India charts ambitious semiconductor roadmap for consumer and critical infrastructure

India's semiconductor strategy is shifting into a new phase, with policymakers aiming to embed domestic chip technology into mass-market consumer products and critical national infrastructure. The vision encompasses vehicles, televisions, refrigerators and power systems—sectors that collectively represent substantial demand for semiconductors. This broader approach signals New Delhi's determination to move beyond assembly and testing operations toward full-spectrum semiconductor capabilities.

The government's second phase semiconductor programme reflects this ambition, backed by a committed outlay of Rs 1.27 lakh crore to strengthen the domestic ecosystem and accelerate foreign investment. The initiative seeks to develop integrated capabilities spanning chip design, fabrication plants, manufacturing equipment and raw materials—addressing current gaps in India's semiconductor value chain.

Investor response has been encouraging, with the government reporting approximately Rs 1 lakh crore in expressions of interest under the second-phase scheme. Recent weeks have seen major announcements from global semiconductor equipment manufacturers, signalling growing confidence in India's commitment to the sector.

By targeting high-volume consumer applications alongside critical infrastructure, India aims to create sustained domestic demand for its semiconductors while reducing reliance on imports for essential technologies. The strategy represents a significant recalibration of the nation's industrial policy priorities.