SemiconductorsHardwareManufacturing

Inside India’s Semiconductor Revolution: Fabs, PLI Schemes, & the Shift From Design to Manufacturing

EE Times
EE Times•Jun 2, 2026

Why It Matters

India’s semiconductor push reshapes global supply chains, offering investors a fast‑growing, policy‑driven market that can meet domestic demand and reduce reliance on foreign chip imports.

Key Takeaways

  • •India now assembles iPhones domestically, marking major manufacturing shift.
  • •Government’s Production‑Linked Incentives drive fab approvals and design startups.
  • •Tata’s partnership with ASML secures EUV lithography for 2027 fab.
  • •Mature‑node fabs target mass‑market appliances, accelerating revenue generation.
  • •Talent programs empower women and students, building end‑to‑end expertise.

Summary

The video explores India’s rapid transition from a design‑centric, outsourcing hub to a full‑scale semiconductor manufacturer. It highlights how policy initiatives—Production‑Linked Incentives (PLI) for both production and design—have spurred fab approvals, attracted global partners, and enabled domestic assembly of flagship devices like the iPhone. Key data points include twelve approved fab and OSAT projects, Tata’s multi‑billion‑dollar fab targeting mature nodes (28‑55 nm) for everyday appliances, and a pioneering ASML partnership that will bring EUV lithography to India by 2027. Design‑linked incentives have nurtured startups such as NRAA Semi, now supplying chips for Indian security cameras, while talent pipelines are reinforced through university kits, women‑focused programs at Texas Instruments, and hands‑on training with Renesus chips. Notable examples cited by correspondent Yashwini Razdan and journalist Nitan Dahad feature Tata’s collaboration with the Dutch government, Renesus’s student‑level chip kits, and the historic shift of iPhone production to Indian facilities—signaling a broader ecosystem maturing beyond assembly to end‑to‑end product development. The implications are profound: India is positioning itself as a self‑sufficient semiconductor hub, reducing import reliance, creating high‑value jobs, and offering investors a diversified, policy‑backed market that aligns with global supply‑chain reshoring trends.

Original Description

In this EE Times fireside chat from New Delhi, Nitin Dahad sits down with senior India correspondent Yashasvini Razdan to break down the massive shifts occurring across India's electronics and semiconductor sectors.
While India has historically been globally recognized for its robust chip design and engineering outsourcing, the last few years have marked an aggressive pivot toward large-scale local manufacturing and ecosystem development. From iPhones rolling off Indian assembly lines to 12 active semiconductor fab and OSAT projects underway, the country is rapidly shedding its legacy as a simple "screwdriver economy."
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