Tata Electronics-ASML MoU: Dholera 300mm Fab 2026

MoU signed during PM Modi’s Netherlands visit

Tata Electronics and Netherlands-based ASML signed a Memorandum of Understanding (MoU) during Prime Minister Narendra Modi’s visit to the Netherlands. The signing was witnessed in The Hague, with the presence of PM Modi and the Netherlands’ leadership.

The MoU places ASML, a critical global supplier of lithography equipment, alongside Tata Electronics as India prepares to build what both companies describe as the country’s first commercial 300 mm (12-inch) semiconductor wafer fabrication plant.

What Tata Electronics and ASML agreed to do

According to the joint statement issued on Saturday, the collaboration is aimed at supporting the establishment and ramp-up of Tata Electronics’ upcoming 300 mm fab in Dholera, Gujarat.

ASML will deploy its “holistic suite” of advanced lithography tools and solutions for the Dholera facility. The companies said ASML’s industry-leading technologies are expected to help ensure “seamless operations” at India’s first commercial 300 mm semiconductor fab and deliver value to Tata Electronics’ customers.

Why lithography is central to the project

Lithography tools are foundational to modern semiconductor manufacturing because they are used to pattern circuits on silicon wafers. ASML is widely known globally for its strong position in advanced lithography systems used to manufacture cutting-edge chips.

In this context, Tata Electronics’ partnership with ASML is positioned as a technology enabler for the Dholera fab, which is expected to serve multiple end-markets including automotive, mobile devices, artificial intelligence (AI), and other high-growth segments.

Investment size and the Dholera location

Tata Electronics is setting up the semiconductor fabrication facility at Dholera in Gujarat with an investment of ₹91,000 crore. The same investment was also described as around US$11 billion.

The plant is a 300 mm (12-inch) wafer facility, a standard format for high-volume semiconductor manufacturing. The companies also said construction is progressing rapidly.

Statements from ASML and Tata Electronics

After the MoU signing, ASML CEO Christophe Foquet said semiconductors have become a clear priority for India, and Tata is set to build the country’s first semiconductor fab. He added that through the MoU, ASML wants to provide Tata with support “in terms of products, technology, and people” so Tata has “the very best lithography solutions for the first fab.”

Tata Electronics CEO and Managing Director Randhir Thakur said ASML’s deep expertise in holistic lithography solutions will help ensure the timely ramp of the Dholera fab. He also linked the partnership to building a resilient and trusted supply chain for global customers, driving innovation, and developing talent locally.

Focus areas beyond equipment: skills, supply chains, and R&D

The partnership scope extends beyond tool deployment. The companies said they will cooperate on accelerating training of local talent, developing lithography-intensive skills, strengthening supply chain resilience, and creating research and development infrastructure needed for the long-term success of India’s first semiconductor fab.

The statement also described the MoU as an important step amid intensifying strategic collaboration between India and the Netherlands in critical technologies such as semiconductors.

How this fits into India’s broader semiconductor push

The Dholera investment is part of India’s broader push to build a domestic semiconductor ecosystem and reduce reliance on imports. The agreement also aligns with the government’s stated goal of emerging as a major global semiconductor manufacturing hub by 2032.

For ASML, the agreement opens up a new market, with its largest markets currently including South Korea, Taiwan, and China, as cited in the article text.

Technology roadmap: partnership with PSMC and process nodes

Separately, Tata Electronics has partnered with Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC). Through this partnership, Tata Electronics said it gains access to a broad technology portfolio across process nodes including 28nm, 40nm, 55nm, 90nm, and 110nm.

The Dholera fab is expected to manufacture chips for sectors including automotive, mobile devices, artificial intelligence (AI), and other key segments, serving customers globally.

Key facts at a glance

Market impact and what investors will watch

The announcement strengthens the credibility of the Dholera fab’s execution roadmap because it ties the project to a key equipment supplier in lithography, a critical step in setting up and ramping a modern 300 mm facility. It also signals a deeper India-Netherlands linkage in semiconductor-related critical technologies.

From a market standpoint, the most trackable elements are the planned capex of ₹91,000 crore (around US$11 billion), the timeline implied by “timely ramp,” and how quickly the ecosystem pieces mentioned in the statement translate into operational readiness. Investors will also watch for further disclosures on tool deployment schedules, training programs, and any updates on the fab’s production milestones.

Conclusion

Tata Electronics’ MoU with ASML, signed during PM Modi’s Netherlands visit, positions ASML’s lithography tools and expertise as a central input to the Dholera 300 mm fab. The collaboration also covers local talent development, supply chain resilience, and R&D infrastructure, framing the project as a long-term ecosystem build.

Next updates are likely to come through official project progress disclosures on the Dholera facility’s ramp-up and the implementation of the equipment, training, and supply chain initiatives outlined in the joint statements.