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Monday 7 September 2026
India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it
India's most senior semiconductor policymakers came to Taipei with an argument aimed squarely at the Taiwanese supply chain: the country's chip program is meant to add redundancy to an over-concentrated global industry, not to substitute imports behind a wall...
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Friday 4 September 2026
India tablet market grows as business demand shifts toward premium devices
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options.
Friday 4 September 2026
India PC shipments rise as channel buying lifts second quarter sales
India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend signals how supply pressures and pricing changes can reshape device markets far beyond India.
Thursday 3 September 2026
VinFast reportedly pauses India manufacturing work on three EVs, a year after opening its Tamil Nadu plant
VinFast has suspended plans to manufacture three electric vehicles in India and ordered suppliers to halt work while it reassesses costs, according to two sources and a company memo reviewed by Reuters. The pause stalls the localization push the Vietnamese automaker had placed at the center of its India strategy, barely a year after opening its first factory outside Vietnam.
Thursday 3 September 2026
Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity comes with familiar risks. Telecom demand in the country remains strong, yet vendors with experience in India warn that growth does not automatically translate into profit.
Wednesday 2 September 2026
India reportedly readies AI agent payments on UPI, its national payment rails
India is preparing a framework that would allow AI agents to make small digital payments without requiring user approval for every transaction, three sources familiar with the matter told Reuters. This would be a step that would put one of the world's largest payment networks behind agentic commerce.
Tuesday 1 September 2026
South Korea-India joint venture opens semiconductor materials plant, targets China-free supply chain
A South Korean-Indian joint venture has completed a semiconductor materials plant in South Korea, aiming to strengthen regional supply chains for photoresist materials and reduce reliance on Chinese raw materials.
Tuesday 1 September 2026
India expands chip ambitions with full Semicon 2.0 notification
India has unveiled the next phase of its semiconductor policy, a move that could reshape global chip supply chains, investment flows, and talent markets. The expanded program aims to deepen local design and manufacturing capacity, while giving multinational companies and developers a larger role in one of technology's most strategic sectors.
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field trials and the country's Department of Telecommunications (DoT) advancing the regulatory process.
Monday 31 August 2026
India roundup: India broadens semiconductor and AI ambitions across manufacturing, design, materials and data centers
India's semiconductor ambitions are expanding from packaging and testing to chip design, materials, mobile devices and data centers. New investments by CG Power, Infineon, Foxconn, Samsung and LG highlight rising industrial activity, while skills shortages, environmental constraints and import dependence remain challenges. Government incentives increasingly seek deeper domestic capabilities and higher value creation.
Thursday 27 August 2026
Foxconn reportedly weighs major India expansion as global manufacturing footprint grows
Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand for artificial intelligence infrastructure accelerates and electronics supply chains become more geographically distributed.
Thursday 27 August 2026
India's CG Power targets 70% utilization at larger semiconductor packaging plant
CG Power and Industrial Solutions is targeting 70% utilization at its larger semiconductor packaging facility within about four years, with the unit potentially generating around US$500 million in annual revenue once it reaches scale, according to CNBC.
Thursday 27 August 2026
Indian states begins to tighten screws on data centers even as the build-out accelerates
India's data center story has split in two. The pipeline forecasts keep getting bigger, but the money actually landing has thinned sharply since June — and the reason is no longer demand or capital availability. It is environmental clearance, temple land, water accounting, and grid load, questions that courts, local residents, and state governments are all now asking before the concrete is poured.
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia Vera Rubin systems as global demand for advanced computing continues to strain supply, underscoring how power, data centers, and chip access are becoming strategic priorities worldwide.
Wednesday 26 August 2026
India chip manufacturing push exposes production-test skills gap, NI says
India's semiconductor expansion is beginning to expose a shortage of engineers with experience in production testing, a capability that will become increasingly important as new OSAT plants and fabs move toward manufacturing, executives at Emerson's NI test and measurement business said.
Wednesday 26 August 2026
Samsung, LG ramp up India for AI cooling and appliances
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center cooling equipment and LG Electronics investing hundreds of billions of won to build a third home appliance plant. But whether India's fast growth and huge population will translate into real earnings remains the biggest test.