Apple’s vendor network in India has reached a significant milestone, exporting a record $2.5 billion in electronic components to China. This development marks a shift in the traditional trade relationship, where China historically served as the primary supplier of parts for Indian electronics assembly. Under the government's Electronics Component Manufacturing...
India Doubles Down on Chips and Phones
India is putting close to $20 billion behind an effort to build more of its own semiconductors and smartphones, part of a widening campaign to turn the country into a serious rival to China as a global electronics workshop. Prime Minister Narendra Modi's cabinet signed off Wednesday on 1.9 trillion...
India Leapfrogs toward EVs
India is harnessing some of the least expensive solar in the world to power its industrial rise – bypassing an expensive, insecure, fossil-burning interlude. Where China and the West took the long road to the energy future, India is taking a shortcut. India is charting a unique energy path by...
Western Companies moving to “Anything But China” says WSJ
In a recent Technology newsletter from the Wall Street Journal, a panel of reporters and editors had a discussion on the growing number of Western tech companies that are saying "ABC" -- anything but China WSJ China tech reporter and editor, Liza Lin, discussed this trend with TNB producer, Julie...
NXP Semiconductors to Invest $1B in India, Expand R&D
Dutch company NXP Semiconductors, announced plans to invest $1 billion in India, aiming to double its research and development efforts in the country. This move aligns with India's ambition to establish itself as a significant player in the semiconductor industry. CEO Kurt Sievers made this announcement at the Semicon India...
NY Times: India Challenges China in Manufacturing
The New York Times discusses India's potential emergence as a significant manufacturing hub in the global marketplace, particularly as multinational companies seek to diversify their production beyond China. The shift is driven by geopolitical tensions, especially between the United States and China, and the need for more resilient global supply...