Serious on Semiconductors
What global research means for India’s chip ambitions
Serious on Semiconductors
The OECD, SIA, WSTS, and leading think tanks produce some of the most careful research on global semiconductor policy — from subsidy benchmarking to supply-chain risk to country-level ecosystem reviews. This site curates that research and asks, for each report: what does it mean for India?
India Dashboard
ISM 2.0 outlay (Jul 2026)
₹1.28 lakh cr
~$15bn · Nearly doubles ISM 1.0’s ₹76,000 cr · 12-year programme
ISM-approved facilities
12 units
1 silicon fab · 1 SiC fab · 1 display fab · 9 ATMP/OSAT · 3 in production (Micron, Kaynes, CG Semi)
Semiconductor talent pipeline
68k trained
315 universities · ~95k industry workforce · Middle-skill gap remains binding constraint
Dashboard figures are drawn from publicly-reported national commitments. See Compare Countries for the full cross-country view.
Latest curated reports
| Date | Title | Publisher | Description |
|---|---|---|---|
| Jul 29, 2026 | Promoting the Development of the Semiconductor Ecosystem in Panama | OECD | Panama has zero semiconductor manufacturing and is starting from scratch. The OECD identifies circuit board construction and ATP as viable entry points — leveraging Panama’s logistics hub and Canal-centred trade infrastructure. |
| Jul 1, 2026 | State of the U.S. Semiconductor Industry 2026 | SIA | Global semiconductor sales hit $796bn in 2025, projected to breach $1.5tn in 2026. US firms hold 53% market share. India is not mentioned once — a data point in itself. |
| Jun 1, 2026 | Powering AI: The Semiconductor Ecosystem at the Foundation of Data Centers | SIA | A virtual teardown of an AI server rack reveals 4,500+ chips per rack, $2.8 trillion in semiconductor spending through 2028, and a supply chain map where India is entirely absent. |
India-critical reports
Reports with an India-relevance rating of 4 or 5 — directly relevant to Indian semiconductor policy debates.
| Date | Title | Publisher | India ★ | Source | Categories |
|---|---|---|---|---|---|
| Dec 9, 2024 | Promoting the Growth of the Semiconductor Ecosystem in the Philippines | OECD | 5 | https://www.oecd.org/en/publications/promoting-the-growth-of-the-semiconductor-ecosystem-in-the-philippines_01497fea-en.html | country-review, osat, atp, workforce, india-relevant |
| Jun 24, 2025 | Mapping the Semiconductor Value Chain: Working Towards Identifying Dependencies and Vulnerabilities | OECD | 5 | https://www.oecd.org/en/publications/mapping-the-semiconductor-value-chain_4154cdbf-en.html | policy-paper, value-chain, dependencies, supply-chain, india-relevant |
| Dec 1, 2025 | The Chip Landscape: Geographical Distribution of Wafer Fabrication Capacity | OECD | 5 | https://www.oecd.org/en/publications/the-chip-landscape_02dbd028-en.html | flagship, capacity-data, china, india-relevant, taxonomy |
| Jun 19, 2023 | Vulnerabilities in the Semiconductor Supply Chain | OECD | 4 | https://www.oecd.org/en/publications/vulnerabilities-in-the-semiconductor-supply-chain_6bed616f-en.html | working-paper, supply-chain, icio, dependencies, india-relevant |
| Sep 1, 2025 | Semiconductors: European Views on Four 2029 Tech Transfer Regime Scenarios | Institut Montaigne | 4 | https://institutmontaigne.org/ressources/pdfs/publications/policy-paper-semiconductors-european-views-on-four-2029-tech-transfer-regime-scenarios.pdf | export-controls, geopolitics, scenarios, europe, india-relevant |
| Feb 27, 2026 | Promoting the Development of the Semiconductor Ecosystem in Mexico | OECD | 4 | https://www.oecd.org/en/publications/promoting-the-development-of-the-semiconductor-ecosystem-in-mexico_02c81dec-en.html | country-review, nearshoring, workforce, india-relevant |
| Jun 1, 2026 | Powering AI: The Semiconductor Ecosystem at the Foundation of Data Centers | SIA | 4 | https://www.semiconductors.org/wp-content/uploads/2026/06/SIA-AI-Data-Center-Report_June-2026.pdf | ai, data-centres, supply-chain, demand, india-relevant |
Editor’s note. Serious on Semiconductors is curated by Pranay Kotasthane at the Takshashila Institution, as part of the Siliconpolitik research programme. If you come across a relevant publication that should be covered here, please open an issue or email pranay@takshashila.org.in.