日本要在印度构建半导体供应链，成熟产品摆脱对华依赖

Group 1 - The core focus of the Japan-India summit on August 29 is to establish a framework for cooperation on the procurement of essential materials, particularly in the semiconductor and mineral resources sectors [1][3]. - Japan aims to strengthen economic security cooperation with India, particularly in the semiconductor industry, by facilitating the entry of Japanese companies into the Indian market to help build a local supply chain [1][3]. - Tokyo Electron is set to launch its first manufacturing equipment development base in India in September, with plans to expand its workforce to 300 by 2027 [3]. Group 2 - AIR WATER INC. plans to construct multiple factories near Mumbai to produce nitrogen and other gases essential for semiconductor manufacturing, with an investment of approximately 50 billion yen [5][4]. - The Indian semiconductor market is projected to reach $82.9 billion by 2029, doubling its current size, indicating significant growth potential [5]. - NIPPON EXPRESS HOLDINGS will establish logistics bases in three Indian cities by 2026 to support semiconductor storage, ensuring transportation stability in challenging road conditions [5]. Group 3 - The Indian government is actively constructing power plants and substations to support semiconductor production, while JFE Steel aims to increase its production capacity of high-grade steel for transformers in India by seven times by 2030 [6]. - Japan and India are working to diversify their procurement channels to mitigate risks associated with supply chain disruptions, particularly in light of geopolitical tensions [6][10]. - The initiative to transfer semiconductor and LCD production to India is part of a broader strategy to reduce reliance on China and enhance economic security cooperation between Japan and India [9][10].