Foreign commitments timed around SEMICON India are moving deeper into the supply chain. In the three days before the 2026 edition opened on September 17, Lam Research, Applied Materials, and Fujifilm announced India plans worth a combined INR144 billion (US$1.50 billion), covering silicon components, chip equipment, and process chemicals rather than chip production itself.
Japan's Fujifilm plans to set up a greenfield semiconductor materials manufacturing facility in India with a total investment of approximately INR8 billion (US$83.33 million), the company said in a statement on September 16, 2026. Construction of the first phase is scheduled to begin in fiscal year 2026, with commercial production targeted for fiscal year 2028.
A recommended corporate-fraud investigation would reach Xiaomi at the weakest point its India business has known. India's Serious Fraud Investigation Office (SFIO) has proposed a detailed probe into alleged irregularities in the company's business model and its compliance with foreign investment law, according to a government memorandum drafted in May and reported by Reuters on September 9.
