Semiconductors
Fabs, packaging, materials and the equipment India cannot yet build.
30/100Sovereignty index
1Import-dependent layers
38Players (24 Indian)
5Recent developments
Value chain
Where India stands
Raw Materials1 · Nascent
Refining & Processing1 · Nascent
Components & Inputs2 · Emerging
Equipment & Capital Goods0 · Import-dependent
Manufacturing & Integration3 · Partial
Services & IP2 · Emerging
Dependency
Chokepoints
NVIDIA Corporation14 dependents
Taiwan Semiconductor Manufacturing Company3 dependents
Gallium3 dependents
Mishra Dhatu Nigam Limited3 dependents
ASML Holding NV2 dependents
Ecosystem
Key players
Advanced Micro Devices, Inc.USApplied Materials Inc.USASML Holding NVNLCentre for Development of Advanced ComputingINCG Power and Industrial Solutions LimitedINCG Semi Private LimitedINContinental Device India LimitedINCrystal Matrix LimitedINDefence Research and Development OrganisationINDefence Semiconductor / GaN-SiC Capability (chokepoint)INDesign Linked Incentive SchemeINGalliumCNHon Hai Technology GroupTWIndia Chip (HCL-Foxconn JV)INIndia Electronics and Semiconductor AssociationINIndia Semiconductor MissionINKaynes Semicon Private LimitedINLam Research CorporationUS
Activity
Recent developments
- 1 Jun 2026Capability / Tech[PUBLISHED·PAID] The Opportunity Beyond the Fab
- 1 May 2026Policy / RegulatoryNITI Aayog publishes 'Future of India''s Semiconductor Industry' (Vision 2035)
- 1 Feb 2026Policy / RegulatoryISM 2.0 announced in Union Budget 2026 — shift to ecosystem deepening
- 2 Jan 2026Dependency / SupplyChip-design tool dependency: EDA Big-3 >70% of market; India's C-DAC EDA grid subsidises foreign access
- 23 May 2025Constraint / ShockUS ordered Synopsys, Cadence, Siemens to halt EDA sales to China (May 2025); lifted Jul 2025