India, Jan. 1 -- As we move towards 2026, the semiconductor industry is undergoing a fundamental transformation, one that extends well beyond advances in chip manufacturing.

Artificial intelligence, software-defined architectures, and renewed innovation in analog and mixed-signal domains are reshaping how value is created across the semiconductor ecosystem. Silicon remains foundational, but it is no longer the sole determinant of competitiveness.

Historically, semiconductors have been viewed through the lens of cyclicality; periods of rapid expansion followed by sharp corrections. That pattern is now changing. Structural demand drivers such as artificial intelligence, cloud-scale computing, electrification of mobility, and pervasive con...