NITI Aayog Unveils 10-Year Roadmap to Build India’s Semiconductor Industry by 2035
印度國家轉型委員會（NITI Aayog）公佈十年路徑圖，要在2035年建構印度的半導體產業
India has unveiled its first comprehensive 10-year semiconductor roadmap, titled “Future of India’s Semiconductor Industry,” as part of its efforts to become a critical player in the global semiconductor value chain. Released by NITI Aayog’s Frontier Tech Hub on 29 May 2026, the roadmap outlines a vision to build a USD 120–150 billion semiconductor ecosystem by 2035. The strategy is centred on five pillars—frontier R&D and design IP, policy and investment, production, talent development, and international partnerships. Key objectives include establishing India as a global hub for advanced packaging and OSAT services, developing leadership in compound and wide-bandgap semiconductors, strengthening chip design capabilities, and creating more than 100 advanced semiconductor design intellectual properties.
The roadmap aligns with the priorities of the India Semiconductor Mission (ISM) 2.0 and reflects a shift from building foundational capacity to deepening capabilities across design, manufacturing, materials, packaging, research, and talent. Finance Minister Nirmala Sitharaman described semiconductors as the foundational infrastructure of the 21st century and highlighted opportunities in advanced packaging, compound semiconductors, and AI-native chip design. Electronics and IT Minister Ashwini Vaishnaw emphasized India’s ambition to build a complete semiconductor ecosystem and become a trusted long-term partner in global supply chains. For non-Indian companies, the roadmap signals significant opportunities for investment, technology partnerships, design collaboration, advanced packaging operations, talent development, and supply chain diversification as India seeks to position itself as a dependable and strategically important semiconductor manufacturing and innovation hub.
https://www.pib.gov.in/PressReleasePage.aspx?PRID=2266727®=3&lang=1
編者按：印度國家轉型委員會（NITI Aayog）於2026年5月29日發布了新的十年半導體發展路徑圖，其願景是在2035年前構建一個價值1200億至1500億美元的半導體生態系統，聚焦於研發、政策、生產、人才和全球合作。該路徑圖旨在將印度打造成為先進封裝、化合物半導體和人工智慧原生晶片設計的中心，同時為國際投資與合作提供重大的契會。
Taiwan and South Korea Overtake India in Global Market Capitalisation Rankings Amid AI and Semiconductor Boom
在人工智慧和半導體產業蓬勃發展的推動下，台灣與韓國在全球市值排名中雙雙超越印度
India has slipped to seventh place in global stock market capitalisation rankings after South Korea overtook it, just a week after Taiwan moved ahead. According to the report, South Korea’s market capitalisation stood at approximately $5.04 trillion as of June 1, 2026, compared with India’s $4.84 trillion, while Taiwan ranked fifth at $5.15 trillion. The shift reflects a widening gap in market performance across Asia, with South Korea’s KOSPI and Taiwan’s market posting strong gains driven by investor enthusiasm for artificial intelligence (AI), semiconductors, and high-bandwidth memory technologies. Major chipmakers such as Samsung, SK Hynix, and TSMC have benefited significantly from the global AI investment cycle, helping elevate both markets to the forefront of the AI value chain.
India, meanwhile, has faced pressure from weak corporate earnings, foreign investor outflows, currency depreciation, elevated crude oil prices, and limited exposure to AI-linked stocks, resulting in declines in the Sensex and Nifty during 2026. The report notes that rising commodity costs, geopolitical tensions in West Asia, and concerns over inflation have further weighed on investor sentiment and corporate profitability. For non-Indian companies, the development highlights the growing importance of AI and semiconductor ecosystems in attracting global capital, while also underscoring opportunities for technology, semiconductor, and infrastructure firms to partner with India as it works to strengthen its position in emerging industries and diversify its economic growth drivers.
