Ø Charts India’s path from high import dependence
to becoming an indispensable global semiconductor player by 2035
Key Highlights
·
NITI Aayog released India's first comprehensive 10-year roadmap titled “Future of
India’s Semiconductor Industry.”
·
The roadmap aims to transform India from a major semiconductor importer into
an indispensable player in the global semiconductor value chain by 2035.
·
The report was unveiled by Nirmala Sitharaman and Ashwini Vaishnaw.
Vision for 2035
·
Build a USD 120–150 billion semiconductor value chain.
·
Reduce dependence on foreign semiconductor technologies and supply chains.
·
Strengthen India's technological sovereignty, economic resilience, and strategic
autonomy.
Five Strategic Pillars of the Roadmap
1. Frontier R&D and Design IP
·
Promote cutting-edge semiconductor research.
·
Develop indigenous semiconductor design capabilities.
·
Create over 100 advanced semiconductor design Intellectual Properties
(IPs).
2. Policy and Investment
·
Mobilize long-term domestic and global capital.
·
Strengthen policy support for semiconductor ecosystem development.
3. Production and Manufacturing
·
Focus on:
o Advanced packaging
o OSAT (Outsourced Semiconductor Assembly
and Testing)
o Compound semiconductor manufacturing
o Wide-bandgap semiconductor technologies
4. People and Talent
·
Build a skilled workforce across the entire semiconductor value chain.
·
Strengthen semiconductor education, training, and research capabilities.
5. Global Partnerships
·
Deepen collaboration with trusted nations and global industry leaders.
·
Position India as a reliable semiconductor supply-chain partner.
Key Targets
·
Become a leading global hub for advanced packaging and OSAT services.
·
Emerge as a major supplier of wide-bandgap semiconductors.
·
Build leadership in compound semiconductor manufacturing.
·
Strengthen India's position in AI-native chip design.
·
Develop a globally competitive semiconductor ecosystem spanning design, materials,
manufacturing, packaging, R&D, and talent.
Alignment with National Priorities
·
Supports the objectives of India Semiconductor Mission 2.0 announced
in the Union Budget 2026.
·
Marks India's transition from:
o Ecosystem creation → Ecosystem deepening
o Investment attraction → Capability
development
Why It Matters
·
Semiconductors are critical for:
o Artificial Intelligence (AI)
o Defence systems
o Telecommunications
o Electric vehicles
o Healthcare technologies
o Digital Public Infrastructure
o Advanced manufacturing
·
As global semiconductor supply chains are being reshaped by geopolitical
and technological shifts, India has a unique opportunity to become a trusted and
strategic global semiconductor hub.
Key Takeaway
The roadmap provides a clear, long-term
strategy for India to build a globally competitive semiconductor ecosystem, leveraging
its strengths in design talent, growing electronics manufacturing, domestic demand,
innovation capabilities, and international partnerships to become a critical node
in the global semiconductor industry by 2035.
[ABS News Service/30.05.2026]
Semiconductors are no longer just an industrial
input. They are the foundation of national security, economic resilience, digital
sovereignty and future competitiveness — powering everything from defence systems,
telecom networks and AI infrastructure to automobiles, healthcare devices, digital
public infrastructure and advanced manufacturing.
As global semiconductor supply chains
are being reshaped by geopolitics, technology shifts and the race for trusted capacity,
India has a historic opportunity to move from being a large semiconductor market
to becoming a critical node in the global value chain.
Against this backdrop, NITI Aayog’s Frontier
Tech Hub today released India’s first comprehensive 10-year roadmap - “Future of
India’s Semiconductor Industry”. The roadmap was unveiled by Smt. Nirmala Sitharaman,
Hon’ble Minister of Finance and Corporate Affairs, Shri Ashwini Vaishnaw, Hon’ble Minister for Railways, Information & Broadcasting
and Electronics & Information Technology, in the presence of Shri Ashok Lahiri,
Hon’ble Vice Chairman, NITI Aayog; Ms. Debjani Ghosh, Distinguished Fellow, NITI
Aayog; Shri Amitesh Kumar Sinha, CEO, ISM; along with members of the Expert Council,
senior industry leaders, and other distinguished dignitaries from government, academia
and the semiconductor ecosystem.
Developed in deep consultation with some
of the best minds from industry and government, the roadmap lays out a clear, actionable
vision for India to build a USD 120–150 billion semiconductor value chain by 2035.
