Semiconductors
Fabs, packaging, materials and the equipment India cannot yet build.
30/100Sovereignty index
1Import-dependent layers
98Players (48 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
3D Glass SubstratesINAdvanced Micro Devices, Inc.USAir LiquideFRAir ProductsUSAmber Enterprises IndiaINAmkor TechnologyUSAndes TechnologyTWApplied Materials Inc.USASE TechnologyTWASML Holding NVNLCadence Design SystemsUSCentre for Development of Advanced ComputingINCG Power and Industrial Solutions LimitedINCG Semi Private LimitedINCMP slurries and padsContinental Device India LimitedINCrystal Matrix LimitedINDefence Research and Development OrganisationIN
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
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 ↗