Global supply chain: Emerging markets

Emerging market trends

IN THE NEWS

Thursday 1 October 2026

China's share of global solar module demand falls below 40% as Europe, India gain ground

The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is...

Thursday 1 October 2026

Apple Pay arrives in India with a limited card rollout

Apple's entry into India's payments market gives its device users a new way to pay by card, but its initial reach will depend on bank and merchant integrations in a country where a...

Wednesday 30 September 2026

EOI lays out three growth engines, eyes AI optical communications

Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module...

Wednesday 30 September 2026

Linde secures Sanand land as global materials suppliers race to localize for India's first fabs

India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of...

Wednesday 30 September 2026

India bars Semicon 2.0 chip plants from selling or mortgaging assets before full production

India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project...

Monday 28 September 2026

Apple keeps iPhone Duo in China, exposing limits of India's phone supply chain

Apple's first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled...

Monday 28 September 2026

India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent

India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny...

Friday 25 September 2026

From ISM 1.0 to Semicon 2.0—India's chip subsidy overhaul draws early interest, raises the bar for investors

India's new semiconductor incentive regime is putting more capital at risk for manufacturers, but the first wave of investment commitments suggests lower subsidies have not stopped...

Thursday 24 September 2026

Xi's US visit stirs alarm over a possible Chinese auto push into America

Chinese President Xi Jinping's visit to the US is heightening anxiety across the global auto industry, where suppliers, dealers, and...

Thursday 24 September 2026

India reportedly probes LG, Samsung over duties on OLED TV display parts

India's Directorate of Revenue Intelligence (DRI) is investigating LG Electronics and Samsung Electronics over whether they underpaid import duties on display parts for OLED televisions,...

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...

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