India, Poland explore semiconductors, AI and critical minerals

By Rebecca Stone

India and Poland are exploring cooperation in artificial intelligence, semiconductors and critical minerals after Jitin Prasada, India’s Minister of State for Commerce and Industry and Electronics and Information Technology, visited Poland on Nov. 2-3, 2026 with representatives of 12 Indian companies.

Prasada traveled with a business delegation representing those 12 companies as the visit focused on bilateral trade, investment and technology cooperation. The announcement disclosed no fab investment, capacity target, revenue figure, transaction value or shipment figure.

Prasada also promoted India’s Make in India initiative, emphasizing “co-development and co-production supported by technology transfer.” He presented that approach as a way to combine industrial capabilities, technical expertise and investment from both countries.

The distinction between a proposed model and a commercial result matters here. The official announcement describes discussions and opportunities, not completed projects, and reports no new investment, technology-transfer contract or sector-specific agreement.

What did Warsaw’s meetings cover?

Prasada met three senior Polish officials across digital affairs, foreign affairs and economic development, giving the visit several commercial channels rather than one ceremonial session.

• With Deputy Prime Minister and Digital Affairs Minister Krzysztof Gawkowski, the minister discussed AI, semiconductors, data centres and cybersecurity, along with digital development and closer links between Indian and Polish technology ecosystems.
• With Foreign Affairs Ministry Secretary of State Ignacy Niemczycki, he examined opportunities arising from the India-European Union Free Trade Agreement, including agri-tech, food processing and paths for small and medium enterprises.
• With Deputy Economic Development and Technology Minister Michal Baranowski, he addressed critical minerals, semiconductors and startup partnerships, three areas where supply relationships can carry strategic weight beyond ordinary trade.

The India-European Union Free Trade Agreement supplied the market-access backdrop for several discussions. Prasada urged businesses to prepare for “expanded market access and stronger trade relationships,” potentially opening a route into European supply chains if cooperation produces contracts.

What did the business forum advance?

The India–Poland Business Forum met on Nov. 3 at the Polish National Chamber of Commerce in Warsaw. Prasada delivered the opening address and urged companies to “identify new business opportunities, develop stronger partnerships and expand bilateral investment,” according to the official account.

The forum connected government discussions with company-level follow-through. Indian participants could pursue manufacturing, technology and food-processing opportunities in Poland, while Polish businesses could explore Indian manufacturing partnerships and potential investment. It identified no investment amount, contract or named project.

During an industry engagement program, Prasada visited Transition Technologies, a Polish IT and software engineering company, and WB Electronics, a Polish defense company. Both already have business interests in India. He also met Indian business representatives in Poland and potential Polish investors to discuss increasing investment in India.

What has actually been committed?

The visit followed Polish Prime Minister Donald Tusk’s trip to India in October 2026. During that visit, both countries supported stronger collaboration in AI, semiconductors, critical minerals, technology and startups; the November mission built on the India–Poland Strategic Partnership established in 2024.

For Indian companies, the commercial logic is access. Poland offers a route into European markets through manufacturing, technology and food-processing partnerships, while Indian firms could contribute industrial capabilities and technical expertise to joint projects.

For Poland, India remains a destination for investment and a source of technology partners, although no quantified project pipeline accompanied the announcement. Agri-tech, food processing, IT and manufacturing cooperation could also open additional channels for small and medium enterprises.

None of those possibilities yet amounts to committed capacity. The announcement confirms dialogue, a 12-company delegation and two days of engagement, but reports no new semiconductor project, critical-mineral supply contract, startup investment or technology-transfer agreement.

The next proof point will be named projects with disclosed investment, capacity and timelines. Until those appear, capacity and competitive effects remain open questions rather than established outcomes.