EVENTS

As India is rapidly becoming a key player in the global semiconductor industry, this momentum is reflected in the increasing number of semiconductor-related events hosted in the country. Flagship conferences like SEMICON India and the IESA (India Electronics and Semiconductor Association) Vision Summit have gained prominence, attracting global industry leaders, policymakers, and investors. These events serve as platforms for discussions on India's semiconductor roadmap, fostering collaborations, and showcasing advancements in chip design, fabrication, and supply chain development. With India's semiconductor ecosystem gaining traction, such gatherings are playing a crucial role in positioning the country as an emerging hub for semiconductor innovation and manufacturing.

Summary of SEMICON India 2026 Announcements

1. Semicon 2.0 — the biggest strategic announcement 

India formally moved into the next phase of its semiconductor programme. Semicon 2.0 has an outlay of ₹1.275 trillion and is structured around six areas: chip design; machines and materials; new fabs; advanced packaging; applied R&D; and talent development. This is important because it explicitly recognizes that having fabs alone is insufficient. India needs the suppliers, equipment, chemicals, IP, packaging and skills around them.

2. India moved further from “approved projects” to commercial production 

The government announced the commercial production lines at CDIL Semiconductor in Mohali for discrete devices and Suchi Semicon in Surat for semiconductor packaging. Together with Micron, Kaynes Semicon and CG Semi, this takes the number of operational commercial semiconductor units among the 12 Semicon 1.0 projects to five. Micron also confirmed that commercial DRAM and NAND production is live at Sanand, Gujarat, while Tata Electronics said construction of its 300mm Dholera fab and Jagiroad OSAT facility remains on track.

3. Major commitments from semiconductor equipment companies 

Two announcements stand out. Applied Materials announced “India Vision 2035,” involving US$5 billion of investment over the next decade and a tenfold expansion of its India-based supply-chain capacity by 2035. Lam Research announced approximately ₹10,000 crore for its first silicon-component manufacturing and vertical ingot-processing plant in India. Tokyo Electron also announced plans for a semiconductor training centre in Gujarat in partnership with Japan. ASML reiterated its partnership with Tata Electronics for lithography at the Dholera fab and said it is considering integrating Indian suppliers into its global supply chain. 

4. Localization of the semiconductor supply chain became a much bigger theme 

A particularly interesting set of announcements involved Tata Electronics and suppliers of gases, chemicals, packaging materials and fab infrastructure. Tata Electronics announced collaborations with INOX Air Products for high-purity gases, Sumitomo Chemical for high-purity wet chemicals and advanced materials, Kelington Engineering for gas distribution/high-purity piping and fab tool hook-up, and Enomoto for advanced packaging and lead-frame manufacturing. C-MET and Hindalco also announced work on critical raw materials. In other words, the focus is increasingly shifting from “Will India have fabs?” to “Can India build the supplier ecosystem required to operate those fabs competitively?” 

5. Indian chip design is beginning to translate into products  

One of the more strategically important announcements was India's first indigenous System-on-Module, the ISC-VEGA-SOM, developed by IndieSemiC and C-DAC, integrating C-DAC's VEGA processor with IndieSemiC's LoRa-RF module. There was also a strategic Tata Electronics–L&T Semiconductor Technologies partnership to explore manufacturing L&T-designed semiconductor products at Tata's fab and OSAT facilities. The event also highlighted India's first commercial QFN chip from Suchi Semicon/eInfochips and the integration of the India-designed SenseSoC-200 into smart meters.

6. Talent, R&D and the domestic ecosystem received substantial attention   

SEMICON India also produced a large number of initiatives around workforce development. SEMI and the India Deep Tech Alliance announced plans for an India Semiconductor Academy, while NIELIT signed agreements with Siemens EDA, Tata Electronics, Singapore Polytechnic and others to expand semiconductor education and ATMP skills. The government also launched an indigenous 0.8-micron open-source Process Design Kit, while C-DAC's SCL launched an indigenous Device Manufacturing Integrated System for fab automation. 

THE BIGGER TAKEAWAY: the most important signal from SEMICON India 2026 is not any single investment announcement. It is the change in the nature of the discussion. In 2024–25, the narrative was largely about attracting fabs, announcing investments and getting projects approved. In 2026, the conversation is increasingly about operating fabs, localizing materials and equipment, developing advanced packaging, commercializing Indian-designed chips and creating a complete supply chain. The government says that 70,000 design engineers have been trained and EDA tools deployed across more than 500 organizations, while five of the original 12 approved projects are now in commercial operation.

India appears to have moved from the “aspiration and investment announcement” phase into the early “execution and production” phase. The key question for 2027–30 will therefore be less about whether India can attract semiconductor projects, and much more about whether these facilities can ramp production economically and whether India can develop a competitive domestic ecosystem around them. 

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