India Slaps Up to 63 % Anti‑Dumping Duty on Chinese and Taiwanese Plastic‑Processing Machines
印度對中國與台灣的塑膠加工機械課徵最高 63% 反傾銷稅
India has imposed anti‑dumping duties ranging from 27 % to 63 % on plastic‑processing machines (PPMs) imported from China and Taiwan after a Directorate General of Trade Remedies (DGTR) probe found the equipment was being dumped at prices far below home‑market levels, injuring local makers. The five‑year levy, notified by the Department of Revenue on 26 June and based on DGTR findings of 27 March 2025, sets specific margins: 48 % for Dongguan Fu Chun Shin entities, 27 % for the Chen Hsong group, 35 % for Yizumi affiliates, and a blanket 63 % for all other Chinese and Taiwanese exporters as well as any third‑country suppliers shipping Chinese‑origin PPMs.
For multinationals and global buyers, the move underscores India’s increasingly muscular trade‑remedy stance: non‑Indian machinery makers sourcing from the affected Chinese brands—or re‑exporting Chinese‑origin systems via third countries—now face sharply higher landed costs, which could shift sourcing decisions toward India‑based or alternative‑origin manufacturers, and complicate regional supply‑chain planning for projects in South Asia.
小編點評：印度對來自中國與台灣的塑膠加工機械課徵 27% 至 63% 的反傾銷稅，係因印度 DGTR 調查發現相關設備價格大幅偏低，對本地製造商造成損害。這項為期五年的關稅將影響包括東莞富強鑫、震雄集團與伊之密等主要出口商，顯示印度更強硬的貿易防衛立場，可能改變跨國企業的採購策略並影響南亞區域供應鏈。
Foxconn Greenlit for $2.2 Billion Expansion in India and US Amid China Shift
面對從中國轉移的趨勢，鴻海獲准在印度與美國擴大 22 億美元投資
Taiwanese electronics giant Foxconn has secured approval from Taiwan’s Ministry of Economic Affairs to invest over $2.2 billion across India and the US, as reported by Focus Taiwan. Roughly $1.49 billion of the investment will be channelled through its Singapore arm to fund Yuzhan Technology (India) Private Ltd—a Foxconn subsidiary—towards setting up a new iPhone and component manufacturing facility in India. This move underscores Foxconn’s strategic pivot away from China in response to rising US-China trade tensions, with India emerging as a critical hub in Apple’s supply chain.
In parallel, Foxconn will invest $735 million in establishing Project ETA (DE) LLC, a US-based company focused on manufacturing data centre equipment and assembling servers. As part of its broader global diversification, Foxconn continues to expand operations in the US, India, Mexico, Vietnam, and Europe. With 223 facilities across 24 countries—including 12 in India and 54 in the Americas—this latest expansion is likely to reshape supply chains. For non-Indian firms, Foxconn’s growing Indian footprint signals new partnership and sourcing opportunities, as well as heightened competition in electronics manufacturing and data infrastructure segments.
小編點評：鴻海已獲准在印度與美國合計投資 22 億美元，其中 14.9 億美元將透過其新加坡子公司投資於印度富聯裕展科技（Yuzhan Technology），用於新建 iPhone 與元件製造設施。此一策略性布局是鴻海自中國分散投資的重要一步，同時也包括美國 7.35 億美元的資料中心設備專案，象徵全球電子製造與伺服器產業的新一波機會與競爭。
IndiaAI Mission Hits Mid‑Point on GPU Roll‑Out, Gives Jio & CtrlS One‑Month Sprint
IndiaAI 任務 GPU 部署進度過半，Jio 與 CtrlS 獲最後一個月衝刺期限
India’s ₹10,000‑crore IndiaAI Mission has installed roughly 17,300 of the 34,333 GPUs awarded in its first two bidding rounds, according to a 16 June review meeting chaired by mission CEO Abhishek Singh. Front‑runners Yotta Data Services and NxtGen Cloud Technologies have more than half their allocations live and API‑linked to the IndiaAI compute portal, while newcomers such as E2E Networks and Cyfuture have begun ramp‑ups. By contrast, Jio Platforms and CtrlS Datacenters—still procuring Nvidia H200/AMD MI300X units—were reminded they have until 7 August to meet their six‑month installation deadline or risk penalties. A third round of bids is now under technical evaluation, with the government simultaneously funding local large‑language‑model developers such as Sarvam and Gnani to run on the new infrastructure.
For international hardware vendors, cloud hyperscalers, and AI startups, the mission’s accelerating roll‑out signals a major addressable market: India will be one of the largest public‑sector buyers of cutting‑edge GPUs through 2025, and its open compute portal lets approved foreign researchers rent capacity—provided their work aligns with India’s data‑sovereignty rules. At the same time, delays at certain providers illustrate supply‑chain bottlenecks and underline the need for alternative GPU sources, presenting partnership and joint‑venture opportunities for non‑Indian firms able to offer hardware, data‑centre expertise, or AI‑model tooling that dovetails with IndiaAI’s standards.
