The Atlas
A living map of India’s strategic industrial systems — the players in each ecosystem, what they actually make, and the layers of the value chain India still imports. Built from our research database, not the press release. Free to use; updated as the picture changes.
The five ecosystems
Each ecosystem is scored across its value chain on a 0–5 capture scale — from import-dependent to sovereign. Pick one to see where India stands and who the players are.
Semiconductors
01Fabs, packaging, materials and the equipment India cannot yet build.
Critical Minerals
02Rare earths, lithium and the refining layer China still controls.
AI Infrastructure
03Compute, power and the silicon every Indian data centre imports.
Defence
04Indigenous platforms riding on foreign engines and electronics.
Enterprise Software
05The software stack running Indian industry — and who owns each layer.
Latest developments
- 31 Dec 2027Enterprise SoftwareConstraint / ShockSAP ECC end-of-support (Dec 2027) forces re-platform decision on 5,000+ Indian enterprises
- 1 Jun 2026SemiconductorsCapability / Tech[PUBLISHED·PAID] The Opportunity Beyond the Fab
- 1 Jun 2026Enterprise SoftwareCapital AllocationSovereign-software opportunity sized: ~$51bn TAM by 2035, $4.6-10.2bn/yr import-replacement
- 1 Jun 2026Enterprise SoftwareConstraint / ShockDIEM scenarios 2026-2035: outcome ranges from 71% captured (BAU) to 38% sovereign (AI Leapfrog)
- 1 Jun 2026Enterprise SoftwarePolicy / RegulatoryStrategic roadmap: four-actor moves keyed to the 2027 window
- 1 Jun 2026Enterprise SoftwareCapability / Tech[SERIES] Technology Sovereignty Series — V1 SAP (done), V2 Cloud, V3 AI, V4 Engineering SW, V5 Synthesis + Index 2027
- 1 Jun 2026Enterprise SoftwareDependency / Supply[V2 Cloud] Foreign hyperscaler dominance of India's cloud layer; no domestic hyperscaler at scale
Where India stands across every value-chain layer, with the rationale and source behind each score.
Open the map →138 companies, PSUs, ministries, foreign suppliers and materials — filter by ecosystem, type and origin.
Browse players →India’s industrial-policy record — roadmaps, schemes, Acts and notifications — in one organised, searchable library.
Open the library →