India's Semicon 2.0 push expands and deepens global ties

A scene of a marching band of engineers and executives fills the New Delhi hall as Delta Electronics rolls out AI driven digital twins at SEMICON India 2026, highlighting a shift from planning to production. Delta taps NVIDIA tech to boost defect detection and shorten product cycles, while Prime Minister Modi opens the conference, signaling a broader push to turn India into a semiconductor hub¹.

With the unveiling of Semicon 2.0 the government cites about ₹1.27 lakh crore and deals with Applied Materials, Intel and Micron as proof of a larger wave of commitments and partnerships over the next 2-3 years^2,19. India’s talent pool and supplier chain get a boost as Intel pledges to train 100,000 people and Tata Electronics lays out a plan for a 11 billion dollar fab in Dholera along with a packaging plant in Assam, supported by a network of more than 450 ecosystem partners^3,5.

Modi frames the drive as a global trust building exercise, inviting further private sector R&D and collaboration while stressing that India will produce not just chips but the entire ecosystem around them, from design to testing to materials^6,21. The day ends with a flurry of MoUs and new centers, including Infineon’s Centre of Excellence with NIELIT in Ahmedabad, and ASML's readiness to support Tata Electronics as fabs take shape, signaling that India’s semiconductor mission is moving from talk to tangible builds and international partnerships^22,33.

By the time Micron ships memory products from Gujarat and emphasizes domestic and global reach, India’s sector stands at a decisive moment to translate ambition into supply chain reality^27,25.