Indian Semiconductor Ecosystem

Описание: As of January 2026, the Indian semiconductor ecosystem has transitioned from a vision to a massive industrial reality. The "Mother of All Deals" with the EU further accelerates this by opening European markets to Indian-designed and manufactured chips.Here is the current state of the ecosystem:🏗️ The Infrastructure: "Fab-Four" ReadinessFor the first time in India’s history, four semiconductor plants are scheduled to begin commercial production within this year (2026). This is nearly two years ahead of the original government timeline.Project / CompanyLocationStatus (Jan 2026)Focus AreaMicron TechnologySanand, GujaratProduction LiveAdvanced Memory (DRAM & NAND) packaging.Tata ElectronicsDholera, GujaratConstruction ~75%First major 300mm Fab; 28nm to 90nm nodes.Tata ElectronicsMorigaon, AssamEquipment InstallATMP (Assembly/Testing) for AI and EVs.CG Power (Renesas)Sanand, GujaratPilot PhaseSpecialized chips for automotive and industrial IoT.Kaynes TechnologySanand, GujaratPilot PhaseOSAT (Outsourced Semiconductor Assembly & Test).🔬 ISM 2.0: The Next PhaseThe Government is set to launch India Semiconductor Mission (ISM) 2.0 by March 2026. While the first phase focused on "Big Fabs," Phase 2 aims at the "Deep Ecosystem":MSME Integration: Incentives for domestic suppliers of high-purity gases, chemicals, and specialized machinery.Raw Materials: Developing local supply chains for silicon wafers and photoresists to reduce reliance on imports.Advanced Nodes: A roadmap to move from current 28nm nodes toward 7nm by 2030 through partnerships with global leaders like IBM and ASML.💻 The Design RevolutionWhile manufacturing is the new frontier, India’s "secret sauce" remains its design talent.DLI Success: The Design-Linked Incentive (DLI) scheme has already supported 24 startups, with some achieving successful "tape-outs" (finalizing chip designs) at advanced 12nm nodes.Indigenous Chips: Projects like the DHRUV64 processor are now powering domestic servers and IoT devices.Talent Pool: Over 85,000 engineers are currently being trained under a specialized VLSI curriculum designed by AICTE to ensure a steady workforce for the new fabs.🌐 Strategic Global AlignmentThe ecosystem is now heavily integrated with global partners:The EU Deal: Provides a "green channel" for Indian chips into European automotive and aerospace sectors.The "ASML Factor": India’s Dholera Fab is now utilizing cutting-edge lithography tools from the Netherlands, placing India in an elite club of nations with advanced manufacturing equipment.US-India iCET: Continued collaboration on resilient supply chains to act as a "China+1" alternative.Key Statistic: By 2029, India aims to design and manufacture 70–75% of its domestic chip demand, with the industry projected to be a major global hub by 2035.