India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global chip manufacturing hub
India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked incentive (PLI) programmes, with investments, output, and exports continuing to scale
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions are rising amid talks with Meta and Google. However, challenges persist, including rising GPU costs and declining smartphone shipments, highlighting a complex but accelerating industrial transformation
Keysight Technologies is opening local manufacturing operations in India, a move that promises faster access to precision test equipment and greater supply-chain resilience for global customers. The expansion is set to accelerate development across semiconductors, quantum computing, aerospace, AI, and wireless sectors, while deepening collaboration with Indian research institutions and government programs
OnePlus said its India chief executive Robin Liu will step down effective March 31, as the company faces declining shipments and ongoing restructuring within its parent group, according to company statements and multiple media reports
Indian conglomerate Adani Group is advancing plans to expand its data center business, holding preliminary talks with global technology firms including Meta Platforms and Google, according to a Bloomberg report
India is reviewing its technology incentive framework as surging graphics processing unit (GPU) prices reshape the economics of these policies, with implications for both manufacturing policy and public investment plans, according to officials and industry participants
Tesla is preparing to enter India's industrial energy storage market, according to a job advertisement posted on the company's careers website and reported by Reuters. The listing sought a business development lead in India to "develop and execute a comprehensive market expansion strategy for industrial energy storage solutions." It said the candidate would help shape Tesla's entry into "utility-scale energy storage." The posting did not elaborate on specific plans
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36
Dai Nippon Printing (DNP)'s decision to open a research and development base in Telangana in April 2026 could accelerate collaborative innovation between the Japanese industry and Indian academia, with potential impacts on electric vehicle charging and pharmaceutical ingredient production for global markets
The government announced on March 23 that it has restored the rates and value caps under the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme for all eligible export products, effective from March 23, 2026
Tata Semiconductor Manufacturing's US$735 million loan package could accelerate India's domestic chip ambitions, but it also highlights execution and supply-chain risks for global technology supply chains. Lenders have insisted on brand continuity and majority control over the company while accepting leased land valued at zero as collateral, according to Mint and The Economic Times
Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and higher-value-added segments. The developments could prompt more firms to reassess investment feasibility, though large foundry players have so far remained cautious
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact
