Applied Materials commits $5B as the Tata Dholera Fab enters cleanroom fit-out for Dec 2026 trial runs. We audit India’s 28nm equipment and supply chain.
Goldman Sachs identifies 42 Indian AI Enabler stocks up 60% YTD vs Nifty -12%. Deep-dive: exact order books, sector layer performance (40-80%), government policy stack, and structural vulnerabilities.