Renesas Electronics unveiled its latest semiconductor innovations at the Electronica India 2025 show in Bengaluru, highlighting both its global research and development contributions from India and the growing significance of the country in its long-term business strategy. The Japanese chipmaker showcased automotive microcontrollers (MCUs), system-on-chips (SoCs), and industrial IoT tools, with applications spanning infotainment, driver monitoring, zonal E/E architectures, and electric vehicles, according to Autocar Professional and The Economic Times

India's smartphone exports to the US plunged 58% between May and August 2025, raising concerns over the sustainability of the country's flagship production-linked incentive (PLI) scheme. According to think tank Global Trade Research Initiative (GTRI), cited by PTI, shipments fell from US$2.29 billion in May to just US$964.8 million in August, despite smartphones facing no US tariffs

India's semiconductor engineers are moving from support roles to taking ownership of first-time, advanced-node design work once confined to global headquarters, according to Cadence Design Systems

Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project

India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts, notes Canalys analysis

Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making Arm the second company after Renesas to reach this level domestically

Apple is moving closer to entering the foldable smartphone market, with early development of a foldable iPhone already underway, industry sources told Nikkei Asia. The company has discussed plans with suppliers to establish a test production line in Taiwan, while mass production is expected to take place in India ahead of a possible 2026 launch

Bengaluru-based Kaynes Semicon has signed a memorandum of understanding with California's Mirrorcle Technologies to manufacture MEMS mirrors and optical systems in India

Cyient Semiconductors has entered a strategic partnership with US-based Anora, headquartered in Texas, to provide end-to-end semiconductor development solutions, from design to production testing. The collaboration combines Cyient's expertise in custom ASIC/ASSP design and intelligent power platforms with Anora's specialization in semiconductor test, validation, and production

TSMC's successful establishment of a chip manufacturing plant in Arizona has reignited semiconductor development efforts in countries including India, Vietnam, and Qatar. Industry sources note that while the US, Europe, and Japan maintain leadership in semiconductor manufacturing through strong government support, emerging regions are increasingly seeking cooperation with Taiwan's semiconductor ecosystem to advance their own industries

Tata Electronics' plan to roll out its first semiconductor chip from its Dholera, Gujarat plant by mid-2027 may face delays if India fails to secure sufficient supplies of rare earth and critical elements, according to Mint, citing unnamed sources

ASM Technologies, an India-based publicly listed company in engineering design-led manufacturing, has signed a Memorandum of Understanding (MoU) with the government of Tamil Nadu to invest INR2.5 billion (approx. US$28.38 million) in the state

The Adani Group is reportedly in discussions with Japan's Sharp Corporation and Panasonic to establish a joint LCD fabrication plant in India, marking a strategic pivot after its proposed semiconductor wafer fab in Maharashtra was paused. According to Economic Times sources, the talks have gained momentum, particularly following Prime Minister Modi's recent visit to Japan, which emphasized strategic industrial collaboration between the two nations

Xiaomi's enthusiasm for India appears to be waning as regulatory pressures, shrinking market share, and leadership reshuffles weigh on the company's strategic priorities, according to executives familiar with the matter cited by the Economic Times

According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times last year's intake. The program, aligned with India's "Make in India" and "Skill India" initiatives, covers AI, IoT, big data, and coding, with potential to feed talent into Samsung's Noida facility, the world's largest smartphone plant