Technology
What is the real strategy for India to win in the global semiconductor industry?
It's not just about money; it's about mindset, market knowledge, and mastering the 'boring' details.
In the latest episode of Chai & Chips, I had the privilege of sitting down with GS Madhusudan, Co-founder & CEO of InCore Semiconductors (https://incoresemi.com/) – India’s first processor IP company. Madhu is one of the pioneers behind the Shakti RISC-V processor project.
This isn't just another high-level discussion. Madhu breaks down a complex national ambition into an actionable game plan.
Key takeaways from our conversation:
The 5 Verticals: Why we must stop treating semiconductors as one industry and start creating specific, measurable goals for Design, Product, Packaging, Foundry, and Equipment.
The 25/25 Formula: A bold and brilliant vision for India's immediate future - Capturing 25% of the world's sub-$25 chip market. This is where the real volume is.
Redefining Atmanirbharata (self-reliance): Madhu’s most powerful insight – "Atmanirbharata is not just doing stuff locally; it's believing in yourself." He argues that the cultural shift is as important as the capital investment.
Focus on the Foundation: Why success lies in mature nodes, building a robust supply chain, and fostering deep market empathy before chasing the bleeding edge.
This episode is essential listening for founders, policymakers, engineers, and investors in the #DeepTech and #MakeInIndia ecosystems.
Resources:
Find Madhu on LinkedIn: https://www.linkedin.com/in/gsmadhusudan/
Find Prakash on LinkedIn: https://www.linkedin.com/in/prakash-mallya/
Find Prakash on X: https://x.com/PrakashMallya