Fujifilm to invest US$83 million in semiconductor materials plant in India

Fujifilm’s investment in India marks a pivotal shift in the global semiconductor materials supply chain. This move undermines the dominance of Taiwan, China and Hong Kong, China in critical areas like photoresists and electronic gases, accelerating supply chain diversification. Technologically, it fills a gap in India’s advanced material capabilities, enhancing its strategic role in the semiconductor ecosystem. From a compliance standpoint, this aligns with India’s localization push and U.S. chip legislation, potentially prompting further corporate repositioning. Competitively, TSMC and Samsung may accelerate investments in India to reduce geopolitical exposure. Over the next 12–24 months, the sector will see intensified regional competition, especially in high-end materials, with India emerging as a key player.