Semiconductors Electronics Industry Analysis
CG Power arm Axiro, MPower invest in Japanese AI chipmaker EdgeCortix
Indian conglomerates bet on Japanese AI chip innovation, signaling India's pivot toward semiconductor self-reliance and GenAI infrastructure
Impact: 6/10
Big Tech giants to spend more on capex than payouts in 2026 amid AI boom: HSBC
Tech giants prioritizing AI capex over shareholder returns will reshape India's tech talent demand and create supply chain opportunities.
Impact: 6/10