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Inside India’s Semiconductor Push: ‘This Is a 100-Year Bet’

This is not an industry that rewards speed alone; it demands persistence, coordination, and long-term commitment. In semiconductors, success is not measured in years, but built over generations.

Dipin Damodharan

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IIT Bombay semiconductor experts Swaroop and Udayan Ganguly discussing India’s semiconductor mission
Swaroop Ganguly and Udayan Ganguly

In a conversation with Education Publica Editor Dipin Damodharan, leading semiconductor researchers Swaroop Ganguly and Udayan Ganguly delve into the science, strategy, and systemic challenges shaping India’s chip ambitions. Both are professors in the Department of Electrical Engineering at the Indian Institute of Technology Bombay. Swaroop Ganguly currently leads SemiX—the institute’s semiconductor initiative that brings together expertise across disciplines to advance India’s capabilities in the sector. Udayan Ganguly previously headed SemiX. India’s semiconductor journey, they argue, is only just beginning. The foundations— policy, infrastructure, talent, and partnerships—are being put in place, but the real challenge lies ahead. This is not an industry that rewards speed alone; it demands persistence, coordination, and long-term commitment. In semiconductors, success is not measured in years, but built over generations. Edited excerpts

India formally launched the semiconductor mission in 2021. Five years on, where does the country stand today?

Swaroop Ganguly:

The India Semiconductor Mission really began taking shape around 2021, but for a couple of years it was largely policy without visible industry participation. The turning point came around 2023 with the approval of the Micron packaging facility. That was important not just as a project, but as a signal—that global companies were willing to invest in India.

Following that, we saw a series of announcements, particularly in packaging and assembly. Now, packaging is not the highest value-add segment in the semiconductor value chain, but it is still a very important step. It generates employment, it helps build supporting capabilities, and it allows the ecosystem to start forming.

why India semiconductor mission matters
Image credit: Athena Sandrini/Pexels

But the real centrepiece—the crown of the semiconductor ecosystem—is the fabrication facility, or fab. That is where silicon wafers are actually processed into chips. We now have at least one major fab announcement, and that is a very significant milestone.

At the same time, we should be careful not to judge progress too quickly. This is not an industry where outcomes can be evaluated in five years. The correct time horizon is at least 10 to 15 years.

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Why did India take so long to enter this space, especially given its strength in technology?

Swaroop Ganguly:

It’s not entirely accurate to say India never tried. There were attempts in the past. In fact, in the 1980s, India had a silicon fabrication facility in Chandigarh that was not very far behind global standards at that time.

Unfortunately, that facility was destroyed in a fire, and that event set India back significantly—by decades, in fact. But the loss was not just infrastructure. It was also talent. Many of the people who were working there moved abroad and went on to become leaders in global semiconductor companies.

When you lose something like that, you don’t just lose a facility—you lose the continuity of knowledge, mentorship, and ecosystem-building. That has long-term consequences.

After that, the global semiconductor industry moved very fast, and re-entering it became increasingly difficult. It required a level of policy support and industrial coordination that did not exist at the time. That is what has changed with the India Semiconductor Mission.

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How should we interpret the progress under India Semiconductor Mission 1.0 (ISM 1.0)? Has it delivered what was expected?

Swaroop Ganguly:

I think it would be a mistake to look at ISM 1.0 as something that should have delivered results within five years. This industry demands a long-term, patient approach.

ISM 1.0 has led to the approval of multiple manufacturing-related units, most of them in packaging. That is actually a sensible place to begin. Countries like Taiwan and South Korea also started their semiconductor journeys with packaging before moving up the value chain.

There has also been progress in specialty areas such as compound semiconductors, which are used in applications like power electronics, renewable energy, and communications.

So overall, I would say the direction is correct. But the success of ISM should be evaluated over a much longer period—10 to 15 years at least.

So India Semiconductor Mission (ISM) 2.0 is not a reset, but an expansion?

Swaroop Ganguly:

Exactly. ISM 2.0 should be seen as an expansion of scope.

In ISM 1.0, the focus was largely on attracting manufacturing—fabs and packaging units. Now, the thinking is evolving towards building a more complete ecosystem.

That means looking at materials, chemicals, gases, equipment, and all the ancillary industries that support semiconductor manufacturing. At the same time, there is increasing emphasis on research, innovation, education, and training.

