DRAM & NAND Memory Chips
$4.5 bnAnnual import
0%Indian capability
4,450Supplier concentration (HHI)
₹60,000 crTo localise
Why India imports it. No DRAM/NAND fab in India; Tata-PTI fab planned for 2027-28.
Why it matters. Memory is 25-30% of every electronics BOM; cascades into data centres, smartphones, automotive.
Can India localise it? Partial - first fab expected 2028.
Where it comes from. South Korea (60%), USA (25%), Japan (10%).
Scorecard
The ten indices
CMDI 88.5Dependency
LPI 34Localisation potential
IAI 63.75Investment attractiveness
SRI 80.75Supply risk
SCI 63.25Supply-chain complexity
TRI 36Technology readiness
IMI 82Industrial multiplier
NSRI 74.3National-security relevance
EPI 63.25Export potential
ICGI 88.75Capability gap
Who makes it
Manufacturers
In India
No significant domestic maker.
Global leaders
Samsung ElectronicsSk HynixMicron
On the ground
Localisation projects
- Tata Dholera Semiconductor Fab
- Micron Sanand ATMP
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- High-Purity Minerals Enter the Semiconductor Feedstock Chain
Sources
Primary references
Confidence: Verified. Verified: Micron Sanand ATMP confirmed; Tata fab announced. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).