編按：三星、SK海力士和台積電等公司在人工智慧和半導體領域的強勁表現，推動韓國（5.04兆美元市值）和台灣（5.15兆美元市值）股市的躍進，致使4.84兆美元市值規模的印度在全球股市排名淪落至第七位。印度股市一直受到獲利疲軟、投資人資金外流、匯率壓力以及人工智慧全球能見度不足等問題的困擾，凸顯了全球企業在印度新興產業合作所面臨的挑戰和機會。
Gorilla Technology and Supermicro Close US$2 Billion AI Infrastructure Deal for India’s Yotta Project
台灣大猩猩科技集團(Gorilla Technology)和美超微電腦( Supermicro)為印度 Yotta 資料中心專案達成 20 億美元的人工智慧基礎設施協議
Gorilla Technology has announced the successful closure of an AI infrastructure supply arrangement with Supermicro valued at approximately US$2 billion to support its Yotta AI infrastructure project in India. The deal includes the delivery of 20,736 NVIDIA B300 cards, 5,120 B200 cards, networking equipment, and related infrastructure for large-scale AI data centre deployments. The companies said the transaction supports major hyperscale and sovereign AI initiatives in India and strengthens their position as key enablers of next-generation AI computing capacity in the region. Yotta Data Services, which is expanding AI infrastructure across India, described the agreement as an important milestone in meeting growing demand for hyperscale AI compute among enterprises and public sector organisations.
Building on the agreement, Gorilla Technology and Supermicro have entered into a broader strategic framework to jointly pursue multi-billion-dollar AI infrastructure opportunities across India and the Asia-Pacific region, including Southeast Asia. The partnership will focus on hyperscale AI data centres, GPU-as-a-Service platforms, sovereign AI programmes, and enterprise AI transformation projects, with Supermicro supplying AI server infrastructure and Gorilla providing deployment, managed services, and financing solutions. Company executives highlighted strong demand for sovereign AI and large-scale compute infrastructure across markets including India, Singapore, Malaysia, Thailand, Indonesia, Japan, Taiwan, and the Philippines. For non-Indian companies, the development signals expanding opportunities in AI hardware, data centre infrastructure, cloud services, financing, and sovereign AI ecosystems, while demonstrating India’s growing role as a major hub for AI compute capacity and regional digital infrastructure investments.
編按：台灣大猩猩科技集團與美超微電腦達成價值20億美元的AI基礎設施協議，將為Yotta集團在印度的超大規模AI數據中心提供超過25,000組輝達(NVIDIA) GPU及相關設備，以支援其超大規模的主權AI專案。兩家公司也建立了更廣泛的合作夥伴關係，尋求印度和亞太地區數十億美元AI基礎設施的合作機會，聚焦於超大規模資料中心、GPU即服務、主權AI和企業AI轉型。
NITI Aayog Urges India to Build an Indispensable Semiconductor Ecosystem Rather Than Chase Foundry Dominance
印度國家轉型委員會敦促印度建構不可或缺的半導體生態系統，而不是追求晶圓代工的主導地位
India should move away from attempting to catch up with established global semiconductor foundries and instead focus on becoming an indispensable player in the global semiconductor ecosystem, according to NITI Aayog’s report, “Future of India’s Semiconductor Industry.” The report highlights that India’s semiconductor manufacturing ecosystem remains at a nascent stage, with 90–95% of domestic semiconductor demand currently met through imports. Semiconductor imports totalled nearly US$150 billion between FY17 and FY25 and grew at a compound annual rate of 23%. NITI Aayog warned that, if current trends continue, India’s annual semiconductor import bill could reach nearly US$240 billion by 2035, creating economic pressures and exposing critical sectors, including aerospace and defence, to strategic vulnerabilities arising from dependence on foreign-made chips. The report projects the global semiconductor market to expand from US$631 billion in 2024 to US$1.55 trillion by 2035.
Rather than competing directly in the traditional wafer fabrication race, the report recommends that India focus on emerging opportunities in advanced packaging, manufacturing scale, system-level integration, compound semiconductors, research, talent development, and ecosystem partnerships. It outlines a strategy built around five pillars—Pioneering, Policy and Investment, Production, People, and Partnership—with the goal of creating a US$120–150 billion semiconductor value chain by 2035. The report also notes that global trust and supply-chain integration remain significant challenges, as semiconductor supply chains are deeply entrenched in East Asia. For non-Indian companies, the strategy signals growing opportunities for collaboration in semiconductor design, advanced packaging, materials, equipment, research, talent development, and supply-chain diversification, as India seeks to strengthen its role as a trusted and strategically important node in the global semiconductor industry.