This is important because semiconductors are not a one-time investment. As we often say, this is not a bandwagon you jump onto—it’s a treadmill.

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What do you mean by that analogy?

Swaroop Ganguly:

The treadmill analogy simply means that once you enter this industry, you have to keep moving. If you stop, you fall off.

Udayan Ganguly:

Yes, and the reason is very simple. The industry evolves continuously. Every couple of years, chips become more powerful, more efficient, more densely packed.

If you don’t keep up with that pace of innovation, your products become uncompetitive. Unlike many other industries, you cannot just build a plant and continue producing the same thing for decades.

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For a layperson, what does this “semiconductor moment” actually mean for India?

Udayan Ganguly:

Think about everything you do today—medicine, education, transportation, entertainment. All of it runs on semiconductors.

Now imagine that every time you engage in any of these activities, you are effectively paying someone else for that underlying technology.

You go to a doctor—you are paying a semiconductor fee.

You drive a car—you are paying a semiconductor fee.

You watch a movie—you are paying a semiconductor fee.

So the question is: can a country continue to grow while constantly paying for the technological backbone of its economy?

So this is fundamentally about control over technology?

Udayan Ganguly:

Absolutely.

If India does not control semiconductors to some extent, we are basically fighting a losing battle. This is not just about manufacturing chips—it is about controlling the substrate on which modern society operates.

And this is not a short-term project. This is a 100-year bet. Even building meaningful capability will take at least 30 years.

What are the biggest challenges India faces in this journey?

Udayan Ganguly:

There are three core challenges: technology, talent, and governance.

On technology, the reality is that only a handful of companies globally have access to cutting-edge capabilities. These are not technologies that can simply be purchased at cost.

So India will have to start with slightly older technologies, which is perfectly fine. That is how most countries begin.

On talent, it is not just about having engineers—it is about having deep know-how. The ability to solve problems, innovate, and adapt.

And on governance, this is not a free-market industry. It requires sustained policy support and coordination. Without that, it cannot take off.

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What role do startups and academia play in this ecosystem?

Swaroop Ganguly:

They are central to innovation.

India has had design centres of global semiconductor companies for decades. But what we have not had is a large number of products that are designed, owned, and commercialised by Indian companies.

That is where startups and academia come in.

Innovation typically emerges from these spaces—either from academic research translating into startups, or from experienced professionals building new companies.

Can startups play a role in manufacturing as well?

Swaroop Ganguly:

Manufacturing is much more capital-intensive, so it is difficult for startups to enter that space in the conventional sense.

However, there are opportunities in specialised areas—materials, processes, equipment components—where startups can contribute.

Academia also plays a critical role, particularly in advancing research that can feed into industry.

Is there a missing link in India’s semiconductor ecosystem today?

Udayan Ganguly:

Yes—R&D infrastructure.

Globally, there are dedicated semiconductor research centres where new ideas can be tested at scale without disrupting commercial manufacturing.

These centres act as a bridge between academia and industry.

India needs similar facilities. Without them, it becomes difficult to translate research into real-world applications.

What about talent—are we producing enough skilled people?

Udayan Ganguly:

We have strong core capability, but we need to scale significantly.

To meet the demands of a domestic semiconductor ecosystem, we probably need to increase our talent pool by at least ten times.

And this is no longer just about selecting the best candidates. It is about building a pipeline—training, education, and capacity-building across institutions.

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Is semiconductor engineering limited to electronics?

Swaroop Ganguly:

Not at all. That is a common misconception.

Semiconductor manufacturing is highly interdisciplinary. It involves physics, chemistry, materials science, and mechanical engineering.

For example, consider a thermal processing step in fabrication. A wafer can be heated from room temperature to over 1000°C in a matter of seconds and then cooled rapidly. That involves complex thermal and mechanical engineering.

So the opportunities extend far beyond traditional electronics.

Who are the key stakeholders in building this ecosystem?

Swaroop Ganguly:

It essentially comes down to three groups: academia, industry, and government.

These three must work together very closely. Without that collaboration, the ecosystem cannot develop.

Government provides policy and support. Industry drives manufacturing and commercialisation. Academia contributes research, talent, and innovation.

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Image credit: Dipin Damodharan

Does India need to increase its R&D spending?

Swaroop Ganguly:

Spending is already increasing, which is a positive sign.

