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China and India face considerable scope for cooperation in the field of AI: Indian venture capital veteran_我的网站

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    The view of Kolkata, India Photo: VCG
China and India have considerable scope for cooperation in the field of artificial intelligence (AI), as their AI capabilities are complementary in many respects, a senior Indian investor told the Global Times in an exclusive interview.
There is considerable scope for AI cooperation in areas that address common global challenges, including healthcare, education, agriculture, climate resilience, industrial productivity and scientific research, always within the policy frameworks established by the respective governments and international perspectives on responsible and secure AI, Mahendra Swarup, founder of VG Capital and former president of the Indian Venture and Alternate Capital Association, told the Global Times on Wednesday.
AI is likely to become one of the defining technologies of this century. India's strengths lie in software development, engineering talent, digital public infrastructure and entrepreneurial innovation. China has developed significant capabilities in AI applications, hardware, manufacturing and large-scale deployment. "These capabilities are complementary in many respects," Swarup said.
The veteran on the front line of India's venture capital investment sector made the remarks amid improving bilateral ties and a certain level of liberalization of Chinese investments in India.
Chinese investors have historically contributed to the growth of several successful Indian companies, especially start-ups. While investment activity has been moderated by regulatory developments over the past few years, there has always been underlying interest in the Indian market because of its long-term fundamentals, Swarup said.
"If the recent improvement in bilateral relations leads to greater regulatory clarity and business confidence, the Chinese investors will once again evaluate opportunities in India, although the general sentiment is one of cautious optimism," said Swarup.
Amid positive momentum in bilateral relations, Swarup noted rising opportunities for entrepreneurs from the two countries to engage in practical cooperation.
There are several areas where entrepreneurs from India and China could potentially complement each other's strengths, subject to the regulatory frameworks of different sectors in both countries, the investor said, highlighting areas including healthcare technologies, clean energy, electric mobility, advanced manufacturing, climate technologies, industrial automation, logistics and supply-chain innovation.
    Mahendra Swarup Photo: Chu Daye/GT
"In whichever sector the complementary strengths of both China and India can be brought together responsibly, they can create value not only for both countries but also for global markets," said Swarup.
India has recently shown signs of easing some long-standing restrictions on trade and investment with China, with Chinese experts saying that the move reflects the country's growing recognition of China's importance to its economic development, and a desire to create a more favorable environment for improving bilateral ties.
There has been a gradual policy adjustment, including easing restrictions on foreign direct investment (FDI) in e-commerce, allowing FDI from companies with Chinese ownership, The Hindu reported on August 1.
With India set to host a BRICS summit this year, Swarup also said that Indian and Chinese companies can work together to promote the interests of developing countries.
India and China are both major economies with significant experience in addressing the challenges of development at scale. Although each country has followed its own development path, there are areas where companies from both nations can contribute meaningfully to broader development across Asia, Africa and other emerging markets, Swarup noted.
There is considerable potential for collaboration in affordable healthcare, digital financial inclusion, renewable energy, agricultural technologies, education technology, infrastructure, supply-chain development and support for small and medium-sized enterprises. These are areas where scalable and affordable solutions can have a significant impact on improving livelihoods, the veteran said.
Partnerships that combine technology, entrepreneurship and long-term investment can help create solutions that are both commercially sustainable and socially impactful. "As two of the largest economies in the Global South, India and China have the opportunity to contribute positively to sustainable development through innovation, responsible investment and constructive commercial engagement," Swarup said.
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二 |     8月25日消息，据报道，涵盖6英寸、8英寸、12英寸的全系列硅晶圆产品近日迎来价格上调，涨幅一成起跳。这是自2021至2022年缺芯潮之后，硅晶圆行业时隔三年首次出现实质性全尺寸涨价。     此前的长协合同将价格锁在底部，随着2026年长协陆续到期，硅晶圆厂商终于打破价格枷锁。硅晶圆大厂台胜科透露，目前8英寸及12英寸产线均满载生产，近期8英寸市场需求明显增加。    这一轮需求回暖并非偶然，最大的增量来自AI算力爆发。

三 | 据日本硅晶圆巨头SUMCO测算，AI服务器对12英寸硅片的需求量是通用型服务器的3.8倍，而HBM对12英寸硅片的消耗是主流DRAM的3倍。    SUMCO预计，2026年AI相关应用对先进制程硅片的月需求将突破100万片，占全球12英寸硅片总需求的比例超过10%。与此同时，车用电子、工控及功率半导体等应用需求改善，也为中小尺寸硅晶圆提供了额外支撑。    供给端方面，全球硅晶圆市场高度集中，信越化学、SUMCO、环球晶等少数巨头占据主导地位。

四 | 硅晶圆扩产周期漫长，从设备采购到产能爬坡需18至24个月。    在2024至2025年的行业低谷期，主要制造商大幅削减资本支出，短期新增产能难以快速上线。    中国台湾三大硅晶圆供应商已释放明确涨价信号。环球晶表示，近期终端市场需求逐步改善，产业链库存调整较过去健康。台胜科已开始与客户沟通价格调整机制，看好下半年营运优于上半年。合晶也确认正积极与客户洽谈报价调整，目前市场供不应求。         SEMI数据显示，2025年全球半导体材料市场收入达732亿美元，同比增长6.8%，其中晶圆制造材料收入458亿美元。              

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Published on:02:04:12