India's US$10 billion semiconductor mission is surging forward with recent collaborations and investments. The partnership between Power Semiconductor Manufacturing Corporation (PSMC) and Tata, along with Micron's substantial investments, signal decisive strides in fortifying India's semiconductor industry.
Lam Research is expanding its investments to help India grow a chipmaking ecosystem. India-based Mindgroove Technologies introduced a RISC-V SoC to meet local demands.
Lam Research announced a plan to include India-based suppliers in the global semiconductor equipment ecosystem, the second move by the company in less than a month to develop a chipmaking ecosystem in India.
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an 18% surge in shipments, becoming the top player in India.
According to Tata Elxsi's press release, the company announced a collaboration with Arm to offer advanced solutions on the latest Arm-based chips, which will help Automotive OEMs and tier-1s fast-track their transition to Software-Defined Vehicles (SDVs)
Tata Electronics reportedly shipped packaged chip samples to potential customers in several countries. It is in the final stages of tape-out for chips in 28-65nm, indicating the progress the Indian national champion and front-runner in India's chipmaking indigenization made since its chip ambition.
Dixon Technologies, a major EMS and ODM provider in India, is broadening its manufacturing footprint through strategic partnerships. The company has joined forces with Nokia and is reportedly in discussions to produce notebooks for HP, marking a significant expansion in its manufacturing business.
Following investments from Stellantis in 2023, Chinese EV manufacturer Leapmotor is reportedly preparing to enter the Indian market. However, the company's plans could encounter obstacles due to India's cautious stance on investments from China.
According to the Economic Times, Hindu Business Line, and EE News Europe, India-based Mindgrove Technologies, backed by Peak XV Partners, announced the launch of what it claims is India's first commercial high-performance System on Chip (SoC) for IoT devices.
Sharp, which is talking with Indian central and state governments, may become the first foreign firm to set up a display fab in India. Tata is progressing on its way to being a national electronics champion in India.
Micron, the first major chipmaker to set up an ATMP facility in India, provides a later-than-expected timeline for shipping its first made-in-India product, which is most expected to be exported rather than catering to domestic needs.
Despite setbacks, particularly the breakup with Foxconn, the debt-laden Vedanta Group is still keen on semiconductor and display forays, which was seen as a strategy to deal with the group's financial stress. The prospect of Vedanta's display fab proposal with Innolux remains to be seen.
