India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

India’s push toward semiconductor self-reliance is reshaping global supply chains through strategic investments in R&D, domestic design tools, and OSAT capabilities. These moves will erode the competitive moat of established players like TSMC and Samsung, while accelerating a shift in global chip design workflows. Policy support may increase compliance costs for foreign firms but also trigger retaliatory trade measures. Major players are likely to accelerate Southeast Asian expansion to mitigate geopolitical exposure. Within 12 months, if India achieves breakthroughs in key technologies, it could significantly impact global AI chip supply dynamics, especially amid rising demand for compute power.