Our view on India's semiconductor build-out
Notes from the Mantra team on the fabs, suppliers, technology and people shaping India's chip industry.
Build the ecosystem alongside the fab, not after it
Every successful chip cluster grew its supplier base with its fabs. India has funded the fabs. The next five years decide whether the ecosystem arrives in time.
Insight · October 2026AI's hidden demand: why mature-node chips matter more than ever
AI is usually told as a leading-edge story. Much of what makes AI work runs on mature-node power, control and connectivity chips, the segment India is building first.
Insight · October 2026Entering India: a guide for global semiconductor suppliers
Why the supplier window in India is open now, the three ways to enter, and the questions to answer before committing.
Insight · October 2026Yield is a supply-chain problem too
In a new fab, many yield losses start in the materials, chemicals, utilities and services that feed the process. Managing them as yield levers can save months of ramp.
Insight · October 2026India's next bottleneck is people on the fab floor
India has world-class chip design talent. Its new fabs need a different workforce, and it has to be built close to the plants, starting now.
Want to discuss any of this?
We are always glad to talk with suppliers, fab teams, investors and policymakers.