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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.

264 players974 relationships171 chokepoints58% India-based
The stack

Where the value sits

Each layer and the chokepoints inside it, coloured by where India stands.

Semicon 2.0 Ecosystem

Indian capability
Semiconductor 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 capability
Micron ATMP SanandOSAT / ATMP servicesTata Semiconductor Assembly and TestCG Semi Private Limited

Semiconductor Chemicals

Contested
CMP slurries and padsSpecialty process gasesPhotoresist

Semiconductor Equipment

Contested
Semiconductor fab equipmentLithography systemsMetrology and inspection tools

Semiconductor Materials

Contested
Silicon carbide (SiC) devices

Semiconductor Testing

Indian capability
Kaynes Semicon Private Limited

Semiconductor Fab Automation

Contested

Semiconductor Industrial Software

Contested

Semiconductor Precision Manufacturing

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%.
Ministry of Electronics and Information Technologycontrols India Semiconductor Mission—
Design Linked Incentive Schemedepends on Taiwan Semiconductor Manufacturing Company—
Tata Electronics Private Limiteddepends on ASML Holding NV—
Tata Semiconductor Fab, Dholeradepends on Powerchip Semiconductor Manufacturing Corporation—
Tata Semiconductor Fab, Dholeradepends on ASML Holding NV—
CG Power and Industrial Solutions Limitedcontrols CG Semi Private Limited—
NVIDIA Corporationdepends on Taiwan Semiconductor Manufacturing Company—
Advanced Micro Devices, Inc.depends on Taiwan Semiconductor Manufacturing Company—
Tokyo Ohka Kogyocontrols Photoresist—Part of the ~87-91% Japanese photoresist oligopoly.
ASML Holding NVcontrols Lithography systems—Dominates advanced lithography; India ~99% import-dependent on litho.
KLA Corporationcontrols Metrology and inspection tools—Leading metrology/inspection supplier.
JSR Corporationcontrols Photoresist—Part of the ~87-91% Japanese photoresist oligopoly.
Shin-Etsu Chemicalcontrols Photoresist—Part of the ~87-91% Japanese photoresist oligopoly.
Fujifilmcontrols Photoresist—Part of the ~87-91% Japanese photoresist oligopoly.
Fujifilm Electronic Materialscontrols Photoresist—Part of the Japanese photoresist oligopoly (~87-91 percent combined).
UPW system (ultra-pure water)depends on MEMS fabrication process—UPW system is required for wafer cleaning in MEMS fabrication
UPW system (ultra-pure water)depends on 180nm CMOS process—UPW system is required for wafer cleaning in 180nm CMOS
UPW system (ultra-pure water)depends on 7nm process node—UPW system is required for wafer cleaning in 7nm fab
Kaynes Semicon Pvt Ltddepends on IC substrate (flip-chip, BGA)—Kaynes Semicon depends on imported IC substrates
Kaynes Semicon Pvt Ltddepends on DISCO Corporation—Kaynes Semicon depends on DISCO for dicing saws
Kaynes Semicon Pvt Ltddepends on Bonding wire (Au, Cu, PCC)—Kaynes Semicon depends on imported bonding wire
Kaynes Semicon Pvt Ltddepends on UPW system (ultra-pure water)—Kaynes Semicon partially localises UPW
Kaynes Semicon Pvt Ltddepends on Heraeus Precious Metals — Bonding Wire—Kaynes Semicon depends on Heraeus for bonding wire
Kaynes Semicon Pvt Ltddepends on Dicing saw—Kaynes Semicon depends on imported dicing saws
Kaynes Semicon Pvt Ltddepends on Leadframe—Kaynes Semicon depends on imported leadframes
Kaynes Semicon Pvt Ltddepends on Mitsui High-tec Inc.—Kaynes Semicon depends on Mitsui High-tec for leadframes
Kaynes Semicon Pvt Ltddepends on ATE system (SoC test)—Kaynes Semicon depends on imported ATE
The ecosystem

