India’s semiconductor story has moved past announcements and groundbreaking ceremonies. Three plants are already shipping chips, and more are scheduled to follow through 2027. Here are five companies driving that shift, and where each one stands right now.
How India’s Semiconductor Landscape Has Changed
As of mid-2026, the central government has approved a dozen or more semiconductor projects under the India Semiconductor Mission, spread across seven states. Three of those projects, Micron, Kaynes Semicon, and CG Semi, had already begun commercial production by July 2026.
That is a meaningful shift from just two years earlier, when most of these projects existed only as Cabinet approvals and investment figures.
1. Tata Electronics: India’s First Full Wafer Fab
Tata Electronics, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation, is building India’s first true wafer fabrication plant in Dholera, Gujarat. The project carries an investment of roughly ₹91,000 crore and is designed to produce up to 50,000 wafers per month.
Construction reached roughly 50 percent completion by April 2026. However, recent reports suggest the fab will now open at the 90-nanometer process node rather than the 28-nanometer node originally promised, with commercial production pushed toward mid-2028 instead of the earlier December 2026 target.
2. Micron Technology: Already Shipping Chips
Micron’s Sanand, Gujarat facility is an assembly, test, and packaging plant rather than a wafer fab, but it holds the distinction of being the source of India’s first commercially shipped made-in-India chips. The site formally opened on February 28, 2026, with its first memory modules delivered to Dell Technologies the same day.
Backed by a combined investment of roughly $2.75 billion, Micron expects to assemble and test tens of millions of chips in 2026, scaling to hundreds of millions in 2027.
3. CG Semi: The Murugappa Group’s Chip Bet
CG Semi is a joint venture between CG Power and Industrial Solutions, Japan’s Renesas Electronics, and Thailand’s Stars Microelectronics. CG Power holds the majority stake at roughly 92.3 percent, with Renesas and Stars Microelectronics holding smaller shares.
The ₹7,600 crore facility in Sanand, Gujarat began commercial chip production in mid-2026, with Prime Minister Narendra Modi formally inaugurating it on July 4, 2026. Initial capacity stands at around 200 million chips per year, with a long-term target of scaling to 5 billion chips annually.
4. Kaynes Semicon: Gujarat’s Newest Chip Plant
Kaynes Semicon, a subsidiary of Kaynes Technology India, inaugurated its own OSAT facility in Sanand on March 31, 2026, approved under the India Semiconductor Mission with an investment of roughly ₹3,300 crore. The plant focuses on chip testing and packaging, with a production capacity of around 6 million chips per day.
In October 2025, Kaynes Semicon shipped India’s first commercially manufactured multi-chip modules from the Sanand facility to Alpha & Omega Semiconductor, an early milestone ahead of its formal inauguration.
5. HCL-Foxconn: Uttar Pradesh’s First Semiconductor Unit
The joint venture between HCL Group and Taiwan’s Foxconn is building an OSAT facility near the upcoming Noida International Airport at Jewar, Uttar Pradesh. Approved by the Union Cabinet with an investment of roughly ₹3,706 crore, groundbreaking took place on February 21, 2026.
The plant will manufacture display driver chips for phones, laptops, automobiles, and other devices, with a planned capacity of 20,000 wafers per month, translating to around 36 million chips per month. Commercial production is expected to begin in 2027, making it Uttar Pradesh’s first major semiconductor facility.
Key Takeaways
- Tata Electronics: Building India’s first full wafer fab in Dholera, now expected to open at a less advanced process node than originally planned.
- Micron Technology: Already shipping made-in-India chips from Sanand, scaling output through 2027.
- CG Semi: A CG Power, Renesas, and Stars Microelectronics joint venture, now in commercial production with a long-term target of 5 billion chips a year.
- Kaynes Semicon: Inaugurated in March 2026, producing around 6 million chips per day in Sanand.
- HCL-Foxconn: Uttar Pradesh’s first semiconductor unit, targeting 2027 commercial production for display driver chips.
Frequently Asked Questions
Which Indian semiconductor companies are already producing chips?
Micron, Kaynes Semicon, and CG Semi had all begun commercial production by mid-2026.
Is Tata Electronics building India’s first chip fab?
Yes, its Dholera facility is India’s first full wafer fabrication plant, though its timeline has recently slipped.
When will the HCL-Foxconn plant start production?
Commercial production at the Jewar, Uttar Pradesh facility is expected to begin in 2027.
What does CG Semi manufacture?
CG Semi handles assembly, packaging, and testing for chips used in consumer electronics, automotive systems, industrial equipment, and power management.
Where are most of India’s new semiconductor plants located?
Gujarat hosts the majority of approved projects, including facilities from Tata, Micron, CG Semi, and Kaynes Semicon, with Uttar Pradesh, Assam, and Odisha hosting additional projects.
Conclusion
India’s semiconductor buildout now includes real, shipping products rather than just planned investment. Tata Electronics is working toward the country’s first wafer fab, Micron and Kaynes Semicon are already producing chips at scale, CG Semi has entered commercial production with an ambitious long-term target, and HCL-Foxconn is preparing Uttar Pradesh’s first semiconductor plant for 2027. Together, these five companies represent the clearest picture yet of where India’s chip manufacturing ambitions stand.
