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Global Chip Leaders Endorse India’s Rise as Key Player in Semiconductor Supply Chain at Semicon 2025

Highlighting Lam’s 25-year presence in India, he explained how its India Center of Engineering has evolved from software and hardware services into a hub for critical development and operations.

TIS Desk | New Delhi |

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Top executives from the global semiconductor industry hailed India’s fast-growing role in shaping the chip ecosystem during the Semicon India 2025 event, citing the country’s skilled talent pool, proactive government policies, and increasing investment commitments.

Tim Archer, President and CEO of Lam Research, noted that the semiconductor sector is on track to become a USD 1 trillion industry, with India poised to play a central role. “We continue to invest in technology, talent, and supply chains, including here in India, as the country lays the foundation for a resilient semiconductor ecosystem,” Archer said.

Highlighting Lam’s 25-year presence in India, he explained how its India Center of Engineering has evolved from software and hardware services into a hub for critical development and operations. Archer also introduced the company’s Semiverse Solutions Platform, now being used to train the next generation of semiconductor technologists in India and the U.S.

Kai Beckmann, Executive Board Member at Merck, praised India’s rapid progress with major players like Tata Electronics, Micron, and PowerChip committing to new fabs. “India’s local semiconductor market is projected to reach USD 100 billion by 2030. The semiconductor industry is a team sport—we can only succeed together,” he said, stressing India’s role in shaping the digital future.

Mark Papermaster, Chief Technology Officer at AMD, reaffirmed the company’s investment plan of USD 400 million in India, announced at last year’s Semicon. “India is now integral to AMD’s global development across CPUs, GPUs, adaptive computing, and embedded devices, impacting data centers, AI, and cloud platforms worldwide,” he noted. He credited India’s strong R&D base, built over two decades, and lauded PM Modi’s forward-looking policies for strengthening the ecosystem.

Industry leaders agreed that India is no longer just an emerging market but a critical enabler of global innovation and supply chain resilience in semiconductors.

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