Prime Minister Narendra Modi will inaugurate the fifth edition of SEMICON India at Yashobhoomi, New Delhi, on September 17. The three-day event will feature over 600 global exhibitors, highlighting the transition from initial incentive schemes to broader industrial integration. This update provides investors with a look at the country’s semiconductor manufacturing roadmap and evolving supply-chain landscape.
Prime Minister Narendra Modi is scheduled to inaugurate the fifth edition of SEMICON India at the Yashobhoomi convention centre in New Delhi on September 17, 2026. The exhibition will continue through September 19, serving as a significant platform to showcase India’s growing semiconductor ecosystem. The event will host over 600 exhibitors, including approximately 300 international companies, bringing together leaders in chip design, manufacturing, and packaging to discuss the ‘Silicon to Systems’ theme.
The gathering marks a strategic progression in India's technology sector. While the initial phase of government incentives, known as Semicon 1.0, saw the approval of 12 projects, the current focus is shifting toward the implementation of Semicon 2.0. This newer policy framework aims to foster deeper technical integration and strengthen supply-chain resilience across the electronics and manufacturing sectors. For investors, this shift indicates an attempt to move beyond initial subsidies and toward building a self-sustaining industrial base.
India’s semiconductor market is currently valued at approximately $50 billion and is projected to expand significantly by 2030. The exhibition aims to accelerate this growth by connecting global technology firms with local manufacturers and workforce development initiatives. By focusing on areas like AI-driven chip design and advanced packaging, the event highlights the government’s efforts to capture a larger portion of the global electronics system design and manufacturing pipeline.
While the expansion plans are ambitious, the semiconductor sector faces inherent risks that investors should monitor. India currently remains heavily dependent on imports for a large share of its semiconductor requirements, making the sector vulnerable to global supply chain disruptions and geopolitical shifts. Additionally, the industry faces intense competition from established global manufacturing hubs like Taiwan, South Korea, and China, which have decades of experience and infrastructure advantages.
Investors may want to track the execution speed of the 12 approved projects and the progress of the Semicon 2.0 framework. Other important monitorables include the actual commissioning of new facilities, the success of companies in attracting specialized talent, and the ability of local manufacturers to manage production costs while competing with international players. These factors will likely determine the long-term profitability and success of the domestic semiconductor value chain.