Taiwan Positions Itself as Key Partner in India’s Digital and High-Tech Growth
台灣將自身定位為印度數位和高科技成長的關鍵合作夥伴
At the Convergence India Expo 2026, the Executive Director of the Taipei Economic and Cultural Center in India emphasised Taiwan’s commitment to supporting India’s digital transformation, highlighting its role as a strategic partner in the country’s expanding high-tech ecosystem. She noted that Taiwan’s capabilities span the entire value chain—from smartphone and IoT manufacturing to advanced high-tech product design—aligning closely with flagship initiatives such as Digital India and the India AI Mission. Stressing Taiwan’s global leadership in semiconductors and artificial intelligence, she described the partnership as one that goes beyond supply, offering India a trusted collaborator in innovation and technological advancement.
The growing synergy between the two economies is reflected in record bilateral trade of USD 12.5 billion last year, alongside increasing investments by Taiwanese firms in India’s electronics manufacturing, semiconductor, and automotive sectors. At the expo, Taiwan Excellence showcased next-generation solutions across Edge AI, industrial computing, AI infrastructure, connectivity, and smart mobility, with participation from 17 leading Taiwanese technology companies. As India accelerates demand for digital infrastructure, resilient supply chains, and smart manufacturing, this deepening collaboration signals expanding opportunities not only for Taiwanese and Indian firms but also for non-Indian companies seeking entry into India’s high-growth tech market through partnerships, supply chain integration, and co-innovation platforms.
編按：在2026年印度資通訊產業x智慧城市聯展中，台灣將自身定位為印度數位轉型的重要戰略夥伴，展示了其在半導體、人工智慧和先進製造領域的優勢，充分迎合「數位印度」和「印度人工智慧使命」等倡議。隨著雙邊貿易額達到125億美元，以及台灣在電子、半導體和汽車領域的投資不斷增長，此次合作預示著印度、台灣和全球企業在印度快速發展的科技生態系統中將迎來更多機會。
India–Taiwan Trade Hits $12.5 Billion in 2025, Strengthening High-Tech Partnership
印度與台灣2025年的貿易額達到125億美元，強化雙邊的高科技夥伴關係
Bilateral trade between India and Taiwan reached US$12.5 billion in 2025, marking a 17% year-on-year increase, underscoring the deepening economic engagement between the two sides. India’s exports to Taiwan stood at US$3.3 billion, led by mineral fuels, metals, and chemicals, while Taiwan’s exports to India totalled US$9.2 billion, driven by plastics, electronic integrated circuits, and electrical machinery. Speaking at the Taiwan Excellence Expo in New Delhi, Estela Chen (Chen Yu-Chi), Director of the Economic Division at the Taipei Economic and Cultural Center (TECC), highlighted Taiwan’s global leadership in semiconductors, AI servers, AIoT solutions, and edge computing, positioning the island as a key partner in India’s digital transformation. She noted that Taiwanese firms are expanding investments across India’s electronics manufacturing, semiconductor, and automotive sectors, while Indian companies are exploring opportunities in Taiwan’s IT and engineering industries.
With over 300 Taiwanese companies now operating in India and cumulative Taiwanese investments reaching US$1.68 billion across 198 projects, the partnership is gaining strategic momentum, supported by frameworks such as the 2018 MOU between TAITRA and ITPO. Despite this progress, Taiwan’s trade with India remains modest compared to its engagements with major economies like the United States, China, South Korea, and Japan, indicating significant untapped potential. As India’s demand for digital infrastructure, smart manufacturing, and resilient supply chains accelerates, ongoing initiatives such as the Technology and Innovation International Park (TIIP) project further signal long-term collaboration. This evolving ecosystem also presents a compelling entry point for non-Indian companies, which can leverage India–Taiwan partnerships for supply chain diversification, access to high-tech talent, and participation in emerging sectors spanning semiconductors, AI, and advanced manufacturing.
編按：2025年台印貿易額成長17%，達到125億美元。其中，台灣出口以電子產品和機械為主，印度出口則以燃料、金屬和化學產品為主，顯示雙方高科技合作的日益密切。目前，已有超過300家台灣企業在印度投資16.8億美元，像東元主導(ah+*)台印合作國際科技園區（TIIP）等規劃的推動，讓兩國夥伴關係獲得戰略動能，為雙方及全球企業在半導體、人工智慧和先進製造領域帶來機遇。
Further reference: https://news.gbimonthly.com/tw/magazine/article_show.php?num=76649
India Approves $3.63 Billion Plan to Build 100 Industrial Parks to Boost Manufacturing
印度批准一項價值36.3億美元的計劃，擬興建100個工業園區以促進製造業發展
India’s Cabinet has approved a US$3.63 billion plan to develop 100 industrial parks aimed at strengthening the country’s domestic manufacturing ecosystem, Information Minister Ashwini Vaishnaw announced on March 18. The parks will be developed through joint ventures involving state governments and a state-run company, reflecting a coordinated federal approach to industrial expansion. According to Industry Secretary Amardeep Singh Bhatia, the government targets the development of around 33,000 acres of manufacturing land over six years, with individual parks ranging from 100 to 1,000 acres. Financial support of up to 10 million rupees per acre will be provided to build core and social infrastructure, signalling a strong push to create integrated, investment-ready industrial hubs.
