India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus - ANI News

According to a thematic report by Equirus Securities, India is shifting beyond its traditional role as a global chip design hub to build domestic semiconductor manufacturing capabilities. Driven by th... Read original →

India’s pivot from chip design to manufacturing is a geopolitical byproduct of global supply chain diversification. While its focus on 28–110nm nodes misses AI compute demands, it strategically targets automotive and industrial segments requiring high reliability—creating asymmetric competition. Yet, over 90% reliance on imported equipment exposes critical vulnerabilities in lithography and etching; any restriction on used tools from the U.S., Japan, or the Netherlands could derail timelines. TSMC (Taiwan, China) and Samsung will likely accelerate Western fabs to reinforce client trust, indirectly limiting India’s access to capital and know-how. Within 12–24 months, without progress in local equipment servicing and specialty chemical production, India’s ambitions risk stalling at back-end packaging—relegated as a support node for advanced ecosystems.