Global supply chain: Emerging markets

Emerging market trends

IN THE NEWS

Wednesday 23 September 2026

India's Dixon looks beyond smartphones to crack global EMS top 10

Dixon Technologies is expanding into components, IT hardware, and new manufacturing categories as it seeks a place among the world's 10 largest electronics manufacturing services (EMS)...

Wednesday 23 September 2026

Trump rejects global AI controls, urges US to press ahead with "superintelligence"

US President Donald Trump used his September 22 address to the United Nations General Assembly to reject international efforts to control...

Wednesday 23 September 2026

Taiwan's August export orders top US$100 billion as overseas production edges up

Taiwan's export orders topped US$100 billion in August 2026, reaching US$102.96 billion, up US$5.02 billion from the previous month,...

Wednesday 23 September 2026

Taiwan courts Indian IIT chief in bid to boost chip talent ties

Taiwan is stepping up outreach to India's engineering sector as global competition for chip and artificial intelligence talent intensifies. The planned cooperation could affect supply...

Tuesday 22 September 2026

Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South

Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...

Tuesday 22 September 2026

India's fifth chip plant goes live, capping Suchi Semicon's three-year buildout

Prime Minister Narendra Modi virtually inaugurated commercial production at Suchi Semicon's outsourced semiconductor assembly and test (OSAT) plant in Palsana, Surat, on September...

Tuesday 22 September 2026

ASML opens India operations but ties any scale-up to Tata's Dholera fab

ASML has begun operations in India with an initial team of 20-30 engineering graduates, and has made clear that any expansion beyond that depends on Tata Electronics delivering the...

Monday 21 September 2026

US-Mexico trade talks put AI servers in focus as Taiwan ODMs seek common ground

The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use of components produced outside North...

Monday 21 September 2026

India roundup: Semicon India 2026 puts commercial production and supplier investment in focus

India's semiconductor push is moving from policy to production, with new government funding, supplier investments, rising deal activity and expanding equipment, materials, testing...

Sunday 20 September 2026

Wiwynn brings cobots to L10 server assembly as AI rack testing drives factory redesign

Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat...

Friday 18 September 2026

A 4-1 board vote has split Tata Sons from the charity that owns two-thirds of it

Tata Sons reappointed N. Chandrasekaran as chairman on September 17 and agreed to move toward a stock market listing, Reuters reported...

Friday 18 September 2026

Global chipmakers answer India's pitch with equipment, materials, and R&D — not fabs

The multinationals that filled Semicon India 2026 committed to almost every layer of the semiconductor value chain except the one India most wants: nobody announced a new fab. Applied...

Friday 18 September 2026

Tata Electronics put 16 MoUs on the record at Semicon India, join hands with Nexperia

Tata Electronics has attached a headline number to its supplier-recruitment drive at Semicon India 2026 — 16 memoranda of understanding — but only five have been documented...

Friday 18 September 2026

Modi says India's chip mission has reached commercial production as Semicon 2.0 lifts the purse to US$13.5 billion

India's government used the opening of Semicon India 2026 to reframe what it is asking the industry to believe: not that fabs will be built, but that they are already shipping. Prime...

Thursday 17 September 2026

Chip equipment, materials suppliers lead India investment pledges ahead of SEMICON India 2026

Foreign commitments timed around SEMICON India are moving deeper into the supply chain. In the three days before the 2026 edition opened...

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