India has approved a second tranche of 17 projects under the Electronics Component Manufacturing Scheme (ECMS), authorizing investments worth INR71.72 billion (US$810 million) and projected production of INR651.11 billion. The Ministry of Electronics and Information Technology said the new approvals are expected to create 11,808 direct jobs and further expand domestic component manufacturing capacity. This follows an earlier set of seven applications worth INR55.32 billion cleared in the previous phase
Tata Power plans to establish India's largest solar wafer and ingot manufacturing facility with a capacity of 10GW, CEO and managing director Praveer Sinha said on November 11, 2025. The move will mark the company's entry into the upstream segment of the solar value chain, completing its presence across the entire manufacturing ecosystem
Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics assembly
Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers. This expansion is escalating competition and forcing strategic shifts among incumbents
Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum to a wave of recent investments by global chip firms, according to the Economic Times
Bengaluru-based electronics manufacturing services provider Kaynes Technology is considering moving part of its production to North America as Indian exporters grapple with the US's sharply higher tariff regime. The Trump administration in Washington raised duties on a broad range of Indian goods to as high as 50% in 2025, a jump from the earlier baseline of around 10%, severely affecting exporters across multiple sectors
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric
According to the Economic Times, Ola Electric issued a statement on November 9, rejecting media reports that linked the company to the alleged theft of South Korean pouch cell battery technology, calling the claims "misleading and baseless.
Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish a global research and development center in Noida. The initiatives underline India's growing strategic importance in LG's global manufacturing and innovation strategy
Bloomberg, citing unnamed sources, reported that Tesla had named Sharad Agarwal, former head of Lamborghini India, as its country head, signaling a shift toward a more localized strategy after a slow start in the world's most populous nation. Agarwal, who begins his tenure this week, will oversee day-to-day operations on the ground, replacing Tesla's prior approach of managing India through a small local team reporting remotely from China and regional hubs
South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies
Nvidia and Qualcomm Ventures have joined a growing consortium of US and Indian investors backing India's deep-tech ecosystem, underscoring rising global interest in the country's push toward technological self-reliance, according to Reuters, TechCrunch, and PR Newswire
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research. The growth was driven by festive-season sell-ins, aggressive promotions, and financing offers that boosted premium segment demand
Odisha marked a significant milestone in its electronics manufacturing journey as Chief Minister Mohan Charan Majhi performed the groundbreaking ceremony for SiCSem's silicon carbide semiconductor production facility at Info Valley, Bhubaneswar. The integrated plant, backed by an investment of INR20.67 billion (US$230 million), is expected to be operational by fiscal year 2028 (April 2027 to March 2028) and create around 5,000 direct and indirect jobs, according to the official press release
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market
