NITI Aayog Unveils 10-Year Roadmap to Build ₹12–15 Lakh Crore Semiconductor Ecosystem by 2035
Strategy focuses on advanced packaging, chip design, compound semiconductors and global partnerships to position India as a trusted semiconductor hub
Describing semiconductors as the foundation of modern economies and national security, the roadmap outlines a strategy for India to move beyond being a major importer and consumer of chips to becoming an indispensable participant in global semiconductor manufacturing, design and innovation.
NEW DELHI: NITI Aayog has released a comprehensive 10-year roadmap outlining India’s ambition to become a critical player in the global semiconductor value chain, targeting the creation of a semiconductor ecosystem valued at $120-150 billion by 2035.
The report, titled Future of India’s Semiconductor Industry, was unveiled by finance minister Nirmala Sitharaman and electronics and information technology minister Ashwini Vaishnaw at an event attended by policymakers, industry leaders, academia and members of the semiconductor ecosystem.
Describing semiconductors as the foundation of modern economies and national security, the roadmap outlines a strategy for India to move beyond being a major importer and consumer of chips to becoming an indispensable participant in global semiconductor manufacturing, design and innovation.
The report comes at a time when global semiconductor supply chains are undergoing significant realignment driven by geopolitical developments, technology transitions and increasing demand for trusted manufacturing capacity.
Developed through consultations with industry experts and government stakeholders, the roadmap is built around five strategic pillars: research and design innovation, policy and investment support, production and manufacturing capabilities, talent development, and international partnerships.
Under these pillars, India aims to emerge as a leading destination for advanced packaging and outsourced semiconductor assembly and testing (OSAT), establish leadership in compound semiconductor manufacturing, expand capabilities in wide-bandgap semiconductors and develop more than 100 advanced semiconductor design intellectual properties.
The roadmap aligns closely with the priorities of the India Semiconductor Mission 2.0 announced in the Union Budget 2026 and reflects a shift from ecosystem creation to ecosystem deepening, focusing on strengthening domestic capabilities across design, materials, fabrication, packaging, research and talent development.
Speaking at the launch, Nirmala Sitharaman said the roadmap signals India’s intent to become an integral part of the global semiconductor ecosystem.
“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,” she said.
She noted that the roadmap focuses on emerging areas such as advanced packaging, compound semiconductors, wide-bandgap materials and AI-native chip design, where India can build competitive advantages.
Ashwini Vaishnaw said semiconductors would define the next phase of economic and technological leadership globally and emphasized India’s commitment to building the entire value chain.
“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,” he said.
Vaishnaw added that semiconductor design remains the government’s top priority under India Semiconductor Mission 2.0, with support being extended to Indian design companies to enable innovation and domestic manufacturing.
NITI Aayog vice chairman Ashok Lahiri highlighted the strategic importance of semiconductor self-reliance, stating that technological sovereignty will increasingly depend on control over critical digital infrastructure.
Debjani Ghosh, distinguished fellow at NITI Aayog, said semiconductor leadership requires long-term planning and sustained investments.
“The capabilities that will define leadership in 2035 have to be anticipated, planned and built today,” she said, adding that the roadmap seeks to create a practical pathway for India to build strategic depth across design, advanced packaging, compound semiconductors, talent and research.
The roadmap is expected to serve as a guiding framework for policymakers, industry stakeholders and investors as India seeks to strengthen its position in one of the world’s most strategically important technology sectors.
Key Goals by 2035
• Build a $120-150 billion semiconductor value chain
• Become a global leader in advanced packaging and OSAT services
• Establish leadership in compound semiconductor manufacturing
• Expand production of wide-bandgap semiconductors
• Develop over 100 advanced semiconductor design IPs
• Strengthen semiconductor talent, R&D and ecosystem capabilities
About NITI Frontier Tech Hub
The NITI Frontier Tech Hub functions as an action-oriented think tank focused on identifying emerging technology trends and helping India prepare for future technological shifts. The initiative works with experts from government, industry and academia to develop long-term strategies for frontier technologies and support India’s journey towards becoming a global technology leader.
