Semiconductors
Fabs, packaging, materials and the equipment India cannot yet build.
27/100Sovereignty index
1Import-dependent layers
264Players (152 Indian)
7Recent developments
Value chain
Where India stands
Raw Materials1 · Nascent
Refining & Processing1 · Nascent
Components & Inputs2 · Emerging
Equipment & Capital Goods0 · Import-dependent
Manufacturing & Integration2 · Emerging
Services & IP2 · Emerging
Dependency
Chokepoints
NVIDIA Corporation14 dependents
DHL Global Forwarding India8 dependents
Thermax Limited8 dependents
DISCO Corporation7 dependents
Heraeus Precious Metals — Bonding Wire7 dependents
Mitsui High-tec Inc.7 dependents
Ecosystem
Key players
3D Glass Solutions Inc. (3DGS)US3D Glass SubstratesUSAarti Industries — Electronic Materials DivisionINAarti Industries — Specialty ChemicalsINAdani Logistics LimitedINAdani Total Gas LtdINAditya Birla ChemicalsINAdvanced Micro Devices, Inc.USAdvanced Research Chemicals (ARC)INAdvanced System in Package Technologies Pvt Ltd (ASIP)INAdvantest CorporationJPAir LiquideFRAir Liquide IndiaINAir ProductsUSAir Products — Electronic GasesUSAir Products IndiaINAixtron SEDEAmber Enterprises — EMS DivisionIN
Activity
Recent developments
- 31 Jul 2026Policy / Regulatory[GOI WATCH] DoT-Madhya Pradesh MoU: India's first Telecom Manufacturing Zone at Gwalior
- 31 Jul 2026Policy / Regulatory[GOI WATCH] Cabinet approves Semicon 2.0 with Rs 1,27,500 crore outlay
- 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
Evidence
Primary sources
roadmap · 2026Future of India's Semiconductor Industry (10-yr roadmap)NITI Aayog ↗report · 2026India Semiconductor Mission 2.0 — PIB backgrounderPIB / MeitY ↗scheme-guidelines · 2025Electronics Component Manufacturing Scheme (ECMS) — GuidelinesMeitY ↗notification · 2025ECMS — Gazette NotificationMeitY ↗scheme-guidelines · 2023Modified Scheme for setting up Semiconductor Fabs in India — GuidelinesMeitY / ISM ↗scheme-guidelines · 2023Revised Guidelines — Compound Semiconductors & ATMP/OSAT facilitiesMeitY ↗scheme-guidelines · 2021Design Linked Incentive (DLI) Scheme — GuidelinesMeitY / C-DAC ↗scheme-guidelines · 2020SPECS — Scheme GuidelinesMeitY ↗notification · 2020SPECS — Gazette Notification (English)MeitY ↗report · 2024MeitY Annual Report 2024-25MeitY ↗policy · 2024Semicon India Programme (₹76,000 cr) — PIB notePIB / MeitY ↗policy · 2024About SemiconIndia ProgrammeISM / MeitY ↗