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NewsTopic · 印度国产GPU研发计划Material2 min readDisconfirmAI Editorial

India targets homegrown GPU within two years as it pushes for RISC-V processor commercialization

India's MeitY Secretary announced a plan to develop a domestic GPU in 24 months under Semiconductor Mission 2.0 and commercialize SHAKTI/VEGA RISC-V CPUs, viewing AI as a Y2K-like opportunity.

2026-11-06 02:00 GMT+8

S. Krishnan, Secretary of India's Ministry of Electronics and Information Technology (MeitY), stated in a November 4 interview that under the "India Semiconductor Mission 2.0," the country intends to develop an indigenous graphics processing unit (GPU) within the next 24 months. "We should have a GPU chip of our own. This will not happen overnight. It is a project that will require approximately 24 months, and we intend to work towards that objective," Krishnan said. The initiative aims to build a self-reliant hardware ecosystem and reduce dependence on foreign chip suppliers.

Beyond GPUs, India plans to bring its SHAKTI and VEGA processors, based on the open-source RISC-V architecture, to commercial markets. These CPU designs allow local developers to build processors without relying on proprietary instruction sets. Previous efforts include the C-DAC developed VEGA ET301 processor used in the Aries 3.0 development board for IoT applications. Additionally, the government's Design-linked Incentive (DLI) program has supported 24 companies in areas such as microcontrollers, drone flight controllers, and smart meter chips.

Krishnan compared the current AI boom to the Year 2000 (Y2K) bug transition, suggesting Indian IT firms could benefit by helping global businesses integrate AI operations, similar to how they capitalized on software services demand at the turn of the century. While NITI Aayog estimates that AI adoption could make about 2 million existing jobs redundant, it also projects the creation of 4 million new roles. India's semiconductor market is currently valued at approximately $50 billion and is expected to approach $100 billion by 2030.

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However, the GPU project remains in its early stages. Krishnan did not identify a specific manufacturer, chip supplier, or builder for the project. In contrast, India has made more concrete progress in wafer fabrication, with ASML partnering with Tata Electronics to equip India's first commercial semiconductor fab in Dholera, Gujarat, and Intel announcing a strategic partnership with the Tata Group. Developing a competitive AI accelerator presents significantly higher technical barriers than general-purpose CPUs, making the 24-month timeline highly ambitious.

Sources

  • tomshardware.comTom's Hardware↗
Topic

印度国产GPU研发计划

印度电子和信息技术部(MeitY)秘书S. Krishnan于2026年11月宣布,印度计划在24个月内开发出本土图形处理器(GPU),作为“印度半导体使命2.0”的一部分,旨在减少对外国芯片供应商的依赖【背景】。这一目标与推进SHAKTI…

4 steps1 piecesUpdated 2026-11-06 05:11

How it got here

  1. 2026-09-24印度理工学院德里分校(IIT Delhi)发布新闻稿,宣布研究人员开发出该国首个可工作的国产微型GPU设计,并在Spartan-7 FPGA平台上进行了演示。home.iitd.ac.in ↗
  2. 2026-10-09《今日印度》报道IIT Delhi团队计划将微型GPU设计转化为65纳米ASIC芯片,但因国内缺乏相应制程工厂,可能需寻求海外代工。indiatoday.in ↗
  3. 2026-11-04印度电子和信息技术部(MeitY)秘书S. Krishnan在接受ETGovernment采访时透露,将在约24个月内开发本土GPU芯片,并视AI为类似Y2K的产业机遇。government.economictimes.indiatimes.com ↗

What is still unsettled

  • MeitY是否会在未来几个月内公布负责执行24个月GPU开发计划的具体工业合作伙伴或芯片设计公司?
  • IIT Delhi的微型GPU能否在缺乏国内65纳米制程能力的情况下,通过海外代工实现商业化落地?
  • 印度半导体市场从500亿美元增长至2030年预期1000亿美元的过程中,本土GPU的实际市场份额将如何变化?
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