Two leading Indian companies are making significant strides in strengthening the country’s semiconductor ecosystem through global collaborations aimed at chip manufacturing and development in India. On Monday, the Tata Group unveiled a major partnership with US-based semiconductor giant Intel, while IT services company HCLTech announced a collaboration with France-based Dolphin Semiconductor, signaling a new era of advanced semiconductor innovation in India.
The Tata Group’s agreement with Intel focuses on manufacturing and assembling semiconductors in India, primarily to cater to the domestic market. This collaboration is aimed at scaling tailored AI PC solutions for India’s consumer and enterprise sectors, which are projected to rank among the top five global markets by 2030.
According to the Tata Group statement:
“Intel and Tata intend to explore manufacturing and packaging of Intel products for local markets at Tata Electronics' upcoming Fab and OSAT (Outsourced Semiconductor Assembly and Test) facilities, as well as a collaboration for advanced packaging in India.”
The initiative includes:
A chip manufacturing plant in Dholera, Gujarat
A semiconductor assembly and packaging plant in Assam
The total investment for this strategic expansion amounts to Rs 1.18 lakh crore.
The partnership will utilize:
Intel’s AI compute reference designs
Tata Electronics’ leading Electronic Manufacturing Services (EMS) capabilities
Tata Group companies’ extensive access to the Indian market
This collaboration is expected to accelerate India’s semiconductor self-reliance while meeting the growing demand for AI-enabled computing devices.
On the same day, HCLTech announced a collaboration with Dolphin Semiconductor to co-develop energy-efficient chips. This initiative addresses the increasing demand for high-performance yet low-energy consumption solutions in enterprise computing and connected devices.
The partnership aims to integrate Dolphin’s specialised low-power IP into HCLTech’s silicon design workflows. Leveraging HCLTech’s expertise in system-on-chip (SoC) architecture, design, and development, the collaboration seeks to deliver scalable, energy-efficient SoCs capable of supporting diverse computational workloads while minimizing power consumption.
Pierre-Marie Dell’Accio, Executive VP Engineering at Dolphin Semiconductor, stated:
“By partnering with HCLTech, we will be able to extend the reach of our low-power IP to more applications and customers than ever before. This partnership will help us push the boundaries of energy-efficient computing—whether it is for IoT devices or data center ecosystems.”
The HCLTech-Dolphin alliance is poised to enhance enterprise solutions, IoT devices, and data center performance, emphasizing sustainability alongside technological advancement.
These collaborations reflect India’s growing focus on semiconductor self-reliance, supported by government initiatives and private investments. The partnerships aim to:
Boost domestic chip manufacturing capabilities
Strengthen AI and low-power computing infrastructure
Enable advanced semiconductor packaging and assembly in strategic regions like Gujarat and Assam
Industry experts believe these initiatives will position India as a key player in the global semiconductor supply chain over the next decade.