Electronics Electrical Equipment Industry Analysis
India eases HVDC localisation rules, sets timeline to reach 60% local content by 2035
India mandates 60% local HVDC content by 2035, boosting domestic power equipment manufacturing and reducing import dependence.
Impact: 6/10
AI-led demand to drive sharp surge in semiconductor revenues: Goldman Sachs
AI chip boom to unlock $100B+ opportunity for India's semiconductor and IT sectors by 2026
Impact: 8/10