Indian semiconductor ecosystem: News, Updates & Discussions.


Are they routing the Brahmaputra water to the plant?
Thats not good.

I was of opinion that since we are establishing an industry from scratch, we might as well build a better sustainable ecosystem around it. Using desalination plants, leveraging Ocean rather than rivers and groundwater.

Well, hopefully they come around it soon. Our water management is already very poor.
 

DLI Scheme-Backed Chip Design Startups Continue to Attract Interest from Leading Investors​

C2i Semiconductors Raises $15 Million Series A Led by Peak XV Partners - Largest Funding Round by an Indian Semiconductor Startup

C2i Designing Intelligent Power-Management Chip for Energy Efficient and Reliable High-performance Computing Systems​

India’s semiconductor chip design ecosystem is steadily strengthening, with startups supported under the Design Linked Incentive (DLI) Scheme drawing growing interest from both investors and the user community. Semiconductor ventures traditionally involve long development timelines, substantial R&D investment and higher technical risk before revenues begin, often making early-stage investors cautious — and consequently, prior to 2021, venture capital investment in this sector in India remained limited.

The Government of India’s DLI Scheme, announced in 2022, addresses this challenge by reducing upfront risk through financial support, access to advanced EDA tools, IP cores etc. and greater ecosystem awareness of semiconductor chip design. Startups are onboarded through a rigorous screening and evaluation process by a competent expert committee comprising technical and industry specialists, ensuring support to credible deep-tech companies. This structured intervention continues to improve investor confidence and commercial viability, leading to investors actively evaluating DLI-supported startups.


C2i Semiconductors

Incorporated in Bengaluru on 5 June 2024 by a founding team with decades of experience at global leaders such as Texas Instruments, National Semiconductor and Maxim Integrated. C2i Semiconductors was subsequently approved w.e.f. 1 November 2024 for financial support and access to advanced chip design tools under the DLI Scheme.

With semicon industry veteran Ganapathy Subramanyam, Founding Managing Partner, Yali Capital on its Board, C2i is developing power-management semiconductor solutions for next-generation AI data centres and cloud infrastructure.

With its engineering team quickly ramped up to 65 engineers, C2i has become one of the top three users amongst 100 companies of the centralized EDA tools in recent months, provided through the centralized EDA tool grid at the ChipIN Centre under the DLI Scheme.


The Challenge — Power Becomes the Limiting Factor in Modern Data Centres: As AI workloads grow modern data centres require very large and highly stable power supply. Older power systems were not designed for continuous high-density computing which leads to energy loss excess heat reliability challenges and difficulty in scaling infrastructure.


The Innovation — Rethinking Power from Grid to Core

C2i Semiconductors is redesigning how electricity flows inside a server from the incoming power source to the processor chip using a grid to core approach. Instead of improving individual components the company is developing a smart configurable power platform that automatically manages and optimizes power delivery in real time. The technology provides stable power even for heavy AI workloads, improves energy efficiency, reduces heat and failures, extends equipment life, simplifies server design, enables faster deployment and supports large scale data centre expansion.


In Simple Terms — An Intelligent Power Brain for AI Infrastructure

C2i technology works as an intelligent power control system for data centres, helping high-performance AI systems operate reliably, efficiently and continuously for next-generation digital infrastructure. C2i expects its first silicon designs to return from fabrication by mid-year, after which it plans to validate performance.


Investor Confidence — Backing Deep-Tech Innovation from India
Recognising the potential of C2i’s breakthrough solution, Peak XV Partners (formerly Sequoia Capital India & SEA) has led a $15 million investment round to accelerate the development of next-generation, high-density and ultra-reliable system-level power delivery solutions. This follows a $4 million funding round led by Yali Capital in 2024, taking the cumulative investment raised to approximately ₹170 crore to date, in addition to the support received under the DLI Scheme.

Rajan Anandan, Managing Director at Peak XV, noted that C2i’s approach to power management can significantly extend GPU lifespan and unlock billions of dollars in industry savings.


Policy Alignment — Supporting India’s Design-Led Semiconductor Vision
The confidence of leading investment firm aligns with the vision articulated by Union Minister Shri Ashwini Vaishnaw that India’s semiconductor programme is built to strengthen both design and manufacturing, with a strong focus on creating domestic intellectual property and globally competitive product companies. He has emphasised that India already has a strong chip design talent base and the Government’s role is to support startups through design incentives, advance design tools, IPs and ecosystem support so that they can scale into global technology leaders and make India a trusted semiconductor partner to the world.
 
2D materials are not commercially viable yet. It will take decades before those become viable.
Not related to Indian semicon industry, but I read an interesting article today. You'll find it interesting too, I think.


Chinese researchers have announced a new technique to mass produce 2D material wafers, paving the way for high-performance electronics using a successor to silicon.