But equally important is how that money is used. There are global models where competing companies collaborate on early-stage research, pooling resources and working with academia.

Such models can significantly improve the effectiveness of R&D investment.

Finally, are you optimistic about India’s semiconductor journey?

Udayan Ganguly:

Yes, broadly.

The policy direction is strong, and the incentives are competitive. But this is not something that will succeed automatically.

It requires sustained effort over decades.

Swaroop Ganguly:

Exactly. The direction is right, but the time horizon is long. This is not a sprint—it is a marathon.

Dipin Damodharan is an award-winning journalist, editor and media entrepreneur, and Co-founder and Editor-in-Chief of EdPublica, an independent global media platform covering education, science, research, innovation, climate and public policy. With more than a decade of experience in journalism, he has worked across print, digital and multimedia media. His reporting explores science, climate, sustainability and the social impact of research and innovation. His work has been recognised by the Solutions Journalism Network and other journalism organisations.

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Space & Physics

A Dead Star Feeds Off Planet Formed From Its Ashes

It adds to a known coterie of planets now found orbiting dead stars, astronomers are busy studying to spot signs of life.

Karthik Vinod

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Screenshot 2026 10 05 164626 e1791233298442
The accretion of material from an evaporating second-generation giant planet accreting on a white dwarf star | Credit: Snehalata Sahu

A planet orbiting once every 4 days around a white dwarf star HS 0209+0832  – about 270 light years in the direction of the constellation Pisces – is steadily losing its atmosphere to its host star. While many stars in solar systems beyond our own often feed on their planets, this particular star feeds on its own ashes.

The gaseous planet HS 0209+0832 b was discovered in 2024, when the Transiting Exoplanet Survey Satellite, a NASA space telescope, found it orbiting the white dwarf star over the course of four days. The new study followed through with detailed observations from TESS data, NASA’s space-based Far Ultraviolet Spectroscopic Explorer, in addition to the ESO’s mountain-based Very Large Telescope, to study the star’s atmosphere and in turn inferring some chemistry occurring in the planet.

In a study published in the journal Nature Astronomy on Monday and funded by NASA, European Research Council, Fundación Occident and the Instituto de Astrofísica de Canarias, an international team of astronomers have reported imprints of niobium, a heavy element, in the atmosphere of a white dwarf star.

Astronomers predict the transiting young planet around the dead star is supplying that niobium back to its host. The sighting is evidence of a “second generation” planet, one of many candidates identified over several years, manifesting in a myriad different ways from spent gas ejected in the wake of stellar deaths.

It adds to a known coterie of planets now found orbiting dead stars, astronomers are busy studying to spot signs of life.

What are white dwarf stars?

White dwarves are an exotic stars, and are all that’s left off giant stars shedding their large gaseous skin in violent deaths. Our sun is destined one day to transform into a white dwarf, but only after swelling in size some five billion years from now to become a red giant when it will eclipse past the earth’s orbit. It would take several million years after that for the red giant sun to shed its gaseous exterior to become a white dwarf.

Planets if any, found orbiting these dead stars may have likely migrated from the new solar system’s outer reaches. All that’s left off the progenitor star’s past are imprints of light metals and other elements on the white dwarf’s atmosphere. Such planets have previously been spotted orbiting pulsars, a kind of neutron star, back in 1992. In fact, its discovery had marked the first ever detection of any planet orbiting a star beyond our sun.

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In five billion years, our sun will evolve to become a red giant star. Credit: Svitlana Leonidivna Malchenko

Sighting niobium

Elements such as niobium don’t typically form in the core of stars like our sun. Chemical production usually limits to elements lighter than or until iron, with its 26 protons and 30 neutrons. Beyond that, slamming an extra proton or neutron will cause those to split, leaving iron to be the last element to be directly forged.

Niobium, with 41 protons and 52 neutrons, is thought to be born after absorbing slow passing neutrons when the red giant star dies to form a white dwarf star. This niobium hitches a ride along with rest of the contents of the red giant star, farther into the outer reaches of the system after the formation of the white dwarf.

These contents could create a new disc of circumstellar material with dust and gas that could condense one day to form new planets. The “second generation” planet found orbiting the white dwarf star from the new study, could have been born this way.

