ASML is expanding its customer support, supplier network and broader ecosystem presence in India as Tata Electronics prepares to establish the country’s first 300 mm semiconductor fabrication plant at Dholera in Gujarat, a senior executive of the Dutch equipment maker said on Thursday.
The development follows a memorandum of understanding signed earlier this year between Tata Electronics and ASML to advance semiconductor manufacturing in India. ASML is expected to support the establishment and ramp-up of Tata Electronics’ planned facility, which is targeted to become operational by 2028.
Speaking at SEMICON India 2026, Allan Wayne, ASML’s Chief Strategic Sourcing and Procurement Officer, said the company’s presence in India had previously been limited because it did not have a domestic customer base requiring local support. The Tata Electronics fab, he said, changes that position and creates a foundation for a wider supplier and services ecosystem.
“India’s semiconductor market could reach $110-120 billion by 2030,” Wayne said, adding that the country’s ambitions would require several fabs to be built over the coming years. He said India’s initial manufacturing growth would be driven by mainstream technologies rather than only advanced-node chips.
Wayne identified continued innovation in technologies at 28 nanometres and above, including analogue, mainstream logic, power, sensors, NAND and advanced packaging. The range of technologies is significant for the industrial base because semiconductor demand spans automation, electrification, vehicles and applications using artificial intelligence, sensors and data.
He said India aims to meet 15-25% of its semiconductor demand through domestic wafer fabs by 2032. That target could rise to 35-50% by 2035, potentially requiring a dozen fabs or more, according to the assessment shared at the industry event.
ASML currently has no plans to manufacture semiconductor equipment in India, Wayne said. The company’s immediate priority is to build the supporting supply chain before considering a manufacturing presence. “At some point, we may be looking at manufacturing, but there are no plans for that as it stands. We need to build a supply chain before we consider a manufacturing presence here,” he said.
For the Tata Electronics project, ASML’s near-term focus is to help the fab qualify production, achieve required quality and yield, and remain on schedule. Wayne said time to market and the ability to deliver equipment and support on time would be central to the project’s execution.
“You will soon see more of our customers coming to India,” Wayne said. The statement signals a possible expansion of ASML’s customer-support and supplier footprint as Tata Electronics moves towards commissioning the Dholera facility.
