Faced with geopolitical pressures and US tariff disputes, Taiwanese automotive parts suppliers, primarily export-oriented with North America as their key market, are diversifying production and expanding into Southeast Asia (SEA) and North America (including Mexico). Despite this global shift, India remains largely unappealing for Taiwanese manufacturers
Ajai Chowdhry, chairman of EPIC Foundation & MGB, National Quantum Mission of India, believes that despite significant recent progress in India's semiconductor sector, the country continues to overlook its strongest advantage - chip design
Asus expects to achieve a 30% growth in sales for 2025, driven by increasing demand for personal computers, especially for AI, gaming, and content creation. The company also plans to expand its sales channels to further strengthen its market presence
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI infrastructure
Following a significant meeting between Narendra Modi and Elon Musk in the US, SpaceX's Starlink has partnered with India's top two telecom companies to introduce satellite communication services, aiming to strengthen India's wireless infrastructure and enhance enterprise applications
Elon Musk's Starlink has partnered with Airtel, India's second-largest telecom company, to expand its internet services in India, intensifying competition with Mukesh Ambani's Reliance Jio. The agreement allows Starlink to use Airtel's retail network to distribute devices, pending government approval for operations
Samsung Electronics is facing major setbacks as labor disputes at its Sriperumbudur factory in India escalate without resolution. South Korean industry observers warn that the prolonged strike threatens to undermine Samsung's growth momentum in the world's most populous market. Beyond immediate production disruptions, the ongoing labor unrest could damage the company's corporate reputation in a region increasingly critical to its global strategy
Foxconn's smartphone assembly plant in Karnataka, India, is set to receive a subsidy of INR69.7 billion (US$801 million) from the local government, marking the first such incentive granted to an electronics company, reports Economic Times and Business Today
CDIL Semiconductors and Infineon Technologies have signed a Memorandum of Understanding (MoU) to collaborate on power semiconductor solutions tailored to India's growing needs in e-mobility, renewable energy, and energy-efficient appliances. This partnership aims to enhance India's semiconductor capabilities and integrate cost-effective, locally produced solutions into the global supply chain
Apple supplier Jabil has announced plans to establish a factory in Gujarat, the company's second in India. The company also expressed its intention to build a US$125 million silicon photonics manufacturing facility in the state
Austria-based AT&S AG, a major player in the PCB and IC substrate industry, has announced the establishment of a new Information Technology Shared Service Centre (IT SSC) in Pune, Maharashtra
VCI Global and Kinesis Manufacturing Solutions are investing US$3.5 million to build India's first semiconductor wire plant in Chennai, scheduled to start operations in the third quarter of 2025. The facility will produce semiconductor bonding wires, essential for chip manufacturing, supporting India's push to localize its semiconductor supply chains
Lenovo has unveiled a plan to manufacture all its PC models in India exclusively for the Indian market over the next three years. The company is also preparing to manufacture GPU-based servers for artificial intelligence in Pondicherry
LG Group chairman Kwang-mo Koo traveled to India to assess the company's R&D, production, and distribution as LG commemorates 30 years in the market. This visit aligns with LG's strategy to expand in India while managing risks associated with US-China tensions
