Punjab, Sept. 14 -- SEMICON India 2026 runs from September 17 to 19 at Yashobhoomi in New Delhi, with more than 525 exhibitors and participation from over 40 countries.

The six areas

The government has set out six focus areas under Semicon 2.0 and its Rs 1,27,500 crore outlay: chip design, semiconductor equipment and materials, additional fabs, advanced packaging, research and development, and talent development.

Only one of those six is a fab. That is the most important thing about the list.

Why widening beyond fabs is the right call

Fabs are the visible part of the industry and the hardest place for a new entrant to build durable advantage: enormous capital, fast depreciation, and competitors with decades of yield learning.

Design, ...