L&T CEO Sandeep Kumar Charts Custom AI Chip Path

Sandeep Kumar, CEO of L&T Semiconductor, said today that the company’s core thrust is to develop customized chips to power India’s sovereign AI ecosystem.

He made it clear that L&T Semiconductor is moving beyond standard solutions and focusing on purpose-built silicon designed for India’s specific technology and security needs.

Kumar emphasized that generic chips often fail to deliver optimal efficiency for specialized workloads. By designing custom chips, the company aims to improve performance, cut power consumption, and support critical sectors such as defense, financial services, agriculture, mobility, communications, and large data centers.

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He pointed to a sharp imbalance in the digital economy. India generates nearly 20% of global data but stores only around 2% within its borders and captures just 0.2% of the value created from it. According to him, building a sovereign AI stack anchored by domestic chip design is essential to bridge that gap and strengthen control over national data.

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The push by L&T Semiconductor also carries a strong security angle. As AI and quantum computing advance, cyber threats are expected to grow faster and more complex. Developing homegrown semiconductor capabilities, along with servers and computing systems, is seen as critical to protecting infrastructure and sensitive information.

Under Sandeep Kumar’s leadership, the company is positioning itself as a key player in India’s semiconductor mission, aiming to create high-value, customized chips that power a secure and self-reliant AI future.