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Friday 18 September 2026
Global chipmakers answer India's pitch with equipment, materials, and R&D — not fabs
The multinationals that filled Semicon India 2026 committed to almost every layer of the semiconductor value chain except the one India most wants: nobody announced a new fab. Applied Materials, Lam Research, Micron, ASML, and Infineon instead put money and headcount behind equipment manufacturing, silicon components, assembly and test, research parks, and design centers...
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Thursday 17 September 2026
Fujifilm to invest US$83 million in semiconductor materials plant in India

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.

Thursday 17 September 2026
Applied Materials announces 10-year investment plan ahead of SEMICON India
US-based semiconductor equipment maker Applied Materials will invest INR36 billion (US$375 million)) in the Indian state of Karnataka over the next 10 years, Karnataka Industries Minister M B Patil said on September 15, 2026. The project, to be located in the Bengaluru Signature Business Park (BSBP) area, is expected to create around 1,000 jobs, according to Moneycontrol and PTI.
Thursday 17 September 2026
Lam Research plans US$1 billion India manufacturing expansion
Lam Research plans to invest INR100 billion (approx. US$1.04 billion) in India over the next several years, adding its first silicon component manufacturing facility in the country and expanding its advanced research and development operations.
Wednesday 16 September 2026
India's Eastern state clears SiCSem's SiC unit in SEZ
The Falta Special Economic Zone unit approval committee has cleared a proposal from SiCSem Private Limited to build an integrated silicon carbide (SiC) device plant near Bhubaneswar, a project with an investment of INR34.06 billion (US$355 million) and expected to employ about 1,270 people directly.
Wednesday 16 September 2026
Samsung reportedly pushes conventional memory modules to partners in Vietnam and India as HBM crowds its back end
Samsung Electronics is reportedly handing the growth in its commodity memory module business to outside assemblers in Vietnam, India, and the Philippines, a sign of how completely high-bandwidth memory (HBM) has taken over its own packaging space. The shift keeps Samsung's scarce back-end capacity focused on its most profitable products and pushes the geography of its conventional memory supply increasingly outside South Korea.
Wednesday 16 September 2026
US-based Teradyne opens Bengaluru office to support India's semiconductor push
Teradyne has opened a new office in Bengaluru as India expands its chipmaking ambitions, which could affect supply chains, pricing, and manufacturing capacity worldwide. The move gives the US test-equipment maker a local base in one of Asia's fastest-growing technology hubs, where demand is rising across the semiconductor industry.
Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for key components such as memory and passive components, both revenue and gross margin fell from the same period in 2025. The group plans to seek a turnaround through product mix adjustments and expansion into new markets.
Monday 14 September 2026
Behind the BRICS handshake: How far can the China-India reset go?
China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using the BRICS summit in New Delhi to signal cooperation despite persistent tensions over the border, trade, investment and technology.
Monday 14 September 2026
India semiconductor deals hit a multi-year high ahead of SEMICON India 2026
India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures arrive days before SEMICON India 2026, the country's flagship semiconductor conference, opens in New Delhi on September 17.
Monday 14 September 2026
US finalizes anti-dumping and anti-subsidy duties on solar imports from India, Indonesia, and Laos
The US Commerce Department on September 11 issued final affirmative determinations in its anti-dumping and countervailing duty investigations of crystalline silicon photovoltaic cells and modules from India, Indonesia, and Laos, setting dumping margins of up to 123.04% and subsidy rates as high as 173.70%, according to the department's International Trade Administration.
Monday 14 September 2026
India's chip show nearly doubles in two years, with suppliers leading the build-out
The exhibitor list for Semicon India 2026 suggests the country's semiconductor push has moved past announcements and into procurement. The show has drawn 535 exhibiting companies, up 52% from 351 in 2025 and 97% from 271 in 2024. Moreover, the sharpest growth is not in chipmakers, but in areas that fabs purchase only once construction is real: cleanroom and utility contractors, specialty gas and chemical suppliers, and metrology and inspection tool vendors.
Monday 14 September 2026
India roundup: India says it cannot build electronics without China
India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology companies deepen investment despite rising costs and regulatory risks.
Thursday 10 September 2026
India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it

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.

Thursday 10 September 2026
Samsung India reportedly cuts jobs as memory costs squeeze electronics unit
Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand squeeze margins across its local electronics operations.
Wednesday 9 September 2026
India's HCLTech opens semiconductor lab in Bengaluru to serve global chip supply chains
HCLTech has opened a new semiconductor laboratory in Bengaluru, a move that could matter for chipmakers and device makers worldwide as they look for faster testing, qualification, and failure analysis. The facility is designed to shorten development cycles, support production quality, and strengthen India's role in the global semiconductor ecosystem.