Players by role

All players →
Foreign incumbents (95)
3D Glass Solutions Inc. (3DGS)Advanced Micro Devices, Inc.Advantest CorporationAir LiquideAir ProductsAir Products — Electronic GasesAixtron SEAmkor TechnologyAmkor Technology Inc.Andes TechnologyApplied Materials — Assembly EquipmentApplied Materials Inc.ASE TechnologyASML Holding NVAT&SAT&S Austria Technologie & SystemtechnikAtotech India (MKS)Azenta (formerly Brooks Automation)BASF SE — Electronic MaterialsBesi — BE Semiconductor IndustriesCabot Microelectronics (CMC Materials / Entegris)Cadence Design SystemsCadence IndiaCanon Inc. — Semiconductor EquipmentCryoin EngineeringDISCO CorporationDuPontDuPont — CMP Pads (Rohm & Haas)DuPont Electronics & IndustrialEdwards VacuumEntegrisEntegris — Liquid DeliveryEntegris Inc.Entegris IndiaFoxconn IndiaFreiberger Compound MaterialsFujifilmFujifilm Corporation — Electronic MaterialsFujifilm Electronic MaterialsFujimi CorporationFujimi IncorporatedHaesung DSHenkel — Loctite Electronic MaterialsHeraeus Precious Metals — Bonding WireHon Hai Technology GroupHoneywell Electronic MaterialsIBIDENIBIDEN Co., LtdII-VI Inc. (now Coherent Corp.)Infineon TechnologiesIntelIQE plcJCET GroupJSR CorporationKinsus Interconnect TechnologyKLA CorporationLam Research CorporationLindeMatheson Gas (Taiyo Nippon Sanso)Merck India R&D — Electronic MaterialsMerck KGaAMerck KGaA — ElectronicsMicron Technology India — Sanand ATMPMitsui High-tec Inc.Momentive Performance MaterialsNikon Corporation — Precision EquipmentNVIDIA CorporationonsemiPowerchip Semiconductor Manufacturing CorporationRenesas Electronics CorporationResonac Corporation (Showa Denko)ROHM SemiconductorShin-Etsu ChemicalShin-Etsu Chemical — Photoresist DivisionShin-Etsu Chemical Co., LtdShin-Etsu Quartz ProductsShinko Electric IndustriesSiemens EDASiFiveSK Materials / SK SpecialtySumitomo Electric Industries — Compound SemiconductorsSynopsysSynopsys IndiaTaiwan Semiconductor Manufacturing CompanyTanaka HoldingsTazmo Co., LtdTekscend Photomask (former Toppan Photomasks)Tokai Carbon Co., LtdTokyo Electron LimitedTokyo Ohka KogyoTokyo Ohka Kogyo Co., Ltd (TOK)UnimicronUnimicron TechnologyUnimicron Technology CorporationWolfspeed Inc.
Indian challengers (98)
Aarti Industries — Electronic Materials DivisionAarti Industries — Specialty ChemicalsAdani Logistics LimitedAdani Total Gas LtdAditya Birla ChemicalsAdvanced Research Chemicals (ARC)Advanced System in Package Technologies Pvt Ltd (ASIP)Air Liquide IndiaAir Products IndiaAmber Enterprises — EMS DivisionAmber Enterprises IndiaASM Technologies — Semiconductor DivisionAT&S India — Nanjangud PlantAtul Limited — Specialty ChemicalsAvalon TechnologiesBharat Electronics Limited — Test LabBharat Electronics Limited (BEL) — Test LabBureau Veritas IndiaCG Power and Industrial Solutions LimitedCG Semi Private LimitedCG Semi Pvt Ltd (CG Power + Renesas JV)Cohizon Life Sciences (formerly Sajjan India Ltd.)Container Corporation of India Ltd (CONCOR)Continental Device India LimitedContinental Device India Pvt. Ltd. (CDIL)Crystal Matrix LimitedCyient DLMDHL Global Forwarding IndiaDixon TechnologiesDixon Technologies India LtdGACL — Gujarat Alkalies and Chemicals LimitedGAIL India LimitedGNFC — Gujarat Narmada