India Clears ₹4,600 Crore for Four New Semiconductor Projects Across Three States
印度核准於三個邦啟動四項價值 460 億盧比的新半導體專案
The Union Cabinet has approved four new semiconductor manufacturing projects worth about ₹4,600 crore under the India Semiconductor Mission (ISM), expanding the country’s chip ecosystem to Odisha, Punjab, and Andhra Pradesh. Together, these facilities are expected to generate over 2,000 direct skilled jobs and many more indirect opportunities, taking the total number of ISM-supported projects to 10 with cumulative investments of ₹1.60 lakh crore across six states. The new units include a Silicon Carbide fabrication facility and an advanced glass substrate packaging plant in Odisha, an expanded semiconductor device plant in Punjab, and a system-in-package unit in Andhra Pradesh, catering to industries ranging from defence and automotive to consumer electronics and renewable energy.
For international semiconductor players, the move signals India’s growing readiness as a strategic manufacturing hub beyond its traditional strengths in design and software. With collaborations already involving UK, US, and South Korean companies, the projects offer opportunities for foreign firms to tap into a large and fast-growing electronics market while aligning with India’s push for supply chain diversification and reduced global dependence on East Asia.
小編點評：印度已核准在奧里薩、旁遮普與安得拉邦推動四項總額達 460 億盧比的新半導體專案，藉由印度半導體使命（ISM）擴大其晶片生態系，並創造逾 2,000 個技能工作機會。這些從晶圓製造到先進封裝的策略型設施，突顯印度崛起為全球製造中心，亦為外國企業提供進入其快速成長電子市場與供應鏈多元化的機會。
MeitY Revives National Data Centre Policy to Expand Capacity and Attract Global Investments
印度電子資訊科技部（MeitY）重啟《國家資料中心政策》，擴充容量並吸引全球投資
The Ministry of Electronics and Information Technology (MeitY) has revived consultations on its long-pending National Data Centre Policy, aiming to boost India’s data storage and processing infrastructure amid surging demand from AI-driven workloads. First drafted in 2020, the updated framework proposes four dedicated Data Centre Economic Zones (DCEZs) with plug-and-play infrastructure, reliable power, and high-speed connectivity, alongside a single-window clearance system to cut approval delays. The policy also seeks to expand capacity beyond metro hubs like Chennai, Hyderabad, and Delhi NCR by incentivising growth in tier-2 and tier-3 cities, ensuring balanced distribution and improved disaster resilience.
For international cloud providers, AI firms, and hyperscale operators, the policy signals India’s intent to position itself as a global data hub. Incentives under discussion include tax breaks, infrastructure status for large facilities, and support for renewable-energy-based operations, coupled with a push for greater use of locally manufactured hardware. For non-Indian companies, this presents both an opportunity to scale operations in a rapidly expanding market and a requirement to adapt to local manufacturing and sustainability mandates.
小編點評：MeitY 已重啟《國家資料中心政策》以擴展印度的資料基礎設施，並提出專屬經濟區、精簡審批流程與各項誘因，以吸引全球 AI 與雲端企業投資。該政策旨在讓資料中心能從大都會城市向外延伸至二、三線城市，並推動採用可再生能源與本地製造硬體，使印度成為具全球競爭力的資料樞紐。
India’s IT Exports Surge 12.5% in FY25, Driven by STPI Expansion Beyond Metros
印度 2025 財年 IT 出口成長 12.5%，主因 STPI 擴展至非大都會城市
India’s IT exports rose 12.48% to US$224.4 billion in FY25, rebounding strongly from last year’s modest 2.83% growth despite global economic headwinds. The surge was fueled by the government’s Software Technology Park of India (STPI) scheme, which has shifted focus beyond major metros to tier-2 and tier-3 cities. Exports from STPI-registered units touched ₹10.64 lakh crore (US$224.4 billion), with non-metro centers now accounting for the majority of its footprint and creating nearly 300,000 jobs outside traditional tech hubs. The sector’s resilience was underscored by Nasscom’s projection of US$283 billion in revenue for FY25, driven by strong demand from the US, a recovering BFSI sector, and expansion across telecom, retail, and healthcare.
For non-Indian companies, this growth reinforces India’s role as a critical global IT outsourcing hub, with nearly 90% of Fortune 500 firms relying on Indian tech services. The STPI’s decentralization offers new collaboration opportunities in emerging tech hubs across smaller cities, while startup incubation through Centers of Entrepreneurship opens doors for global venture capital and technology partnerships. At the same time, India’s push for domestic innovation and workforce upskilling in areas like generative AI signals both opportunities and competitive pressures for foreign players seeking to tap into the country’s vast talent pool and expanding digital infrastructure.
