Japan's chip industry expands partnerships in India's semiconductor drive — Eter News

Enriched Analysis 深度解析

Japan's chip industry expands partnerships in India's semiconductor drive日本芯片产业扩大与印度半导体计划的合作

Japanese semiconductor-related companies are increasing their involvement in India as the country seeks to build a domestic ecosystem covering materials, design, fabrication, packaging and testing. Partnerships are expanding across equipment, materials, technology support and training, but executives say shortages of specialized suppliers and skilled workers remain major obstacles.随着印度寻求建立涵盖材料、设计、制造、封装和测试的本土半导体生态，日本半导体相关企业正加大参与力度。双方合作涉及设备、材料、技术支持和培训，但业界人士表示，专业供应商和熟练工人的短缺仍是主要障碍。

english.kyodonews.net 5 Oct 2026 2026年10月5日

13.513.5

Planned semiconductor support计划中的半导体支持资金

120120

Japanese cooperation memorandums日本企业合作谅解备忘录

55

Applied Materials planned investmentApplied Materials计划投资

01The Story新闻事实

Japanese semiconductor-related companies are increasing their involvement in India as the country seeks to build a domestic ecosystem covering materials, design, fabrication, packaging and testing. Partnerships are expanding across equipment, materials, technology support and training, but executives say shortages of specialized suppliers and skilled workers remain major obstacles.随着印度寻求建立涵盖材料、设计、制造、封装和测试的本土半导体生态，日本半导体相关企业正加大参与力度。双方合作涉及设备、材料、技术支持和培训，但业界人士表示，专业供应商和熟练工人的短缺仍是主要障碍。

  • More than 30 Japanese companies participated in Semicon India 2026, held in New Delhi from Sept. 17 to 19.超过30家日本企业参加了9月17日至19日在新德里举行的Semicon India 2026。
  • India plans to raise semiconductor industry support to about $13.5 billion from roughly $8 billion as its India Semiconductor Mission enters a second phase.随着印度半导体使命计划进入第二阶段，印度计划将对半导体产业的支持资金从约80亿美元提高到约135亿美元。
  • India approved 12 semiconductor manufacturing and packaging projects under the program's first phase.在该计划第一阶段，印度批准了12个半导体制造和封装项目。
  • Japan and India agreed in July to strengthen chip and other industry ties, with Japanese companies concluding about 120 cooperation memorandums involving investments totaling 2 trillion yen, or $12.7 billion.日本和印度于7月同意加强芯片及其他产业合作，日本企业签署了约120份合作谅解备忘录，涉及总额2万亿日元、即127亿美元的投资。
  • Tokyo Electron plans to establish a training center in Gujarat in 2027 with the Japanese government to develop equipment engineers.东京电子计划于2027年与日本政府合作，在古吉拉特邦设立培训中心，以培养设备工程师。

India's semiconductor expansion is creating opportunities for Japanese equipment and materials companies while exposing the workforce and supplier gaps that could limit ecosystem development.印度半导体产业扩张为日本设备和材料企业创造了机会，同时也暴露出可能制约生态建设的人才和供应商缺口。

024 Dimensions维度分析

Future signal前瞻信号

State-backed scale-up国家支持下的扩张

India is moving into the second phase of its semiconductor mission with a larger proposed support budget. The first phase already produced approvals for manufacturing and packaging projects.印度正带着更大的拟议支持预算进入半导体使命计划第二阶段。第一阶段已经批准了多个制造和封装项目。

Planned semiconductor support计划中的半导体支持资金

Second phase第二阶段13.5 billion USD

First phase第一阶段12 projects

  • India is seeking to build a domestic ecosystem spanning materials, design, fabrication, packaging and testing.印度正寻求建立涵盖材料、设计、制造、封装和测试的本土生态系统。
Stakeholder impact利益相关方

Japan-India industrial ties日印产业联系

The bilateral relationship is translating into company-level cooperation across semiconductor equipment, materials, technical support and investment. Japanese firms are positioning themselves as suppliers to India's emerging ecosystem.双边关系正转化为企业层面的合作，涵盖半导体设备、材料、技术支持和投资。日本企业正把自己定位为印度新兴生态系统的供应商。

Japanese cooperation memorandums日本企业合作谅解备忘录

120 memorandums120份

July 20262026年7月

Investment involved涉及投资额

2 trillion yen2万亿日元

July 20262026年7月

  • Fujifilm agreed to develop and supply advanced semiconductor materials for Tata Electronics.富士胶片同意为Tata Electronics开发并供应先进半导体材料。
  • Sumitomo Chemical is considering a semiconductor materials supply-chain tie-up with Tata Electronics, while Enomoto will provide production technology support.住友化学正考虑与Tata Electronics建立半导体材料供应链合作，Enomoto则将提供生产技术支持。
Consequence影响推演

