India, Dec. 5 -- The semiconductor industry stands at a historic inflection point. As artificial intelligence accelerates across sectors, the demand for computing power and the energy to sustain it is surging at an unprecedented pace.

For India, this moment offers both opportunity and urgency: to bridge gaps in the value chain, embrace sustainability, and build a resilient ecosystem that can leverage this opportunity to develop a semiconductor manufacturing base, innovate and compete globally.

Inflection 1: AI and energy - From sustainability to sustainable abundance

AI's appetite for computing is rewriting the global energy demand curve. Today, data centers already consume nearly 2% of global electricity, and forecasts suggest this co...