The Hindu | Deepening India’s Steps as a Key Space-faring Nation

India has set ambitious goals for its space programme in the next two decades. These goals hinge on powerful, reusable rockets such as the Indian Space Research Organisation (ISRO)’s upcoming Next Generation Launch Vehicle (NGLV). In addition to the NGLV, India must tap into its private sector to develop more such rockets in order to secure strategic autonomy in its access to outer space.

By Ashwin Prasad

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Deccan Herald | Private sector push for India’s open-source challenge

Zerodha’s recent announcement to commit $1 million for open-source software is a shot in the arm for researchers. But India’s private sector needs to do more.

By Arindam Goswami and Lokendra Sharma

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News18 | ‘Catching’ Innovation: What India Can Learn From SpaceX’s Latest Triumph

Embrace risk, support long-term thinking, and create ecosystems that turn ambitious dreams into reality.

What would an Indian SpaceX look like? Perhaps it’s not in space at all, but in renewable energy, biotechnology, or quantum computing. The key is that ambitious innovators need an environment where they can take big risks, fail fast, and keep pushing boundaries. This means rethinking everything, from our bankruptcy laws to our education system. We need to transform India’s innovation ecosystem from a permission-based system to a performance-based one, and move away from subjective approvals to objective criteria, much like how SpaceX operates under clear FAA guidelines rather than case-by-case permissions.

By Arindam Goswami and Ashwin Prasad

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Moneycontrol | Canada's inclusion of India as cyberadversary is a deliberate political move; here’s why

A perusal of Canada’s ‘National Cyber Threat Assessment 2025-2026’ report against the backdrop of the current India-Canada relations indicates that India’s inclusion as a cyberadversary is a deliberate last-minute political decision

By Lokendra Sharma

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Deccan Herald | A Strategic Thrust To Space Beyond Borders

As space activities grow beyond the traditional state-led programs, policy is beginning to catch up. On October 17, the US government eased space-related export controls to expand its commercial sector's reach. However, trade liberalisation in the space sector should evolve beyond allowing hardware sales. International cooperation between the US and its allies can distribute the space technology supply chains beyond national borders across trusted geographies. When spread across globally, technology development will reduce costs, enable specialisation, facilitate innovation, increase production rates and promote geopolitical stability on Earth and beyond.

By Ashwin Prasad

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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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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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The Diplomat | The US Can Accelerate India’s Rise as a Legacy Chip Hub

Friendshoring supply chains for legacy chips to countries like India is likely the most feasible long-term solution for the West in the face of China’s dominance.

By Satya Sahu and Amit Kumar

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The Print | 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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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.

Read the full article here.

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.

Read the full article here.

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?

Read the full article here.

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.