Applied Materials Commits $5 Billion India Investment for Semiconductor Expansion

By EC Assets · Published 17 September 2026

Applied Materials plans to invest $5 billion in India over the next decade. The semiconductor major aims to expand its semiconductor research and development, supply chains, and talent in the country. This investment is part of Applied Materials' Vision 2035. The investment plan includes building a new 140-acre research park in India. This park will deepen the company's research and development capabilities. Applied Materials also plans to expand its India supply chain tenfold. The United States chip equipment major's move aligns with New Delhi's efforts to build a wider semiconductor ecosystem. Prabu Raja, President of Applied Materials' Semiconductor Products Group, confirmed the company's commitment to this new research park. The investment timeframe spans until 2035. The commitment from Applied Materials comes amidst broader discussions in the technology sector. Applied Materials and ASML are key players in the semiconductor equipment industry. Applied Materials focuses on making the tools for semiconductor manufacturing. These companies have different risk profiles and valuations. Applied Materials shares recently declined. The stock fell 5.8% in pre-market trading on Monday to $430. This drop occurred as US semiconductor stocks broadly declined. Technology executives had called for a slower pace of advanced technology development. Some analysts predict Applied Materials could achieve its first $10 billion quarter this fall. The company's own forecast allows for the possibility of missing this milestone. This article is intended for informational purposes only. It does not constitute investment advice.