Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme. The push reflects a strategic shift away from Chinese alliances amid foreign direct investment curbs and rising geopolitical tensions

China is reportedly slowing down Apple's diversification endeavors, impacting India. India reportedly eyes 2D chip materials for a technology leap

As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling Chinese engineers from its Indian operations, highlighting the complex China-India dynamics shaping global industry

Tata Semiconductor and Tower Semiconductor have advanced to the financial bidding stage to modernize the Semiconductor Laboratory (SCL) in Mohali, Mint reports. The shortlisted firms will compete to upgrade the facility's outdated 180nm chip line with advanced equipment and long-term support

Foxconn has instructed hundreds of Chinese engineers and technicians at its iPhone assembly plant in southern India to return to China, according to a Bloomberg report. Sources familiar with the matter said most Chinese employees were notified over the past two months, and more than 300 have already left. Only a limited number of Taiwanese support personnel remain on site

AMD is significantly expanding its footprint in India, with plans to increase its employee base to over 10,000 within the next two to three years. This move reflects the company's confidence in the country's engineering talent and its supportive environment for semiconductor and artificial intelligence (AI) development

India is exploring two-dimensional (2D) materials as a potential leapfrog in semiconductor technology, sources told CNBC-TV18. Unlike traditional silicon, 2D materials—just atoms thick—promise faster, smaller, and more energy-efficient chips. Materials such as graphene and transition metal dichalcogenides (TMDs) are considered cutting-edge in global semiconductor research

According to the Business Standard, BW Business World, and EE Herald, MiPhi Semiconductors, a joint venture between India's Micromax Informatics and Taiwan's Phison Technology, has announced the design and manufacture of enterprise-grade SSDs in India, making MiPhi the first indigenous brand to produce such high-performance data storage solutions in the country

Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers

Reliance Jio, India's largest wireless operator by subscribers, is projected to overtake global competitors to become the largest fixed wireless access (FWA) service provider by subscriber count by the end of the second quarter 2025, according to ICICI Securities, cited by the Economic Times. The telecom company's rapid subscriber growth has placed it ahead of rival Bharti Airtel and US-based T-Mobile

Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice

The bankruptcy of Aptos Technology, a subsidiary of Taiwan Mask Corporation, underscores the cautious approach Taiwanese chipmakers are taking toward India's semiconductor ambitions, following the collapse of a tech transfer deal with Kaynes Semicon and amid broader skepticism about India's readiness to support a competitive chip industry

Bosch Global Software Technologies (BGSW) has signed a Memorandum of Understanding (MoU) with Chennai-based fabless semiconductor startup Mindgrove Technologies to jointly develop high-performance system-on-chip (SoC) solutions aimed at applications in automotive, industrial automation, consumer electronics, and smart IoT infrastructure

India has approved an INR4.17 billion (US$48.14 million) Electronics Manufacturing Cluster (EMC 2.0) in Gautam Buddha Nagar, Uttar Pradesh. Developed by YEIDA over 200 acres, the project aims to attract INR25 billion in investment, create 15,000 jobs, and strengthen India's electronics ecosystem through world-class infrastructure and connectivity