TBH India going to sanctioned if they ever make meaningful inroad. Outsourcing some IV design to Bengaluru, Hyderabad, prune is not the same as if India wants to start stepping on leading edge fabrication money printing toes. But short/medium term, western semi projected to have 100,000s talent shortage so India probably best hope for western semi to stay staffed. VS PRC who is brrrting out enough talent for entire indigenous vertical semis supply chain.