Global supply chain: Emerging markets

Emerging market trends

IN THE NEWS

Tuesday 25 August 2026

Taiwan AI server supply chain expands China footprint

Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...

Tuesday 25 August 2026

Kaynes Technology and BOSGAME sign MoU to expand India market presence

Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...

Tuesday 25 August 2026

Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified

AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...

Tuesday 25 August 2026

Infineon buys India-based C2i Semiconductors to bolster AI data center power systems

Infineon Technologies has agreed to acquire Bangalore-based C2i Semiconductors, a move that strengthens its position in power delivery for AI data centers and highlights India's growing...

Monday 24 August 2026

India weighs new capital subsidies to build domestic polysilicon capacity

India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar...

Monday 24 August 2026

AI chip roadmaps force faster changes in data-center design, Cadence says

Rapid changes in the power and thermal requirements of AI accelerators are forcing data-center designers to incorporate chip-level information earlier in the planning process, according...

Monday 24 August 2026

India-based Raana Semiconductors in talks to raise US$10.4 million Series A for crystal-growth expansion

According to Inc42, Indian semiconductor startup Raana Semiconductors is in advanced discussions to raise about INR100 crore (US$10.44 million) in a Series A funding round,...

Monday 24 August 2026

India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme

India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward...

Monday 24 August 2026

India advances Wi-Fi mmWave FWA trial as Gemtek eyes 100x shipments

Gemtek has made new progress in its India-based Wi-Fi mmWave fixed wireless access (FWA) rollout after India's Telecommunication Engineering Centre (TEC), under the Department of Telecommunications...

Monday 24 August 2026

India roundup: India's chip push moves beyond fabs as yield, supply chains and new technology become the next test

India's semiconductor strategy is entering a more demanding phase, shifting from attracting fabs and assembly plants toward building the capabilities needed to sustain them. From wafer...

Friday 21 August 2026

DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico

Taiwanese automation integrator DS Technology is shifting more of its highly customized robotic automation work toward standardized,...

Thursday 20 August 2026

LG acquires Mexico TV parts plant to cut production costs

LG Electronics has acquired a local TV parts factory in Mexico. The move strengthens cost competitiveness and tightens control over its supply chain at one of its key North American...

Thursday 20 August 2026

Gujarat's 12-hour shift approval for Micron shows how India is rewriting labour rules to court chipmakers

The Gujarat government's approval of 12-hour work shifts at Micron Technology's Sanand assembly and test plant is more than just a single-factory...

Thursday 20 August 2026

India's chipmaking push faces its real test after initial wafers: yield

India's semiconductor manufacturing drive will face one of its toughest tests after equipment is installed and production begins: whether new fabs can consistently produce enough working...

Wednesday 19 August 2026

Google to move all Pixel production out of China in 2027, Nikkei Asia says

Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and...

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