US President Donald Trump stated on September 23 that Ukraine, with support from the EU, could potentially reclaim territory from Russia, marking a departure from his previous stance favoring Ukraine ceding land for peace. Concurrently, Indian media reports suggest India may adjust its policy on Russian oil purchases, potentially expediting peaceful resolutions in Ukraine

Taiwanese companies continue to perceive significant challenges in investing in India, citing complex tax systems, opaque administrative procedures, logistical inefficiencies, and human resource management difficulties. These operational barriers have contributed to a cautious approach toward Indian investments despite the country's large market potential

The US has imposed a 50% tariff on Indian products, which trade analysts say could pressure India's exports and harm its investment climate. The Taiwan External Trade Development Council sees this as a challenge for Indian exporters but an opportunity for foreign firms benefiting from Indian incentives, potentially boosting India's appeal as a manufacturing hub

Tata Electronics is in discussions with several global semiconductor equipment makers, including Dutch giant ASML and South Korea's JT Corp, to supply its upcoming fabrication plant in Dholera, Gujarat, and outsourced assembly and test (OSAT) facility in Assam

The Taiwan Expo 2025 is being held from September 25 to 27 at the Bharat Mandapam in New Delhi, featuring major Taiwanese corporations such as Hon Hai Precision, Delta Electronics, and Hiwin. The event showcased a range of products and sought to establish Indian business partnerships, reflecting growing trade cooperation between Taiwan and India

Emerging Display Technologies (EDT) has announced a joint venture agreement with Japanese display manufacturer Nippon Seiki to establish EDT-India, a factory dedicated to producing TFT LCD modules in India. The facility, scheduled for completion in 2026 with mass production starting in 2027, marks EDT's third overseas manufacturing base after Taiwan and China

Renesas Electronics unveiled its latest semiconductor innovations at the Electronica India 2025 show in Bengaluru, highlighting both its global research and development contributions from India and the growing significance of the country in its long-term business strategy. The Japanese chipmaker showcased automotive microcontrollers (MCUs), system-on-chips (SoCs), and industrial IoT tools, with applications spanning infotainment, driver monitoring, zonal E/E architectures, and electric vehicles, according to Autocar Professional and The Economic Times

India's smartphone exports to the US plunged 58% between May and August 2025, raising concerns over the sustainability of the country's flagship production-linked incentive (PLI) scheme. According to think tank Global Trade Research Initiative (GTRI), cited by PTI, shipments fell from US$2.29 billion in May to just US$964.8 million in August, despite smartphones facing no US tariffs

India's semiconductor engineers are moving from support roles to taking ownership of first-time, advanced-node design work once confined to global headquarters, according to Cadence Design Systems

Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project

India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts, notes Canalys analysis

Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making Arm the second company after Renesas to reach this level domestically

Apple is moving closer to entering the foldable smartphone market, with early development of a foldable iPhone already underway, industry sources told Nikkei Asia. The company has discussed plans with suppliers to establish a test production line in Taiwan, while mass production is expected to take place in India ahead of a possible 2026 launch

Bengaluru-based Kaynes Semicon has signed a memorandum of understanding with California's Mirrorcle Technologies to manufacture MEMS mirrors and optical systems in India

Cyient Semiconductors has entered a strategic partnership with US-based Anora, headquartered in Texas, to provide end-to-end semiconductor development solutions, from design to production testing. The collaboration combines Cyient's expertise in custom ASIC/ASSP design and intelligent power platforms with Anora's specialization in semiconductor test, validation, and production