Cabinet Approved · July 15, 2026 · Breaking

ISM 2.0 is approved.
₹1,27,500 crore.
Six pillars. Live now.

The Union Cabinet approved India Semiconductor Mission 2.0 on July 15, 2026 with a ₹1,27,500 crore outlay — 68% larger than ISM 1.0. Six strategic pillars confirmed by Minister Vaishnaw. The ₹1,000 crore training centre provision is live. Here is everything that changed, and what institutions must do in the next 30 days.

Cabinet approved July 15 ₹1,27,500 crore outlay Six pillars confirmed Training centre scheme live
₹1,27,500 Cr
ISM 2.0 Cabinet-approved outlay — July 15, 2026
68%Larger than ISM 1.0
6Strategic pillars
₹1K CrTraining centre provision
LiveScheme status now
7 Semicon India slots left Book consultation →
ISM 2.0 Cabinet approved July 15 — scheme live Also approved: ₹62,500 Cr Mobile Phone Manufacturing Scheme Semicon India 2026 — 63 days away — Sep 17–19 Dholera first silicon: Dec 2026
₹1.27L CrISM 2.0 total outlay
68%Larger than ISM 1.0
6Strategic pillars
₹1K CrFY27 training centre fund
₹62.5K CrMobile phone scheme also approved
₹2.19L CrTotal Cabinet decisions July 15
What came before

The story so far — read this first if you’re new to ISM 2.0

We published the background before Cabinet approval. That article covers ISM 1.0 vs 2.0, the CDIL Mohali signal, and why Dholera at 50% construction matters. This article covers what changed on July 15 and what it means now that the scheme is live.

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ISM 2.0 Has Cleared the Finance Ministry. Cabinet Is Next. What Institutions Must Do Now.
Published July 13, 2026 · ISM 1.0 vs 2.0 comparison · CDIL Mohali expansion · Dholera 50% construction · What industry-led means · Four things to do before the window opens
July 15, 2026 — Cabinet session

What the Cabinet actually approved — the full picture

The Union Cabinet, chaired by Prime Minister Narendra Modi, approved ISM 2.0 on July 15 as part of a package of seven major decisions worth ₹2.19 lakh crore in a single session. Electronics Minister Ashwini Vaishnaw described ISM 2.0 as the third through fifth decisions of the seven — along with the ₹62,500 crore Mobile Phone Manufacturing Scheme, a National Investment Policy for Urea-2026, and two railway infrastructure approvals.

The semiconductor package, approved with a budgetary outlay of ₹1,27,500 crore, builds on ISM 1.0’s momentum. Under ISM 1.0: 12 manufacturing units approved with cumulative investment of ₹1.64 lakh crore; Micron, Kaynes, and CG Semi already in commercial production; 24 chip design projects approved; 105 startups granted EDA tool access.

ISM 2.0 is designed as a long-term programme to strengthen India’s semiconductor ecosystem across the entire value chain — not just manufacturing anchors.

The number that changed from our previous article

We reported ₹1.25 lakh crore based on the EFC clearance figure (July 1). The final Cabinet-approved outlay is ₹1,27,500 crore — slightly higher. The six-pillar structure and the ₹1,000 crore training centre provision are confirmed exactly as anticipated. Everything else in our July 13 analysis holds.

Confirmed by Cabinet

The six pillars of ISM 2.0 — officially confirmed

Minister Vaishnaw confirmed the six-pillar structure in the Cabinet announcement. Each pillar targets a specific gap in the value chain that ISM 1.0’s facility-creation focus left unaddressed.

