Chip Talk > New Leadership and Challenges: India and the EU in the Semiconductor Scene
Published April 28, 2025
New Leadership and Challenges: India and the EU in the Semiconductor Scene
The semiconductor industry, a crucial part of the global technology economy, is seeing significant shifts. A recent development in India and an eye-opening report from the European Union point to dynamic changes and challenges on a regional scale.
India has embraced a new leadership with Amitesh Kumar Sinha being appointed as the CEO of the India Semiconductor Mission (ISM). His extensive background in electronics policy and incentives is critical as the country embarks on the second phase of ISM. This initiative is integral for India as it seeks to bolster its semiconductor industry standing globally. With a clear focus on policy frameworks and investment incentives, Sinha's leadership could potentially set a new trajectory for India's tech landscape in this domain.
On the other side of the globe, the European Union is experiencing a challenging period within the microchip sector. According to a European Court of Auditors report, the EU is expected to fall short of its ambition to capture a fifth of the global microchip market. Despite the passage of the 2023 Chips Act designed to boost production within the bloc, the EU faces significant hurdles, including high energy costs and a shortage of skilled labor.
The contrast between these two reports highlights the diverse challenges and strategic approaches in the semiconductor industry globally. For professionals in the semiconductor IP space, India’s continued development could present new opportunities for collaboration and growth in silicon innovation. However, the EU's lag highlights the importance of realistic assessments and robust strategic frameworks to overcome systemic challenges and stay competitive.
With these developments, semiconductor IP professionals should keep a keen eye on both regions. India’s upward trajectory offers new potential for innovation partnerships, while the EU's lessons serve as a reminder of the complexity in maintaining and growing a semiconductor industry amidst moving geopolitical and economic goals.
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