As semiconductor chips evolve, transistor sizes are approaching the physical limits of silicon-based technology. The search for next-generation semiconductor materials that can deliver superior performance has become a global priority.

Among the candidates, two-dimensional (2D) materials such as molybdenum disulfide (MoS₂) with their atomically thin structure are regarded as promising successors for the post-Moore’s Law era because of their high carrier mobility and low power consumption.

However, one of the core obstacles to commercialisation has been the difficulty of producing them uniformly over large areas and at a high quality.

A team led by Wang Jinlan from Southeast University in Nanjing, working with Wang Xinran and Li Taotao from Nanjing University, announced a critical breakthrough last month.

They introduced a novel crystal growth technique and fabricated a 6-inch (15cm) single-crystalline MoS₂ wafer, providing a route to the mass production of 2D semiconductors.
Chinese scientists had a breakthrough in growing MoS2 wafers, bringing 2d semiconductors one step closer to commercial viability.

Chinese scientists are striking a lot of gold these days. They're making breakthroughs left and right. A visible result of decades of continuous investment into their education.
 
Not related to Indian semicon industry, but I read an interesting article today. You'll find it interesting too, I think.



Chinese scientists had a breakthrough in growing MoS2 wafers, bringing 2d semiconductors one step closer to commercial viability.

Chinese scientists are striking a lot of gold these days. They're making breakthroughs left and right. A visible result of decades of continuous investment into their education.
Don't worry. We don't have dearth of talent either. Modi ji is doing the right thing by roping in private sector giants like Tata. Soon, we will catch up with the Chinese in semiconductor tech. Mark it.
 
Not related to Indian semicon industry, but I read an interesting article today. You'll find it interesting too, I think.



Chinese scientists had a breakthrough in growing MoS2 wafers, bringing 2d semiconductors one step closer to commercial viability.

Chinese scientists are striking a lot of gold these days. They're making breakthroughs left and right. A visible result of decades of continuous investment into their education.
I have chatted with a few folks who work in this industry. It's just usual China media hyping results of lab experiments. 2D materials are still far from commercial viability. No doubt this is a praise worthy scientific breakthrough. However, China isn't the first country to demonstrate this. USA is the leading by a good margin here as well..But even they won't claim 2D materials commercially viable..
 
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Not related to Indian semicon industry, but I read an interesting article today. You'll find it interesting too, I think.



Chinese scientists had a breakthrough in growing MoS2 wafers, bringing 2d semiconductors one step closer to commercial viability.

Chinese scientists are striking a lot of gold these days. They're making breakthroughs left and right. A visible result of decades of continuous investment into their education.
  • Lowest Recorded Contact Resistance: Led by Prof. Mayank Shrivastava, a team at IISc invented a technique to engineer graphene contacts by studying the overlap of atomic orbitals between carbon and metal atoms. This allowed them to achieve the lowest recorded resistance for a 2D material-to-metal interface.
  • MXene Transistors: More recently, IISc researchers used MXenes (a class of 2D materials) to create "doping-free" transistors. These devices naturally possess low resistive contacts, meeting the stringent requirements of the International Roadmap for Devices and Systems (IRDS) for sub-decananometer technology.

these are also very very significant achievements but you dont see the media talking about it as much because these are lab results. IIsc is also growing wafer scale 2D chips. They are specifically partnering with L&T to do so using the national 2D material innovation lab. so what the chinese scientists have found is significant but its not that insane lmao.

IIsc has also submitted a proposal to develop armstrong scale chips which, "The proposal has been presented to the Principal Scientific Adviser (PSA) and the Ministry of Electronics and IT (MeitY). MeitY has shown strong positive interest, viewing it as a way for India to own the intellectual property (IP) for the next generation of chips rather than just manufacturing current ones."

500Cr is not a lot and meity has shown approval, probably why the 2D innovation lab was fast tracked.

We also have NoPo which is one of the few companies in the world which can eve make SWCNT and they also use the HiPCO process which is considered gold standard for electronics grade since they produce the smallest tubes with the best bandgaps etc. their HiPCO is 300% better in terms of iron residual which causes metallic tubes which is the main cause of defects, i.e they're 300% better than the original HiPCO process by rice university.