Skills and supplier bottlenecks人才与供应商瓶颈

Industry representatives said India has engineering talent but lacks enough workers with specialized semiconductor skills, alongside shortages of specialized suppliers. Tokyo Electron's planned training center is a direct response to the skills gap.业界代表表示，印度拥有工程人才，但具备半导体专业技能的人员仍然不足，同时专业供应商也存在短缺。东京电子计划设立培训中心，正是对人才缺口的直接回应。

  • Tokyo Electron plans to establish a training center in Gujarat in 2027 with the Japanese government.东京电子计划于2027年与日本政府合作，在古吉拉特邦设立培训中心。
  • Suchi Semicon said it works with Japanese equipment and material vendors, Japanese advisers and raw materials imported from Japan.Suchi Semicon表示，公司与日本设备和材料供应商及日本顾问合作，并从日本进口原材料。
Comparison对比

Broader international competition更广泛的国际竞争

Japan is not the only foreign participant seeking opportunities in India's semiconductor build-out. U.S. equipment makers have announced large planned investments, while a South Korean supplier reported rising demand and involvement in a Gujarat project.寻求参与印度半导体建设的外国企业并不只有日本企业。美国设备制造商已宣布大额投资计划，一家韩国供应商则表示需求正在增长，并参与古吉拉特邦的一个项目。

Applied Materials planned investmentApplied Materials计划投资

Next decade未来十年5 billion USD

Coming years未来数年1 billion USD

  • South Korean semiconductor facility supplier Hae Kwang said demand in India is increasing and that it is involved in a new Gujarat project.韩国半导体设施供应商Hae Kwang表示，印度需求正在增加，公司参与了古吉拉特邦的一个新项目。

03Timeline时间线

  1. 2026-07-02 Japanese Prime Minister Sanae Takaichi and Indian Prime Minister Narendra Modi agreed to boost ties in chips and other industries.日本首相高市早苗与印度总理纳伦德拉·莫迪同意加强芯片及其他产业领域的合作。
  2. 2026-09 Semicon India 2026 was held in New Delhi from Sept. 17 to 19, with more than 30 Japanese companies participating.Semicon India 2026于9月17日至19日在新德里举行，超过30家日本企业参加。
  3. 2027 Tokyo Electron plans to establish a semiconductor equipment engineer training center in Gujarat.东京电子计划在古吉拉特邦设立半导体设备工程师培训中心。

Key takeaway核心结论

India's semiconductor policy is drawing Japanese, U.S. and South Korean suppliers into a market whose growth depends on closing gaps in specialized skills and supply capacity.印度半导体政策正吸引日本、美国和韩国供应商进入这一市场，而市场增长取决于能否弥补专业技能和供应能力的缺口。

04What to Watch后续关注

  1. Whether India's second-phase semiconductor program receives the planned increase in government support.印度半导体计划第二阶段能否获得计划中的政府支持增幅。
  2. Progress toward Tokyo Electron's planned 2027 training center in Gujarat.东京电子计划于2027年在古吉拉特邦设立的培训中心进展。
  3. Whether Sumitomo Chemical proceeds with a semiconductor materials supply-chain tie-up with Tata Electronics.住友化学是否会推进与Tata Electronics的半导体材料供应链合作。
  4. How Japanese, U.S. and South Korean suppliers respond to demand from India's new semiconductor projects.日本、美国和韩国供应商将如何应对印度新半导体项目带来的需求。

05Uncertainties不确定因素

  • The source says Sumitomo Chemical is considering a tie-up with Tata Electronics; it does not report a finalized agreement.消息称住友化学正在考虑与Tata Electronics合作，但未报道双方已达成最终协议。
  • Industry executives identify shortages of specialized suppliers and skilled workers as continuing challenges.业界人士指出，专业供应商和熟练工人短缺仍是持续存在的挑战。
  • The reported investment figures are plans or agreements and do not establish that all investments have already been completed.报道中的投资数字属于计划或协议金额，并不能说明所有投资都已完成。

06Sources信息来源

  1. Japan's chip industry capitalizes on growth in India semiconductor industryJapan's chip industry capitalizes on growth in India semiconductor industry english.kyodonews.net · 2026-10-05

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