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Photoresists (KrF, ArF, EUV)

Critical dependencyPosition-earlySemiconductorsStrategic inferenceHS 3707.90
$0.45 bnAnnual import
0%Indian capability
7,350Supplier concentration (HHI)
₹4,000 crTo localise

Why India imports it. Zero domestic photoresist manufacturing; chemistry and purification IP tightly held by JSR, Tokyo Ohka, Shin-Etsu, Fujifilm.

Why it matters. Photoresists are a single point of failure in the lithography stack; a Japan-China trade spat would freeze Indian fabs.

Can India localise it? Hard - requires 10+ years of polymer chemistry + GMP-grade purification.

Where it comes from. Japan (85%), USA (10%), South Korea (5%).

Scorecard

The ten indices

CMDI 85Dependency
LPI 26Localisation potential
IAI 49.75Investment attractiveness
SRI 86Supply risk
SCI 61.25Supply-chain complexity
TRI 37Technology readiness
IMI 72Industrial multiplier
NSRI 58National-security relevance
EPI 55.5Export potential
ICGI 93.5Capability gap
Who makes it

Manufacturers

In India

No significant domestic maker.

Global leaders

Jsr CorporationTokyo OhkaShin EtsuFujifilm

Intelligence

Related signals

Sources

Primary references

Confidence: Strategic inference. Strategic inference: import value reasoned from global photoresist TAM share; India-specific data not public. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).