📊Executive Summary

The Tata-ROHM alliance marks a significant shift in India's semiconductor landscape, transitioning from a design hub to a manufacturing powerhouse. Announced on December 22, 2025, this partnership aims to produce high-efficiency power semiconductors, including Silicon MOSFETs and Wide-Bandgap materials like SiC and GaN. The collaboration is part of the 'India Semiconductor Mission' and will establish manufacturing facilities in Gujarat and Assam, addressing the global shortage of mature node chips. With Tata's strong foothold in the EV market, this venture is poised to disrupt the semiconductor supply chain, particularly in automotive and industrial applications, by leveraging lower manufacturing costs and government support....