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Monday 15 September 2025
Adani pivots to LCD fab talks with Sharp, Panasonic after chip setback
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
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Tuesday 16 September 2025
Rare earth shortage reportedly threatens to delay Tata Electronics' wafer fab plans
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
Tuesday 16 September 2025
India-based ASM Technologies to invest in Tamil Nadu for design-led manufacturing expansion
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
Sunday 14 September 2025
From slides to silicon: India's Suchi Semicon shows progress in chip packaging
India's push to establish itself as a semiconductor hub is beginning to yield results in the back-end packaging segment, with Suchi Semicon moving from presentation slides to actual shipments in less than a year
Friday 12 September 2025
Chinese wind turbine makers face rising costs amid expansion in Indian market
Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations
Friday 12 September 2025
Indian officials say Foxconn remains committed despite Chinese worker departure, outlines India Semiconductor Mission 2.0
Senior Indian semiconductor officials said on September 11, 2025, that Foxconn remains "completely upbeat" about its expansion plans in India despite being forced to send Chinese workers back to China earlier this year, describing the disruption as manageable amid ongoing geopolitical tensions
Friday 12 September 2025
India reportedly turns to Myanmar's KIA to bolster rare earth supply for EVs
In an effort to secure rare earth supplies outside China, the Indian government is reportedly engaging with Myanmar's non-state armed group, the Kachin Independence Army (KIA), to obtain rare earth samples
Friday 12 September 2025
India targets global leadership in green hydrogen exports despite China's dominance
The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major exporter. Power and Renewable Energy Minister Shripad Naik said that 19 companies have been authorized to produce an annual capacity of 862,000 tons of hydrogen, while 15 firms have been allocated 3,000MW of electrolyzer manufacturing capacity, according to Nikkei
Thursday 11 September 2025
BYD reportedly resumes India expansion plans with easing India-China tensions
Chinese electric vehicle (EV) giant BYD is reportedly preparing to restart its expansion in India, as warming diplomatic ties between the two Asian powers open new opportunities in one of the world's fastest-growing EV markets
Thursday 11 September 2025
Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company plans to gradually shift production of iPhones sold in the US to Indian factories, a significant departure from its traditional reliance on Chinese manufacturing
Thursday 11 September 2025
China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to meet global demand. Simultaneously, India's manufacturing sector is rapidly expanding, gaining attention as a potential hub for producing the entire iPhone 17 lineup. This dual narrative reflects broader tensions and evolving dynamics within Apple's supply chain ecosystem
Thursday 11 September 2025
Apple's iPhone 17 launch puts India in the frame, but China still calls the shots
Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities are now assembling not only the standard model but also the iPhone 17 Pro and new iPhone Air, with a notable proportion of phones sold in major markets produced locally
Wednesday 10 September 2025
OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion
The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data Services, E2E Networks, and CtrlS Datacenters, as it considers bringing its US$500 billion global supercomputing project, Stargate, to India. Parallel talks are also underway with Reliance Industries, which plans to build a massive data center in Jamnagar, Gujarat
Tuesday 9 September 2025
LG Electronics India expected to launch IPO in October 2025
LG Electronics is planning to launch the initial public offering (IPO) of its Indian subsidiary in October 2025, aiming to raise approximately INR150 billion (US$1.7 billion). The Offer for Sale (OFS) will involve the parent company, LG Electronics Inc., divesting a 15% stake, or 101.8 million shares, in its India unit, according to KNN India
Tuesday 9 September 2025
L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets
India-based IC design firm L&T Semiconductor Technologies (LTSCT) announced on Friday that it has acquired the power module design assets of Japan's Fujitsu General Electronics (FGEL), marking a significant step in its push to expand capabilities in power electronics
Tuesday 9 September 2025
VinFast enters India with locally made EVs as first foreign pure-play manufacturer
Vietnamese automaker VinFast has officially entered India with the launch of its VF 6 and VF 7 electric SUVs, betting on local manufacturing and ecosystem partnerships to gain a foothold in one of the world's fastest-growing EV markets. The company's Tamil Nadu plant, with an initial capacity of 50,000 units, represents a US$500 million investment and positions VinFast as the first foreign pure-play EV maker to set up production in India