India’s chip output ramps fast
India’s semiconductor ecosystem is scaling up quickly — daily output is set to reach 75–80 million units, a milestone that could soften some downstream shortages over time. High‑end foundry capacity still remains concentrated in Taiwan and Korea, so relief will be gradual. (trendforce.com)
Micron’s Sanand ATMP officially opened on Feb. 28, 2026 and the plant will convert DRAM and NAND wafers into finished memory and storage products as part of Micron’s global supply chain. (thehindu.com) Tata Electronics’ Jagiroad OSAT project carries a reported investment of ₹27,000 crore and Tata has described the facility as India’s indigenous semiconductor assembly-and-test unit targeting global customers. (tata.com) Tata’s chairman has stated the Jagiroad complex aims to produce up to 48 million chips per day at full scale, a figure Tata announced during investor and state visits. (theweek.in) Kaynes Semicon’s Sanand OSAT moved from pilot validation into commercial-prep phases in 2025 with a target to begin mass production in early 2026, and the company has signed a strategic partnership with Mitsui to support its back-end operations. (economictimes.indiatimes.com) (mitsui.com) The CG Power–Renesas–Stars Micro OSAT joint venture in Sanand was announced with a planned investment of about ₹7,600 crore, with Renesas signalling a pilot-line chip roll‑out by mid‑2026 and mass production slated thereafter. (renesas.com) (economictimes.indiatimes.com) Advanced wafer‑foundry capacity remains concentrated with Tier‑1 players—TSMC alone held roughly two‑thirds of pure‑play foundry revenue in recent quarters—keeping high‑end node supply (3nm–5nm) outside India’s near‑term footprint. (counterpointresearch.com) India’s facility launches have proceeded with large public support: Micron’s Sanand project received central and state incentives as part of the India Semiconductor Mission, and the government has formally approved multiple ISM‑1.0 plants under fiscal support programs. (thehindu.com) (pib.gov.in)
