Tata Group and Intel Corporation have announced a strategic alliance aimed at accelerating India’s semiconductor ambitions. The collaboration will focus on chip manufacturing, advanced packaging, and AI PC expansion using Tata Electronics’ upcoming Fab and OSAT facilities. With India poised to become a top-five compute market by 2030, the partnership strengthens the country’s ability to deliver homegrown, high-performance semiconductors and AI-ready compute solutions at scale.The alliance comes at a moment when AI adoption, PC demand, and local semiconductor capabilities are converging, creating a critical opportunity to expand India’s technology ecosystem and reduce reliance on imports.
Why This Matters
India’s semiconductor sector is experiencing rapid growth, driven by:
- Rising demand for AI-ready computing
- Government and industry focus on local chip manufacturing
- Expansion of advanced packaging and electronics services
- Strategic need for resilient, scalable supply chains
By joining forces, Tata and Intel are positioning India to capture global semiconductor opportunities, enable next-generation AI infrastructure, and strengthen the domestic compute ecosystem.
Leadership Perspectives
N. Chandrasekaran, Chairman, Tata Sons:
“The Tata Group is deeply committed to developing a robust semiconductor industry in India. We are excited to collaborate with Intel, and this strategic alliance will accelerate our efforts to deliver leading semiconductors and systems solutions while capturing the large and growing AI opportunity.”
Lip-Bu Tan, CEO, Intel Corporation:
“This collaboration provides a tremendous opportunity to rapidly scale in one of the world’s fastest-growing compute markets, fueled by rising PC demand and rapid AI adoption across India.”
Dr. Randhir Thakur, CEO & MD, Tata Electronics:
“This MoU aligns with Tata Electronics’ roadmap across EMS, OSAT, and Semiconductor Fab, enabling a reliable supply chain, faster time-to-market, greater operational agility, and the ability to meet surging demand for next-generation AI compute in India.”
Strategic Implications
The Tata–Intel alliance positions both companies to:
- Develop India’s semiconductor manufacturing and packaging capabilities
- Accelerate production of AI-ready PCs and advanced compute systems
- Build a resilient and competitive domestic supply chain
- Strengthen India’s role in the global semiconductor ecosystem
This partnership is a decisive step in shaping India’s semiconductor and AI compute future. By combining Tata’s manufacturing capabilities with Intel’s technology leadership, the collaboration is set to deliver scalable, high-performance solutions, enhance domestic supply chain resilience, and position India as a strategic hub for next-generation computing and AI infrastructure.A landmark initiative driving technology leadership, operational excellence, and AI-enabled growth in India’s fast-expanding compute market.
