In a significant strategic shift, India is moving beyond its traditional role as a software outsourcing destination to become a leading player in the global deep-tech and semiconductor ecosystem. According to this EE Times analysis by Arun Kumar, Managing Partner at Celesta Capital, India is at an "inflection point" where domestic policy, massive talent scale, and a new generation of IP-focused founders are converging. With strategic initiatives like the $12 billion Research & Development Innovation (RDI) Scheme and the India Semiconductor Mission, the country is actively building the infrastructure needed to support sovereign capabilities in chips, quantum computing, and AI.

The article argues that India’s rise is not just a national victory but a necessity for global technology resilience. By acting as a cost-effective design powerhouse and a hub for hardware-AI convergence, India offers a critical "distributed model" for supply chains that reduces dependency on a narrow set of geographies. To fuel this growth, the newly formed India Deep Tech Alliance—a coalition including giants like Nvidia and Qualcomm—has already committed nearly $2 billion in patient, sector-specific capital. This transformation represents a move toward owning the core IP of modern electronics, inviting the global engineering community to view India as a vital, connected node in the world’s most advanced technology frontiers.