Infineon Sees India as Key Growth Market for Green-Energy Chips - Electronics For You BUSINESS

German semiconductor company Infineon is expanding its presence in India, viewing it as a key growth market for green-energy chips. Driven by India's increasing demand for renewable energy and power m... Read original →

Infineon's strategic push into India reflects a calculated bet on geopolitical realignment to reshape its power semiconductor supply chain. Technically, coupling its wide-bandgap chips with India’s emerging OSAT ecosystem will accelerate SiC adoption in solar inverters and EV fast chargers, forcing local players to leap from discrete components to integrated modules. Regulatory risks loom: while India’s PLI scheme cuts costs, localization mandates and export controls could undermine IP security. Competitors like STMicroelectronics and onsemi will likely counter by deepening ties with Indian assemblers, especially in automotive-grade MCUs and SiC diodes. Over the next 18 months, a 'German-designed, India-assembled' model may take hold—but without domestic wafer fabs, India’s green chip ambitions remain tethered to front-end capacity in Malaysia and Singapore.