KPMG in India is knowledge partner for this event.

      This summit will bring trusted expertise in strategy, policy advisory, technology, and risk to support India’s electronics and semiconductor manufacturing ambitions.

      With deep experience across government, industry, and global markets, KPMG in India contributes insights on strengthening value chains, enabling sustainable scale-up, building future-ready capabilities, and aligning India’s ecosystem with global standards.

      Key discussion points:

      Which sectors are driving semiconductor demand today, and which will dominate in the next five years

      Is India better served by investing in advanced fabs now, or accelerating legacy fabs that meet EMS requirements faster

      Can OSAT/ATMP facilities become India’s fastest entry point into the global semiconductor ecosystem

      Should India continue scaling electronics box-build exports, or shift focus to building component-level depth

      How should India strike the balance between electronics design capabilities and contract electronics manufacturing scale

      What impact will the entry of global EMS & EDMS players have on Indian firms and local value addition

      Can India set up a reliable raw material ecosystem for chemicals, solder, paints, gases, and substrates

      How can India pursue sustainable growth in electronics and semiconductors given its energy, water, and infra constraints

      How can India balance legacy nodes vs modern nodes while building its fab strategy

      Are we adding enough SMT lines and high-speed machines to match global EMS hubs

      What workforce models are needed to build electronics and semiconductor skills at scale


      KPMG in India leaders on ET Electronics and Semiconductor Manufacturing Summit

      S Sathish

      Partner and National Sector Leader – Industrial Manufacturing

      KPMG in India

      • To become one of the leading global players in the semiconductor sector, India should focus on:
         

        • building the entire ecosystem to scale,
        • minimising dependency on imports for components,
        • raising talent in design & hitech manufacturing operations, and
        • enabling setting up of manufacturing clusters with the required infrastructure.
      • India’s electronics and semiconductor sector has gained real momentum over the past ten years. Electronics output has grown nearly six times, exports are rising steadily, and the sector continues to draw strong FDI. Ambitious national targets now look achievable. Government initiatives like PLIs for electronics manufacturing, component manufacturing, and design-led innovation have created a strong push across the entire value chain

      Apaar Bhatnagar
      Apaar Bhatnagar

      Associate Partner, Industrial Manufacturing

      KPMG in India

      Semiconductor lifecycle is notoriously measured in years and billions of dollars. If India is to secure a meaningful position in the global semiconductor value chain, the focus must shift from chasing multi‑decade benchmarks to compressing product‑level lifecycles and time‑to‑impact.

      A winning playbook starts with a bold north star and a clear‑eyed assessment of gaps - limited system & architecture design depth, nascent FAB & OSAT capabilities, a thin equipment backbone, and fragmented infrastructure.

      From there, success hinges on making deliberate where‑to‑play choices: end‑markets aligned to India’s demand momentum (AI infra, EVs, power electronics, renewables), focused material bets (Si vs. compound), pragmatic node strategies (28/40 nm), and a margin accretive product mix.

      Execution will matter more than intent - anchored by home‑grown champions, world‑class talent, tightly integrated clusters, deep industry‑academia‑startup partnerships, and consistent, enabling policy.

      In semiconductors, scale follows focus - and speed creates advantage

      Hear from the experts

      ET Electronics & Semiconductors Manufacturing | S Sathish


      India’s electronics and semiconductor sector has gained real momentum over the past ten years. Electronic sector's output has grown nearly six times, exports are rising steadily, and the sector continues to draw strong FDI

      Key Contacts

      S Sathish

      Partner and National Sector Leader – Industrial Manufacturing

      KPMG in India

      Apaar Bhatnagar
      Apaar Bhatnagar

      Associate Partner, Industrial Manufacturing

      KPMG in India

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