Specialty Gases for Semiconductor Fab
$0.30 bnAnnual import
15%Indian capability
2,900Supplier concentration (HHI)
₹1,500 crTo localise
Why India imports it. India has Linde/Inox for bulk gases; ultra-high-purity grades (NF3, WF6, SiH4) imported.
Why it matters. Localisation of high-purity gases is a fast-win for fab economics.
Can India localise it? Partial - bulk gases done, specialty grades need 3-5 years.
Where it comes from. Japan (40%), USA (30%), South Korea (20%).
Scorecard
The ten indices
CMDI 63.75Dependency
LPI 54.5Localisation potential
IAI 58.5Investment attractiveness
SRI 60Supply risk
SCI 54Supply-chain complexity
TRI 44.75Technology readiness
IMI 65Industrial multiplier
NSRI 39.75National-security relevance
EPI 60.25Export potential
ICGI 62.5Capability gap
Who makes it
Manufacturers
In India
INOX Air ProductsLinde India
Global leaders
LindeAir ProductsShowa Denko
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. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).