Wistron to Invest ₹1,000 Crore in Telangana Electronics Manufacturing Facility
緯創將在特倫甘納投資 100 億盧比建立電子製造工廠
Taiwanese electronics manufacturer Wistron, which sold its Karnataka iPhone facility to Tata Electronics in 2023, is set to expand its India footprint with a new ₹1,000 crore investment in Telangana. According to sources cited by The Economic Times, the company is scouting for land in Hyderabad to set up a unit focused on manufacturing servers, routers, and switches. The facility is expected to be located in one of the city’s electronics parks on the outskirts, though the final site has not yet been confirmed. This move follows Wistron’s exit from its Kolar plant—hit by labor unrest in 2020—and comes alongside its ongoing ₹1,450 crore laptop manufacturing project in Bengaluru, slated to start operations by January 2026.
Wistron’s fresh investment signals India’s growing attractiveness as a manufacturing hub beyond consumer electronics, with opportunities in enterprise IT hardware. For global firms, the expansion underlines Telangana’s emergence as a competitive destination for high-tech manufacturing, supported by industrial parks and favorable policy frameworks. This development also reflects a broader shift of global supply chains towards India, offering a strategic entry point for companies seeking to diversify production away from traditional East Asian bases.
小編點評：台灣電子大廠緯創計畫在特倫甘納投資 100 億盧比建立新的製造基地，用於生產伺服器、路由器與交換器，這也是其在將卡納塔卡 iPhone 工廠出售給塔塔電子後，持續擴大在印度布局的重要一步。此舉凸顯印度作為企業級 IT 硬體製造樞紐的吸引力，也反映特倫甘納在高科技製造領域的崛起地位。
India Approves Financial Support for 23 Firms Under Chip Design Incentive Scheme
印度批准 23 家企業獲得晶片設計激勵計畫的財務支持
The Indian government has cleared financial support for 23 companies to develop chipsets under its Design-Linked Incentive (DLI) scheme, Minister of State for Electronics and IT Jitin Prasada informed Parliament. In a written reply to the Lok Sabha, Prasada said 10 of these companies have secured venture capital funding to scale up design prototypes for commercialization, while six have successfully completed tape-outs at both advanced and mature semiconductor technology nodes. Overall, 72 domestic firms have been approved for access to state-of-the-art Electronic Design Automation tools, with projects spanning surveillance cameras, energy meters, microprocessor IPs, and networking applications.
Under the DLI scheme, companies can receive up to 50% of eligible costs for design prototyping, scaling up, and volume production, capped at ₹15 crore per application. To aid commercialization of Intellectual Property cores, chips, and System-on-Chip solutions, the scheme also provides 6–4% incentives on net sales turnover, up to ₹30 crore over five years. This initiative underscores India’s push to strengthen its semiconductor ecosystem, presenting opportunities for foreign firms to partner with local players, invest in design capabilities, and leverage the country’s growing infrastructure to tap into both domestic and global chip markets.
小編點評：印度已批准 23 家企業獲得晶片設計激勵計畫（DLI）的財務支持，其中 10 家已取得創投資金、6 家完成不同節點的試產（tape-out）。該計畫提供最高 1,500 萬盧比原型設計補助與最高 3,000 萬盧比銷售獎勵，旨在強化印度的半導體生態系並吸引全球合作。
Parliament Panel Slams MeitY Over ₹1,574 Crore PLI Fund Surrender
國會委員會譴責電子與資訊科技部（MeitY）退回 157.4 億盧比的 PLI 資金
The Ministry of Electronics and Information Technology (MeitY) has drawn criticism from the Parliamentary Standing Committee on Communications and Information Technology after revealing it had to surrender ₹1,574 crore from its Production-Linked Incentive (PLI) budget for FY24 due to lower-than-expected output from participating companies. MeitY had initially projected spending ₹16,549 crore across incentive schemes, later revising it to ₹14,421 crore, but actual utilisation stood at just ₹12,847 crore. Around 70% of the shortfall came from the PLI and the Modified Programme for Development of Semiconductors and Display Manufacturing Ecosystem, with the ministry stating that disbursements depend directly on company performance—something it argued was beyond its control.
