NITI Aayog’s New Roadmap for India's Semiconductor Industry

On 29th May 2026, NITI Aayog's Frontier Tech Hub released India's first comprehensive 10-year roadmap, titled "Future of India's Semiconductor Industry", charting the country's path from high import dependence to becoming a major global semiconductor player by 2035.

Key Points

Vision & Target: The roadmap lays out an actionable vision for India to build a USD 120–150 billion semiconductor value chain by 2035.
Five Pillars: The strategy rests on five pillars: Pioneering frontier R&D and design IP; Policy and Investment to mobilise long-horizon capital; Production focused on advanced packaging and compound semiconductors; People across the full semiconductor talent pyramid; and Partnerships with trusted nations and global industry.
Key Goals: The roadmap targets positioning India as a leading destination for advanced packaging and OSAT, building leadership in compound semiconductors, and creating over 100 advanced semiconductor design IPs.
ISM 2.0 Alignment: The roadmap reinforces priorities announced under India Semiconductor Mission 2.0 in Union Budget 2026, marking India's shift from ecosystem creation to ecosystem deepening.
Strategic Significance: Semiconductor leadership is central to India's technological sovereignty, digital infrastructure, and the broader Viksit Bharat 2047 vision.