"NoPo reports a G/D ratio > 40, which is a benchmark for low structural defects. Their patented purification process removes 99% of catalyst particles, which is critical because residual metals (like iron) can cause short circuits in chips"

"NoPo is one of the few companies globally that offers Single Chiral SWCNTs (e.g., (6,5) and (7,5) chiralities). By providing a single chirality, they allow electronics manufacturers to control the bandgap of the semiconductor precisely—something bulk producers like OCSiAl don't typically prioritize."

ofc i used ai to find the data so here are sources Applications | NoPo Nanotechnologies.
  • Lowest Recorded Contact Resistance: Led by Prof. Mayank Shrivastava, a team at IISc invented a technique to engineer graphene contacts by studying the overlap of atomic orbitals between carbon and metal atoms. This allowed them to achieve the lowest recorded resistance for a 2D material-to-metal interface.
  • MXene Transistors: More recently, IISc researchers used MXenes (a class of 2D materials) to create "doping-free" transistors. These devices naturally possess low resistive contacts, meeting the stringent requirements of the International Roadmap for Devices and Systems (IRDS) for sub-decananometer technology.

these are also very very significant achievements but you dont see the media talking about it as much because these are lab results. IIsc is also growing wafer scale 2D chips. They are specifically partnering with L&T to do so using the national 2D material innovation lab. so what the chinese scientists have found is significant but its not that insane lmao.

IIsc has also submitted a proposal to develop armstrong scale chips which, "The proposal has been presented to the Principal Scientific Adviser (PSA) and the Ministry of Electronics and IT (MeitY). MeitY has shown strong positive interest, viewing it as a way for India to own the intellectual property (IP) for the next generation of chips rather than just manufacturing current ones."

500Cr is not a lot and meity has shown approval, probably why the 2D innovation lab was fast tracked.

We also have NoPo which is one of the few companies in the world which can eve make SWCNT and they also use the HiPCO process which is considered gold standard for electronics grade since they produce the smallest tubes with the best bandgaps etc. their HiPCO is 300% better in terms of iron residual which causes metallic tubes which is the main cause of defects, i.e they're 300% better than the original HiPCO process by rice university.

"NoPo reports a G/D ratio > 40, which is a benchmark for low structural defects. Their patented purification process removes 99% of catalyst particles, which is critical because residual metals (like iron) can cause short circuits in chips"

"NoPo is one of the few companies globally that offers Single Chiral SWCNTs (e.g., (6,5) and (7,5) chiralities). By providing a single chirality, they allow electronics manufacturers to control the bandgap of the semiconductor precisely—something bulk producers like OCSiAl don't typically prioritize."

ofc i used ai to find the data so here are sources Applications | NoPo Nanotechnologies.


"targeted project to integrate NoPo’s HiPCO nanotubes into Sodium-ion batteries, which India views as a strategic alternative to Lithium."


they want to demonstrate a simple microprocessor level prototype by 2027 and then scale quickly to specialized space based stuff by 2029-2030 and then eventually commercial stuff along with the rest of the world. So we wont be far behind if at all behind in this compared to the rest of the world.
 
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2D materials are still far from commercial viability.
Of course not. This breakthrough was on wafer production, not fabrication. But you can't really make transistors without mass produced ultrapure wafers, can you? This is essentially the first step in that direction. MoS2 didn't have anything like Silicon's Czokrowski method before. There's a lot to be done to translate lab results to industrial production.
so what the chinese scientists have found is significant but its not that insane lmao.
From what little reading I have done on the subject, Molybdenum Disulphide is seen as the most promising 2d material candidate to replace silicon in logic chips.
these are also very very significant achievements but you dont see the media talking about it as much because these are lab results.
MoS2 is the most viable alternative to silicon, so it naturally gets the lion's share of investment and headlines.
IIsc is also growing wafer scale 2D chips.
Source? I went through the links you posted and unless I missed something, all of them talked about growing wafer scale 2D material in the future.
 
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Of course not. This breakthrough was on wafer production, not fabrication. But you can't really make transistors without mass produced ultrapure wafers, can you? This is essentially the first step in that direction. MoS2 didn't have anything like Silicon's Czokrowski method before. There's a lot to be done to translate lab results to industrial production.

From what little reading I have done on the subject, Molybdenum Disulphide is seen as the most promising 2d material candidate to replace silicon in logic chips.

MoS2 is the most viable alternative to silicon, so it naturally gets the lion's share of investment and headlines.

Source? I went through the links you posted and unless I missed something, all of them talked about growing wafer scale 2D material in the future.




There is significant Indian research going on for it as well.

"Source? I went through the links you posted and unless I missed something, all of them talked about growing wafer scale 2D material in the future."

ah yes mb the thing was singed in sep 2025 so the cleanroom construction and other installations are happening rn. Youd probably see the actual chips in 2027 or late 2026.
as for current research :



"P-type MoS2 : They have successfully demonstrated p-channel conduction in MoS2, which is the "holy grail" for creating CMOS (Complementary Metal-Oxide-Semiconductor) circuits that consume very little power."

all this happens at this lab:

one of the profs got named an IEEE fellow, you don't get that for non significant research.

The chinese are ahead right now but that is expected, this is still a developing technology so there is relatively plenty of time to still catch up(especially with the gov finally realising the importance research) or at least be 1-3 years behind which is not bad at all.
 
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