Industry Odisha Bureau, Sep 20: Global chip firms are deepening ties with India’s semiconductor industry. ASML, Tata Electronics and Semicon 2.0 anchor a wider push to build supplier and design capacity.
Semicon India 2026 drew global chip companies seeking a larger role in the India semiconductor industry. ASML has opened an office in India. Tata Electronics is building a fab. The event highlighted an ecosystem effort, not just individual plants.
ASML India Presence Signals Expanding Chip Ecosystem
ASML executive Allan Wayne said Tata Electronics is its first Indian customer with a 300mm fab. The facility has planned capacity of 50,000 wafers monthly. That is a plan, not current output.
Wayne said scaling India’s industry would need several fabs. He said India aims to meet 15% to 25% of local demand by 2032. That is an ambition, not a guarantee.
Semicon 2.0 Targets New Semiconductor Investment
The government has announced Semicon 2.0. It carries incentives of about ₹1.27 lakh crore, or $13.5 billion. Minister Ashwini Vaishnaw said proposals worth about $12 billion could emerge.
These figures are distinct. One covers incentives. The other covers possible proposals. The scheme also targets at least 200 chip-design startups and companies.
Applied Materials and Lam Research Expand India Plans
Applied Materials committed $5 billion, about ₹48,000 crore, over ten years. It also signed a ₹3,600 crore agreement with Karnataka. That covers equipment research, development and production.
Lam Research announced ₹10,000 crore for a silicon-component facility. These are announcements. They are not completed spending.
Tata Electronics Builds Semiconductor Supplier Network
Tata Electronics signed 16 vendor agreements. They support its ₹1.18 lakh crore investment. That covers a Dholera fab and an assembly and testing facility in Assam.
The agreements span machinery, materials, specialised gases and logistics. A fab cannot run alone. It needs suppliers and specialised infrastructure. The agreements do not guarantee domestic manufacturing.
Indian Chip Designers Seek Manufacturing Scale
Domestic design firms announced expansion plans. They include L&T Semiconductor Technologies, IndieSemiC, Axiro and Aheesa Digital Innovations. Axiro now gets chips made overseas. It plans production at its parent’s facility.
Tata Electronics, L&T Semiconductor, IndieSemiC and Kaynes Electronics signed a pact. It aims to make indigenously designed chips for global markets. Production has not been reported as started.
Indian Talent Draws Global Semiconductor Companies
Wayne said ASML enters markets to support customers and leverage local talent. He also expressed confidence in India’s policies.
The three-day event drew more than 600 companies. Over 400 executives and 40,000 visitors attended. Representatives came from 52 countries. Several states also pitched for overseas investment.
Scale Remains the Central Challenge
India is attracting equipment makers, manufacturers and suppliers. Building an ecosystem, however, needs sustained fabrication and supplier capacity. The 2032 ambition remains a target.
