Tech firms are ramping up AI infrastructure investments and talent hunt in India as Tata Electronics reportedly develops its electronics manufacturing capabilities with a series of M&A efforts.
In India's AI gold rush, Big Tech meets local reality
At Davos 2023, Microsoft's Satya Nadella highlighted ChatGPT's use by an Indian farmer, underscoring AI's global reach. Microsoft, OpenAI, Google, and Anthropic are investing heavily in India's AI infrastructure, training, and language access. While adoption is strong, challenges remain in regulation, profitability, and employment impacts amid rapid AI expansion.
Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation
Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company stated that the initiative, valued at around US$15 billion between 2026 and 2030, aims to accelerate AI-driven transformation across India while supporting the government's "Viksit Bharat 2047" vision for a developed digital economy.
India's Sahasra exports packaged memory to Europe, marking OSAT progress
India's Sahasra Semiconductors has begun volume production of Made-in-India Micro SD cards and USB drives for Germany's Hama under a multi-year supply contract. The agreement marks one of the first exports of locally packaged semiconductor memory products from India to Europe, showing measurable progress in the country's semiconductor manufacturing capabilities.
Tata Electronics reportedly to acquire China-based Justech Precision's India arm for nearly US$100 million
Tata Electronics has reportedly acquired the India operations of Chinese industrial automation firm Justech Precision for nearly US$100 million. The transaction, completed in August 2025, was advised by HSBC Bank and HDFC Bank and marks a key step in Tata's strategy to expand its role in Apple's global supply chain.
Samsung ramps up semiconductor talent hiring in India amid global AI design push
South Korean chipmaker Samsung Electronics is stepping up efforts to secure engineering talent in India, reinforcing the country's growing role as a global hub for semiconductor design and innovation.
Apple reportedly seeks tax law changes for iPhone machinery in India
Apple is reportedly lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations. The issue centers on the machinery Apple provides to its contract manufacturers, including Foxconn and Tata, to assemble iPhones locally.
Article edited by Jerry Chen
