ISM 2.0 to Prioritise Chip Design and Semiconductor Equipment Ecosystem.

ISM 2.0 discussions underway; focus areas include design-led innovation and equipment localisation. Semiconductor policies matter beyond fabs—ecosystem breadth often determines sustainability.

: Active in chip design, embedded systems, and semiconductor-related R&D. : Relevant through EPC capabilities for fabs, clean rooms, and advanced manufacturing infrastructure. : Engaged in electronics systems and potential domestic semiconductor value-chain participation. The government signaled that ISM 2.0 will shift focus from only chip fabrication to building India’s full semiconductor ecosystem, including chip design and equipment manufacturing. The aim is to reduce import dependence and create long-term domestic capabilities. Such policy shifts are analyzed for supply-chain depth, execution timelines, and spillover benefits across design, manufacturing, and electronics services. Supportive policy can improve sector visibility but execution remains key. Disclaimer: This article is for informational and educational purposes only. It does not constitute investment advice.