- The short: status at a glance
- Tata–PSMC (Dholera): capex, capacity, nodes, timeline
- Micron (Sanand ATMP): cleanroom, hiring, first-outs
- Local impact: vendors, housing, talent pipelines
- FAQ: What’s realistic for 2025–26?
The short
- Tata–PSMC Fab (Dholera): Cabinet-approved project of ~₹91,000 cr with planned 50,000 WSPM (300 mm) capacity; construction underway after the Sept ’24 tech-transfer agreement.
- Micron ATMP (Sanand): Phase-1 cleanroom validation reported mid-2025; hiring ramp targets ~5,000 direct jobs and ~15,000 community jobs over time.
- Outlook 2025–26: Dholera moves through build-out and tool-install; Micron scales ATMP output with export focus once validation transitions to volume.
Tata–PSMC (Dholera): milestones & what’s next
| Milestone | When | Status / Notes |
|---|---|---|
| Cabinet approval (ISM) | Feb 29, 2024 | Project cleared with ~₹91,000 cr capex; capacity 50k WSPM. |
| Tech-transfer agreement (TEPL–PSMC) | Sept 26, 2024 | Definitive agreement for 12-inch fab; mature nodes incl. 28/40/55 nm. |
| Construction & site works | 2025 | Fab build-out underway; policy framework outlines 50% fiscal support (eligible costs). |
| Tool-install / early commissioning | Late 2025 → 2026 | Industry guidance points to initial output in 2026 (ramp thereafter). |
Scope Target markets include power management ICs, MCUs, display drivers, communications, storage, and automotive.
Micron (Sanand ATMP): where things stand
Timeline
- Project announced: Jun 2023; Phase-1 ops originally targeted late 2024.
- Cleanroom validation stage: Jun 2025.
- First export-bound output window signalled for 2025 as validation moves to ramp.
People & capability
- ~5,000 direct Micron jobs; ~15,000 community jobs over the next several years.
- SEZ approvals and ongoing capex underpin export orientation in early phases.
What ATMP means: Assembly, test, mark, and pack—i.e., post-fab packaging and final test. It’s not wafer fabrication; that’s what Tata–PSMC brings at Dholera.
Local ecosystem impacts (Gujarat focus)
- Vendors & logistics: Tool-install and facilities O&M pull in specialty gases, ultrapure water systems, cleanroom EPC, and third-party metrology.
- Talent: Hiring spans facilities, yield, test, and reliability, with Dholera fab roles in MES/automation also appearing.
- Spillovers: OSAT pilots (Sanand) and allied projects increase demand for substrate, leadframe, and molding compound suppliers in-country.
FAQ
- Will Dholera make bleeding-edge chips? No—initial focus is mature nodes (e.g., 28/40/55 nm) where auto/industrial demand is deep and supply tightness matters.
- Is Micron “making chips” in India? It’s packaging and testing chips (ATMP). Wafer fabrication remains outside India (for now).
- When do we see volume? Expect a staged ramp: Micron ATMP through 2025; Dholera fab toward 2026 and beyond.