India advances $13.2bn semiconductor drive with new chip research hub - gasworld

India is advancing its $13.2 billion semiconductor mission with the launch of a new chip research and training hub, aiming to build a self-reliant semiconductor ecosystem. The SAMARTH hub, located at ... Read original →

India’s $13.2B semiconductor push hinges not on fab volume alone but on integrating design-to-packaging via hubs like SAMARTH—forcing upstream localization of electronic gases and photoresists, as seen with INOX Air Products’ expansions. Yet without access to EUV tools, advanced node production remains out of reach, risking overcapacity in assembly/test segments due to aggressive subsidies. While TSMC (Taiwan, China) stays cautious on local fabs, NVIDIA is already leveraging India’s design talent for AI chip front-end work, cementing a ‘Designed in India, Made Elsewhere’ model. Within 18 months, unless power reliability and cleanroom infrastructure improve drastically, India’s self-reliance drive may only serve as a redundant backup—not a strategic node—in the global supply chain.