In a parallel move, the Cabinet also approved 117 billion rupees to support minimum support prices for cotton procurement for the 2023–24 crop season, reinforcing support for the agricultural sector alongside industrial growth. The large-scale industrial park initiative is expected to accelerate India’s manufacturing ambitions, improve supply chain resilience, and attract both domestic and foreign investment. For non-Indian companies, the programme presents a significant opportunity to enter or expand within India’s rapidly evolving manufacturing landscape by leveraging government-backed infrastructure, forming joint ventures, and integrating into emerging industrial clusters aligned with global supply chains.
編按：印度內閣批准一項耗資36.3億美元的計劃，將在六年內興建100個工業園區，打造3.3萬英畝配備完善基礎設施，可隨時投資建廠的土地，以促進製造業發展。該計劃將推出各種協助與支援措施 (像支援原棉採購)，以增強供應鏈韌性，吸引全球投資，為外國企業在印度不斷發展的產業生態系統中創造新的機會。
India Tightens Solar Localisation Push with 2028 Ingot and Wafer Proposal
印度加大太陽能在地化力度，提出2028年矽錠晶圓生產計劃
India has proposed a new rule requiring clean energy companies to use only locally manufactured solar ingots and wafers from June 2028, marking a significant expansion of its renewable energy localisation strategy. Announced by the Ministry of New and Renewable Energy, the proposal is aimed at reducing India’s heavy reliance on Chinese imports and ensuring domestic sourcing across the entire solar panel manufacturing chain. India’s current production capacity for ingots and wafers is estimated at around 2 GW, but leading firms such as Waaree Energies, Tata Power, and Indosol Solar have already proposed multi-billion-rupee investments to expand local renewable manufacturing as the country advances toward its 500 GW non-fossil fuel energy target by 2030.
The move builds on existing mandates that already require locally assembled solar panels in state-run projects and the upcoming June 2026 requirement for domestically produced solar cells, signalling a stronger push into upstream solar manufacturing. By closing gaps in the supply chain for wafers, ingots, and related materials, the policy is expected to drive fresh investments in equipment, materials processing, and advanced clean-tech infrastructure. For non-Indian companies, the proposal carries clear strategic importance, as global solar suppliers, equipment manufacturers, and energy investors may increasingly need to establish local partnerships, manufacturing bases, or joint ventures in India to remain competitive in one of the world’s fastest-growing renewable energy markets.
編按：印度提議自2028年6月起強制要求使用本地生產的太陽能矽錠晶圓，以減少對中國進口的依賴，加強其再生能源供應鏈。此舉建立在現有在地化政策的基礎上，預計將推動對太陽能上游製造的大量投資，並為全球企業在印度快速成長的清潔能源市場建立本地合作夥伴關係和基地創造機會。
India Pushes for Self-Reliant Drone Manufacturing Ecosystem Amid Rising Global Security Lessons
在全球安全情勢日益嚴峻的背景下，印度力推自主無人機製造生態系統
India’s Defence Minister Rajnath Singh has called for the urgent development of a robust domestic drone manufacturing ecosystem, citing the decisive role of drones and counter-drone systems in conflicts such as Russia–Ukraine and Iran–Israel. Speaking at the National Defence Industries Conclave on March 19, 2026, Singh stressed that India’s future defence preparedness and strategic autonomy depend on full self-reliance in drone production, from platform design to critical subsystems such as software, engines, batteries, and moulds. He also highlighted the growing role of artificial intelligence, robotics, automation, and simulation technologies in reshaping advanced defence manufacturing, while urging industry leaders to focus on higher product quality and deeper component-level localisation.
The remarks signal a broader policy push to strengthen India’s indigenous defence technology base by integrating start-ups, MSMEs, public sector undertakings, and private defence manufacturers into a more resilient production ecosystem. With drones increasingly central to surveillance, logistics, and future warfare, the government’s emphasis on end-to-end localisation is expected to accelerate investment across propulsion systems, sensors, avionics, software, and battery technologies. This shift is also strategically relevant for non-Indian companies, particularly global aerospace suppliers, component makers, electronics firms, and defence technology partners, as participation in India’s fast-growing drone and counter-drone market may increasingly require local manufacturing partnerships, technology transfer, joint development programmes, and supply chain integration with Indian firms.
