Microelectronics world news

India’s electronics story has entered a decisive phase. The policy announcements of February 2026 — combined with export milestones and strategic partnerships — suggest that the country is attempting something far larger than incremental industrial growth. It is trying to reposition itself in the global technology hierarchy. But ambition alone will not secure that position. Execution will.

The Union Budget 2026–27 allocated ₹40,000 crore to strengthen domestic component manufacturing under the Electronics Components Manufacturing Scheme. This is a necessary correction. For years, India has excelled at assembling finished goods while importing critical components.

Simultaneously, India Semiconductor Mission 2.0 signalled a deeper commitment to building semiconductor capability across fabrication, assembly, and materials. The intent is clear: India does not want to remain at the lower end of the value chain.

The export data reinforces this shift. Smartphone exports have touched roughly $30 billion, with global leaders such as Apple and Samsung Electronics scaling manufacturing operations in India. This is not a small achievement. In less than a decade, India has moved from a peripheral manufacturing base to a meaningful node in global electronics supply chains.

Yet, the central question remains: Is India building depth — or scale without control?

Assembly success does not automatically translate into technological sovereignty. True leverage lies in advanced semiconductor fabrication, high-end equipment manufacturing, precision materials, and ownership of intellectual property. On these fronts, India still trails global leaders by a wide margin.

The partnership between Qualcomm and Tata Electronics in automotive electronics demonstrates progress in value-added manufacturing. But automotive modules, while strategically important, are not the same as owning leading-edge fabrication technology.

There is also a structural reality policymakers must confront: semiconductor ecosystems take decades to mature. They require uninterrupted capital flow, stable policy frameworks, reliable power, water security, efficient logistics, and depth in engineering. Any inconsistency could stall momentum.

The global semiconductor race is no longer an economic contest. It is a geopolitical war — one fought with export controls, subsidy regimes, technology blockades, and supply chain realignments. The United States has weaponised semiconductor policy through export controls and industrial subsidies. China has doubled down on domestic chip independence. Europe is pouring billions into sovereign fabrication capacity. Taiwan remains indispensable. South Korea protects its giants as strategic assets.

Semiconductors have become the oil of the digital century — and nations are securing supply at any cost.

What India is attempting is bold — and necessary. Electronics today underpin defence systems, AI infrastructure, mobility platforms, and digital economies. Countries that control semiconductor depth control strategic autonomy.

The danger is complacency born from export success. Hitting $30 billion in smartphone exports is impressive. But if core chips, advanced lithography systems, and high-value IP remain imported, strategic vulnerability persists.

India’s electronics sector is at a crossroads. The past month shows strong policy intent and rising industrial confidence. The next five years will test whether this momentum can be translated into irreversible capability.

The world is reorganising supply chains. India has an opportunity to claim a durable position. But the window will not remain open indefinitely. Ambition has been declared. Now comes the harder task — building capability that the world cannot bypass.

The next ten years will determine whether India becomes: a swing state in the global tech war, a protected assembly corridor or a sovereign semiconductor power. The chip war is not theoretical. It is unfolding in export controls, trade negotiations, and defence alliances.

The question now is whether it is prepared to fight at the highest technological tier — or remain a strategic subcontractor in someone else’s supply chain.

History will not remember the announcements. It will remember who controlled the chips.

Devendra Kumar
Editor

The post India’s Electronics Push: Ambition Is Clear. Execution Will Decide the Outcome appeared first on ELE Times.

India to welcome three more semiconductor plants after PM Modi inaugurated Micron’s plant last week, on February 28.

Since the commencement of the India Semiconductor Mission in 2021, India has developed its semiconductor ecosystem exponentially, with four out of ten plants already approved and three more to be inaugurated in 2026 itself. The government further accelerated this by introducing catalyst initiatives like the PLI scheme.

With semiconductors being the core of any modern technology, the demand has grown multifold, and India is pioneering to become a competitive manufacturer for semiconductor to meet the global demand.

India has given approval to ten semiconductor plants in six states with an investment of about Rs 1.60 lakh crore.

As per government records, the approved list of semiconductor plants other than the recently inaugurated Micron plant is as follows:-

1. Tata Electronics (Dholera, Gujarat): Semiconductor fab in partnership with PSMC, Taiwan.
2. CG Power (Sanand, Gujarat): OSAT facility in partnership with Renesas & Stars.
3. Tata Semiconductor Assembly and Test (TSAT) (Morigaon, Assam): Semiconductor packaging facility.
4. Kaynes Semicon Pvt Ltd (Sanand, Gujarat): OSAT facility.
5. HCL-Foxconn JV (Location TBD): Semiconductor packaging and testing.
6. SiCSem Private Limited: Compound semiconductor manufacturing.
7. 3D Glass Solutions Inc.: Advanced substrate manufacturing.
8. Advanced System in Package (ASIP) Technologies: Assembly and testing.
9. Continental Device India Private Limited (CDIL): Discrete semiconductor fab.

The evolving semiconductor landscape in India is expected to generate over two lakh jobs, secure supply chains, as well as strengthen the AI, EV, and defence sectors.

By: Shreya Bansal, Sub-Editor

The post India on the Road to Semicon Self-Reliance with Three More Plants appeared first on ELE Times.

Epitaxial deposition and process equipment maker Veeco Instruments Inc of Plainview, NY, USA says that a global leader in optical communications laser manufacturing has placed orders for multiple Lumina metal-organic chemical vapor deposition (MOCVD) systems and multiple Spector ion beam sputtering (IBD) optical coating systems. These tools will be used to fabricate indium phosphide (InP) lasers for innovative optical communication solutions in the datacom industry. The order establishes Lumina as the customer’s production tool of record for InP epitaxy, while the Spector systems are used to deposit high-quality optical coatings on laser diode facets...

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ams OSRAM AG of Premstaetten, Austria and Munich, Germany has completed the sale of its Entertainment and Industry Lamps business to optical technologies firm Ushio Inc of Tokyo, Japan (announced on 29 July 2025) for a cash and debt-free purchase price of €114m...