India s OSAT buildout puts semiconductor testing in focus
India’s expanding semiconductor industry faces a critical challenge in testing chips fast enough and across diverse device types to achieve production targets. Global semiconductor test equipment sales are projected to grow 31 per cent to $15.3 billion in 2026, following 55.3 per cent growth in 2025, according to SEMI’s July 2026 forecast. The industry body expects sales to reach $20.8 billion by 2028. This growth is partly driven by increasing device complexity and demanding performance requirements.
Publication: The Economic Times
India needs adaptable testing systems for complex chips
The semiconductor industry faces an inflection point as increasing chip complexity demands adaptable testing systems. Chips are now the intelligence layer for AI, autonomous vehicles, 5G, and critical infrastructure. This integration of analog, digital, RF, and power functions onto single devices makes traditional testing approaches insufficient. Engineers must understand how these domains interact, for instance, how power fluctuations affect RF performance. This presents a strategic opportunity for India.
Publication: ET ElectronicsWorld
Sumitomo Chemical deepens India semiconductor push with Tata Electronics pact
Sumitomo Chemical has signed an MoU with Tata Electronics to explore collaboration in semiconductor fabrication and materials supply, including a possible chemicals facility in India. The move reflects growing interest from upstream suppliers in India’s chip ambitions, where reliable access to high-purity chemicals and photoresists could shape future manufacturing capacity.
Publication: ET Chemicals
In absence of sovereign buyers, Indian chip firms find clients in Japan, EU
India’s early movers in semiconductor engineering and design are chasing clients abroad as demand from within India remains tepid. At least three companies in the country’s semiconductor industry, including Tata Electronics, have identified global clients as key to generating commercial revenue starting this fiscal year.
Publication: Mint
HORIBA Sees EV Chip Opportunity, Flags India’s Semiconductor Supply Gaps
As India’s electric vehicle market expands, Japanese precision equipment manufacturer HORIBA sees opportunities in the development of domestic semiconductor manufacturing capabilities, including silicon carbide (SiC) and other compound semiconductors used in automotive power electronics. The company expects manufacturing precision, raw-material availability and supply-chain development to become important considerations as India builds its semiconductor industry.
Publication: Auto Car Professional
Applied Materials wants India to take ownership of global semiconductor equipment products
Applied Materials is looking to move its India operations further up the semiconductor equipment value chain, with the US company working towards giving its India teams ownership of product lines that can be developed and deployed for its global customers. “We have become really indispensable for the company, because almost every function, we have a team here supporting it,” Avi Avula, president of Applied Materials India, said in an interview with Fortune India. “Where we are taking this now is can we take ownership for certain product lines from here to end to end.”
Publication: Fortune India
Data integration becomes backbone of semiconductor engineering
A shift is occurring within the semiconductor world, where data is becoming the unifying element between chip design and manufacturing processes. The global semiconductor industry is projected to reach $1.5 trillion in sales for 2026, driven significantly by the demand for artificial intelligence (AI) chips. This growth highlights the importance of efficient chip production.
Publication: ET Datacenters
L&T Semiconductor, Tata Electronics Partner on Chip Manufacturing in India
L&T Semiconductor Technologies Ltd (LTSCT) and Tata Electronics have agreed to explore semiconductor fabrication and packaging opportunities in India, combining L&T’s chip design capabilities with Tata Electronics’ foundry and packaging operations. The companies will assess manufacturing options for L&T Semiconductor’s existing and future products across Tata Electronics’ fabrication processes and packaging technologies. The work will also cover design-to-fabrication optimization to improve manufacturing efficiency at scale.
Publication: EE Times
Govt plans sovereign AI infrastructure with tighter control over data, GPUs
The government is drawing up India’s sovereign AI map that will identify critical sectors and data categories, said people with knowledge of the matter. This technology infrastructure including GPUs will be completely “on-premises, entirely owned by the government and air-gapped,” said one of them. Critical sectors such as defence could figure in this category, said the people cited. Not-so-sensitive yet relatively important.
Publication: The Economic Times
Amitabh Kant on how India s semiconductor future is taking shape: 6 states with 12 projects, Rs 1.64 lakh cr investments
India’s semiconductor ecosystem is gradually taking shape, with 12 approved projects across six states attracting committed investments of more than ₹1.64 lakh crore, former NITI Aayog CEO and G20 Sherpa Amitabh Kant said on Monday. The projects reflect India’s efforts to build domestic semiconductor manufacturing capabilities and develop an ecosystem covering multiple stages of chip production. Gujarat has emerged as the leading destination, accounting for six of the approved projects.
Publication: Live Mint