Robotics, semiconductors & quantum technology
India's strategic-technology triad—robotics, semiconductors and quantum—covering the National Quantum Mission, the Semicon India Programme and the policy stakes for UPSC GS-3.
Why Semiconductors Are a National-Security Question
Semiconductors—integrated circuits etched onto silicon wafers—are the substrate of modern computing, defence avionics, telecom, automobiles and AI accelerators. India consumes a large and rising share of global chips but, until recently, fabricated none of the advanced logic itself. The COVID-19 supply shock (2020-22) and the US-China technology rivalry converted chips from a commercial input into a sovereignty issue.
The Semicon India Programme
The Union Cabinet approved the Semicon India Programme in December 2021 with an outlay of ₹76,000 crore, administered through the India Semiconductor Mission (ISM), a body under the Ministry of Electronics and Information Technology (MeitY). The scheme offers fiscal support of up to 50% of project cost for setting up semiconductor fabs, display fabs, compound-semiconductor and ATMP/OSAT (assembly, testing, marking and packaging) units, and a Design Linked Incentive (DLI) scheme for chip-design start-ups.
The flagship outcomes:
- Micron Technology (US) committed in June 2023 to an ATMP facility at Sanand, Gujarat, with investment up to $2.75 billion, India's first major packaging plant.
- The Union Cabinet in February 2024 cleared three units: a Tata Electronics–Powerchip (PSMC, Taiwan) fab at Dholera, Gujarat (~₹91,000 crore), a Tata ATMP unit at Jagiroad, Assam, and a CG Power–Renesas–Stars Microelectronics OSAT unit at Sanand.
- Kaynes Semicon and others followed, building an OSAT ecosystem.
The Geopolitics and the Materials Layer
Global chipmaking is concentrated: TSMC (Taiwan) dominates leading-edge logic, ASML (Netherlands) monopolises EUV lithography, and Samsung/SK Hynix (South Korea) lead memory. The US CHIPS and Science Act (2022) and export controls on advanced nodes to China have fragmented supply chains—creating India's opening as a "China-plus-one" base. India joined the US-led Indo-Pacific Economic Framework (IPEF) supply-chain pillar and signed an MoU on semiconductor supply chains with the United States in March 2023.
Candidates must grasp the upstream dependency: chip fabrication needs ultra-pure silicon wafers, photoresists, neon gas, gallium and germanium. China restricted gallium and germanium exports in August 2023, underscoring the criticality of materials—linking this topic directly to the critical minerals and rare-earth debates examiners favour. India's response includes the Critical Minerals Mission (Budget 2024-25) and the Khanij Bidesh India (KABIL) acquisitions abroad.
The high-yield retention list: Semicon India outlay ₹76,000 crore; ISM under MeitY; Micron–Sanand; Tata–PSMC–Dholera; 50% fiscal support; DLI for design start-ups.