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Tuesday 24 March 2026
India restores full export incentives to help exporters amid trade disruptions in West Asia
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.
Tuesday 24 March 2026
Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions
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.
Tuesday 24 March 2026
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
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.
Monday 23 March 2026
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
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.
Monday 23 March 2026
India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced manufacturing. Japanese and domestic chipmakers expand local operations, the 2026 budget offers tax and import incentives, solar wafer sourcing is mandated, and Reliance secures a US$3 billion green ammonia deal with Samsung, highlighting supply chain and energy transitions.

Friday 20 March 2026
India's Reliance signs 15-year green ammonia offtake deal with Samsung C&T
Reliance Industries Limited (RIL) has signed a binding long-term supply and purchase agreement (SPA) with Samsung C&T Corporation for the supply of green ammonia over 15 years, commencing in the second half of fiscal year 2029. Valued at more than US$3 billion, RIL describes it as one of the largest binding green ammonia offtake agreements in the world.
Friday 20 March 2026
India mandates domestic sourcing of solar wafers under expanded approval list policy
India has expanded its domestic content framework for solar manufacturing, extending the Approved List of Models and Manufacturers (ALMM) regime to cover upstream components such as ingots and wafers, in a move aimed at reducing import dependence and strengthening supply chain resilience.