# India's semiconductor shift beyond chip fabs

> India's semiconductor growth now targets design, materials and global supply chains, not just wafer fabrication.
- Title: India's semiconductor shift beyond chip fabs | Shortify
- Summary: India's semiconductor growth now targets design, materials and global supply chains, not just wafer fabrication. India can capture more value in…
- Keywords: india, semiconductor, semicon 2.0, yes securities, tata electronics, advanced packaging, semiconductor design, chip fabrication, India's, shift, beyond, chip
- Source: The Economic Times — https://economictimes.indiatimes.com/industry/cons-products/electronics/indias-semiconductor-opportunity-expanding-beyond-fabs-report/articleshow/134402722.cms
- Author: ANI
- Published: 2026-09-22T05:55:00+00:00
- Read time: 1 min
- Topics: india, semiconductor, semicon 2.0, yes securities, tata electronics, advanced packaging, semiconductor design, chip fabrication
## 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.
## Key takeaway

India can capture more value in semiconductors by focusing on ecosystem depth rather than just chip production.