小編點評：印度 1 兆盧比的 IndiaAI 任務已部署將近 34,333 顆 GPU 的一半，表現亮眼者如 Yotta 與 NxtGen 已大幅完成進度，而 Jio 與 CtrlS 則須在 8 月前達成安裝期限。此任務顯示印度正成為全球重要 GPU 採購者與 AI 樞紐，為能符合印度資料主權與基礎設施標準的國際科技企業提供新商機。
India’s PLI Schemes Drive ₹16.5 Lakh Crore Output, 12 Lakh Jobs Across Key Sectors
印度 PLI 補助方案帶動 16.5 兆盧比產值並創造 120 萬工作機會
India’s Production Linked Incentive (PLI) schemes have catalysed over ₹16.5 lakh crore in cumulative production and sales while generating more than 12 lakh jobs—both direct and indirect—across 12 strategic sectors, Union Commerce and Industry Minister Piyush Goyal revealed during a review meeting on June 25. The government has disbursed ₹21,534 crore in incentives so far, with total investments touching ₹1.76 lakh crore. Key beneficiaries include large-scale electronics, pharma, IT hardware, auto, textiles, and food processing. Notably, the pharma sector alone accounted for ₹2.66 lakh crore in sales, ₹1.7 lakh crore of which came from exports, while the food processing segment added 3.4 lakh jobs.
Goyal emphasized the need to double down on globally competitive sectors and urged ministries to build skilled manpower and remove infrastructure bottlenecks with help from NICDC. He called for a five-year roadmap to fast-track investment and incentive disbursement. For non-Indian companies, India’s PLI ecosystem presents major opportunities—both as manufacturing partners and suppliers—particularly in electronics, medtech, and clean energy. With some sectors already transitioning from import-dependence to export leadership, global firms can benefit by co-locating manufacturing, leveraging local incentives, and accessing India’s growing export base.
小編點評：印度的 PLI 製造激勵政策已創造超過 16.5 兆盧比產值，並在 12 個關鍵產業中帶來 120 萬個工作機會，其中電子、製藥與食品加工領域表現突出。印度政府已核發 2,153.4 億盧比補貼，並推動五年投資計畫，使全球企業更易進入印度以出口為導向的製造生態系。
Zoho Survey: 60 % of Indian Retailers Eye AI/ML by 2030 as Omnichannel Takes Hold
Zoho 調查：隨全通路成形，60% 印度零售商計畫在 2030 年前導入 AI/機器學習
India’s retail MSMEs are racing toward a tech‑driven future: 60 % plan to deploy artificial intelligence and machine learning by 2030, and 44 % believe AI‑powered personalisation will be critical to winning shoppers, according to Zoho’s new “Indian Retailer Survey” of 2,700 businesses. Six in ten respondents already run an online‑plus‑offline model; 75 % say it widens reach, and 68 % now earn equal revenue from both channels. Even so, bricks‑and‑mortar remains important—71 % of shoppers still want to see and touch products—driving interest in low‑cost pop‑up stores. Logistics and supply‑chain hurdles (60 %) and high store overheads (57 %) are the biggest pain points. In response, Zoho has launched an upgraded Zoho Commerce platform with mobile apps, WhatsApp storefronts, and workflow automation to help MSMEs streamline omnichannel sales and same‑day delivery expectations.
For non‑Indian companies—from cloud‑software vendors and fulfilment specialists to consumer brands—the findings flag a fast‑growing market hungry for AI tools, last‑mile delivery solutions, and cross‑border product sourcing. Foreign tech providers can plug into Zoho Commerce’s open APIs to offer add‑on services, while global retailers selling into India will face stiffer competition from data‑savvy local MSMEs that increasingly match international standards on speed, personalisation, and social‑commerce engagement. Partnerships that pair overseas technology or supply‑chain expertise with India’s expanding omnichannel networks could unlock significant growth—provided they adapt to local pricing, payment, and mobile‑first shopping habits highlighted in the survey.
小編點評：Zoho 對 2,700 家印度零售中小企業的調查顯示，60% 業者計畫在 2030 年前導入 AI/機器學習，大多已採用線上線下並行模式，並高度重視個人化服務，儘管物流與營運成本仍是主要挑戰。Zoho 已升級其 Commerce 平台支援此趨勢，而國際科技與零售企業也可望在此找到新商機，但需因應印度偏好行動裝置與高度價格敏感的市場特性調整產品策略。
India Eyes 2D Material Research to Power Next-Gen Semiconductors
印度著眼於 2D 材料研究，推動次世代半導體發展
The Ministry of Electronics and Information Technology (MeitY) is exploring financial support for cutting-edge research into 2D materials—ultra-thin, next-generation semiconductor substances that could enable chips up to ten times smaller than today’s silicon-based versions. At the Tec-Verse event, MeitY Secretary S. Krishnan announced plans to co-fund research with the Anusandhan National Research Foundation (ANRF), starting with a proposed research centre focused on 2D semiconductors. A group of 30 scientists from the Indian Institute of Science (IISc) has already submitted a proposal aimed at developing these materials to position India as a future leader in global chip innovation.
MeitY officials emphasized the growing importance of material science and chemical engineering in chip design, marking a shift from traditional electronics-only approaches. The ministry plans to issue an expression of interest (EoI) to identify high-impact projects for funding. For non-Indian companies—particularly those in semiconductors, advanced materials, and research infrastructure—India’s move opens doors to partnerships in early-stage innovation, joint research centres, and localization of emerging technologies. This also signals India’s intent to build an indigenous ecosystem for next-gen chip development beyond legacy silicon, offering new collaborative and commercial opportunities in the global chip race.
小編點評：印度電子資訊技術部（MeitY）計畫共同資助 2D 半導體材料的前瞻研究，有望打造比現今矽基晶片小十倍的次世代晶片。此計畫已包含擬設立的研究中心與 IISc 科學家提交的研究提案，象徵印度從傳統電子學轉向以材料科學為主導的創新方向，也為全球半導體與先進材料企業提供在印度合作的契機。