Intel's appointment of Lip-Bu Tan as its new chief executive has raised fresh speculation over the company's potential expansion into India's semiconductor sector, particularly in the outsourced semiconductor assembly and testing (OSAT) segment

Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth, particularly in India. To support this, Altos has partnered with local EMS manufacturers to produce servers compliant with Made in India regulations

In a significant development for Taiwan-India economic relations, the Allegiance Group has signed a major project cooperation agreement with the government of Telangana state in India to establish the first "I.T.I.P" Taiwanese industrial zone within the state's "Future City"(Net Zero City) project.

India-based EMS provider Zetwerk inaugurated its seventh plant in India over the weekend as an emerging electronics manufacturing ecosystem has benefitted local firms to raise funds and expand. However, proposed tariffs by the US may complicate its ambition

Apple plans to begin AirPods production at its supplier Foxconn's facility in Hyderabad, India, starting in April 2025, with an initial focus on exports. This move represents Apple's ongoing strategy to diversify its supply chain beyond China amid escalating trade tensions. The initiative also underscores India's emerging role in global electronics manufacturing

India's semiconductor industry is experiencing growth with key investments, such as VCI Global's semiconductor wire plant and Jabil's second factory. However, challenges persist, such as underutilized chip design potential and limited support for startups. Strategic partnerships, like Infineon's collaboration with CDIL, aim to strengthen India's e-mobility and renewable sectors

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