Anchored in India’s strengths in design
talent, innovation capability, growing domestic demand, electronics manufacturing
and materials, the roadmap is built around five mutually reinforcing pillars: Pioneering
frontier R&D and design IP; Policy and Investment to mobilise long-horizon capital;
Production focused on advanced packaging and compound semiconductors; People across
the full semiconductor talent pyramid; and Partnerships with trusted nations and
global industry.
Across these pillars, it sets clear goals,
including positioning India as a leading global destination for advanced packaging
and OSAT, emerging as a major supplier of wide-bandgap semiconductors, building
leadership in compound semiconductor manufacturing, strengthening frontier design
capabilities, and creating more than 100 advanced semiconductor design IPs.
The roadmap directly reinforces the priorities
announced under the India Semiconductor Mission 2.0 in the Union Budget 2026 and
marks India’s shift from ecosystem creation to ecosystem deepening — from attracting
investments and building foundational capacity to developing deeper capabilities
across design, materials, manufacturing, packaging, talent, R&D and trusted
global partnerships.
The full roadmap is available on the NITI
Aayog Frontier Tech Hub website.
<Future-of-India-Semiconductor-Industry>
Smt. Nirmala Sitharaman, Hon’ble Minister
of Finance and Corporate Affairs, said:
“The NITI Frontier Tech Hub's roadmap, 'Future
of India's Semiconductor Industry' is a clear declaration of India’s intent to move
decisively from being a major consumer of chips to becoming an indispensable part
of the global semiconductor value chain. Semiconductors are the foundational infrastructure
of the 21st century. They power AI, electric mobility, telecommunications, defence
systems, healthcare technology, digital public infrastructure, and advanced manufacturing.
The roadmap released today rightly focuses on future segments where India can build
strong positions: advanced packaging, compound semiconductors, wide-bandgap materials,
and AI-native chip design. With this focused strategy, long-term perspective and
sustained commitment, India is well placed to seize this historic opportunity.”
Ashwini Vaishnaw,
Hon'ble Minister for Railways, Information & Broadcasting and Electronics &
Information Technology, said:
“Semiconductors will define the next era
of economic and technological leadership, and India is positioning itself as a trusted
partner in that journey. Our focus is on building the full ecosystem — design, talent,
materials, equipment, fabs and advanced packaging — so that global companies and
partner countries can look to India as a dependable, long-term pillar of the semiconductor
supply chain.
With ISM 2.0, design is our clear number
one priority. We are strongly supporting Indian design companies so that their innovations
can be manufactured and scaled right here in India. As the Prime Minister guided
us, this is a 20-year journey. It is central to our technological sovereignty and
strategic autonomy as we build Viksit Bharat 2047.”
Ashok Lahiri, Vice Chairman, NITI Aayog,
said:
“One of the biggest risks India carries
today is its dependence on technology controlled by others. Sovereignty in this
century will begin with the infrastructure layer, and semiconductor leadership is
part of that foundation. The NITI Frontier Tech Hub roadmap matters because it sets
out a clear ambition for India and a practical path to get there.”
Ms. Debjani Ghosh, Distinguished Fellow,
NITI Aayog, said:
“Semiconductors are a long-cycle industry.
The capabilities that will define leadership in 2035 have to be anticipated, planned
and built today. This roadmap is therefore not just about responding to current
demand; it is about identifying where technology value is moving and making deliberate
choices on where India can build enduring advantage. Our focus has been to create
a practical ten-year pathway that helps India move beyond participation to strategic
depth — across design, advanced packaging, compound semiconductors, talent, R&D
and ecosystem readiness. In frontier technologies, timing matters. Countries that
plan early, invest consistently and build capabilities patiently are the ones that
lead.”
About NITI Frontier Tech Hub: https://www.niti.gov.in/frontier-tech-hub
The NITI Frontier Tech Hub was
created as an action tank for Viksit Bharat to anticipate emerging mega-technology
shifts and shape India’s preparedness to unlock their potential for faster economic
growth, inclusive societal outcomes, and strategic resilience—advancing the country’s
journey towards becoming a frontier-technology nation. Collaborating with over 100
experts from government, industry, and academia, the Hub is shaping a 10-year roadmap
across critical to harness frontier technologies for economic growth, societal outcomes,
and strategic resilience.