Pillar map
Semiconductors
India is funding the fab, but roughly 65% of the value chain — the eight upstream streams and their chokepoints — is still imported.
The stack
Where the value sits
Each layer and the chokepoints inside it, coloured by where India stands.
Semicon 2.0 Ecosystem
Indian capabilitySemiconductor Materials (opportunity stream)Semiconductor Industrial Software (opportunity stream)Semiconductor Testing (opportunity stream)Semiconductor Fab Automation (opportunity stream)Semiconductor Precision Manufacturing (opportunity stream)Semiconductor Advanced Packaging (opportunity stream)Semiconductor Chemicals (opportunity stream)Semiconductor Equipment (opportunity stream)
Semiconductor Advanced Packaging
Indian capabilitySemiconductor Equipment
ContestedSemiconductor Testing
Indian capabilitySemiconductor Fab Automation
ContestedSemiconductor Industrial Software
Contested Indian capability Foreign-controlled Global / neutral
Who holds the veto
Chokepoints
Who controls each layer, and how much — ranked by concentration.
ControllerLayer / inputShareNote
Synopsyscontrols Electronic design automation (EDA) software31%~31% of the global EDA market; Big-3 control >70%.
Cadence Design Systemscontrols Electronic design automation (EDA) software30%~30% of the global EDA market; Big-3 control >70%.
Siemens EDAcontrols Electronic design automation (EDA) software13%~13% of the global EDA market; Big-3 control >70%.
Defence Research and Development Organisationcontrols Defence Semiconductor / GaN-SiC Capability (chokepoint)—
ASML Holding NVcontrols Lithography systems—Dominates advanced lithography; India ~99% import-dependent on litho.
Fujifilm Electronic Materialscontrols Photoresist—Part of the Japanese photoresist oligopoly (~87-91 percent combined).
The ecosystem
Players by role
Foreign incumbents (36)
Advanced Micro Devices, Inc.Air LiquideAir ProductsAmkor TechnologyAndes TechnologyApplied Materials Inc.ASE TechnologyASML Holding NVCadence Design SystemsDuPontEntegrisFujifilmFujifilm Electronic MaterialsFujimi IncorporatedHon Hai Technology GroupInfineon TechnologiesJCET GroupJSR CorporationKLA CorporationLam Research CorporationLindeMerck KGaANVIDIA CorporationonsemiPowerchip Semiconductor Manufacturing CorporationRenesas Electronics CorporationROHM SemiconductorShin-Etsu ChemicalSiemens EDASiFiveSTMicroelectronicsSynopsysTaiwan Semiconductor Manufacturing CompanyTokyo Electron LimitedTokyo Ohka KogyoWolfspeed
Indian challengers (20)
3D Glass SubstratesAmber Enterprises IndiaCG Power and Industrial Solutions LimitedCG Semi Private LimitedContinental Device India LimitedCrystal Matrix LimitedDixon TechnologiesInCore SemiconductorsIndia Chip (HCL-Foxconn JV)Kaynes Semicon Private LimitedKaynes Technology India LimitedMindgrove TechnologiesNational Aluminium Company LimitedSectrioSemi-Conductor LaboratorySiCSem Private LimitedSyrma SGS TechnologyTata Electronics Private LimitedTata ElxsiTata Semiconductor Manufacturing
Facilities & anchors (5)
Schemes & agencies (13)
Centre for Development of Advanced ComputingDefence Research and Development OrganisationDesign Linked Incentive SchemeElectronics Component Manufacturing SchemeIndia Electronics and Semiconductor AssociationIndia Semiconductor MissionMinistry of Electronics and Information TechnologyMinistry of MinesNational Critical Mineral MissionScheme for Promotion of Manufacturing of Electronic Components and SemiconductorsSemicon 2.0Semicon India ProgrammeSPECS
Streams & inputs (22)
CMP slurries and padsDefence Semiconductor / GaN-SiC Capability (chokepoint)Electronic design automation (EDA) softwareGalliumLithography systemsMetrology and inspection toolsOSAT / ATMP servicesPhotoresistRISC-V processor IPSemicon 2.0 EcosystemSemiconductor Advanced Packaging (opportunity stream)Semiconductor Chemicals (opportunity stream)Semiconductor Equipment (opportunity stream)Semiconductor Fab Automation (opportunity stream)Semiconductor fab equipmentSemiconductor Industrial Software (opportunity stream)Semiconductor Materials (opportunity stream)Semiconductor Precision Manufacturing (opportunity stream)Semiconductor Testing (opportunity stream)Silicon carbide (SiC) devicesSpecialty process gasesSpecialty Semiconductor Gases and Photoresist
The moat
Where this pillar connects
Cross-pillar links only Techadyant can show — one graph, not five silos.
- Ministry of Minesowns / controlsIREL (India) Limitedcritical minerals
- Ministry of Minesowns / controlsMineral Exploration and Consultancy Limitedcritical minerals
- Ministry of MinesregulatesGeological Survey of Indiacritical minerals
- National Critical Mineral Missioninvests inGeological Survey of Indiacritical minerals
- Ministry of Minessubsidiary ofIREL (India) Limitedcritical minerals
- National Critical Mineral Missionbeneficiary ofGeological Survey of Indiacritical minerals
- Ministry of Minessubsidiary ofMineral Exploration and Consultancy Limitedcritical minerals
- People's Republic of Chinacompetes withScheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnetsai infrastructure
- People's Republic of Chinaowns / controlsRare Earth Elements / Neodymium-Praseodymiumai infrastructure
- People's Republic of Chinaowns / controlsGraphite (battery-anode grade)ai infrastructure
- People's Republic of Chinaowns / controlsLithiumcritical minerals
- National Critical Mineral Missionbeneficiary ofLohum Cleantech Private Limitedcritical minerals
- National Critical Mineral Missionbeneficiary ofAttero Recycling Private Limitedcritical minerals
- National Critical Mineral Missionbeneficiary ofReasi Lithium Deposit (Salal-Haimana, J&K)critical minerals
- Ministry of Electronics and Information Technologyowns / controlsIndiaAI Missionai infrastructure
- Ministry of Electronics and Information Technologypartners / jv withSarvam AIai infrastructure
- Ministry of Electronics and Information Technologysubsidiary ofIndiaAI Missionai infrastructure
- NVIDIA Corporationdepends onIndiaAI Missionai infrastructure
- NVIDIA Corporationsupplies toReliance Industries Limitedai infrastructure
- NVIDIA Corporationsupplies toYotta Data Services Private Limitedai infrastructure