India is reportedly proposing to extend key tax exemptions for foreign electronics manufacturers until 2041, a move that hands Apple a lobbying win and deepens a widening set of incentives designed to pull global hardware production away from China.
India is moving deeper into semiconductor manufacturing with construction beginning on an INR23.87 billion (US$250 million) OSAT facility in Visakhapatnam, supporting New Delhi's broader effort to build a domestic semiconductor ecosystem beyond chip design.
IBM and Sarvam have announced a collaboration to advance sovereign AI technologies in India, a move that could influence how governments and regulated industries worldwide deploy trusted artificial intelligence. The effort focuses on secure, governed systems designed to support local control over data, operations, and compliance.
Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even as near-term margins stay under pressure from input costs and the end of mobile PLI 1 incentives. The company expects joint venture-led expansion with Vivo and Inventec, plus PLI 2 and exports, to support growth.
India is expanding its semiconductor ambitions through new R&D centers, indigenous design tools, packaging facilities and AI infrastructure investments, aiming to strengthen domestic capabilities and reshape global technology supply chains.
India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.
Marvell Technology has opened 100,000 square feet of additional semiconductor R&D space in Bengaluru and plans to double its India headcount over the next three years as part of a US$250 million investment program.
India has launched two indigenously developed silicon photonics solutions to strengthen local chip design and testing capabilities. The move could matter beyond India, as it could expand global supply chains, lower development barriers, and accelerate the adoption of photonic chips used in communications, sensing, quantum systems, and advanced computing worldwide.
