sanctions serve as a credible tool to deter or even punish the Chinese state from conducting their own military operations across the Taiwan straits? For a technologically advanced state such as China, will these targeted sanctions have any impact on its tech economy? China is much more integrated into the global economy and supply chain. And, that makes it much more difficult to have broad-based sanctions against China unlike those against Russia; it also makes sanctions far more costly for China because it has much more to lose.
A Road Map for Quad’s Emerging Technology Working Group
By Arjun Gargeyas
The second in-person summit of Quad is all set to be held in Japan on May 24. The leaders of the four countries are expected to announce future partnerships and projects across various sectors. As many as 12 working groups have been created thus far as part of the Quad grouping. Among them is the critical and emerging technology working group that was established in March 2021 to foster technological collaboration. Here are the three main areas of focus that Quad should focus on to create an immediate impact in the technology domain: