Industry Findings: Domestic compute strategy is shifting as policymakers and anchor projects strengthen local semiconductor assembly and test capacity. A significant policy milestone occurred when the Union Cabinet approved semiconductor project allocations and related support measures in Jun-2023, which signalled clear government backing for downstream capacity and supplier ecosystems. That decision nudged system architects to prioritise memory architectures that reduce import exposure while enabling scalable on-premise AI rigs for research and enterprise use. As procurement cycles lengthened to accommodate localisation clauses, integrators and data-centre operators began favouring memory modules with predictable qualification pathways and resilient supply profiles to avoid deployment delays and cost volatility.
Industry Player Insights: Indian industry shifts are guided by Samsung Electronics, Micron Technology, SK hynix, and Kioxia etc. Micron confirmed plans for a new assembly and test facility in Gujarat in Jun-2023 to address regional DRAM and NAND demand, expanding localised capacity and shortening supply lead times for Indian integrators. In a separate development, Samsung inaugurated an expanded semiconductor R&D facility in Bengaluru in Feb-2024 to accelerate component validation and developer outreach. Together these vendor actions increased local access to qualified memory formats and reduced the time systems teams need to certify memory stacks for AI workloads.