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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
The Union Cabinet chaired by Prime Minister Narendra Modi approved on 5 May 2026 two new semiconductor manufacturing units under the India Semiconductor Mission (ISM) Phase 1: Crystal Matrix Limited (CML) — India's first GaN-based compound-semiconductor and Mini/Micro-LED display fabrication facility (INR 3,068 crore, Dholera, Gujarat) and Suchi Semicon Private Limited (SSPL) — an OSAT facility for discrete semiconductors (INR 868 crore, Surat, Gujarat). Cumulative investment INR 3,936 crore (~USD 400mn); 2,230 skilled jobs at full ramp. This constitutes the 12th and final batch of ISM Phase 1 approvals, closing the first-phase envelope before ISM 2.0 (filed 2026-02-01) takes over.
The Government of Rajasthan approved its first dedicated semiconductor industrial policy on 21 January 2026, offering a layered incentive stack on top of India's national Semiconductor Mission (ISM). The policy covers fab, ATMP, OSAT, compound semiconductors (SiC, GaN), display fabs, sensors, power electronics, PCBs, and fabless design, with investment-classification tiering (large / mega / ultra-mega categories). Key incentives include a 60% top-up on any ISM capital subsidy received, a 5% interest subsidy on term loans, 100% electricity duty exemption for seven years, 75% stamp duty and land conversion charges exemption, and SGST reimbursements. The official policy document was publicly released on 24 March 2026 via the Rising Rajasthan portal.
The Union Cabinet chaired by Prime Minister Narendra Modi approved on 12 August 2025 four new semiconductor manufacturing units under the India Semiconductor Mission (ISM) Phase 1: SiCSem Private Limited (Silicon Carbide compound-semiconductor fab, Odisha, with UK partner Clas-SiC Wafer Fab Ltd.), 3D Glass Solutions Inc. (advanced glass-substrate packaging, Odisha), Continental Device India Private Limited / CDIL (discrete power-semiconductor expansion, Punjab), and Advanced System in Package Technologies / ASIP (OSAT unit with South Korea's APACT Co. Ltd, Andhra Pradesh). Cumulative investment INR 4,600 crore (~USD 525mn); 2,034 skilled jobs at full ramp. This brought total approved ISM Phase 1 projects to 10 across 6 states, with cumulative committed investment of approximately INR 1.60 lakh crore (~USD 18bn).
The Union Cabinet, chaired by Prime Minister Narendra Modi, approved the establishment of a sixth semiconductor unit under the India Semiconductor Mission (ISM) on 14 May 2025. The unit is a joint venture between HCL and Foxconn (Hon Hai) and will build an Outsourced Semiconductor Assembly and Test (OSAT) plant near Jewar airport in the Yamuna Expressway Industrial Development Authority (YEIDA) area of Uttar Pradesh, manufacturing display driver chips for mobile phones, laptops, automobiles, PCs and other display-equipped devices. The approved investment is INR 3,700 crore (~USD 435 million), with designed capacity of 20,000 wafers per month and output of 36 million units per month.
Uttar Pradesh notified its first dedicated state-level Semiconductor Policy on 12 February 2024 (cabinet-cleared 30 January 2024), making it the fourth Indian state with a sectoral semiconductor incentive regime after Tamil Nadu, Karnataka and Gujarat. The policy stacks a 50% additional state capital subsidy on top of the central India Semiconductor Mission (ISM) 50% subsidy — yielding an effective ~75% capex coverage for qualifying fab, display-fab, compound-semiconductor, ATMP/OSAT, and sensor units approved by ISM. It adds a 75% land rebate on the first 200 acres for ATMP/OSAT (30% on additional land), a 5% interest subsidy (capped at ₹1 cr/year for 7 years) on investments up to ₹200 cr, 100% stamp-duty and registration-fee exemption, and a 10-year electricity-duty exemption. Within months of notification the state attracted ₹40,038 cr in investment proposals (Tarq Semiconductor, Kaynes Semicon, Aditech, Vamasundari) with ~32,000 projected jobs, prompting the cabinet to later approve mega-project incentives for investments ≥ ₹3,000 cr.
The Union Cabinet approved the Semicon India Programme on 15 December 2021, establishing the India Semiconductor Mission (ISM) as the nodal agency. The programme offers fiscal support of up to 50% of project cost for silicon semiconductor fabs, compound semiconductor facilities, display fabs, ATMP/OSAT units, and chip design. Total outlay: Rs 76,000 crore (approximately $10.2bn at 2021 exchange rates). By February 2024, the Cabinet had approved three major semiconductor units under ISM: Tata Electronics with PSMC (semiconductor fab, Dholera, Rs 91,526 crore), Tata Electronics OSAT (Morigaon, Assam, Rs 27,120 crore), and CG Power OSAT (Rs 7,584 crore), totalling over Rs 1.26 lakh crore in committed investment from private applicants.