Fujifilm has signed a memorandum of understanding with Tata Electronics to build a semiconductor materials plant in the Dholera Special Investment Region of Gujarat, committing roughly INR 800 crore (about $83 million) to feed India's first 300mm wafer fab. The two companies announced the MOU at Semicon India 2026 on September 17.
What Fujifilm will make
The Dholera plant will be phased in over several years and will supply advanced photoresists, specialty gases, CMP slurries and functional chemicals tailored to Tata's fab process. Fujifilm called itself an "early mover" in the emerging Dholera cluster and said the site will also enable technology transfer to Indian chemical suppliers, deepening the domestic materials supply chain.
Tata's $11B fab needs a nearby materials belt
"This strategic partnership with Fujifilm marks an important step in strengthening the semiconductor materials supply chain for our Dholera Fab," said Randhir Thakur, chief executive of Tata Electronics.
"India's rapidly expanding semiconductor market represents a critical opportunity for further business expansion," added Teiichi Goto, president of FUJIFILM Holdings.
Tata's 300mm Dholera fab represents an INR 91,000 crore ($11 billion) capital plan and is scheduled to release its first commercial wafers before the end of 2026. A local materials pipeline is essential because photoresists and specialty chemicals cannot easily be shipped internationally without degradation risk.
Part of Semicon India's day-one deal flow
Fujifilm's commitment is one of a wave of announcements at Semicon India this week, including Applied Materials' and Lam Research's combined $6B+ India investment and Tata's separate advanced-packaging pact with Besi at its Assam site. Together the deals mark India's most concrete progress yet toward hosting an end-to-end semiconductor ecosystem rather than just a fab.
Reporting based on coverage from ChemEngOnline, Business Standard and CXOToday.