ASML Partners with Tata Electronics to Ensure Success of India's First 300mm Fab
ASML's Wayne Allan says the company's MoU with Tata Electronics will help make India's first 300mm fab a success, stressing the need for a complete domestic semiconductor ecosystem.
ASML Holding is working closely with Tata Electronics to ensure the success of India's first 300mm commercial semiconductor fabrication facility, according to Wayne Allan, the company's Executive Vice President. Speaking on the sidelines of Semicon India 2026, Allan said the partnership marks ASML's first engagement with a 300mm customer in the country.
"We have an MOU with them and we're partnering with them to make sure that the first 300mm fab in India is highly successful, so there will be many more to come," he said.
Allan stressed that building domestic capacity across the wider supply chain is essential for India to meet its own semiconductor needs. He noted that producing silicon is only one step, and that packaging, testing and converting chips into modules and products must also be developed locally. Having the entire ecosystem in place, he added, represents a major opportunity for companies such as ASML.
He projected that India's semiconductor market would reach USD 110 billion by 2030 and could double by 2032-33. While competencies in areas such as coating, cleaning, precision mechanics and optics still need to be developed, he said policy stability under Prime Minister Narendra Modi's administration supports this transition.
Allan also pointed to unprecedented demand growth across the industry, driven largely by artificial intelligence, and said ASML is examining its supply chain for constraints in components and PCB boards. Globalising the supply chain, he explained, gives companies more capacity, more locations and better access to talent and competence, making India an important part of that effort.
Tata Electronics and ASML signed a Memorandum of Understanding on May 16 to support the planned USD 11 billion fab in Dholera, Gujarat. Under the agreement, ASML will deploy its advanced lithography tools and work with Tata Electronics on talent development, local supply chain integration and research initiatives.
The Dholera facility, developed with Taiwan's Powerchip Semiconductor Manufacturing Corporation, will produce chips for automotive, mobile and artificial intelligence applications across process nodes ranging from 28nm to 110nm.