India ramps semiconductor push
India officially opened a major semiconductor plant in Gujarat as PM Narendra Modi framed the country as a “reliable supplier” — officials say India could soon supply roughly 10% of Micron’s global production capacity. ( ) TSMC is separately planning 3‑nm production in Japan by 2028 while China’s local foundries are scaling fast on AI demand — the region is clearly shifting from low‑cost assembly toward higher‑value, geopolitically resilient chip capacity. ( )
Micron’s Sanand operation is a ₹22,516 crore ATMP (assembly, testing, marking and packaging) project that began commercial production on Feb. 28, 2026, following a government inauguration. (pib.gov.in) The first phase of Sanand will feature more than 500,000 sq. ft. of single‑floor cleanroom space and Micron says the site converts advanced DRAM and NAND wafers from its global network into finished memory and storage products. (markets.financialcontent.com) Micron flagged initial customer shipments from Sanand — including a first made‑in‑India memory module delivery to Dell — and projects “tens of millions” of assembled chips in 2026, scaling toward “hundreds of millions” in 2027 as the site ramps. (itnewsonline.com) Kaynes Semicon’s new Sanand OSAT unit carried a reported investment of about ₹3,300 crore, was inaugurated on March 31, 2026, and company statements put planned daily output at roughly 700,000 packaged devices once at target throughput. (pmindia.gov.in) India’s build‑out sits inside the India Semiconductor Mission framework that approved a roughly ₹76,000 crore incentive envelope for ISM 1.0 and is being extended under ISM 2.0 measures announced in the 2026–27 Union Budget to deepen equipment, materials and IP support. (static.pib.gov.in) Across Asia, TSMC has filed plans to equip its second Japan fab for advanced 3nm production with a reported target of about 15,000 12‑inch wafers per month and mass production slated for 2028, underscoring the move of high‑end nodes closer to customers. (economictimes.indiatimes.com) China’s leading foundries are expanding capacity to serve AI demand — SMIC reported revenue growth and is carrying high capex plans (SMIC revenue reported near $9.3 billion and capex expansion cited for 2026), and market studies project China could reach roughly 30% of global installed foundry capacity by 2030. (msn.com)
