L&T Semiconductor and Taiwan’s HYS Partner to Co-Develop High-Voltage Wafers for EV and Industrial Applications
印度 L&T 半導體與台灣鴻揚半導體合作開發電動車與工業用高電壓晶圓
India’s L&T Semiconductor Technologies Ltd (LTSCT) has partnered with Hon Young Semiconductor (HYS), a subsidiary of Taiwan’s Hon Hai (Foxconn) Technology Group, to jointly develop and manufacture high-voltage semiconductor wafers ranging from 650V to 3300V. Under the agreement, LTSCT will utilize HYS’s advanced facilities in Taiwan to engineer and produce silicon carbide (SiC) and silicon (Si) wafers tailored for automotive and industrial applications. The collaboration integrates HYS’s wafer fabrication expertise with LTSCT’s system-level knowledge and domain experience in power solutions, aiming to meet the stringent quality and regulatory demands of electric vehicles and industrial automation systems.
This partnership signifies growing India–Taiwan cooperation in the semiconductor supply chain, aligning with India’s push for local capability in chip design and power electronics manufacturing. For non-Indian companies, particularly component makers and OEMs, the deal highlights India’s emerging role as a strategic partner in the global EV and industrial power ecosystem—offering opportunities for joint ventures, technology localization, and value-chain integration through partnerships with Indian and Taiwanese entities positioned at the intersection of design, fabrication, and systems integration.
https://evertiq.com/design/2025-10-27-ltsct-teams-up-with-hys-to-develop-650v-to-3300v-wafers
小編點評：印度 L&T Semiconductor Technologies Ltd 與台灣鴻海集團旗下鴻揚半導體合作，共同開發高電壓碳化矽與矽晶圓（650V–3300V），用於電動車與工業應用，結合鴻揚的晶圓製造專業與 LTSCT 的系統級電力解決方案能力。此合作反映印台半導體合作深化，並使印度成為全球電動車與工業電力技術、在地化製造與價值鏈整合的重要樞紐。
AI-Driven Cybercrime Surges in India, CrowdStrike Warns of Rising Ransomware Threats
印度 AI 驅動網路犯罪激增，CrowdStrike 警告勒索攻擊威脅升高
A new CrowdStrike Asia Pacific eCrime report has warned that AI-powered cybercriminals are exploiting India’s weak corporate cybersecurity defences, posing a serious risk to the nation’s $5 trillion economic ambitions. The report found that while the Asia-Pacific region accounts for more than half the global population, it still represents only 9% of ransomware victims worldwide—though this gap is rapidly closing, with India now leading regional victim counts. Ransomware groups such as FunkLocker and KillSec disproportionately targeted Indian entities, accounting for 21% and 33% of their respective global victims. CrowdStrike noted 763 ransomware victims across Asia-Pacific between January 2024 and April 2025, with financial services, technology, and manufacturing sectors most heavily attacked.
For non-Indian companies, especially those with supply chains, data operations, or service centres in India, the findings underscore a growing third-party cybersecurity risk. As threat actors adopt AI-driven, enterprise-style attack models, global firms relying on Indian partners must tighten vendor security standards, adopt continuous monitoring, and conduct joint cyber resilience audits to prevent cascading risks across interconnected digital ecosystems.
小編點評：AI 驅動的網路犯罪分子正加速攻擊印度企業，勒索組織如 FunkLocker 與 KillSec 在金融、科技、製造等領域針對印度實施大規模攻擊，對印度 5 兆美元經濟目標造成威脅。CrowdStrike 警告，全球在印度設有營運的企業將面臨更高第三方資安風險，需加強供應商安全控管、持續監測與聯合韌性審查，以避免連鎖性風險。
Foxconn’s Hyderabad Unit Doubles AirPods Output, Expands Workforce Amid $550-Million India Push
鴻海海德拉巴工廠 AirPods 產量倍增並擴大員工規模，推動 5.5 億美元印度投資
Foxconn Interconnect Technology (FIT), the Hyderabad arm of Taiwan’s electronics giant Foxconn, is rapidly scaling up production and hiring to meet soaring global demand for Apple AirPods, according to The Economic Times. The Kongara Kalan plant, which began commercial production in April 2024, plans to boost monthly output from over 100,000 to 200,000 units within eight months by upgrading five existing lines and adding up to two new ones. Machinery is being transferred from Foxconn’s Vietnam facilities, while the workforce will rise from 2,000 to 5,000 employees. The expansion is part of a $550-million investment plan under Chang Yi Interconnect Technology (India) Pvt. Ltd., aimed at creating 24,000 jobs and deepening Apple accessory manufacturing in India.
For non-Indian companies, this development highlights India’s growing role as a critical node in Apple’s and Foxconn’s global supply diversification strategy. The ramp-up in Hyderabad signals opportunities for component suppliers, logistics providers, and tooling firms to integrate into the expanding Indian electronics value chain. It also demonstrates India’s rising capability to absorb high-volume, precision electronics manufacturing, making it a strategic destination for firms seeking China+1 production resilience and proximity to emerging markets.
