From The Economic Times · ANI · · 50s
India's semiconductor shift beyond chip fabs
India's semiconductor growth now targets design, materials and global supply chains, not just wafer fabrication.
In brief
India's semiconductor growth now targets design, materials and global supply chains, not just wafer fabrication. India can capture more value in semiconductors by focusing on ecosystem depth rather than just chip production. Originally reported by The Economic Times.
Ecosystem expansion
India's semiconductor opportunity now includes chip design, equipment, materials, and electronics products beyond wafer fabrication.
“The economic opportunity is potentially much larger in the ecosystem surrounding semiconductor manufacturing than in wafer fabrication alone.”
Government support
Semicon 2.0 programme offers Rs 1,27,500 crore for semiconductor design, machines, materials, new fabs, and talent development.
Global investments
Applied Materials plans USD 5 billion investment in India over ten years, while Lam Research aims to spend Rs 10,000 crore on silicon manufacturing.
Workforce strength
India accounts for 20% of the global chip-design workforce, but needs to shift from designing for global companies to owning intellectual property.
Key gaps
India faces shortages in semiconductor materials, specialized gases, equipment, and precision manufacturing capabilities.
What to remember
India can capture more value in semiconductors by focusing on ecosystem depth rather than just chip production.
