SEMICON India 2026 opened in New Delhi on September 17, with the theme "From Chips to Systems: Building Ecosystem Hope." The event runs through September 19 and features over 600 exhibitors.

Ahead of the show, leading semiconductor equipment makers announced India investment plans:

• Applied Materials will invest INR 36 billion (~RMB 2.52B) over the next decade in a Bengaluru commercial park in Karnataka, covering R&D, core semiconductor equipment manufacturing, and semiconductor software development – creating an estimated 1,000 jobs.

• Lam Research plans to invest INR 100 billion (~RMB 6.99B) to establish its first silicon ingot production base in India, while expanding local advanced R&D and building a semiconductor talent development system.

ICgoodFind Takeaway:

Equipment giants are deepening their India footprint. As wafer fabrication support capacity accelerates, buyers should track India's semiconductor supply chain build‑out – it could gradually influence global equipment and materials sourcing.