小編點評：鴻海海德拉巴工廠的 AirPods 月產量將提高至 20 萬件，員工由 2,000 人增至 5,000 人，為其 5.5 億美元投資的一部分，以深化印度蘋果配件製造。該擴張強化印度在全球供應鏈多元化中的角色，為元件供應商與物流企業提供中國＋1布局與進入新興市場的機會。
India Drafts First Deepfake Regulation Under IT Rules, Targets AI-Generated Misinformation
印度首次草擬深度偽造法規，針對 AI 生成假資訊
The Indian government has proposed the country’s first regulatory framework for synthetic media through a draft amendment to the Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Rules, 2021, released by the Ministry of Electronics and Information Technology (MeitY) on 22 October 2025. The amendment seeks to define and regulate “synthetically generated information” — including AI-created videos, images, and audio that mimic real content — to curb the rise of deepfakes and misinformation. Platforms hosting or enabling AI-based content will be required to implement labelling systems and metadata identifiers, ensuring that manipulated media is clearly marked. The draft also mandates significant social media intermediaries to verify and label synthetic content, signalling India’s intent to strengthen transparency and accountability within its digital ecosystem.
For non-Indian companies, the amendment holds major compliance implications. Global tech platforms, AI developers, and content-hosting intermediaries operating in India will need to adapt to the country’s labelling, traceability, and due-diligence requirements—potentially overhauling moderation systems and content pipelines. The move reflects India’s integrated approach to AI governance, embedding synthetic media rules within its broader IT regulatory framework. If implemented effectively, it could position India as a regulatory reference point for emerging economies navigating the ethical challenges of generative AI and cross-border misinformation.
小編點評：印度已依據 IT 規範提出首份深偽管制草案，要求平台標示與驗證 AI 生成內容，以遏止假資訊並提升數位透明度。該草案將對在印度營運的全球科技企業帶來重大監管要求，並有可能使印度成為生成式 AI 與跨境內容監管的政策典範。
India–US Trade Talks Gain Momentum; Bilateral Deal Expected by Late 2025
印美貿易談判加速，雙邊協議預期將於 2025 年底達成
Commerce and Industry Minister Piyush Goyal announced that discussions on the proposed India–US Bilateral Trade Agreement (BTA) are progressing steadily, with both sides aiming to finalise the first phase by October–November 2025. Goyal confirmed that senior officials, including the Commerce Secretary, have held multiple rounds of talks with their American counterparts, focusing on achieving a “fair and equitable” framework. The negotiations follow US President Donald Trump’s tariffs on Indian imports linked to New Delhi’s continued oil purchases from Russia. Goyal expressed confidence that the dialogue, already through five rounds, is advancing toward a balanced and mutually beneficial outcome.
For non-Indian companies, particularly those in manufacturing, technology, and energy sectors, the BTA carries significant implications. A successful agreement could streamline tariff structures, expand market access, and boost cross-border investments between two of the world’s largest democracies. Global firms with supply chains straddling India and the US may benefit from improved trade facilitation, reduced regulatory uncertainty, and enhanced cooperation in areas such as digital trade and intellectual property. The progress signals a broader trend of India deepening economic ties with Western partners amid evolving global trade realignments.
小編點評：印度與美國的貿易談判正朝向於 2025 年底完成雙邊貿易協議，雙方經多輪談判後，希望建立公平且符合雙方利益的框架。此協議可望簡化關稅結構、提升市場進入、加強跨境投資，並在全球貿易格局轉變下提供企業更高的貿易便利與監管明確性。
Chinese Smartphone Manufacturers Deepen India Footprint Despite Thin Margins
中國手機製造商持續擴大印度布局，儘管利潤偏低
Chinese smartphone contract manufacturers such as DBG and BYD are expanding operations in India as bilateral trade sentiment improves, even though profit margins remain lower than those of domestic producers. Industry executives told The Economic Times that the renewed push comes amid rising production orders from Chinese smartphone brands like Xiaomi, Oppo, and Vivo — most of which work through original design manufacturers (ODMs) such as Huaqin and Longcheer. Data from Volza shows DBG’s share in India’s smartphone contract manufacturing market has climbed from 13% in the first quarter of 2025 to 21% by the end of September, while BYD maintains a steady 7% but has taken on more production for top brands. DBG operates a plant in Haryana, and BYD runs a manufacturing facility in Sriperumbudur, Tamil Nadu.
For non-Indian companies, the resurgence of Chinese contract manufacturers signals India’s continuing role as a key global smartphone manufacturing hub, even amid geopolitical and cost pressures. The trend highlights India’s strategic importance in diversifying electronics supply chains away from China while still accommodating Chinese manufacturing expertise. Foreign brands and component suppliers could find new partnership and sourcing opportunities as India cements its position in the global electronics manufacturing ecosystem.
小編點評：中國手機製造商如 DBG 與比亞迪在利潤率較低的情況下仍擴大印度產能，來自小米、OPPO 與 vivo 等品牌的訂單成長是主要動力。此趨勢強化印度作為全球手機製造中心的地位，也為尋求供應鏈多元化及中國製造能力的國際企業帶來合作機會。