The Silicon Blueprint: Inside India’s $15 Billion Semicon 2.0 Wave
Transcript
Srinivas: Welcome back to EEHerald Silicon Bridge. I’m Srinivasa Reddy N, joined as always by my co-editor, Kubra.
Kubra: Hey everyone. If you thought the first phase of the India Semiconductor Mission was ambitious, hold onto your seats. The headlines we're tracking today mark a massive structural leap forward for the entire region.
Srinivas: Let's jump straight to the biggest story of the quarter: The Union Cabinet has officially approved Semicon 2.0, backed by a massive allocation of ₹1,27,500 crore (roughly $15 billion).
Kubra: That is a colossal budget expansion. While Phase 1 focused on laying the foundation—getting those initial ATMP, OSAT, and fab projects off the ground—Semicon 2.0 shifts the focus toward ecosystem maturity. We’re talking specialized chemical supply chains, equipment manufacturing, advanced packaging, and scaling up domestic IP creation.
Srinivas: And you can already see that policy momentum converting into physical steel and concrete. Case in point: Prime Minister Narendra Modi just virtually laid the foundation stone for the new ASIP OSAT facility in Visakhapatnam under the India Semiconductor Mission umbrella.
SiliconBridge is a product of EE Herald. We independently explore the nexus between industry, academia and past, prevailing and potential future geopolitical architectures
More episodes
The Global tech pullback favors Indian equities, Japan’s Rapidus teams up with HCL India, New US strategic tech partnerships, and Community Colleges make a comeback.
The Global tech pullback favors Indian equities, Japan’s Rapidus teams up with HCL India, New US strategic tec
Saxony (Germany) and Arizona Deepen Collaboration, Purdue University and Global Foundries pursue Chip research-to-commercialization, SEMI Forecasts 11.8% Growth in Silicon Wafer Shipments, and the Future of Flexible Hybrid Electronics (FHE) (I don’t know what to make of the iPhone Duo!)
Saxony (Germany) and Arizona Deepen Collaboration, Purdue University and Global Foundries pursue Chip research
Electronica India & Semicon India 2026: India’s Electronics & Semiconductor Boom Explained
In this special podcast, Editor-in-Chief Srinivas covers the key highlights from Electronica India and Semico
Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shine bright.
From Gems to Tech: How Lab-Grown Diamonds Are Powering AI Cooling, Quantum Sensing & Defense
Discover how lab-grown diamonds evolved from jewelry to a game-changing material for electronics, semiconducto
The iPhone A20 Pro Chip, NVIDIA's crazy revenue numbers, huge investments in Indiana and Arkansas and DVCON India
We’re talking about the new iPhone’s advanced 2 nm A20 Pro chip, NVidia’s crazy revenue numbers, memory maker
AI Agents for Root Cause, Coverage & Assertions – VeriQuest Launch Interview
In this short interview from DVCon, Nishit Shukla introduces VeriQuest — a newly launched AI-powered solution
20× Better CDC Results & 95% Less Review Burden – Microarchitecture Insights
In this insightful interview, Prakash Narayan explains how microarchitecture analysis is changing the game in
AI Tsunami in EDA: Insights from DAC & DVCon with Anupam CEO of Agnisys
In this exclusive interview from DVCon, Srinivas sits down with Anupam to discuss the massive AI disruption sw
From Concept to Product in 4 Months: The AI & Open Source Revolution in EDA
How is Agentic AI transforming semiconductor and chip design? In this exclusive interview, EEHerald Chief Edi
DAC 2026 Recap & DVCon India 2026 Preview: Agentic AI, RISC-V & The EDA Frontier
In this special two-part episode of Silicon Bridge (an EEHerald special podcast), host Poojitha is joined by E
Record Global Chip Revenues | PM Modi's Red Fort Fab Roadmap & EMC 2.0 | EEHerald Silicon Bridge
In this episode of EEHerald Silicon Bridge, host Moulya is joined by EEHerald editors Srinivas and Kubra to br