US President Donald Trump has pressured Apple into de-accelerate its investments in India, which may have limited impact on the company's diversification strategy.
Trump tariff targets Apple, Samsung: no more smartphones made in India and Vietnam
Trump's proposed 25% tariff on imported smartphones, targeting Apple and Samsung, has unsettled global supply chains ahead of key product launches. Despite shifting production to India and Vietnam, both firms face pressure to onshore, though analysts warn US manufacturing remains impractical and costly in the near term.
Trump's 25% tariff threat can't kill made-in-India's phone manufacturing edge
Trump is threatening a 25% tariff on smartphones assembled abroad to push onshoring. Despite political pressure, high US costs and weak infrastructure hinder relocation. India, a key supplier, seeks a trade deal to avoid tariffs. Experts say it's still far cheaper to assemble iPhones in India.
Xiaomi scales back India operations amid regulatory hurdles, cites market as 'high-risk'
Facing regulatory hurdles and ongoing visa issues, Xiaomi has scaled back its India operations, calling the market "special" and high-risk. The company views its reduced market share as an acceptable tradeoff, aligning with a broader strategy to lower exposure while concentrating on more stable, premium-focused markets.
Indian GaN firm taps into Japan's semiconductor ecosystem
India-based GaN startup Agnit Semi is exploring partnerships with Japanese firms to strengthen its technology stack and leverage Japan's semiconductor supply chain. CEO Hareesh Chandrasekar said the collaboration could focus on co-developing materials, prototyping GaN devices, and India-specific applications, aligning with broader India-Japan tech and defense cooperation.
Speaking in Tokyo, Chandrasekar emphasized Japan's strengths in semiconductor chemicals and fabrication tools, noting growing interest from Japanese firms. He said such ties could boost Agnit's quality standards and help scale manufacturing. Agnit is running pilot programs in India's strategic sectors and aims to build a resilient cross-border supply chain.
Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end
Alpha Networks plans to expand its presence in India throughout 2025 to tap rising broadband demand, driving new growth. Despite 2024 setbacks, the company remains cautiously optimistic, supported by improving shipments, high-end product development, and India's role as a key emerging market in its global telecom expansion strategy.
India PC market sees seventh straight quarter of growth as AI-powered models penetrate
India's PC market—including desktops, notebooks, and workstations—continued its upward momentum in the first quarter of 2025, growing 8.1% year-over-year with 3.3 million units shipped, according to IDC. This marks the seventh consecutive quarter of annual growth for the sector.
Article edited by Joseph Chen