Valley Fertilizers & ChemicalsGraphite India — Semiconductor DivisionGraphite India LimitedHCL Tech — Chip Design PracticeHEG LimitedInCore SemiconductorsIndia Chip (HCL-Foxconn JV)India Chip Pvt Ltd (HCL + Foxconn JV)Indraprastha Gas LimitedINOX Air Products LtdIntertek IndiaIon Exchange India LtdIsola Group IndiaKaynes Semicon Private LimitedKaynes Semicon Pvt LtdKaynes Technology India LimitedKingboard Holdings IndiaL&T Semiconductor TechnologiesLarsen & Toubro Construction (L&T)Linde India LimitedMahanagar Gas LimitedMas IndiaMaven SiliconMerck Life Sciences IndiaMindgrove TechnologiesMindgrove Technologies — Future ICsNational Aluminium Company LimitedNeogen ChemicalsPall IndiaPidilite IndustriesPraxair India (Linde)Reliance Industries — HydrogenRV-VLSI Design CenterSankalp SemiconductorSasken Technologies LtdSectrioSemi-Conductor LaboratorySGS IndiaShree Ganesh Remedies Limited (SGRL)SiCSem Private LimitedSiCSem Pvt LtdSRF — Specialty Gases PrecursorSRF LimitedSRF Limited — Specialty ChemicalsSuchi SemiconSumedha VLSISyrma SGS TechnologyTalentSprintTata ChemicalsTata Electronics Private LimitedTata ElxsiTata Projects LimitedTata Semiconductor Assembly and Test (TSAT)Tata Semiconductor ManufacturingTessolve — Failure Analysis LabTessolve — VerificationTessolve SemiconductorTessolve Semiconductor — Failure Analysis LabTessolve Semiconductor — Test ServicesThermax LimitedTUV IndiaUL IndiaVA Tech WABAG LimitedVector India InstituteVinati OrganicsVoltas Limited
Facilities & anchors (8)
CG Semi Sanand OSATIntel-3DGS Substrate Plant, Bhubaneswar-KhurdaJagiroad semiconductor clusterKaynes Semicon Sanand backend platformMicron ATMP SanandSanand semiconductor clusterTata Semiconductor Assembly and TestTata Semiconductor Fab, Dholera
Schemes & agencies (35)
Bureau of Indian Standards (BIS)C-DAC — Test EngineeringC-DAC ChipIN Centre BengaluruC-DAC Thiruvananthapuram — VLSI Design CentreC-DAC Trivandrum — VEGA MicroprocessorC-MET HyderabadC-MET PuneCentre for Development of Advanced ComputingCentre for Development of Advanced Computing (C-DAC)Chips to Startup (C2S) ProgrammeCSIR-CECRI KaraikudiCSIR-IMMT BhubaneswarCSIR-NAL BengaluruCSIR-NCL PuneDesign Linked Incentive (DLI) SchemeDesign Linked Incentive SchemeElectronic Industries Association of India (ELCINA)Electronics Component Manufacturing SchemeGujarat State Electronics MissionIISc — Centre for Nano Science and Engineering (CeNSE)India Cellular and Electronics Association (ICEA)India Electronics and Semiconductor AssociationIndia Electronics and Semiconductor Association (IESA)India Semiconductor MissionIndia Semiconductor Mission (ISM) / Modified SchemeMinistry of Electronics and Information TechnologyMinistry of MinesNational Accreditation Board for Testing and Calibration LaboratoriesNational Critical Mineral MissionScheme for Promotion of Manufacturing of Electronic Components and SemiconductorsSEMI InternationalSemicon 2.0Semicon India ProgrammeSemiconductor Laboratory (SCL) — ISRO/MeitYSPECS
Streams & inputs (23)
CMP slurries and padsDefence Semiconductor / GaN-SiC Capability (chokepoint)Defence-grade semiconductorsElectronic design automation (EDA) softwareIC substrateLithography 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.