#StructuralGrowth

Normal Guy @Normal_2610

India is building chip factories for very first time, Government put $20 billion into this so far Biggest project is Tata factory in Dholera, Gujarat that will start making chips by late 2026. These are 28nm chips used in cars, smart devices, and industrial machines. Micron from America already opened its packaging plant in Sanand. Kaynes makes 6 million chips daily there now. India is not competing with Taiwan on tiny 3nm chips. It makes older chips that every industry needs and where supply runs short globally. India's data center space grew 5 times in 5 years. Current capacity is around 2GW. Jefferies says this can grow another 5 times to 10GW by 2031. That means $45 billion in new spending on power systems, cooling, and buildings. Big cloud companies like AWS and Google drive 60% of demand. Solar manufacturing is expanding too. India makes solar panels at 210GW capacity and solar cells at 35GW capacity. Government wants 90% of solar parts made locally by 2030. But raw materials like polysilicon and wafers still come from China. What going on in Middle East will nudge be the tailwind for data center in India :) Even US gone to Australia for data center India now has private companies building rockets and satellites. Skyroot launched India first private rocket into orbit on July 18 from Sriharikota. Pixxel raised $100 million for satellites that photograph Earth in great detail. Over 400 space startups exist in India now with $870 million in funding. Aerospace exports keep growing separately. Boeing and Airbus buy nearly $2 billion worth of parts from Indian companies every year. Tata builds C295 military planes for Airbus at its Vadodara factory. Defence exports reached ₹38,424 crore in FY26. Next 10 year will be the opportunity of disruption and in disruption the chance of making wealth is higher and losing too