India showcased its semiconductor ambitions at Semicon India 2025 with the unveiling of its first homegrown chip and a flurry of local partnerships. While global players such as ASML, Tokyo Electron, and Fujifilm expressed support, their moves remain exploratory, underscoring India's challenge in securing concrete foreign investment

Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by the Times of India

Kaynes Semicon, a subsidiary of Kaynes Technology and India's first advanced OSAT and module manufacturer, has announced a series of strategic partnerships during Semicon India 2025, held from September 2-4, 2025. The collaborations underscore India's push to expand its semiconductor manufacturing and testing capabilities, while positioning Kaynes as a key industry player, according to multiple reports, including The Economic Times, Electronics Media, DQ India, and Devdiscourse

India has approved an incentive scheme worth INR15 billion (US$180 million) to expand the country's capacity to recycle critical minerals from secondary sources. The six-year program, part of the National Critical Mineral Mission, aims to strengthen domestic supply chains and reduce dependence on imports for minerals vital to clean energy, electronics, and advanced manufacturing

Odisha emerged as a key player in India's semiconductor landscape at Semicon India 2025, securing multiple high-value investment commitments and unveiling ambitious manufacturing projects that position the state as a major hub for chip production

South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India's television market, consolidating their positions as leading players in one of the world's fastest-growing consumer electronics segments

Tokyo Electron has announced plans to open new offices in India to support the country's growing chip industry. According to ANI and the Economic Times, senior executives at Tokyo Electron, including SVP Fumihiko Kaminaga and EVP Takeshi Okubo, said the company will open a main office in Bengaluru, with additional stations in Ahmedabad and Dholera, Gujarat

South Korea's semiconductor push into India is being spearheaded by major players such as Samsung Electronics, while smaller firms have shown limited investment despite growing interest

Tesla's long-awaited entry into India has been marked by disappointing sales, raising questions about the electric vehicle maker's strategy in one of the world's fastest-growing auto markets

Tata Electronics has forged strategic partnerships with Merck and India's Centre for Development of Advanced Computing (C-DAC). The collaborations will enhance semiconductor materials, design, and infrastructure capabilities. These moves underscore the company's drive to build a complete ecosystem around its upcoming US$11 billion wafer fabrication plant in Gujarat

Semiconductor equipment maker ASML Holding NV emphasized its commitment to India's growing chip industry during Semicon India 2025, held in Bangalore. Speaking at the event, ASML President and CEO Christophe Fouquet highlighted the importance of India's semiconductor ambitions for economic growth, job creation, and national resilience, according to the Indian Express and Bloomberg

At Semicon India 2025, the country's flagship semiconductor showcase, Prime Minister Narendra Modi urged global and domestic stakeholders to view India not just as a manufacturing hub but as a future source of semiconductor intellectual property (IP)

Indian Prime Minister Narendra Modi inaugurated the three-day Semicon India 2025 at Yashobhoomi, highlighting India's growing role in the global semiconductor ecosystem. Addressing industry leaders, start-ups, and young innovators, Modi emphasized that "the World trusts India, the World believes in India and the World is ready to build the Semiconductor Future with India.

OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature at least 1 gigawatt of capacity, with details on location and timeline expected during CEO Sam Altman's upcoming visit to India

India is preparing its most significant tax overhaul in nearly a decade, with plans to cut goods and services tax (GST) rates by at least 10 percentage points on nearly 175 products, according to Reuters, citing two people familiar with the matter. The move comes as the government seeks to counter the economic impact of a steep US tariff hike and stimulate domestic demand ahead of the festive season