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Global supply chain: Emerging markets
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IN THE NEWS
Friday 23 January 2026
Higher display import duties signal India's push to localize flat panel manufacturing
New Delhi has raised the basic customs duty (BCD) on imported flat panel displays to 20% while lowering duties on open cells and key display components to 5%, in a policy move aimed...
Friday 23 January 2026
SEALSQ, Gujarat govt, and Kaynes SemiCon sign MoU to establish India's first secure post-quantum semiconductor center
SEALSQ Corp, a developer of semiconductors and post-quantum technology solutions, announced on January 21, 2026, that it has signed a non-binding Memorandum of Understanding (MoU)...
Friday 23 January 2026
Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push
Micron Technology will start commercial semiconductor production at its US$2.75 billion ATMP facility in Sanand, Gujarat, by the end of February 2025, India's electronics and IT minister...
Friday 23 January 2026
Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions
The Tata Group will invest INR1 trillion (US$11 billion) to build a state-of-the-art Innovation City near Navi Mumbai International Airport, marking a key step in Maharashtra's plan...
Friday 23 January 2026
India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
At the recent World Economic Forum in Davos, India's IT Minister outlined the country's efforts to boost its semiconductor industry, highlighting the emergence of 24 Indian IC design...
Thursday 22 January 2026
TYC expands presence in automotive supply chain with US manufacturing push
TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...
Thursday 22 January 2026
Raana Semiconductors raises US$3 million seed round to develop indigenous silicon ingot growth systems
Raana Semiconductors Pvt. Ltd. (RSPL), an India-based company specializing in crystal growth systems and single-crystal materials, has raised US$3 million in a seed funding round,...
Thursday 22 January 2026
India-based Paras Defence enters semiconductor packaging with new subsidiary
Paras Defence and Space Technologies Ltd. announced the launch of a new subsidiary, Paras Semiconductor Pvt. Ltd., marking the company's expansion into the semiconductor packaging...
Wednesday 21 January 2026
Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a...

Wednesday 21 January 2026
Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
Tuesday 20 January 2026
Kaynes Semicon secures ISM fiscal support in India chip push
Kaynes Semicon Private Limited, a wholly owned subsidiary of Kaynes Technology India Limited, has signed a Fiscal Support Agreement and related transaction documents with the India...
Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Monday 19 January 2026
India roundup: Acer bets on growing PC penetration
Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.
Friday 16 January 2026
Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom
Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...