India has unveiled its first comprehensive 10-year semiconductor roadmap, setting an ambitious goal of building a $120-150 billion semiconductor value chain by 2035.

 

The roadmap, laid out by NITI Aayog’s Frontier Tech Hub, seeks to position the country as a key player in the global chip supply chain amid growing geopolitical and technological shifts.

 

Titled “Future of India’s Semiconductor Industry,” the roadmap was unveiled by Finance Minister Nirmala Sitharaman and Electronics and IT Minister Ashwini Vaishnaw in the presence of NITI Aayog Vice Chairman Ashok Lahiri.

 

Also present were Distinguished Fellow Debjani Ghosh, ISM CEO Amitesh Kumar Sinha, industry leaders, policymakers and experts from across the semiconductor ecosystem.

 

At a time when global semiconductor supply chains are being reshaped by geopolitical tensions, technological shifts and the race for trusted manufacturing capacity, the roadmap positions India to move beyond being one of the world’s largest chip-consuming markets and emerge as an indispensable link in the global value chain.

 

Semiconductors have become central to national security, economic resilience and digital sovereignty, powering sectors ranging from defence and telecommunications to artificial intelligence, healthcare, automobiles and advanced manufacturing.

 

Developed through extensive consultations with industry and government stakeholders, the roadmap is built on five strategic pillars: frontier R&D and design IP, policy and investment, production, people, and partnerships. It seeks to leverage India’s strengths in chip design talent, innovation, domestic demand, electronics manufacturing and materials capabilities.

 

Among its key objectives are establishing India as a global hub for advanced packaging and OSAT (Outsourced Semiconductor Assembly and Test), emerging as a major supplier of wide-bandgap semiconductors, building leadership in compound semiconductor manufacturing, strengthening advanced chip design capabilities and creating more than 100 advanced semiconductor design IPs.

 

The roadmap aligns closely with the priorities outlined under the India Semiconductor Mission (ISM) 2.0 announced in the Union Budget 2026. It signals a strategic shift from ecosystem creation to ecosystem deepening, focusing on building capabilities across design, materials, manufacturing, packaging, talent development, R&D and trusted global partnerships.

 

Speaking at the launch, Finance Minister Nirmala Sitharaman said: "The NITI Frontier Tech Hub's roadmap, 'Future of India's Semiconductor Industry' is a clear declaration of India’s intent to move decisively from being a major consumer of chips to becoming an indispensable part of the global semiconductor value chain.

 

"Semiconductors are the foundational infrastructure of the 21st century. They power AI, electric mobility, telecommunications, defence systems, healthcare technology, digital public infrastructure, and advanced manufacturing. 

 

"The roadmap released today rightly focuses on future segments where India can build strong positions: advanced packaging, compound semiconductors, wide-bandgap materials, and AI-native chip design. With this focused strategy, long-term perspective and sustained commitment, India is well placed to seize this historic opportunity."

 

Electronics and IT Minister Ashwini Vaishnaw underscored the government's commitment to building a complete semiconductor ecosystem in the country.

 

"Semiconductors will define the next era of economic and technological leadership, and India is positioning itself as a trusted partner in that journey. Our focus is on building the full ecosystem — design, talent, materials, equipment, fabs and advanced packaging — so that global companies and partner countries can look to India as a dependable, long-term pillar of the semiconductor supply chain.

 

"With ISM 2.0, design is our clear number one priority. We are strongly supporting Indian design companies so that their innovations can be manufactured and scaled right here in India. As the Prime Minister guided us, this is a 20-year journey. It is central to our technological sovereignty and strategic autonomy as we build Viksit Bharat 2047."

 

NITI Aayog Vice Chairman Ashok Lahiri highlighted the strategic importance of semiconductor self-reliance.

 

"One of the biggest risks India carries today is its dependence on technology controlled by others. Sovereignty in this century will begin with the infrastructure layer, and semiconductor leadership is part of that foundation. The NITI Frontier Tech Hub roadmap matters because it sets out a clear ambition for India and a practical path to get there."

 

Debjani Ghosh, Distinguished Fellow at NITI Aayog, said the roadmap is designed to help India build long-term leadership in a highly competitive and capital-intensive industry.

 

"Semiconductors are a long-cycle industry. The capabilities that will define leadership in 2035 have to be anticipated, planned and built today. This roadmap is therefore not just about responding to current demand; it is about identifying where technology value is moving and making deliberate choices on where India can build enduring advantage. 

 

"Our focus has been to create a practical ten-year pathway that helps India move beyond participation to strategic depth — across design, advanced packaging, compound semiconductors, talent, R&D and ecosystem readiness. In frontier technologies, timing matters. Countries that plan early, invest consistently and build capabilities patiently are the ones that lead."

 

The roadmap marks one of India's most significant strategic technology blueprints to date and reflects the country's ambition to become a trusted, long-term semiconductor partner for the world while advancing its vision of Viksit Bharat 2047.