India should act now to construct a resilient and globally aggressive semiconductor ecosystem, with semiconductors changing into central to financial development, nationwide safety and technological sovereignty, in line with a NITI Aayog roadmap titled Way forward for India’s Semiconductor Trade.
The roadmap, ready by the NITI Frontier Tech Hub in session with specialists and stakeholders, says semiconductors now energy key sectors together with synthetic intelligence, telecom, electrical mobility, defence, healthcare, digital infrastructure and advanced manufacturing. It warns that India’s dependence on imported chips is a strategic vulnerability at a time when global provide chains are being reshaped by geopolitical tensions and expertise competitors.
In accordance with the report, the global semiconductor market is anticipated to exceed $1.5 trillion by 2035, whereas India’s semiconductor demand may attain round $200 billion by the identical 12 months. Nonetheless, almost 90-95 per cent of India’s present semiconductor demand is met by means of imports, exposing essential sectors to produce disruptions and overseas trade outflows.
The roadmap says India ought to goal constructing a $120-150 billion semiconductor worth chain by 2035, specializing in areas the place it could possibly turn into globally indispensable somewhat than merely making an attempt to catch up in the wafer fabrication race. It identifies advanced packaging, compound semiconductors, mature-node manufacturing, design management and important supplies as areas the place India can construct scale and strategic benefit.
The report recommends that India purpose to turn into a top-three global vacation spot for outsourced semiconductor meeting and take a look at, and advanced packaging. It additionally requires the nation to construct management in extensive-bandgap supplies corresponding to silicon carbide and gallium nitride, that are essential for electrical automobiles, renewable power, telecom and energy electronics.
India’s technique, the roadmap says, needs to be constructed round 5 pillars — Pioneering, Coverage and Funding, Manufacturing, Folks and Partnership. These cowl frontier R&D, lengthy-time period capital mobilisation, fabs and packaging, expertise growth and global collaboration.
The roadmap estimates that India will want cumulative semiconductor investments of almost $135-180 billion over the subsequent decade. It recommends that the federal government commit at the very least one-third of this quantity to de-danger tasks and entice massive-scale personal capital.
On manufacturing, the report suggests a selective and demand-aligned method. It requires India to deal with mature logic and blended-sign nodes, compound semiconductor fabs, advanced packaging and safe manufacturing for defence, aerospace and strategic infrastructure.
The report additionally flags expertise as a essential constraint, saying India should construct a full semiconductor expertise pipeline spanning fab-prepared technicians, manufacturing engineers, packaging specialists, supplies scientists and system-stage architects.
The roadmap says the subsequent decade can be decisive for India’s semiconductor ambitions. With sustained dedication, disciplined execution and strategic readability, India can convert semiconductors from an import dependency right into a supply of financial energy, technological sovereignty and global affect.
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