01 — Chip Design
Design IP and full-stack domestic chip design. 105 startups already building under ISM 1.0. ISM 2.0 targets India as a leading semiconductor design IP country. EDA access expanded beyond the 315 C2S institutions.
02 — Machines & Materials
Incentivise semiconductor equipment manufacturing and R&D. Specialty chemicals, gases, and materials domestically. India currently imports nearly all semiconductor equipment and process chemicals.
03 — Fabs
Attract more fabs — silicon, compound semiconductor, discrete, display. First fab (Tata-PSMC Dholera, 28nm) commissioned 2028. ISM 2.0 targets the next wave of fab investments.
04 — ATMP / OSAT
Strengthen and advance packaging. 3 units in commercial production, 1 more expected 2026. India increasingly seen as an alternative global manufacturing destination for assembly and test.
05 — R&D
Move beyond 28nm–110nm current nodes toward advanced semiconductor technologies. Collaboration with leading R&D centres inside and outside India.
06 — Talent
315 universities training 68,000+ students in chip design (EDA tools). ISM 2.0 deepens this and adds clean room operations, fab construction, and specialised OSAT manufacturing skills. The ₹1,000 crore training centre provision sits here.

Pillar 6 is where institutions apply

The ₹1,000 crore FY27 training centre provision sits under Pillar 6 (Talent). The Cabinet approval makes this a live, funded scheme — not a budgetary earmark. Applications are expected to open through MeitY within weeks. The “industry-led” requirement means a signed facility MoU is the primary qualification criterion. An institution without one cannot apply competitively.

EFC vs Cabinet

What changed between July 1 (EFC) and July 15 (Cabinet)

The EFC clearance on July 1 was the internal Finance Ministry gate. The Cabinet approval on July 15 is the final step that makes the scheme legally operative.

DimensionEFC Clearance — July 1Cabinet Approval — July 15
StatusProposal cleared internallyScheme legally approved and live
Outlay₹1.25 lakh crore (reported)₹1,27,500 crore (confirmed)
Pillar structureAnticipated, not confirmedSix pillars officially confirmed
Training centre fundExpected under ISM 2.0Confirmed under Pillar 6 — applications opening
Application windowWould open after CabinetOpen now — MeitY processing
What institutions should doPrepare before the windowApply — the window is open
30-day action plan

What institutions must do in the next 30 days

The scheme is live. The difference between a strong application and a late one is now measured in weeks, not months. Four actions — in sequence.

01
Register on ism.gov.in — this week
The ISM Investors Support Portal is live at ism.gov.in. Register your institution as an ecosystem player immediately. This puts you in the visible queue for MeitY, ISM, and all 12 approved facility operators simultaneously. One afternoon. No cost. The scheme is live — there is no reason to wait until next week.
02
Start or formalise your programme — this month
The “industry-led” requirement means a running programme beats a proposal in every review. If you have even a pilot cohort underway — 10 students, a basic lab, one industry visit — document it. That evidence is the difference between a credible application and one that gets ranked below institutions that started earlier. The curriculum must name specific facilities and job titles. Full programme design guide →
03
Sign a facility MoU — before September 17
Semicon India 2026 (September 17–19, Yashobhoomi, New Delhi) is 63 days away and the single best opportunity to meet facility HR and operations teams in one room. Micron, Kaynes, CG Semi, Tata TSAT, and CDIL — the facilities your programme should target — will all have representation. A signed MoU from a Semicon India meeting can be in your ISM 2.0 application within weeks of the event. We have 7 consultation slots remaining. Book yours →
04
Submit before the first deadline — target October
MeitY will publish the formal application process shortly. Based on ISM 1.0 timelines, the first application window is likely to open within 60–90 days of Cabinet approval — putting the first deadline around October 2026. Institutions with Step 1–3 completed can submit immediately when the window opens. Those still building their programme in October will be at least one review cycle behind.
Everything you need

The full ISM 2.0 and semiconductor ecosystem picture — on fidus.one

ISM 2.0 is live.
The window is open now.

The scheme that institutions have been preparing for is approved. Applications will open within weeks. Institutions with a running programme, signed MoU, and ISM portal registration are first in queue. We have 7 slots remaining at Semicon India 2026.

Book your free consultation → Read the programme guide
Free · 45 minutes · Semicon India 2026 · Sep 17–19 · Yashobhoomi, New Delhi