Beyond design: How Tokyo Electron, Infineon and Micron are building India's fab workforce - Business Today

As India's semiconductor industry expands beyond design into manufacturing, the country is facing a critical shortage of skilled engineers capable of operating advanced fab facilities. Global leaders ... Read original →

India's semiconductor industry is shifting from design to manufacturing, yet a critical shortage of skilled engineers hampers progress. Global players like Tokyo Electron, Infineon, and Micron are stepping in to fill the gap by investing in technical training and academic partnerships. This move will reshape upstream supply chains, accelerating technology transfer from Taiwan, Hong Kong, and other regions. Policy risks, including export controls and geopolitical tensions, are increasing operational costs and supply chain vulnerabilities for Indian manufacturers. Competitors like South Korean and Japanese firms may respond by accelerating investments in India to secure talent and market access. Without a robust training ecosystem within 12–24 months, India risks falling behind in attracting high-end fab investments. The long-term outcome hinges on the synergy between foreign expertise and local education systems—otherwise, manufacturing capacity may remain underutilized.