
Following Independence Day remarks that Indian-made semiconductor chips will reach the market by the end of 2025, policy momentum continued this week: the Union Cabinet cleared four additional projects under the India Semiconductor Mission (compound semiconductors and advanced packaging). Separately, Tata Electronics is in talks with Merck for an exclusive chemicals supply pact for its Dholera facility—part of efforts to de-risk chip manufacturing inputs. Together, these updates signal supply-chain build-out alongside capacity approvals, though execution timelines and ecosystem readiness remain key