編者按：印度國家轉型委員會（NITI Aayog）的報告警告，印度半導體生態系統仍處於起步階段，90%至95%的需求依賴進口，到2035年，進口額可能達到每年2400億美元，經濟和戰略風險不言可喻。報告敦促印度不要與成熟的晶圓代工廠競爭，而應專注於先進封裝、化合物半導體、研發、人才培養和合作夥伴關係，以構建一條價值1200億至1500億美元的價值鏈，從而創造全球合作機會。
Uno Minda Launches Taiwan-Technology Metal Wiper Blade Range for India’s Aftermarket
Uno Minda向印度售後維修市場推出源自台灣技術的金屬雨刷片系列
Automotive components manufacturer Uno Minda has introduced a new range of metal wiper blades for the Indian aftermarket, leveraging technology sourced from Taiwan to enhance visibility and driving safety during rain, dust, and challenging weather conditions. The company said the new product range has been designed to provide improved wiping performance, durability, and consistent windshield contact, addressing the needs of Indian motorists across varying road and climatic conditions. The launch forms part of Uno Minda’s strategy to expand its aftermarket portfolio while bringing globally sourced technologies to the domestic automotive market.
According to the company, the metal wiper blade range combines advanced engineering with quality materials to deliver efficient cleaning performance and longer service life. The introduction reflects the growing trend of incorporating international technologies into India’s automotive components sector to improve product quality and customer experience. For non-Indian companies, the development highlights opportunities for technology licensing, component sourcing, manufacturing partnerships, and aftermarket product collaborations in India’s rapidly expanding automotive market, where demand for higher-performance and safety-oriented vehicle components continues to grow.
編按：Uno Minda在印度推出了一系列採用台灣製金屬雨刷片的新產品，提升雨刷片在各種駕駛條件下的耐用性、性能和安全性。此舉開拓了其售後維修市場的產品組合，也反映了印度汽車產業整合全球技術的趨勢與日俱增，為國際結盟和零件合作創造了機會。
India Emerges as a Global AI Talent Powerhouse Amid Ambitions to Become an AI Superpower
印度崛起成為全球人工智慧人才強國，矢志成為人工智慧強權
India is rapidly strengthening its position in the global artificial intelligence landscape, supported by a fast-growing talent pool and increasing adoption of AI technologies. According to a LinkedIn study cited in Stanford University’s 2026 AI Index Report, India recorded the world’s second-fastest growth in AI talent concentration among LinkedIn members between 2019 and 2025, with a 120% increase, trailing only the United Arab Emirates. India also ranked first globally in AI skill penetration, with AI-related skills appearing on LinkedIn profiles at nearly three times the global average. The development aligns with Prime Minister Narendra Modi’s vision of making India one of the world’s top three AI superpowers by 2047, supported by plans to attract more than US$200 billion in AI infrastructure investments and build domestic capabilities in areas such as semiconductor manufacturing and AI innovation.
Despite these strengths, India continues to face challenges in retaining top AI professionals, recording the world’s largest net outflow of AI authors and inventors in 2025. At the same time, the country has emerged as a leading destination for AI offshoring, hosting 2,117 Global Capability Centres (GCCs) that employ approximately 2.36 million people and account for around 28% of the global GCC AI talent pool. Policymakers and industry leaders are increasingly emphasizing AI sovereignty, advocating for the development of indigenous AI models tailored to Indian languages and local needs in sectors such as healthcare, education, agriculture, and financial inclusion. For non-Indian companies, India’s expanding AI workforce, large GCC ecosystem, and growing investment in AI infrastructure present significant opportunities for research and development partnerships, talent sourcing, AI service delivery, and collaborative innovation aimed at both domestic and global markets.
https://www.statista.com/chart/amp/36255/change-in-ai-talent-concentration-among-linkedin-members
編按：印度的人工智慧人才集中度成長速度位居世界第二（2019年至2025年間成長120%），人工智慧技能普及率位居全球第一，這與其2047年成為頂級人工智慧超級大國的目標相符。儘管面對留住頂尖專業人才的挑戰，但印度擁有超過2100個全球能力中心，僱用了236萬人，使其成為領先的人工智慧離岸外包中心，並為全球研發、人才引進和合作創新提供了重大機會。