Domestic demand, labour supply give India structural advantage in semiconductor push: Bain & Co

Economic Times - Sep 19, 2026

India's strong domestic demand and demographic dividend give it an advantage in the global semiconductor race, but access to core technology remains a key hurdle, said Balaji Thirumalai, Partner and India Head of Semiconductors and Electronics Manufacturing Practice at Bain & Company. He said Semicon 2.0's focus on talent, fabs, OSATs, design, equipment and materials is needed to build a complete ecosystem.

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