Chinese media Kuaikeji reported on the 28th that India is bringing Japan and the US as partners and proceeding with the construction of a 'de-China' semiconductor supply chain. The article reported that in July, the Indian government approved 'Semicon 2.0,' the second phase of its semiconductor industry support measures, at a cabinet meeting, highlighting that the total budget amounts to 1.275 trillion rupees (approximately 204 billion yen), which is about 1.7 times that of the previous 'Semicon 1.0,' and stated, 'The core intention of this plan is clear: to reduce dependence on China's supply chain and promote the de-Sinicization of the semiconductor supply chain.' According to the article, Indian Prime Minister Modi stated at the opening ceremony of 'Semicon India 2026,' 'The world needs a new, reliable semiconductor production base, and India is preparing to play that role.' In Semicon 1.0, totaling 760 billion rupees (approximately 1.216 trillion yen), 12 major projects were selected. The assembly and testing plant built by US semiconductor giant Micron Technology in Sanand, Gujarat, began operations in February, and will assemble and test tens of millions of semiconductors within the year, increasing that scale to hundreds of millions by 2027. Semicon 2.0 expands the scope of support from wafer manufacturing and assembly to semiconductor manufacturing equipment, materials, and human resource development. India's semiconductor market size is projected to expand from $38 billion in 2023 to approximately $110 billion by 2030. The article pointed out that 'Japanese companies are becoming important partners in India's supply chain construction.' According to SEMI data, Japanese companies hold about a 30% share of the global semiconductor manufacturing equipment market, and their share in key material fields reaches nearly 60%. It also highlighted Fujifilm's announcement on September 17 that it would invest approximately 13 billion yen to build a new semiconductor material factory in Dholera, Gujarat, and introduced that the company's President, Teiichi Goto, stated, 'In the future, we would like to consider exports from India to Southeast Asia, the Middle East, and Africa.' The article also mentioned that Tokyo Electron has signed a strategic partnership with Tata Electronics, a subsidiary of the major Indian conglomerate Tata Group, under the support program of the Ministry of Economy, Trade and Industry, and according to its President, Toshiki Kawai, they plan to establish a semiconductor training center in Gujarat in 2027 to seriously begin developing semiconductor talent. According to the article, Tata Electronics is proceeding with the construction of the country's first semiconductor front-end manufacturing plant. According to the plan, its production capacity will be 50,000 wafers per month, with mass production targeted for 2029. The article stated, 'Semiconductor manufacturing relies on a stable supply of electricity and water resources, and the construction of a raw material supply chain remains a long-term challenge,' and conveyed, 'Whether India can establish a firm position in the global semiconductor supply chain will require validation over time.' (Translation/Editing by Yanagawa)