Tata Electronics signs 16 vendor pacts as global chip majors expand India plans

Tata Electronics has signed 16 vendor agreements for its Gujarat and Assam semiconductor projects, while ASML, Applied Materials and Lam Research outlined India expansion plans under the Semicon 2.0 programme.

— Source publishedSat, 19 Sept, 2026, 22:57 IST·First seen Sat, 19 Sept, 2026, 23:00 IST·Source ET Small Business

What happened

Tata Electronics signed 16 vendor agreements for its Rs 1.18 lakh crore Gujarat and Assam chip projects as global equipment makers ASML, Applied Materials and

Key facts

  • ASML said Tata Electronics' 300mm fab will have capacity of 50,000 wafers per month
  • Applied Materials: USD 5 billion investment over 10 years
  • Lam Research: Rs 10,000 crore investment
  • Tata Electronics Dholera and Assam projects: Rs 1.18 lakh crore

What changed

Tata Electronics signed 16 vendor agreements for its Rs 1.18 lakh crore Gujarat and Assam chip projects as global equipment makers ASML, Applied Materials and Lam Research announced India expansion plans under the Semicon 2.0 programme.

Why this matters

Tata Electronics’ 16 vendor pacts signal that India’s chip ambitions are becoming an execution challenge centered on supplier readiness, infrastructure and talent rather than announcements alone.