莫迪石破共乘新干线，考察半导体设备工厂

Core Viewpoint - India is pursuing semiconductor localization to reduce dependence on China, with hopes of collaborating with Japan to strengthen its semiconductor supply chain and enhance economic security [2][5][6]. Group 1: Semiconductor Industry Developments - Indian Prime Minister Modi and Japanese Prime Minister Kishida visited Tokyo Electron's factory in Miyagi Prefecture, emphasizing the importance of bilateral cooperation in semiconductor manufacturing [2][4]. - Tokyo Electron is collaborating with Tata Electronics to support talent development and establish a support system for semiconductor manufacturing in India [4][5]. - The Indian semiconductor market is projected to reach $64 billion by 2026 and $110 billion by 2030, accounting for approximately 10% of the global semiconductor market [5]. Group 2: Economic Security and Supply Chain - The focus of the India-Japan summit was to define economic security cooperation through the establishment of a semiconductor supply chain, reducing the risk of economic dependence being weaponized [5][6]. - Japan aims to diversify its semiconductor manufacturing bases to mitigate geopolitical risks from regions like China and Taiwan [6][7]. Group 3: Infrastructure and Logistics - India faces challenges in logistics infrastructure and forming industrial clusters, which are critical for building a robust semiconductor supply chain [7]. - The introduction of high-speed rail as part of India-Japan cooperation is expected to enhance logistics and facilitate the formation of industrial clusters [7][8]. Group 4: Challenges for Japanese Companies - Japanese companies entering the Indian market encounter various challenges, including differing laws across states and frequent changes in tax regulations [9]. - Collaboration with Indian state governments is crucial for supporting Japanese enterprises in overcoming these challenges [9].