India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established backend hubs rather than solely against local peers
AST SpaceMobile has launched its largest satellite, BlueBird 6, marking a key step toward providing 4G and 5G broadband directly to standard smartphones worldwide and accelerating the company's plans to build a global space-based cellular network, according to Bloomberg, Business Wire, and Investor's Business Daily
Rohm and Tata Electronics said they have entered into a strategic partnership to establish semiconductor manufacturing operations in India, targeting both domestic and overseas markets, as the two companies seek to expand their presence amid growing efforts to localize chip supply chains
Taiwan's Hon Hai Precision Industry Co, better known as Foxconn, is rapidly expanding its manufacturing footprint in India, hiring tens of thousands of workers at a new iPhone plant near Bengaluru and laying the groundwork for what sources familiar with the project describe as a factory-city model similar to those it previously built in China, according to the Economic Times
India and New Zealand said they have concluded negotiations on a comprehensive free trade agreement (FTA), marking one of India's fastest trade deals with a developed economy since talks were launched in March 2025, according to a statement issued by India's Ministry of Commerce
India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing sensitive applications toward India-hosted and on-premise infrastructure
AOI Electronics, a Japan-based semiconductor assembly and test provider, has entered into a business alliance with India's Kaynes Semicon Private Limited and Japan's Mitsui to support the establishment of a semiconductor back-end processing business in India
India is bolstering its semiconductor ecosystem through strategic overseas acquisitions, potential integration into Apple's supply chain, and specialized domestic manufacturing, while navigating delays in major facility ramp-ups
India is emerging as one of the most important global markets for artificial intelligence, driven by rapid adoption of large language models, a vast digital user base, and some of the world's lowest mobile data costs. According to the Economic Times, citing analyses by Bank of America (BofA), and usage data cited by Reuters, India has become the largest market by daily active users for AI chatbots such as ChatGPT, Google's Gemini, and Perplexity, underscoring its growing influence on how AI products are deployed, tested, and refined
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
Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic Technologies for US$93 million. The transaction is expected to close by April 30, 2026
In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the ramp-up of its India assembly facility in Sanand. The company also noted flat operating expenses through the mid-fiscal year, strong SSD demand, and a phased rollout of HBM4 on the 1-beta process node
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
InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually by about 5–8%, InnoCare maintains a double-digit growth rate, outperforming the overall market. The company expects to sustain stable growth through 2026