Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push

Kaynes Semicon’s strategic move into silicon photonics, quantum security, and neuromorphic chips signals India’s semiconductor strategy shifting from manufacturing to high-end tech. This will drive demand for upstream equipment, materials, and packaging, accelerating CPO and SiPh supply chain localization. Policy-wise, while government support raises compliance costs, it also opens new supply chain opportunities. Globally, this could pressure TSMC and Samsung to adjust their competitive positioning. Over the next 12–24 months, such developments may prompt multinational firms to reassess long-term investment returns in India, especially amid U.S.-China tech decoupling, positioning India as a key intermediary tech hub.