Tata Electronics plans 16 MoUs and Applied Materials pledged $5 billion at Semicon India 2026 to expand the country’s semiconductor ecosystem.

Tata Electronics CEO Randhir Thakur said the company would sign 16 pacts in total, a bigger number than what was first reported when the event began.

The partners span several countries. They include Nexperia and Besi from Europe, JSR and Fujifilm from Japan, and domestic names like the Semiconductor Laboratory and Gati Shakti Vishwavidyalaya.

Together, these deals touch almost every part of the chip supply chain, from manufacturing and packaging to sourcing materials and training workers.

Some of the numbers behind these deals are already public. Tata Electronics is building a chip factory in Dholera, Gujarat, and a packaging unit in Jagiroad, Assam.

Fujifilm alone is putting in close to Rs 800 crore to set up a materials plant near the Dholera site.

Applied Materials made its own announcement the same day. The US equipment maker said it will invest $5 billion in India over the next decade.

The company said the money will go towards research and development, building up the local supply chain, and training talent for the industry. These deals came alongside a bigger update from the government.

Union IT Minister Ashwini Vaishnaw said India’s semiconductor programme, Semicon 2.0, has now attracted commitments worth $11-12 billion, close to Rs 1 trillion.

Most of this is expected to be spent over the next two to three years. The timing lines up with other recent moves in the sector.

A day before this event, US firm Lam Research had promised close to $1.1 billion for its first component plant in India.

Tata’s Dholera factory, still the country’s only large-scale chip fab, is not expected to begin production before 2028.

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