編按：印度國防部長拉傑納特–辛格敦促印度全面實現無人機製造的自主化，強調平台、次系統以及人工智慧和機器人等先進技術的在地化，以加強國防戰備。這項政策旨在將新創、中小微型企業和私人公司整合到一個具有韌性的生態系統中，並透過本地合作、技術轉移和聯合開發，為全球航空航太和國防企業在印度快速成長的無人機市場創造機會。
India’s AI Funding Surge Masks a Fierce Startup Survival Race
印度人工智慧融資激增掩飾了新創企業激烈的生存競爭
India’s artificial intelligence startup ecosystem is witnessing a sharp surge in venture capital, with investments rising from US$438 million in 2023 to US$832 million in 2025, and 2026 already on track to surpass previous records. However, behind the funding momentum lies a deeper structural reset, as rapidly advancing foundational models are eroding the uniqueness of many early AI ventures. According to the Economic Times report, startups that once relied on chatbot wrappers and narrow generative AI use cases are now being forced to reinvent themselves as their earlier innovations risk becoming commoditised features. This has led to widespread pivots toward applied AI, enterprise SaaS, vertical AI solutions, and infrastructure tooling, where proprietary data and industry-specific complexity offer stronger competitive moats.
The report highlights that India’s AI opportunity remains substantial, particularly in sectors such as healthcare, legal services, finance, agriculture, and multilingual digital services, but only startups capable of building defensible domain depth are likely to survive the next phase of disruption. Investors are increasingly shifting capital toward AI infrastructure, India-specific foundational models, and workflow-driven enterprise applications rather than superficial model wrappers. For non-Indian companies, the trend is highly relevant as it signals growing opportunities for cross-border partnerships in enterprise AI deployment, data infrastructure, specialised vertical applications, and multilingual AI systems, while also serving as a warning that success in India’s AI market will increasingly depend on deep localisation, proprietary datasets, and sector-specific execution rather than generic AI layers alone.
https://economictimes.indiatimes.com/tech/artificial-intelligence/hard-reset-indias-ai-investment-boom-masks-a-deeper-battle-for-survival/articleshow/129758213.cms?from=mdr
編按：印度人工智慧新創企業的融資額從2023年的4.38億美元飆升至2025年的8.32億美元，預計2026年將打破紀錄。然而，隨著基礎模型的進步，許多早期企業面臨著產品同質化(淪為大眾物資)的困境。新創公司正轉向應用型人工智慧、企業級SaaS和垂直產業解決方案，而投資人則專注於基礎設施和印度本土化模式—這為全球企業在企業級人工智慧、多語言系統和產業特定應用領域創造了機會。
India’s EV Ambitions Face Charging Infrastructure Reality Check
印度電動車的雄圖大略面臨充電基礎設施現實的檢驗
India’s push toward transport electrification is gaining renewed strategic urgency amid rising concerns over energy security, but inadequate charging infrastructure continues to threaten the pace of adoption. A recent on-road experience by an EV motorist travelling between Delhi and Jaipur underscored persistent operational gaps, including inaccurate app-based charger availability, sparse station networks, and frequent outages at charging points. These ground-level bottlenecks help explain why EV penetration remained below 8% in fiscal 2025, well short of the trajectory required to meet the government’s target of 30% of annual vehicle sales being electric by 2030. According to the article, India may need as many as 1.3 million charging stations by the end of the decade to support an estimated 50 million EVs, highlighting the scale of infrastructure expansion still required despite more than ₹40,000 crore in incentives spent over the past decade.
The report argues that the next phase of India’s EV transition will depend less on additional purchase incentives and more on forcing deeper participation from domestic automakers in charging infrastructure deployment. With around 20 charging point operators currently active, fragmented regulations, uncertain returns, and limited capital continue to slow nationwide network expansion and maintenance. Drawing parallels with global markets such as the United States, Europe, South Korea, and Japan, where automaker-led consortiums helped build charging ecosystems, the article suggests India may need a similar model involving stronger government mandates and industry collaboration. This carries clear relevance for non-Indian companies as global EV makers, charging technology providers, grid equipment suppliers, software platform firms, and infrastructure investors could find significant opportunities in India’s evolving charging ecosystem, particularly through partnerships, interoperability platforms, and long-term infrastructure financing models.
編按：印度電動車普及面臨重大障礙，充電基礎設施不足—充電佈點稀疏、停電頻繁、運營不穩—導致2025財政年度滲透率低於8%，遠低於2030年30%的目標。為了滿足十年後5000萬輛電動車和130萬個充電樁的需求，印度可能需要由汽車製造商主導的聯盟和更強有力的政策: 透過本地合作和融資模式，為全球電動車製造商、充電技術供應商和基礎設施投資者創造重大機會。