小編點評：印度 IT 出口於 2025 財年成長 12.5% 至 2,244 億美元，主要受到 STPI 擴展至二、三線城市帶動，創造近 30 萬個工作機會，使 IT 產業版圖超越傳統科技重鎮。此成長再度強化印度作為全球外包領導者的地位，同時為外國企業在新興創新中心提供更多合作機會，也意味著國內生成式 AI 與數位基礎建設的進展，將為全球企業帶來機遇與競爭。
Moody’s Warns India’s Reliance on Russian Oil Could Clash With Export Growth Amid US Tariff Risks
穆迪警告：印度依賴俄羅斯石油可能與出口成長衝突，且面臨美國關稅風險
Moody’s has cautioned that India’s heavy reliance on discounted Russian crude could undermine its manufacturing ambitions and export competitiveness as shifting US trade policies raise the risk of tariffs on Indian goods. Russian oil accounted for 35.5% of India’s crude imports in 2024, surging to $56.8 billion from just $2.8 billion in 2021, making India the second-largest buyer after China. While these purchases have helped contain inflation—now at a multi-year low of 2.1%—and narrow the current account deficit, a forced reduction in Russian oil imports could tighten global supply, drive up prices, and pressure India’s external balance. The ratings agency noted that India’s response to evolving tariff threats will shape its growth, inflation, and external stability in the coming years.
For non-Indian companies, the standoff carries significant implications. India’s role as a global manufacturing hub for electronics and other high-value sectors could be tested if tariff disputes or oil shocks erode its cost competitiveness. Multinationals sourcing from India may face supply chain disruptions or higher input costs, while energy market players could see volatility from any abrupt shift in Indian crude buying patterns. Moody’s expects room for compromise in ongoing trade negotiations, but warned that even a modest slowdown in US demand—India’s key export market—could ripple across global supply chains and investment flows.
小編點評：穆迪警告，印度對折扣俄油的依賴雖有助抑制通膨、改善經常帳，但在美國提高關稅風險下，可能與印度出口成長產生衝突。若印度被迫調整原油來源或爆發貿易緊張，將影響其製造業競爭力，並可能對全球供應鏈、多國採購策略與能源市場造成連鎖效應。
India, Philippines Seal Strategic Partnership to Boost Defence and Indo-Pacific Cooperation
印度與菲律賓建立「戰略夥伴關係」，強化國防及印太合作
India and the Philippines on Tuesday elevated their ties to a strategic partnership during a meeting between Prime Minister Narendra Modi and visiting President Ferdinand R Marcos Jr. in New Delhi. Marking 75 years of diplomatic relations, the two leaders unveiled a comprehensive action plan to deepen cooperation, especially in defence and security, which Modi described as a “symbol of deep mutual trust.” A commemorative postage stamp was also released to celebrate the milestone. Modi thanked Manila for condemning the April 22 Pahalgam terror attack and reaffirmed that both nations are united by shared values and a vision for peace, security, and prosperity in the Indo-Pacific region under India’s Act East Policy and ‘MAHASAGAR’ vision.
For non-Indian companies, the upgraded partnership highlights growing geopolitical alignment in the Indo-Pacific, where strategic stability is critical for global trade and investment. The stronger India-Philippines defence ties could open opportunities for international firms in defence manufacturing, maritime security, and infrastructure projects, while also reinforcing a rules-based order that benefits global supply chains dependent on secure sea lanes. The visit, Marcos Jr.’s first to India since taking office, underscores the region’s shift toward deeper cooperation to balance global power dynamics.
小編點評：印度與菲律賓已將雙邊關係提升至戰略夥伴層級，並在馬可仕總統訪印期間發表全面性的國防與安全合作行動計畫。此印太合作深化，將為全球企業在國防、海事安全與基礎設施領域帶來新契機，同時強化區域穩定與關鍵海運航道的安全。
India Tops Global Generative AI Learning on Coursera With 2.6 Million Enrollments
印度以 260 萬人次成為 Coursera 全球生成式 AI 學習量第一的國家
India has emerged as the world’s largest hub for Generative AI learning, according to Coursera’s Global Skills Report 2025, with enrollments surging 107% year-on-year to over 2.6 million — the highest globally. With a total learner base now exceeding 31 million, India has also overtaken Europe in learner numbers on the platform, reflecting strong momentum in digital transformation and workforce skilling. Despite this scale, India ranks 89th worldwide in overall skills proficiency and mid-tier (#46) on Coursera’s new AI Maturity Index, underscoring both rapid adoption and the uneven readiness of its AI ecosystem. The report also highlights strong growth in professional certifications (+23% YoY), mobile-based learning (52% of access), and demand for software engineering skills like full-stack development and DevOps.
For non-Indian companies, these findings underline India’s dual role as a fast-scaling talent hub and a critical global workforce supplier. With India expected to contribute 24% of global workforce growth over the next decade, the skilling boom offers opportunities for multinationals to tap into a young, AI-savvy labor force. At the same time, gender disparities in tech adoption — with only 30% of GenAI learners being women — signal challenges that could affect inclusivity and talent availability. Global firms investing in India or sourcing talent from the country will need to adapt to this evolving skills landscape, leveraging partnerships in education, upskilling, and AI adoption to strengthen their competitiveness.
小編點評：印度在 Coursera 上的生成式 AI 學習人數超過 260 萬，居全球之首，反映其快速的數位採用與擴張中的 AI 技術人才。然而印度在總體 AI 成熟度中僅屬中等。對全球企業而言，這展現印度正成為 AI 技能人才的重要來源，但也揭示性別差異與技能落差等挑戰，企業在投資與人才策略上需兼顧此 evolving 技能版圖。