Apple is reportedly in preliminary talks with Indian chip manufacturers to assemble and package components for the iPhone, potentially marking a first step in shifting part of its semiconductor operations to India
Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary to INR45 billion over the past year. The latest funding, made in October, reflects ongoing support for expanding production capacity as Tata Electronics strengthens its role in Apple's global supply chain
Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience of Indian OEMs, who rank low in their priority queues
India's semiconductor sector has increasingly turned to cross-border acquisitions and investments, reflecting a broader push to accelerate technology capabilities and integrate into global supply chains. Notably, Cyient Semiconductors' recent agreement to acquire over 65% of US-based Kinetic Technologies for US$93 million is part of a larger trend of Indian firms targeting foreign semiconductor assets
Japanese trading house Sumitomo Corp. plans to double its investment in India's renewable energy sector, committing a total of JPY2 trillion (about US$13 billion) through a joint venture with local clean energy developer AMPIN Energy Transition, underscoring its growing focus on India as a key market for energy transition and industrial growth
As India intensifies its efforts to become a global semiconductor hub, Intel CEO Lip-Bu Tan has expressed support for the country's strategy of pursuing incremental progress, focusing initially on legacy node fabrication for automotive and industrial applications
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture with Nippon Seiki to launch mass production of automotive thin-film transistor liquid crystal display (TFT LCD) modules in India by 2027. This initiative underscores the strategic importance of automotive displays as a future revenue pillar amid stable yet challenging growth prospects in 2026
Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India
Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday
Mexico's decision to impose import tariffs of up to 50% on goods from countries without free trade agreements is set to hit Indian exporters hard, particularly automakers. The new duties, effective January 1, 2026, will apply to more than 1,400 products ranging from vehicles and auto components to steel, plastics, and textiles
India's effort to modernize its state-run Semiconductor Laboratory (SCL) is shaping up to be one of the most consequential experiments in the country's semiconductor strategy
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company said on December 10, 2025, at the sixth Amazon Smbhav Summit in New Delhi. The planned investment will target business expansion and three priority areas: AI-driven digitization, export growth, and job creation
Prime Minister Narendra Modi met Microsoft CEO Satya Nadella and Intel CEO Lip-Bu Tan in New Delhi, where the two US tech leaders outlined major investments and support for India's ambitions in artificial intelligence and semiconductors
Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid mounting demand pressures. The addition of three main production lines raises the annual production capacity at the Indian site from 3,400 tons to 10,000 tons, enhancing the company's ability to serve both India and neighboring markets
Vietnamese conglomerate Vingroup has signed a memorandum of understanding with the government of Telangana for a proposed US$3 billion investment to build a multi-sector ecosystem in the southern Indian state, according to Reuters, The Economic Times, and Hindu Business Line
