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Monday 26 May 2025
Trump's 25% tariff threat can't kill made-in-India's phone manufacturing edge
US President Donald Trump has renewed his push to bring manufacturing back to American soil, this time by threatening a 25% tariff on smartphones assembled outside the US. Initially aimed at Apple, Trump later clarified that the proposed tariff would apply more broadly to include companies like Samsung, emphasizing the need for fairness. He noted that the new import duties would be ready by the end of June 2025
Monday 26 May 2025
India roundup: Taiwan-India silicon ties and the global chip chessboard
Taiwan and India are deepening their industrial ties as Foxconn, Inventec, Phison, and Sino-American Silicon expand their India investments; however, TSMC had previously turned down India's offer to set up a wafer fab there
Friday 23 May 2025
LG Electronics India posts record revenue and net profit in 1Q25
LG Electronics' Indian subsidiary reached record revenue and net profit in early 2025, strengthening its position in the South Asian market and enhancing prospects for a potential listing in India
Thursday 22 May 2025
India and Taiwan court deeper ties with state-led investment push
The India Taipei Association, Taiwan's Ministry of Economic Affairs, and the Industrial Technology Research Institute held the "Taiwan-India Investment Strategy Partnership Forum" in Taipei on May 21. The event featured the largest Indian state government delegation ever to visit Taiwan, led by senior officials. It focused on strengthening economic ties and supporting India's push to attract foreign direct investment for its next decade of growth
Thursday 22 May 2025
Foxconn's Karnataka plant to begin shipping iPhones in June
According to Mint, citing M B Patil, Cabinet Minister for Large & Medium Industries and Infrastructure Development in Government of Karnataka, confirmed on X that Foxconn's factory near Bengaluru will start delivering iPhones in June
Wednesday 21 May 2025
From exit to OSAT: Foxconn's WLP comeback in Indian semiconductors
Last week, India cleared a proposal for a new chip plant to be developed by HCL Group and Taiwanese electronics giant Foxconn
Wednesday 21 May 2025
Dixon deepens component play, eyes revenue boost from Inventec JV
Dixon Technologies is scaling long-term growth through deeper component integration and a strategic joint venture (JV) with Inventec, targeting INR20 billion (US$233.7 million) revenue in two years. Backed by surging smartphone exports and robust IT hardware demand, the company is reducing PLI reliance while expanding manufacturing capacity and localization across key electronics segments
Tuesday 20 May 2025
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce its reliance on China
Tuesday 20 May 2025
Foxconn injects US$1.5 billion into Indian subsidiary amid Apple diversification
Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term investment strategy
Monday 19 May 2025
Phison builds NAND stockpile, accelerates three-pronged AI storage push in SEA and India
Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world's two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June
Monday 19 May 2025
Sino-American Silicon enters Indian solar market with Premier Energies venture
Sino-American Silicon Products Group has formed a joint venture with India's Premier Energies to produce silicon wafers for solar cells in India, acquiring a 26% stake in the new entity, according to a company statement Monday
Monday 19 May 2025
India roundup: Made in US, China, or India? Global supply tug-of-war deepens

As Apple expands in India and Trump pushes for US production, a global tug-of-war over manufacturing and supply chains underscores the shifting dynamics between India, China, and the US

Friday 16 May 2025
Tata Elxsi selected by Mercedes-Benz India for software-defined vehicle development
According to a press release, Tata Elxsi announced on May 14, 2025, that it has been chosen by Mercedes-Benz Research and Development India (MBRDI) to support vehicle software engineering and the development of software-defined vehicles (SDVs). The collaboration is expected to accelerate innovation and improve software scalability across vehicle models
Friday 16 May 2025
Pegatron expands comms and auto electronics in India after iPhone business sale
Pegatron Corp, formerly a key iPhone assembler in India, is redirecting its strategic focus in the country with a fresh investment into its wholly owned subsidiary. Following the transfer of its iPhone production operations to Tata Electronics earlier this year, Pegatron is now preparing to expand its capacity for communications devices and, eventually, automotive electronics
Friday 16 May 2025
Automation ain't a fix-all: Xiaomi's smart factory reveals harsh reality for US iPhone production
As reports circulate that Apple may shift more iPhone manufacturing to India to meet US market demand, US President Donald Trump has publicly voiced dissatisfaction, urging Apple to manufacture iPhones in the US instead
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES