Source: Economic Times, 15 December 2025
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Japan Signals Strategic Continuity:
Tokyo reaffirmed full commitment to India’s semiconductor push, offering cooperation across manufacturing, ecosystem building, and workforce training. -
US Exclusion Sharpens Context:
Japan’s outreach gains weight as India was left out of a recent US initiative on critical minerals and technologies, highlighting bloc selectivity. -
Industry-Level Engagement Expands:
A Japan Chamber–led Semiconductor Committee now coordinates ~160 companies, actively engaging with projects like Tata Electronics’ Dholera and Jagiroad fabs. -
Mutual Dependency Acknowledged:
Japan stressed its technology alone is insufficient without Indian policy and enterprise commitment—framing the partnership as a shared supply-chain destiny.
Strategic note: Japan’s explicit commitment to India’s semiconductor ecosystem offers India a strategic hedge. With US-led critical technology groupings narrowing, Tokyo positions India as a long-term manufacturing and supply-chain partner. However, state backing, private capital, and talent development must converge to offset geopolitical fragmentation and China concentration risks.
