India’s semiconductor ambitions are often described as a technology story. Increasingly, they look like something deeper: a shift from software to industrial capability, from talent to ecosystems, and from participation in global supply chains to becoming indispensable within them.
As Asia accelerates the deployment of connected infrastructure, IoT is evolving from consumer technology into a new layer of geopolitical power. The future of digital influence may depend less on screens and platforms — and more on who controls the systems sensing the physical world.
China’s rapid push into photonic technologies signals a shift from the semiconductor race to a deeper infrastructure contest. As AI strains the limits of electricity, light-based computing, optical networks and quantum communication emerge as the foundations of future technological power.
