ASML, the Netherlands-based manufacturer of semiconductor lithography machines, recently signed a Memorandum of Understanding with Tata Electronics to accelerate the setup of Tata’s semiconductor fab in Dholera, India. This partnership, alongside MoUs with Tokyo Electron, Merck Electronics, ROHM, and Intel, signifies a deliberate effort to build a comprehensive semiconductor ecosystem in India, which has achieved critical mass to attract major players.
India represents a new market for ASML, particularly as the company faces restrictions on selling semiconductor manufacturing equipment to China. The Dholera fab will produce 28-nanometer nodes, making DUV machines an “easier sell” for ASML, as they are sufficient for India's current needs and less expensive than EUV machines. India has also revised its SCOMET export control laws for advanced lithography tools, aligning with international norms. ASML aims to install 600 DUV machines globally by 2025–26, and India's growing ecosystem offers a crucial market, especially with potential US MATCH Act restrictions on China. Refurbished DUV equipment also presents a cost-effective opportunity for India.
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