India's semiconductor map: 12 approved projects, ₹1.64 lakh crore investment across 6 states
Synopsis
Key Takeaways
India's semiconductor ecosystem is gathering decisive momentum, with 12 approved projects spanning six states and backed by more than ₹1.64 lakh crore in committed investments, former NITI Aayog CEO and G20 Sherpa Amitabh Kant highlighted on Monday, 19 October 2026. Sharing a graphic titled 'The New Semiconductor Map of India' on social media platform X, Kant described a growing network of fabrication, packaging, testing, and advanced technology facilities taking root across the country.
Gujarat Leads the Pack
Gujarat has emerged as the dominant hub, hosting six of the twelve approved projects. The flagship investment is the Tata-PSMC semiconductor fabrication plant at Dholera, involving ₹91,526 crore and a planned capacity of more than 50,000 wafers per month — the single largest commitment in the country's semiconductor push so far.
Other significant Gujarat facilities include Micron Technology's DRAM and NAND assembly and test unit at Sanand (₹22,516 crore), and the CG Power-Renesas-Stars semiconductor OSAT facility (₹7,584 crore). Smaller but strategically relevant projects by Kaynes Semicon, Crystal Matrix, and Suchi Semicon cover semiconductor packaging, compound semiconductors, mini-LED technologies, and discrete semiconductor manufacturing.
Assam, Odisha and Andhra Pradesh Join the Map
Beyond Gujarat, the semiconductor footprint is spreading to eastern and southern India. Tata Semiconductor Assembly and Test is establishing an OSAT and packaging facility in Assam with an investment of ₹27,120 crore and a proposed capacity of approximately 48 million units per day.
Odisha has secured two projects: SiCSem's silicon carbide fabrication and packaging facility (₹2,066 crore) and 3D Glass Solutions' advanced packaging and 3D integration project (₹1,943 crore). In Andhra Pradesh, an Advanced System in Package (ASIP) facility focused on system-in-package technologies is being developed with an investment of approximately ₹480 crore and a proposed annual capacity of nearly 96 million units.
Punjab Rounds Out the Six-State Footprint
Punjab completes the emerging national semiconductor corridor, with CDIL setting up a power semiconductor project involving an investment of ₹117 crore. While modest in scale relative to the larger fabs, it reflects the policy intent to build a geographically distributed supply chain rather than concentrating capacity in a single state.
Why This Matters for India's Industrial Ambitions
Semiconductors underpin everything from smartphones and electric vehicles to defence electronics and AI infrastructure. India has historically been almost entirely dependent on imports for chips, making the current cluster of approved projects a structural shift rather than an incremental upgrade. This comes amid intensifying global competition — the United States, the European Union, Japan, and South Korea have all rolled out large-scale semiconductor incentive regimes in recent years, and India is now positioning itself as a credible alternative destination for diversified chip supply chains.
Notably, the breadth of technologies being pursued — from traditional OSAT packaging to silicon carbide, 3D integration, and compound semiconductors — suggests the strategy is targeting multiple layers of the value chain, not just assembly. How quickly these projects move from approval to production will determine whether India's semiconductor ambitions translate into a genuine industrial capability or remain at the level of announced intent.