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Monday 18 May 2026
Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold
Tencent is back in India. The company has forged new partnerships with the Services Export Promotion Council (SEPC) and the Game Developer Association of India (GDAI), committing over INR100 million (about US$1.04 million) to programs focused on talent development, curriculum support, and industry incubation. The agreements, signed as three-year memorandums of understanding, mark one of Tencent's most structured returns to India's gaming ecosystem — following years of uncertainty after India's 2020 crackdown on Chinese-linked digital platforms, according to reports from The Economic Times, The Financial Express, and The Hindu
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Wednesday 13 May 2026
India's smartphone shipments fall in 1Q26, signaling value-led market shift
India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed average selling prices higher, reshaping the balance between volume and value in the world's second-largest smartphone market — and signaling a structural shift that carries significant implications for global suppliers
Wednesday 13 May 2026
Indian firms step up EV battery development amid China technology concerns
Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain
Tuesday 12 May 2026
Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products
Monday 11 May 2026
For India's chip dream, Lam Research points beyond fabs
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain
Monday 11 May 2026
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, automotive electronics, and AI-related manufacturing amid ongoing supply chain diversification

Thursday 7 May 2026
Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate
Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward its goal of becoming carbon neutral across its entire value chain by 2030
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg. The company has engaged ICICI Securities Ltd and SBI Capital Markets Ltd as advisers, with additional banks expected to join ahead of a draft prospectus filing in the next two to three months
Thursday 7 May 2026
Snapdragon tops India's chipset trust rankings: Counterpoint Research
A Counterpoint Research survey finds Snapdragon is India's most trusted chipset brand across smartphones, audio, XR devices, and passenger vehicles, signaling that chipset performance now shapes purchase decisions—a finding relevant to global readers tracking device performance trends, platform ecosystems, and the expanding role of chipsets in connected-device experiences
Wednesday 6 May 2026
India approves new semiconductor and Mini/Micro LED projects
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components
Wednesday 6 May 2026
Tata Electronics targets US$30B semiconductor buildout to anchor India’s manufacturing push
Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business anchored in chip manufacturing, advanced packaging, and electronics services
Tuesday 5 May 2026
TCL reportedly in talks to sell majority stake in India display plant
China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization pressure on foreign electronics firms in India and the ongoing restructuring of Chinese supply chain presence in the country
Monday 4 May 2026
Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens its position in global electronics production
Monday 4 May 2026
L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
Larsen & Toubro's semiconductor unit, L&T Semiconductor Technologies, has joined imec's Automotive chiplet Program. The participation is expected to drive collaboration on packaging, die-to-die links, diagnostics, and lifecycle management, and to help shape standards for next-generation software-defined, energy-efficient vehicles worldwide
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India's rising role in supply chains and compute-driven industries

Wednesday 29 April 2026
Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam, Andhra Pradesh, according to people familiar with the matter cited by The Economic Times. The project is expected to be developed in phases and, once completed, could become India's largest data center complex