Alternatively, it may have been a planet in the outskirts like Neptune, migrating inwards, and enriching itself with niobium-rich star material.

Either way, the planet got too close to its host star, which is irradiating its newfound niobium-rich atmosphere, stripping it away and devouring it.

While it’s likely not a candidate planet for life as we know it to be found, it’s discovery can help ascertain how such worlds are formed in the aftermath of a star’s various phases of evolution.

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Space & Physics

Artemis Accords Reach 76 Countries: What It Means for India

The Artemis Accords now have 76 signatories. With NASA inviting ISRO to its Moon Base programme, India’s role in lunar exploration is expanding.

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Astronaut holding a lunar rock on the Moon with another astronaut in the background, illustrating future lunar exploration.
Representational image of astronauts collecting lunar samples as international missions prepare for a new era of Moon exploration. Image credit: NASA

The Artemis Accords now have 76 signatories, expanding the international framework around the next phase of lunar exploration. For India, the milestone comes weeks after NASA invited the Indian Space Research Organisation (ISRO) to participate in its planned Moon Base programme.

Albania, Croatia, Côte d’Ivoire and San Marino joined the Accords in September, taking participation to 76 countries. NASA says nearly 40% of the world’s nations are now part of the framework, which sets principles for peaceful, transparent and responsible exploration of the Moon, Mars and beyond.

India became the 27th signatory in June 2023. At the India-US Civil Space Joint Working Group meeting in Bengaluru in August, NASA invited ISRO to participate in its Moon Base programme. The two countries also agreed to advance discussions on open scientific-data sharing under the Accords.

Artemis Accords graphic showing the flags of participating countries, including India, with the Moon in the background.
India is among the 76 countries that have signed the Artemis Accords, a framework for peaceful and responsible exploration of the Moon and beyond. Source: NASA

India’s Moon Base opportunity

The invitation does not specify what India will contribute. NASA has said every Artemis Accords signatory can participate through scientific payloads, technology demonstrations, CubeSats and other capabilities. Any specific Indian contribution would require further agreements.

India, however, is developing its own increasingly ambitious lunar programme. ISRO’s Chandrayaan-4 is planned as a lunar sample-return mission, designed to collect samples from the Moon’s polar region and bring them back to Earth. Chandrayaan-5/LUPEX, being developed with Japan’s JAXA, will study lunar polar volatiles in situ.

These missions could give India experience and scientific capabilities relevant to a future international lunar infrastructure.

ISRO Shaping the Data Conversation

Scientific data could be another area of Indian participation. In May 2026, ISRO led an initial Artemis Accords discussion on advancing open-data practices. NASA subsequently held two workshops focused on making lunar scientific data more accessible, interoperable and reproducible across countries.

That is significant as more lunar missions target the same regions. Shared standards could allow researchers to combine observations from different spacecraft instead of treating each mission’s data separately.

Moon – Space Coperation

India-US space cooperation is also expanding into human spaceflight. ISRO’s 2025–26 annual report records that Indian astronaut Shubhanshu Shukla travelled to the International Space Station in June 2025 as part of the Axiom-4 mission and conducted seven microgravity experiments. ISRO also held discussions with NASA on potential cooperation related to Gaganyaan.

The Artemis relationship therefore sits alongside an existing programme of India-US cooperation, including the NASA-ISRO Synthetic Aperture Radar (NISAR) mission.

What Changes for India?

The significance of the 76-country milestone lies in the network developing around it. The Artemis Accords cover scientific-data sharing, interoperability, non-interference between missions, emergency assistance and protection of historically significant lunar sites. NASA says signatories are now working through technical meetings and workshops to put these principles into practice.

For India, that creates several possible avenues: contributing technology or science to NASA’s Moon Base effort, sharing lunar data, and working with a growing group of countries on standards for increasingly crowded lunar operations. What India’s specific contribution to the Moon Base remains undecided. But with Chandrayaan-4, LUPEX and its human-spaceflight programme advancing alongside deeper NASA cooperation, India is entering the next phase of lunar exploration with its own capabilities already taking shape.

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Space & Physics

JWST Finds Water Around a Dying Star Near the Milky Way’s Black Hole

A dying star near the Milky Way’s central black hole is shedding water, gas and dust into one of the galaxy’s most extreme environments.

