India Poised to Become a Trusted Hub for Global Semiconductor Manufacturing, Says Lam Research Executive

At the recent Semicon India 2026 conference, Peter Holland – the Vice President of Supply Chain at Lam Research – shared a clear and optimistic message: India could evolve into a “trusted and valued” hub for the world’s semiconductor industry.

Holland explained that Lam Research has been watching the Indian market closely for a few years now. “We’ve been investing in supply here, and each year more suppliers show up, wanting to work with us,” he said, noting that events like Semicon India are perfect venues for that kind of interaction.

He didn’t mince words about the country’s potential. “Absolutely, India can become a trusted and valued hub. There’s no doubt in my mind that that’s possible,” Holland affirmed, highlighting the strategic advantage of a neutral manufacturing base amid rising geopolitical tensions.

But the path isn’t without obstacles. Holland listed familiar hurdles that any aspiring semiconductor ecosystem must face – a shortage of skilled talent, the need for fresh capital, securing appropriate land parcels and, crucially, reliable utilities such as ultra‑pure water and steady power supplies.

“Those barriers are the same wherever you go in the world,” he added, underscoring that India’s challenges mirror those of established chip hubs.

What sets India apart, according to Holland, is the collaborative spirit between government and industry. He praised the “quite unique” partnership that is already in place, suggesting that thoughtful policy support can accelerate progress dramatically.

He pointed out that the government could play a decisive role in easing the constraints he mentioned – from easing land acquisition to bolstering utility infrastructure – thereby helping companies build a robust semiconductor manufacturing and equipment ecosystem.

When asked whether Lam Research might announce additional investments in the country, Holland smiled and said he couldn’t comment on the company’s roadmap publicly at this time.

India continues to push for an end‑to‑end chip ecosystem, spanning design, manufacturing, packaging and the broader supply chain, with Semicon India 2026 serving as a platform for global players, investors and stakeholders to explore opportunities together.