Semiconductor Geopolitics
Semiconductors sit at the intersection of technology, economics, national security, trade, and industrial policy. This page brings together my work on chip supply chains, India’s semiconductor strategy, and the geopolitics of technological interdependence.
Start here
When the Chips Are Down: A Deep Dive into a Global Crisis explains how semiconductors became a meta-critical technology and why chip supply chains now shape geopolitics.
Live tracker
The India Semiconductor Manufacturing Tracker monitors India’s fabs, ATMP/OSAT units, compound semiconductor projects, milestones, investment, slippage, and technical complexity.
Talks & Slides
India’s Semiconductor Strategy: A Policy Overview
Event: CHIDIPLO Paris Policy Dialogue on Semiconductor Industrial and Innovation Policy:What Works and What Does Not
Date: February 11, 2026
Selected Writings
44 pieces across blog posts, op-eds, and publications.
Investigating the Potential of Pax Silica
Blog · Apr 6, 2026
Why India’s semiconductor story is a work in progress
Op-ed · Hindustan Times · Feb 2026
India Formally Joins the Pax Silica
Blog · Feb 2026
Blog · Feb 2026
Blog · Dec 2025
Implications of H20 Sale Resumption to China
Blog · Jul 2025
Reconfiguring supply chains in a world where trust’s eroding
Op-ed · Moneycontrol · Jun 2025
China’s moves must recast India’s critical minerals push
Op-ed · The Hindu · Jan 2025
The shifting sands within global supply chains
Op-ed · The Hindu · Nov 2024
Chip-Sourcing: India’s Semiconductor Moonshot
Op-ed · The Diplomat · Oct 2024
How India is moving fast to becoming semiconductor ‘aatmanirbhar’
Op-ed · Firstpost · May 2024
A practical agenda for India-Australia semiconductor collaboration
Op-ed · ASPI – The Strategist · Apr 2024
The need to overhaul a semiconductor scheme
Op-ed · The Hindu · Jan 2024
Like Chandrayaan, India’s semiconductor push aims for the moon, but success is not guaranteed
Op-ed · Scroll.in · Jan 2024
A new book examines how India can set up new and world-class semiconductor facilities
Op-ed · Scroll.in · Dec 2023
Chandrayaan and Chips: Space Lessons for India’s Semiconductor Program?
Op-ed · CASI, University of Pennsylvania · Dec 2023
Chipmaking subsidies are not the answer to supply security worries
Op-ed · Nikkei Asia · Oct 2023
Learning from the CHIPS Act of the U.S.
Op-ed · The Hindu · Aug 2023
In the Chip War, US Has the Edge Over China
Op-ed · Hindustan Times · Aug 2023
Confronting Trade-offs for India’s Electronics Manufacturing Success
Op-ed · Centre on Asia and Globalisation, NUS · Jul 2023
A road map to propel US-India chips push
Op-ed · Hindustan Times · Jun 2023
AI Race Must Not Overlook AI Hardware
Publication · Takshashila Issue Brief · with Shrikrishna Upadhyaya · Mar 2023
Publication · Takshashila Publication · Jan 2023
Publication · Clingendael Report · Jan 2023
The US and China are battling for semiconductor supremacy
Op-ed · Hindustan Times · Oct 2022
Op-ed · Times of India · Sep 2022
India’s Semiconductor Push should Focus on Revamping the DLI Scheme
Op-ed · Hindustan Times · Jul 2022
Harnessing Trade Policy to Build India’s Semiconductor Industry
Publication · Takshashila Publication · with Arjun Gargeyas · May 2022
Harnessing Trade Policy to Build India’s Semiconductor Industry
Publication · Hinrich Foundation Report · with Arjun Gargeyas · May 2022
Harnessing trade policy to build India’s semiconductor industry
Op-ed · Hinrich Foundation · May 2022
What the Quad must do to build a resilient semiconductor chain
Op-ed · Times of India · May 2022
Complement to Succeed: A Case for India-Taiwan Collaboration on Semiconductors
Publication · Taiwan Asia Exchange Foundation · with Arjun Gargeyas · May 2022
The Semiconductor Question in the Russia-Ukraine Conflict
Publication · Takshashila Discussion Document · with Arjun Gargeyas and Aditya Prateek · Mar 2022
Are Government’s New Schemes For Semiconductors Enough To Make India Atmanirbhar?
Op-ed · Outlook India · Jan 2022
In Software-obsessed India, Hardware Finally Gets Place in the Sun
Op-ed · News18 · Dec 2021
India Needs a 20-Year Semiconductor Strategy
Op-ed · Hindustan Times · Dec 2021
The Quad Makes the First Siliconpolitik Move
Op-ed · ISAS, National University of Singapore · Oct 2021
In Quad’s Semiconductor Gambit against China, India Stands to Gain
Op-ed · News18 · Sep 2021
India’s Semiconductor Ecosystem: A SWOT Analysis
Publication · Takshashila Discussion SlideDoc · with Anup Rajput, Samparna Tripathy, Amol Sarin · Aug 2021
How to Beat China in the High-Tech Race
Op-ed · Times of India · Jun 2021
Siliconpolitik: The Case for a Quad Semiconductor Partnership
Publication · ISAS Working Paper · Apr 2021
China’s Semiconductor Gold Rush: A Reality Check
Op-ed · South China Morning Post · Nov 2020
How Covid-19 Changes the Geopolitics of Semiconductor Supply Chains
Op-ed · South China Morning Post · Jun 2020