India Reclaims Fifth Position in Global Market Capitalisation 印度重回全球市值第五 India has regained its position as the world’s fifth-largest stock market by market capitalisation, overtaking Taiwan following a correction in Taiwanese equities that moderated the AI-led rally in its semiconductor-heavy market. According to Bloomberg data …
Tata Electronics Confirms Data Breach, Raising Concerns Over Global Technology Supply Chains塔塔電子證實發生資料外洩事件，引發人們對全球技術供應鏈的擔憂 Tata Electronics, a major supplier to global technology companies including Apple and Tesla, confirmed on 22 June 2026 that it had experienced a cybersecurity incident affecting some of its systems after hackers …
India–Taiwan Semiconductor Research Partnership Launched Through Academia–Industry Collaboration印度與台灣透過產學合作啟動半導體研究夥伴關係 A new India–Taiwan academia–industry partnership aimed at advancing semiconductor research has been formalized through a tripartite Memorandum of Understanding (MoU) between Chennai Institute of Technology (CIT), Tamil Nadu; National Formosa University (NFU), Taiwan; and Taiwan-based Air …
Dixon and Taiwan’s Gemtek Form Joint Venture to Manufacture Telecom Components in India Dixon與台灣正文科技(Gemtek)成立合資企業，在印度生產電信元件 India’s electronics manufacturing sector received a boost as Dixon Technologies announced that its subsidiary, Dixon Electroconnect, has signed a binding term sheet with Taiwan-based Gemtek Technology to establish a joint …
延續前報《台灣零組件與 PC 業者進入策略及生態系適應》，本 2026 年第一季更新報告聚焦探討印度如何從傳統組裝中心，轉型為高科技半導體強國。在僅約中國三分之一的勞動力成本及 PLI 激勵政策驅動下，印度已成功吸引美光（Micron）與塔塔電子（Tata Electronics）等全球領導者進駐指標性 ATMP/OSAT 專案。本報告深入分析台商如何透過技術轉移與合資模式，從單純組裝轉向深層在地化，藉此應對印度生態系中的薪資壓力與技術缺口。 重點涵蓋： 請由此下載檔案
這篇報告針對有意深耕印度市場的台灣資通訊與電子零組件廠商，提供了極具價值的實務指南 。文章從台灣身為全球硬體領導者的視角出發，深入解析了印度如何透過政策性獎勵與法規建立，試圖將電子產業鏈從單純的「組裝」推向更核心的「零組件智造」 。對於台商而言，這不僅是市場規模的擴張機會，更是重新配置全球供應鏈、利用印度作為區域出口樞紐的關鍵時機 。 季報請由此下載: 以下為文中涵蓋的五大核心子題摘要： 1. 中央與地方政府的產業獎勵體系 (PLI & State Incentives) 印度政府透過多層次的補貼計畫，強力吸引台商落地投資。 2. 嚴格的法規遵循與標準認證 (Compliance & BIS Standards) 進入印度市場必須跨越複雜的合規門檻。 3. 供應鏈在地化挑戰與關鍵缺口 (Supply Chain Localization) 儘管印度製造崛起，但產業鏈上游仍存在高度依賴進口的痛點。 4. 知識產權保護與技術轉移架構 (IPR & Tech Transfer) 對於擁有核心技術的台商，如何在印度保護智財權是首要任務。 5. 進口關稅結構調整與區域貿易協定 (Tariff & FTAs) 印度的關稅政策正轉向鼓勵在地生產關鍵組件。
印度正快速從傳統製造中心轉型為智慧製造強國，依靠工業4.0、AI、IoT、機器人與邊緣運算等技術全面提升生產效率與自動化能力。政府以PLI、半導體激勵、智慧製造示範中心等政策推動產業升級，並吸引大量外資投入，使智慧工廠、預測維護及協作機器人等應用在各產業加速普及。台灣具備工控、邊緣AI、伺服與嵌入式系統等優勢，與印度軟體與系統整合能力高度互補，雙方合作正成為推動區域供應鏈重組與智慧製造發展的重要動力。 想更瞭解企業趨勢及商業機會，請詳閱本報告！ 本報告涵蓋：
印度正大幅調整其人工智慧發展策略，將 AI 視為推動經濟成長、社會進步與公共服務升級的關鍵力量。憑藉龐大人口、多元產業結構與快速擴張的數位基礎建設，印度希望透過 AI 促進產業升級、強化決策品質、提升醫療與教育效能，並因應氣候變遷等重大挑戰。藉由推動全國性 AI 策略、發展本土模型與強化基礎設施，印度正打造一個強韌、倫理並兼具包容性的 AI 生態系。上述內容展現了印度的願景、目前進展，以及政府、產業、學界與國際夥伴跨領域合作的重要性，以加速創新並共同實現全球目標。 本報告涵蓋： 請由下方連結至本會官網下載報告 (本報告以全英文呈現)：
Malaysia Launches Digital 2030 Plan to Become Regional AI and Innovation Hub; KLIMS 2026 Showcases Malaysia’s Accelerating Shift Towards Electric Mobility; AT&S Announces Up to €2 Billion Expansion of Malaysia IC Substrate Facility to Meet Surging AI Demand; Malaysia Accelerates Renewable Energy Transition Through Large-Scale Solar and Grid Modernisation Initiatives; Malaysia’s New EV Policy Set to Accelerate Local Manufacturing and Reshape Market Dynamics; Thailand Expands Smart City Network to 37 Certified Cities, Targets 105 by 2027; Thailand Unveils ‘Made-in-Thailand’ Chip Vision, Targets ASEAN Semiconductor Leadership; Thailand’s Parliament Approves Five International Trade Agreements to Expand Global Market Access; Thai Industry Group Calls for Comprehensive Strategy to Build Semiconductor Sector; Experts Highlight AI Infrastructure Boom as New Growth Driver for Thailand and Asia; Thailand Revamps Vocational Education to Support EV, AI and Advanced Manufacturing Industries; Thailand Unveils Net Zero Roadmap with Focus on Renewable Energy, EVs and Energy Market Reforms.
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Malaysia Tightens AI Data Centre Policy, Favours Large-Scale Investments; Malaysia Tightens Rules on Imported EVs to Boost Local Assembly; Equinix to Invest Over $190 Million in New Kuala Lumpur Data Centre; Malaysia Imposes Stricter Conditions on Fully Imported EVs from July 2026; Thailand Plans New EV Tax Incentives to Boost Adoption and Taxi Electrification; Thailand Approves US$12.2 Billion Emergency Borrowing to Ease Living Costs; Thailand Approves US$29 Billion Investment Package Including Major TikTok Data Expansion; Thailand Attracts Over US$30 Billion in Q1 Investments Led by Digital and AI Projects; Thailand’s Digital Growth Faces Rising Threat From Industrial-Scale Cybercrime; Thailand Launches First Credit-Bearing AI University Curriculum to Address Skills Shortage; Thailand’s Actual Investment Rises 18% in Q1 2026 as BOI Reforms Gain Momentum; MFEC and Confluent Say Real-Time Data Will Define Thailand’s AI Competitiveness; Thai Auto Industry Groups Urge Urgent EV Policy Reforms to Protect Local Manufacturing