India has reportedly instructed a state-run miner to suspend rare earth exports to Japan under a 2012 bilateral deal, aiming to secure a domestic supply and reduce reliance on China amid tightening Chinese export controls and rising global demand for critical minerals like neodymium used in electric vehicle magnets

Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and Samsung, according to the Economic Times, Hindu Business Line, and CNBC. The report comes as global smartphone shipments face renewed uncertainty from potential tariff changes, particularly from the US

Amid a delicate political backdrop, Chinese electronics manufacturers in India are cautiously expanding their footprint, balancing growing export ambitions with regulatory scrutiny and policy hurdles. While the Indian government nudges them toward local production, tight controls and unresolved tensions continue to shape their operational and investment strategies

Minor progresses are seen in India's semiconductor manufacturing landscape. China's tightened export control on rare earths begins to disrupt India's EV dream

According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories in India, aimed at strengthening their OEM capabilities and market presence. The proposed transaction is expected to close by November 30, 2025, subject to regulatory approvals and other conditions

Fujitsu General Ltd. announced that it agreed to sell its power modules business, operated by subsidiary Fujitsu General Electronics Ltd. (FGEL), to India's L&T Semiconductor Technologies (LTSCT) for approximately JPY2 billion (approx. US$12.8 million). The move is part of Fujitsu's broader strategy to streamline its portfolio and focus on its core tech solutions business, reports CNBC-TV18 and the Economic Times

India's EV industry faces the risk of large-scale production halts by the end of July unless China clears rare earth export approvals within the next two weeks, according to Puneet Gupta, director of India & ASEAN automotive market at S&P Global

India-based RIR Power Electronics has begun shipping 1200V silicon carbide (SiC) diodes from Taiwan, marking a key step in its global expansion strategy. The milestone follows a partnership with Pro Asia Semiconductor Corporation (PASC) and builds on IP acquired from US-based Sicamore Semi to support future production in Odisha

A prolonged disruption in rare earth magnet supplies could slow down India's electric vehicle (EV) rollout and impact the broader automobile industry, according to a recent assessment by CRISIL Ratings. The supply shortage, triggered by China's export restrictions and shipping delays, poses a critical risk just as automakers prepare to launch over a dozen EV models, many of which are built on permanent magnet synchronous motor (PMSM) platforms, according to industry sources

According to the Economic Times, citing an official statement, Japanese chipmaker Renesas has clarified that ongoing issues with Wolfspeed will have no impact on its OSAT joint venture project in India. "The situation involving Wolfspeed will have no impact on the OSAT project, including production, operations, or the relationship between Renesas and CG Power," adding that it does not plan to produce silicon carbide (SiC) devices under the OSAT collaboration

The Indian government has amended Special Economic Zone (SEZ) rules to support semiconductor and electronics component manufacturing, reducing the minimum land requirement from 50 hectares to 10 hectares for SEZs dedicated to these sectors. The changes, notified on June 3, 2025, also relax conditions on encumbrance-free land, allowing mortgaged or leased land held by government agencies to be used for SEZ purposes

India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international giants

Andrew Hou, chairman of Acerpure, highlighted plans to expand into more country markets and broaden product lines from small appliances to major home appliances. Despite global economic uncertainties, Acerpure is focusing on emerging markets such as Southeast Asia. President Stanley Kao stated that Acerpure's brand operations are expected to maintain exponential growth momentum through 2025

Tata Electronics and Bharat Electronics have signed a Memorandum of Understanding to co-develop indigenous semiconductor and electronics solutions. The partnership will explore joint efforts in chip fabrication, assembly, and design services, supporting India's self-reliance goals and aligning with Tata's expanding semiconductor investments in Gujarat and Assam

Elon Musk's Starlink has reportedly received a long-awaited license from India's telecom ministry to offer satellite internet services, clearing a key regulatory hurdle after a three-year wait. The approval opens access to a massively underserved market but comes with conditions, including spectrum trials and security clearances before commercial rollout can begin