How GenAI benefits India's semiconductor market

Standing on the edge of a significant transformation, India's semiconductor landscape is set to be influenced by the immense potential of Generative AI (GenAI), thereby positioning the nation as a critical player in the global semiconductor space. In this Financial Express article, Venkat Iyer, Vice President and Head of Manufacturing & Life Sciences Industry, India Business Unit, Capgemini, discusses the substantial benefits that GenAI offers for companies operating in the Indian semiconductor market. Visit this to learn more: bit.ly/3YjOm86 #GetTheFutureYouWant

Standing on the edge of a significant transformation, India's #semiconductor landscape is set to be influenced by the immense potential of Generative AI (#GenAI), thereby positioning the nation as a critical player in the global semiconductor space. In this Financial Express article, Venkatakrishnan Mani Iyer Vice President and Head of Manufacturing & Life Sciences Industry, #India Business Unit, Capgemini, discusses the substantial benefits that GenAI offers for companies operating in the Indian semiconductor market. Visit this to learn more: bit.ly/3YjOm86 #GetTheFutureYouWant

The increasing adoption of #AI and #GenAI has prompted a surge in demand for advanced semiconductor solutions. Our latest Capgemini Research Institute report, 'The semiconductor industry in the AI era: Innovating for tomorrow's demands', highlights the hurdles companies must address to meet this requirement and deliver more personalized and software-centric experiences. To push this development further, emerging opportunities like cutting-edge, sustainable fabrication methods, and investments in domestic sourcing and nearshoring must be capitalized on across the industry to meet the specialized needs of emerging applications. Discover more insights in this press release: bit.ly/3C07i2U #GetTheFutureYouWant #SustainableTechInnovation #AIDrivenSemiconductors

𝐑𝐢𝐬𝐢𝐧𝐠 𝐀𝐈 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐅𝐮𝐞𝐥𝐬 𝐒𝐮𝐫𝐠𝐞 𝐢𝐧 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐃𝐞𝐦𝐚𝐧𝐝, 𝐒𝐚𝐲𝐬 𝐂𝐚𝐩𝐠𝐞𝐦𝐢𝐧𝐢 𝐒𝐭𝐮𝐝𝐲 The Capgemini Research Institute’s report into the future of semiconductors ‘The semiconductor industry in the AI era: innovating for tomorrow’s demands’, published today, shows that rising AI and generative AI (Gen AI) adoption is causing a surge in demand for advanced semiconductor solutions. Despite its lead in innovation, confidence in the semiconductor industry’s ability to meet demand has been hindered by geopolitical tensions, international trade restrictions and the push for sovereignty 𝐑𝐞𝐚𝐝 𝐌𝐨𝐫𝐞 👉https://lnkd.in/gRBSXaG5 #TechInnovation #Capgeminireport #SemiconductorResearch #AIChips #DigitalTerminal | Capgemini |Brett Bonthron | Jyoti Janda | Rajeev Ranjan

The world's largest AI center ? Mukesh Ambani's Reliance Industries will build the world's largest AI data centre in Jamnagar, India. In partnership with Nvidia, it will bring high-end AI chips to meet the growing demand for these technologies. The project also strengthens India's semiconductor industry and shows India's ambition to be a leader in AI.

Semiconductors power the digital world. And as the world becomes increasingly digital, the demand for semiconductors continues to grow. A new report from Capgemini Research Institute, based on a survey of 250 executives from the semiconductor industry across Asia–Pacific, Europe, and North America, and another survey of 800 downstream executives from ten sectors, examines the semiconductor industry today as well as looking toward the coming years. #capgemini, #capgeminiinvent, #semiconductors, #halbleiter, #digitalization

#SiliconMeetsAI Attended #VLSID2025 Conference in Bengaluru as #Marvell delegate where main theme which came across various key-note sessions and panel discussions over two days was “How India can leverage the unique opportunity it has been presented with by having demography advantage, democracy, data and demand over next decades.” Here are some key points: ·        While AI itself is killer application for data consumption and compute, killer application for AI is not found yet. ·        Don't limit to design: define, design, and deploy. We need to build products in India, for India and which have life altering uses for humanity across the world. ·        In semiconductor industry, business talent is as important as technical talent. Productization mindset is as important as deep technical know-how. ·        While packaging domain/industry is considered boring and not as cutting edge, today’s reality is that packaging cost is sometimes more than die cost. SIP (System in Package) is the new buzz word.   ·        Industry’s success is based on Value/Cost. India semiconductor industry has been targeting denominator for a long time. Now lower cost talent pools are coming up in other developing countries. So Indian semiconductor industry must target numerator as well. Provide more value by starting ground-breaking innovation. ·        Partnerships between startups and universities are not being leveraged well in India currently. Big scope of improvement there. ·        Fail fast method may work for software industry but it doesn't work for semiconductors, as design cycles are longer. Patience is needed from government and investors. ·        For semiconductor industry usage, AI must be very accurate compared to consumer class AI, as there is no scope of mistakes in hardware. ·        We need to understand how to put system together. Best of people should go to hardware product design as well. ·        “Hierarchy is a killer for innovation”. Ideas need to be supported irrespective of where those are coming from. ·      There is huge opportunity of using Made-In-India components to transform Indian Systems: example Indian Railways and transmission losses being faced by Dis-coms (Electricity Distribution Companies) Last but not the least; this summary is not AI generated.

I love what Mukesh Ambani, whose Reliance Industries Limited is exploring AI tie-up with NVIDIA, told its CEO Jensen Huang : “India 🇮🇳 will be one of the biggest intelligence markets and it’s not only our aspirations but the raw gene pool and raw gene power and youth power that exists in India that is going to drive intelligence. Once we drive intelligence for our domestic market, we will use intelligent services beyond software to integrate with the rest of the world. Indians now will not only export CEOs to the world’s largest companies but hundreds of millions of Indians.” So India’s next big export — and gift — to the world will be not just ARTIFICIAL intelligence🤖 but sheer HUMAN intelligence 🧠 !

Marvell Technology is riding the AI boom, with custom AI chip demand pushing its stock to record highs. The company forecasts $1.8 billion in Q4 revenue, beating analysts' $1.65 billion estimate. Its data center segment alone doubled YoY to $1.1 billion, solidifying Marvell’s position as a leader alongside Broadcom in the custom chip market, projected to reach $45 billion by 2028. AI's rapid growth is reshaping industries, and custom chips are fueling innovation. What’s your take on their impact?

India possesses a wealth of design talent but lacks homegrown product companies. There is a critical need for more Indian companies to own and develop their semiconductor products. Check out this article on Entrepreneur India, where Jaswinder Ahuja discusses the crucial need for indigenous product companies in this sector, emphasizes the importance of fostering domestic innovation in chip design, collaborating with the global value chain, and explores the role of Artificial Intelligence in India's semiconductor future. He also highlights Cadence's commitment to India and its expansion plans. Read more at https://ow.ly/XZVv50SHLKx. #Cadence #EntrepreneurIndia #semiconductors #AI #innovation