◇ Monitoring · Semiconductor Ecosystems
The vendor economy behind semiconductor fabs
Primary sources
Of a ₹91,000 crore mature-node fab, roughly two-thirds flows to ASML, AMAT, Lam, TEL and KLA. The Indian-capture economy lives in the remaining one-third — construction, gases, UPW, logistics and the durable industrial capabilities those build.
Track the systems we watch
Signals, reports and briefings on India’s industrial transformation.