L&T Semiconductor, Foxconn Unite for High-Voltage Wafer Production

L&T Semiconductor Technologies (LTSCT), the semiconductor arm of Larsen & Toubro, has entered a long-term collaboration with Hon Young Semiconductor (HYS), a Foxconn subsidiary, to co-develop high-voltage semiconductor wafers spanning 650 V to 3,300 V. The joint effort taps Hon Young’s wafer fabrication capabilities in Taiwan while leveraging L&T’s domain expertise in power systems and integration.

These wafers are aimed primarily at automotive, industrial, and power infrastructure applications — sectors witnessing surging demand for efficient energy systems and electrification. Together, the partners plan to align on design, quality, scalability, and performance validation to meet stringent standards for high-voltage power devices. 

Analysis & Implications

This alliance is significant for several reasons:

1.     Speed to Market & Access to Fabs
L&T gains quicker access to advanced wafer production infrastructure via Hon Young’s established fabrication facilities, reducing its dependence on external foundries and accelerating time to volume. 

2.     Strategic Position in India’s Semiconductor Ecosystem
As India pushes to build a sovereign semiconductor value chain, this collaboration boosts local design and high-voltage component capabilities, a critical segment in EVs and power electronics.

3.     Technical & Quality Challenges
High-voltage semiconductor wafers require exceptional yield, reliability, and compatibility with automotive/industrial standards. Scaling from prototype to mass production will test both partners’ technical capabilities and supply chain robustness.

4.     Competitive Terrain
Globally, players in silicon carbide (SiC) and GaN power semiconductors are heavily investing in high-voltage capabilities. L&T’s move helps it stay relevant in this evolving niche.

5.     Risk & Localization Considerations
While wafer production may remain abroad initially, long-term success depends on localization of assembly, testing, and supply chains to control costs and risk.

This partnership between L&T and Foxconn’s Hon Young Semiconductor marks a critical pivot toward power silicon self-reliance and reinforces India’s ambitions to be more than just a consumer in the global semiconductor arena.