NITI Aayog Unveils 10-Year Roadmap to Build India’s Semiconductor Industry by 2035 印度國家轉型委員會(NITI Aayog)公佈十年路徑圖,要在2035年建構印度的半導體產業 India has unveiled its first comprehensive 10-year semiconductor roadmap, titled “Future of India’s Semiconductor Industry,” as part of its efforts to become a critical player in the global semiconductor value …

Skyroot Aerospace Achieves Unicorn Status, Boosting India’s Private Space Ambitions Skyroot Aerospace 晉升獨角獸企業,開展印度民營太空事業宏圖 Skyroot Aerospace has become India’s first spacetech unicorn after a fresh funding round pushed its valuation beyond the $1 billion mark, marking a major milestone for the country’s rapidly expanding private …

Acer India Climbs to No. 2 Position in PC Market as Demand Shifts Toward AI and Performance Computing 隨著市場需求轉向人工智慧和高效能運算,宏碁印度公司在個人電腦市場排名躍升至第二 Acer India has secured the second position in India’s personal computing market with a 21.3% market share in the first quarter of 2026, according to …

MediaTek Strengthens India Presence with New Noida R&D Hub深化印度佈局!聯發科成立諾伊達新研發基地 Taiwanese semiconductor major MediaTek has expanded its India operations by opening a new research and development centre in Noida, marking its second R&D hub in the country after Bengaluru. The company has leased nearly 104,000 …

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):

MCE Bets Big on Perodua EV Project to Strengthen Malaysia’s Automotive Electronics Industry; Malaysia Pushes Upstream Growth as Semiconductor Sector Gains Strategic Importance; Malaysia to Host SEMICON Southeast Asia 2026 as Semiconductor Industry Targets Next Growth Phase; Malaysia’s EV Growth Accelerates as Localisation Rules Challenge Foreign Automakers; Ingram Micro Targets Thailand’s AI Boom as IT Spending Reaches New Highs; Thailand Faces Semiconductor Shortage as AI Boom Pushes Up Chip Prices; Thailand Steps Up Efforts to Attract US Semiconductor Investment Amid AI-Driven Demand Surge; Fuel Crisis Drives Southeast Asia’s Shift Toward Electric Vehicles; Bangkok Industries Expand Rooftop Solar Adoption to Cut Energy Costs; Thailand’s Auto Industry Rebounds in March as EV and Hybrid Demand Accelerates; Thailand Pushes for AI Sovereignty as Talent Shortage Threatens Growth; Apple Tightens App Store Rules as Thailand’s Developers Face Higher AI App Standards

Japan, Malaysia Reaffirm Strategic Industrial Alliance at High-Level Cooperation Seminar; Japan Eyes Bigger Bets on Malaysia’s Digital, Semiconductor and Data Centre Sectors. Selangor Launches Token-X to Accelerate Malaysia’s Web3 and Digital Asset Growth; Sarawak Advances AI Integration in Public Services Under Digital Economy Blueprint; Microsoft to Invest Over US$1 Billion in Thailand for Cloud and AI Expansion; Thailand Draft Policy Targets Faster Growth Through AI, Regulatory Reform and SME Support; Thailand’s Fuel Crisis Puts EV Transition in Spotlight as Policy Gaps Emerge; AI Could Transform Thailand’s Investment Landscape, Says Liberator Securities CEO; True Corporation Bets on Three-Pillar AI Strategy to Boost Thailand’s Productivity and Growth; Thailand’s Banking 5.0 Push Gains Pace as AI Fraud Risks Trigger Tighter Oversight

Malaysia Ramps Up AI, Semiconductor Push to Safeguard Future Economy; AI Breakthrough Triggers Split in Memory-Chip Stocks as Flash Makers Extend Losses; Higher Oil Prices Set to Boost EV Adoption in Malaysia, Says CIMB Securities; Malaysia Targets Higher-Value Role in Southeast Asia’s Semiconductor Race; Thailand Fast-Tracks EV, Semiconductor and Clean Energy Push Amid Global Uncertainty; Viriyah May Raise EV Insurance Premiums as Thailand’s Electric Vehicle Risks Evolve; MFEC Urges Enterprises to Treat AI as Core Infrastructure at Inspire 2026; Bangkok Motor Show Defies Market Uncertainty as EV Launches Keep Momentum Alive; Thailand Tightens Competition Rules on Shopee, Lazada and TikTok Shop; Thailand Moves to Tighten Data Centre Rules Amid AI-Driven Investment Boom; AI Skills Programme Transforms Rural Communities in Thailand into Digital Entrepreneurs

Thailand’s IEAT and NSTDA Partner to Drive Smart Factories and Sustainable Industrial Growth; Thailand Emerges as ASEAN’s Top PCB Manufacturing Hub amid Investment Surge; Thai Industry Warns of Export Impact as Trump Imposes Temporary 10% Global Tariff; Thailand Approves Major Chinese Investment to Build First Humanoid Robot Component Hub in EEC; NECTEC Urges Thailand to Become Technology Co-Creator to Safeguard Competitiveness and Security; Hong Kong Positions Itself as Global Gateway for Thai Innovators during Bangkok Visit; Thailand and EU Move to Align Green Industry Goals, Target Mid-2026 FTA Conclusion; Thailand Urged to strengthen Green Finance and Trade Resilience amid Global Economic Shifts; Greatech Shares Jump on Strong Order Book and Data Centre Exposure; Malaysia Builds Low-Latency Digital Backbone to Power Real-Time AI; Chipbond Opens US$200 Million Advanced Semiconductor Facility in Penang; UPSI, Proton Explore Strategic Collaboration on Electric Vehicle Education

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