150mm/200mm Silicon Wafers
$0.35 bnAnnual import
12%Indian capability
3,850Supplier concentration (HHI)
₹2,500 crTo localise
Why India imports it. India makes 150mm wafers at pilot scale but capacity is small; cannot meet domestic fab demand.
Why it matters. Legacy-node fabs and discrete devices still need 150/200mm wafers in volume.
Can India localise it? Yes - pilots exist; scaling is the next step.
Where it comes from. Japan (55%), Taiwan (20%), South Korea (15%).
Scorecard
The ten indices
CMDI 68.75Dependency
LPI 48Localisation potential
IAI 58.5Investment attractiveness
SRI 64.5Supply risk
SCI 57.75Supply-chain complexity
TRI 40.75Technology readiness
IMI 68Industrial multiplier
NSRI 50.5National-security relevance
EPI 55Export potential
ICGI 72.5Capability gap
Who makes it
Manufacturers
In India
Meerut Electronics Pvt Ltd (MEPL)SITAC Microsystems
Global leaders
Shin EtsuSumcoGlobal Wafers
On the ground
Localisation projects
- Tata Dholera Semiconductor Fab
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: Reasoned estimate. India has small 150mm capacity at MEPL and SITAC, volume unknown. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).