Who will build India’s next 100 chip companies? Giving robots a sense of direction
At Semicon India 2026 in New Delhi, MeitY Secretary S. Krishnan highlighted the rapid momentum of the India Semiconductor Mission (ISM), which has successfully transitioned from a policy framework to operational semiconductor factories within four years.
India is on the brink of establishing its first 100 semiconductor companies, according to industry experts speaking at Semicon India 2026. With the nation's semiconductor mission already operational in three plants, including Micron's ATMP facility in Gujarat, the focus now shifts to building a comprehensive domestic supply chain for materials, gases, and components.
Companies such as Kaynes Semicon, Merck, INOX Air Products, and L&T Semiconductor Technologies are actively working on deepening India's manufacturing ecosystem. Tata Sons, meanwhile, faces internal conflict as their long-time rival Shapoorji Pallonji Group seeks to push for the public listing of Tata Sons. Asiana Fund and JC Capital have launched a Rs 1,000-crore fund to support India's technology and advanced manufacturing sectors.
Meanwhile, Anthropic, an AI company, has established a biology lab to explore AI applications in drug research. India's semiconductor mission, the India Semiconductor Mission (ISM), has already transitioned from policy to operational status, with ISM 2.0 aiming to build a complete domestic supply chain and train a skilled workforce over a 12-year period.
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