Tata Electronics, Fujifilm sign MOU for India semiconductor materials plant

Editorial illustration: Two conveyor belts carrying silver blocks and metal canisters lead toward machinery and a large iridescent silicon wafer on a raised map of India.

In brief

  • Tata Electronics and Fujifilm signed MOU on May 7, 2025, to build semiconductor materials production in India
  • Fujifilm commits $83 million for greenfield materials manufacturing facility targeting fiscal 2028 production
  • Partnership supports India's Semiconductor Mission and Tata's $11 billion 300-mm fab in Dholera, Gujarat

Fujifilm's $83 Million Investment

Fujifilm committed approximately $83 million to build a greenfield semiconductor materials manufacturing facility in India. The company's materials division produces photoresists and CMP slurries, which are among the most critical consumables in chip manufacturing. Photoresists are light-sensitive coatings used to etch circuit patterns onto silicon wafers, while CMP slurries are abrasive fluids used to smooth wafer surfaces between fabrication steps.

Phase one of construction is set to begin in October 2026, with commercial production targeting fiscal year 2028. This timeline aligns with Tata's broader semiconductor expansion across India.

Tata's Dual Fab Strategy

Tata is building India's first 300-mm front-end semiconductor fabrication plant in Dholera, Gujarat, valued at roughly $11 billion. A back-end facility is also under construction in Jagiroad, Assam. Together, these investments position Tata to handle the full spectrum of chip manufacturing—from initial wafer processing to final assembly and testing.

The MOU aligns with the Indian government's India Semiconductor Mission, designed to incentivize local chip manufacturing and reduce import dependence. Sectors expected to consume output from Tata's fabs include automotive, industrial electronics, and telecommunications.

Expanding the Ecosystem

Tata Electronics' CEO, Randhir Thakur, announced plans to sign 16 new MOUs to deepen the company's local supply chain at the SEMICON India 2026 event on September 17, 2026. The Fujifilm agreement is part of a broader effort to build a vertically integrated semiconductor ecosystem within India, reducing reliance on foreign suppliers for critical materials and manufacturing capacity.