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 IDC’s preliminary India PC market tracker. The company attributed its growth to strong demand across consumer, gaming, and enterprise segments, supported by increasing adoption of hybrid work, education-led computing, creator-focused devices, and AI-ready PCs. Acer’s diversified portfolio, including its mainstream laptops, Predator and Nitro gaming series, and commercial PC offerings, helped drive market share gains in an increasingly competitive environment. The company also highlighted the role of its sales teams, channel partners, and execution strategy in achieving the milestone.
Acer’s expansion has been further supported by its localisation efforts through its Puducherry manufacturing facility, a growing omnichannel retail network that is nearing 300 exclusive stores, and continued investments in after-sales service infrastructure. The development underscores the growing importance of India as a major PC market, where demand is increasingly being driven by gaming, content creation, enterprise refresh cycles, and AI-enabled computing rather than traditional replacement purchases. For non-Indian technology companies, Acer’s rise illustrates the value of combining local manufacturing, extensive retail reach, and market-specific product strategies to capture growth opportunities in one of the world’s fastest-evolving personal computing markets.
編按：宏碁印度公司在2026年第一季以21.3%的市佔率，位居印度PC市場的第二，主要受惠於伴隨人工智慧普及，驅動個人消費、遊戲產業和公司企業等市場強勁的設備需求。其成長得益於在朋迪治里邦的在地化生產、近300家專賣零售體系以及對服務基礎設施的投資，顯示印度作為全球PC市場日益增長的重要地位。
ASML, Tata Electronics Partner to Equip India’s First Commercial Semiconductor Fab
ASML與塔塔電子合作，為印度首座商用半導體晶圓廠提供設備
Dutch semiconductor equipment manufacturer ASML has signed a strategic partnership with Tata Electronics to supply advanced lithography systems for India’s first commercial 300-mm semiconductor fabrication plant in Dholera, Gujarat. The agreement, signed in the presence of Indian Prime Minister Narendra Modi and Dutch Prime Minister Rob Jetten at The Hague, will support the $11 billion facility, which is expected to manufacture chips for automotive, mobile, IoT, AI, and wireless applications. The fab, designed with a capacity of 50,000 wafers per month, will produce semiconductors using mature technology nodes ranging from 28 nm to 110 nm and is targeted to become operational in 2027.
The partnership extends beyond equipment supply to include workforce training, supply chain development, and research infrastructure, reflecting India’s broader ambitions to establish a domestic semiconductor ecosystem. Tata Electronics has also partnered with Powerchip Semiconductor Manufacturing Corporation (PSMC), Tokyo Electron, and Synopsys as it builds out the facility, which is being designed as a highly automated Industry 4.0 manufacturing site. The development highlights growing semiconductor collaboration between India and the Netherlands and signals new opportunities for global technology companies seeking to participate in India’s rapidly expanding chip market, which is projected to more than triple in value over the coming years, driven by demand from consumer electronics, wireless communications, and automotive sectors.
https://www.eetimes.com/asml-tata-electronics-partner-for-indias-first-300-mm-semiconductor-fab
編按：ASML與塔塔電子達成合作，將為印度首座商用300毫米半導體晶圓廠提供先進的光刻系統。該晶圓廠位於古吉拉特邦多萊拉，投資總額110億美元，預計2027年投產，月產能達5萬片晶圓。除了設備外，此次合作還包括員工培訓、供應鏈開發和研發基礎設施建設，凸顯印度致力於建構本土半導體生態系統並吸引全球科技業者的決心。
CTBC Bank Opens GIFT City Branch to Strengthen India-Taiwan Financial Connectivity
中國信託商業銀行在GIFT City開設分行，強化印台的金融聯通
Taiwan-based CTBC Bank has opened a new branch at GIFT City in Gujarat, becoming the first Taiwanese lender to establish a presence at India’s international financial services hub. The bank said the branch will support cross-border financing, trade and investment flows, treasury solutions, and broader financial connectivity between India, Taiwan, Asia, and global markets. CTBC Bank, which has operated in India for three decades through its branches in New Delhi and Chennai, stated that the new office will enhance its ability to serve clients engaged in cross-border business by providing greater efficiency and access to international financial products and services.
The move further strengthens GIFT City’s growing banking ecosystem and highlights its increasing role as a gateway for global financial institutions seeking access to India’s expanding economy. By establishing a presence in the financial hub, CTBC Bank aims to better serve businesses operating across the Indian subcontinent and Taiwan while leveraging GIFT City’s international financial infrastructure. The development is also significant for non-Indian companies, particularly those engaged in trade, investment, and supply chain activities between India and East Asia, as it expands the availability of cross-border banking services and strengthens financial links between key regional markets.
