India’s semiconductor sector at a turning point: From vision to execution

India’s semiconductor sector reached a critical turning point in 2025, shifting from ambitious vision to execution-driven realism. While long viewed as a future chip manufacturing powerhouse, the year exposed the hard constraints of building semiconductor ecosystems—capital intensity, infrastructure gaps, and complex supply chains. Policymakers and industry broadened the focus beyond fabs to include backend segments such as OSAT and ATMP, while India’s strong electronics manufacturing base provided crucial demand support. Despite persistent challenges in utilities, logistics, and imports, the move toward practical, execution-aware strategy signals maturity. India’s semiconductor future now hinges less on announcements and more on sustained delivery.