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JWST infrared view of the densely populated region around the Milky Way’s central black hole, filled with stars, glowing gas and dust.
A dense field of stars, gas and dust surrounds the centre of the Milky Way in this infrared view from the James Webb Space Telescope. The region includes the environment around Sagittarius A* and nearby stars such as IRS 3. Image credit: ESA/Webb, NASA & CSA, F. Peißker, J. Lu, F. Yusef-Zadeh, N. B. Sabha, C. Chan

A dying star nearing the end of its life is shedding material into space just 0.55 light-years from the Milky Way’s central black hole. And somehow, some of that material is holding on. New observations from the James Webb Space Telescope have revealed water and oxygen-rich dust surrounding IRS 3, an evolved star living remarkably close to Sagittarius A*, the supermassive black hole at the heart of our galaxy.

The finding gives astronomers a rare view of what happens when an ordinary stage of stellar evolution unfolds in an anything-but-ordinary neighbourhood.

A Dying Star Beside a Black Hole

IRS 3 is an asymptotic giant branch (AGB) star, a late stage in the life of stars like this one. As such stars age, they swell, cool and lose material through powerful stellar winds. IRS 3 is doing exactly that. Gas and dust are streaming away from the star, creating a large envelope around it.

The star sits only about 0.55 light-years from Sagittarius A*. That may sound distant, but on the scale of the Galactic Centre it is remarkably close. Earth is about 26,000 light-years away from the same black hole.

Multi-panel views zooming from the Milky Way’s centre to dying star IRS 3 and Sagittarius A*, comparing visible and infrared observations including JWST’s detailed view.
A series of observations zooms from the Milky Way’s central region to IRS 3, the dying star located about 0.55 light-years from Sagittarius A*. The JWST infrared view reveals the crowded environment around the star and the Milky Way’s central black hole. Image credit: ESA/Webb, NASA & CSA, F. Peißker, J. Lu, F. Yusef-Zadeh, N. B. Sabha, C. Chan

Around Sagittarius A* is a crowded, energetic environment filled with intense radiation, dense gas and powerful gravitational forces. Astronomers have long wondered how stars manage to evolve and shed material there. IRS 3 is offering an answer.

Webb Finds Water in the Stellar Outflow

NASA‘s James Webb Space Telescope looked at IRS 3 using its Mid-Infrared Instrument, or MIRI. Infrared observations are particularly useful here because the dust surrounding the star glows strongly at these wavelengths.

The observations revealed oxygen-rich dust in the star’s envelope. They also produced the first detection of water in this material. This does not mean Webb found a pool, cloud or droplets of water. The water exists as molecules mixed into the hot gas and dust surrounding the star.

That distinction matters because molecules can be vulnerable in the harsh environment around the Galactic Centre. Radiation can break them apart, while the conditions around a supermassive black hole can affect the material being expelled by nearby stars. Yet water molecules are present around IRS 3.

The Star is Feeding Its Surroundings

IRS 3 is losing material rapidly as it approaches the end of its life. Researchers estimate that the star is shedding roughly the mass of Earth every 18 days. That enormous outflow is important beyond IRS 3 itself.

When evolved stars lose their outer layers, they return material to the space between stars. The gas carries elements produced during the star’s lifetime, while newly formed dust becomes part of the reservoir from which future cosmic structures can emerge. IRS 3 is therefore caught in a familiar cycle of stellar life: a star is dying, but the material it releases can become part of something else.

What makes this case unusual is that the recycling process is happening almost next door to a supermassive black hole.

How Much Can Survive Here?

The observation does not mean that the black hole has little influence on its surroundings. Sagittarius A* still creates an extreme environment, and the researchers are interested precisely because IRS 3 shows that stellar material can persist within it.

“Galactic centres are among the most extreme environments,” said Florian Peißker of the University of Cologne, the study’s lead author to media. With Webb, researchers can now examine the material around stars such as IRS 3 in much greater detail and ask how stellar winds, dust formation and molecular chemistry behave so close to a black hole. The answer emerging from IRS 3 is intriguing: the environment may be extreme, but it does not necessarily shut down the chemistry of a dying star.

For IRS 3, the end of its stellar life is already underway. Its outer layers are drifting away into the Galactic Centre, carrying dust, molecules and the chemical ingredients of future cosmic systems with them. Even in the shadow of the Milky Way’s central black hole, a dying star is still leaving something behind.

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