CONNECT WITH US
Global supply chain: Emerging markets
Emerging market trends
IN THE NEWS
Monday 7 September 2026
Analysis: Under tariff threats, Taiwan chipmakers hedge beyond US
Taiwanese companies are only at the start of a broader overseas investment cycle, as Washington signals possible new semiconductor tariffs and Taipei moves to deepen industrial links...
Monday 7 September 2026
India's TCS unit secures land in Hyderabad for planned 1GW AI data center campus
HyperVault, a Tata Consultancy Services (TCS) subsidiary, has secured 264 acres in Hyderabad to build a large AI data center campus capable of reaching 1GW of capacity. The project...
Monday 7 September 2026
India says it cannot build electronics without China and has started easing the rules to prove it
India is selling its semiconductor build-out abroad as a hedge against an over-concentrated supply chain. The officials running it are unusually candid that the hedge cannot be built...
Monday 7 September 2026
India roundup: India expands chip ambitions with full Semicon 2.0 notification

India's technology sector is gaining momentum across semiconductors, connectivity, AI payments,...

Friday 4 September 2026
India tablet market grows as business demand shifts toward premium devices
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift...
Friday 4 September 2026
India PC shipments rise as channel buying lifts second quarter sales
India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend...
Thursday 3 September 2026
VinFast reportedly pauses India manufacturing work on three EVs, a year after opening its Tamil Nadu plant
VinFast has suspended plans to manufacture three electric vehicles in India and ordered suppliers to halt work while it reassesses costs, according to two sources and a company memo...
Thursday 3 September 2026
Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity...
Wednesday 2 September 2026
India reportedly readies AI agent payments on UPI, its national payment rails
India is preparing a framework that would allow AI agents to make small digital payments without requiring user approval for every transaction, three sources familiar with the matter...
Tuesday 1 September 2026
South Korea-India joint venture opens semiconductor materials plant, targets China-free supply chain
A South Korean-Indian joint venture has completed a semiconductor materials plant in South Korea, aiming to strengthen regional supply chains for photoresist materials and reduce reliance...
Tuesday 1 September 2026
India expands chip ambitions with full Semicon 2.0 notification
India has unveiled the next phase of its semiconductor policy, a move that could reshape global chip supply chains, investment flows, and talent markets. The expanded program aims...
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field...
Monday 31 August 2026
Commentary: Malaysia's China dilemma sits at the heart of GATE 2026
The 2026 Global Automotive and Technology Expo (GATE 2026) closed on August 28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur. It highlighted Malaysia's...
Monday 31 August 2026
India roundup: India broadens semiconductor and AI ambitions across manufacturing, design, materials and data centers
India's semiconductor ambitions are expanding from packaging and testing to chip design, materials, mobile devices and data centers. New investments by CG Power, Infineon, Foxconn,...
Friday 28 August 2026
Jingwei Hirain targets Malaysia, ASEAN smart mobility supply chains
China's largest domestic Tier 1 auto parts supplier, Jingwei Hirain, is stepping up its push into Malaysia and the ASEAN market, with President Chengjian Fan saying the region will...