India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus - indiagazette.com

India is seeking to transcend chip design capabilities and expand into the entire semiconductor value chain. According to Equirus, the global semiconductor industry is projected to double by 2030, pre... Read original →

India’s push beyond chip design into full-stack semiconductor manufacturing is a tactical response to the global supply chain’s geopolitical recalibration. Technologically, this will spur local EDA, advanced packaging, and materials ecosystems—but realistically anchor at mature nodes (≥28nm). A premature leap into advanced logic risks entanglement in equipment embargoes and yield ramp failures. Policy-wise, while PLI schemes have lured exploratory investments from TSMC and Micron, weak IP enforcement and short-term fiscal commitments inflate operational risk. Competitors like Vietnam and Malaysia will likely double down on OSAT dominance, while Taiwan, China accelerates U.S.-bound capacity shifts. Over the next 18 months, India will function more as a geopolitical hedge for multinationals than a self-sustaining manufacturing hub—unless it achieves nonlinear breakthroughs in talent pipelines and grid reliability.