<ul><li>India could emerge as a key beneficiary in the semiconductor value chain.</li><li>India accounts for just 0.1% of global semiconductor wafer capacity but makes up 6.5% of global chip demand.</li><li>Latest tariff hikes by the United States have accelerated efforts to diversify manufacturing beyond China.</li><li>India's initial focus on chip assembly, testing, and mature node fabrication supported by government initiatives and investments.</li></ul>

Trump Tariff Moves May Speed Up India’s Semiconductor Push, Says UBS

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