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

Since 2019, the Indian government has implemented the Production Linked Incentive (PLI) scheme for 14 industries to attract foreign investment in local manufacturing. Although it has positioned India as a key player in smartphone production, its benefits for other sectors are limited. As a result, India may explore offering subsidies for factory construction instead of linking incentives to production and investment levels

Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing suppliers in India

Two years after its launch, India's Production Linked Incentive (PLI) scheme for IT hardware 2.0 has struggled to gain traction, as major brands hesitate to increase production and exports due to the absence of a strong local ecosystem for essential components

Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate the rollout of NTT's Innovative Optical and Wireless Network (IOWN) to meet the rising demand for digitalization and AI driven by India's economic growth

German semiconductor company Infineon Technologies is planning to double its workforce in India to 5,000 employees by 2030, with a significant emphasis on R&D. Currently, the company employs 2,500 individuals in India, primarily focused on innovation within R&D

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