https://money.rediff.com/news/market/ctbc-bank-opens-gift-city-branch-in-india/47097920260515
編按：中國信託銀行在古吉拉特邦的GIFT City開設新分行，成為首家進駐印度國際金融中心的台灣銀行，旨在促進跨境融資、貿易和投資流動。此舉將增強GIFT City的銀行生態系統，擴大印度、台灣及全球市場之間的金融連結。
India Considers Easing Tax Burden on Foreign Bond Investors Amid Push for Global Capital
印度考慮減輕外國債券投資者的稅負，以吸引全球資本
India is evaluating a proposal to reduce taxes on foreign investments in its bond market as policymakers seek to attract greater overseas capital and align the country’s financial framework with international norms. The move, reportedly recommended by the Reserve Bank of India and under consideration by the Finance Ministry, comes at a time when the rupee has emerged as Asia’s weakest-performing currency in 2026, declining more than 6% against the US dollar. Foreign investors currently face taxes on capital gains as well as interest income from bond investments, with coupon payments typically taxed at around 20% after a preferential 5% rate expired in 2023.
The proposed tax relief is aimed at improving the attractiveness of Indian debt markets and addressing concerns raised by international investors regarding the relatively high tax burden. A reduction in taxes could encourage stronger foreign participation in government and corporate bonds, helping deepen market liquidity and broaden access to global capital. The development is particularly relevant for non-Indian financial institutions, asset managers, pension funds, and multinational companies, as a more investor-friendly bond market could create additional opportunities for investment, financing, and long-term engagement with India’s rapidly growing economy.
編按：由於盧比兌美元匯率在2026年下跌超過6%，印度正考慮降低外國投資債券市場的稅負，以吸引更多海外資本。擬議的減稅措施將降低資本利得稅和利息所得稅，使印度債券市場對全球投資者更具吸引力，並提高流動性。
India’s AI Gap Raises Questions Over Long-Term Appeal as Global Market Darling
印度人工智慧差距引發對其能否長期維持全球市場吸引力的質疑
India’s position as one of the world’s most favoured equity markets is facing growing scrutiny as global investment flows increasingly shift toward artificial intelligence-driven opportunities. According to reports, India risks losing ground to markets such as Taiwan and South Korea, which have benefited significantly from the global AI boom through their semiconductor and technology ecosystems. While India’s stock market had previously attracted investors on the back of strong domestic consumption, demographic advantages, and economic reforms, analysts argue that the country has not captured the same level of AI-led investment momentum that is currently reshaping global capital allocation.
The concerns come amid continued foreign investor outflows and growing debate over whether India’s technology sector can adapt quickly enough to the AI era. Market observers note that the country’s traditional IT services strengths face increasing disruption from AI-driven automation, while the broader market has struggled to benefit from the technology rally supporting several global peers. At the same time, India is expanding efforts in AI infrastructure, domestic AI model development, semiconductors, and data centres, signalling attempts to strengthen its position in the emerging technology landscape. For non-Indian companies, the development highlights both the risks and opportunities within India’s evolving digital economy, particularly for firms involved in AI, semiconductor manufacturing, cloud infrastructure, and advanced technology partnerships seeking long-term exposure to one of the world’s largest growth markets.
編按：全球投資人轉向人工智慧驅動的投資機會，台灣和韓國股市憑藉其半導體和科技生態系統的優異表現迭創新高，為此印度股市正受到密切關注。儘管印度在消費和改革方面仍保有優勢，但分析師警告，即使該國正加強發展人工智慧基礎設施、半導體和數據中心以抓住未來的成長機遇，其資訊科技產業仍將面臨人工智慧帶來的顛覆性挑戰。
Taiwan Highlights Talent Development as Key to India’s Semiconductor Ambitions
台灣強調人才培育是印度實現半導體宏圖的關鍵
As India accelerates efforts to build a globally competitive semiconductor industry, experts are emphasizing that talent development and international collaboration will be critical to the sector’s long-term success. In an interview, Mumin Chen highlighted the importance of creating opportunities for Indian students and professionals to gain hands-on experience in Taiwan’s advanced semiconductor ecosystem before returning to contribute to India’s growing chip manufacturing and design capabilities. The approach is seen as a practical way to bridge the skills gap while supporting India’s ambitions to establish a robust domestic semiconductor value chain.
The comments come as India ramps up investments in semiconductor fabrication, packaging, and electronics manufacturing through partnerships with global technology firms and supportive government policies. Taiwan, home to some of the world’s most advanced chipmakers, is increasingly viewed as a valuable partner in workforce development, technology exchange, and industry best practices. The development is also relevant for non-Indian companies, particularly those in semiconductors, electronics, and advanced manufacturing, as deeper India-Taiwan cooperation could expand the talent pool, strengthen supply chain resilience, and create new opportunities for collaboration in one of the fastest-growing semiconductor markets.
編按：專家強調，印度半導體產業的宏圖繫於人才培育和全球合作，而台灣被視為人才培訓和技術交流的關鍵夥伴。隨著印度擴大對晶圓廠、封裝和電子製造的投資，與台灣深化合作可望擴大人才儲備、強化供應鏈，並為全球企業在快速成