Beyond the fab: Why India’s semiconductor bet needs a materials strategy, Not just a manufacturing one

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As India pours billions into chip fabs and packaging plants, a veteran materials supplier warns that silicon alone won’t build a globally competitive semiconductor industry — precious metals and the ecosystem behind them will.

India’s semiconductor ambitions have a very public face: fabs, OSAT (outsourced semiconductor assembly and test) plants, and chip-design centers backed by government incentives and marquee industry announcements. What gets far less attention is the layer of the supply chain working quietly beneath all of it — the advanced materials that make a chip actually function, survive, and perform.

Few companies understand that layer better than TANAKA Precious Metal Technologies, a Japanese materials specialist that has been supplying the semiconductor industry since the earliest days of chip packaging.

In a conversation with Express Computer, Yasutaka Ihara, Director and Corporate Officer at TANAKA, laid out a case that India’s policymakers and industry leaders may want to study...

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