The committee rejected this justification, asserting that MeitY holds a broader responsibility for effective monitoring, facilitation, and execution of these schemes, rather than placing the onus solely on private firms. It urged the ministry to conduct immediate reviews, improve coordination with stakeholders, and hold regular meetings to ensure more accurate projections and higher fund utilisation in the future. For non-Indian companies, the episode underscores the importance of realistic performance commitments and close engagement with Indian authorities when participating in government incentive programs, as underperformance can delay or reduce potential payouts.
小編點評：印度國會委員會批評 MeitY 因企業績效不如預期而退回 157.4 億盧比的 PLI 預算，指出部會不應僅將責任歸咎於企業，並要求其加強監督、協調與執行，以提升未來計畫成效與資金使用效率。
Trump Announces 25% Tariff and ‘Penalty’ on Indian Goods Over Russia Ties
川普宣布對印度商品徵收 25% 關稅與額外「處罰」，理由為其與俄羅斯的合作關係
US President Donald Trump has announced a 25% tariff on goods from India, along with an unspecified “penalty,” citing the country’s arms and energy purchases from Russia during the ongoing war in Ukraine. The measures, set to take effect on August 1, come amid a sweeping global tariff campaign, with Washington pushing nations to strike new trade deals before the deadline. While calling India a “friend,” Trump criticised New Delhi’s trade policies, accusing it of imposing some of the world’s highest tariffs and “strenuous and obnoxious” non-monetary barriers on US goods. He linked India’s defence and energy imports from Moscow to Russian President Vladimir Putin’s war effort, noting that the US had a $45.7 billion goods trade deficit with India in 2024. Shortly after the announcement, Trump revealed a deal with Pakistan to jointly develop its oil reserves, remarking that “maybe they’ll be selling oil to India some day.”
The announcement adds strain to US-India trade ties at a time when Washington is sealing tariff-limiting agreements with key partners, including the EU, Japan, Vietnam, and the UK, while extending talks with China. For non-Indian companies, the move signals potential shifts in supply chains, as tariffs and penalties on Indian exports may push global buyers to seek alternative sourcing. It also underscores the need for multinational firms to prepare for rapid policy swings in US trade strategy, especially as geopolitical considerations—such as Russia’s war in Ukraine—are increasingly tied to economic measures.
小編點評：美國總統川普宣布對印度商品徵收 25% 關稅及未具體說明的「處罰」，理由為印度在俄烏戰爭期間持續購買俄羅斯軍備與能源。此舉加劇美印貿易緊張，可能影響供應鏈並迫使全球企業應對美國快速變動的貿易政策與地緣政治風險。
India Seeks US Tariff Shield for Electronics Exports Ahead of August 1 Hike
印度在 8 月 1 日關稅上調前，尋求美國為電子產品出口提供關稅保護
India is pushing for favourable tariff treatment for its electronics exports to the US, seeking to avoid being grouped with major exporters such as China, Vietnam, and Taiwan under Washington’s planned trade measures. The Ministry of Electronics and Information Technology (MeitY) has urged the Commerce Department to negotiate exemptions or softer duties amid US-India trade talks, warning that steep tariffs could undercut the sector’s rapid growth driven by government incentives. Electronics have emerged as a key export category, with the US being the largest market. In FY25, US-bound electronics exports rose 43.5% to $15.89 billion, led by a surge in smartphone shipments, which nearly doubled to $10.56 billion. However, exports of components, including photovoltaic cells, slumped over 30% amid rising domestic US production, intensified Chinese competition, and stricter port inspections.
Without a policy shift, India’s electronics will face an average 26% tariff from August 1, in addition to the 10% baseline on most imports under US President Donald Trump’s reciprocal tariff regime. While smartphones, computers, and semiconductors were briefly exempted, officials fear sector-specific duties could still be imposed. The government argues that the country’s fledgling electronics industry needs tariff protection to compete with entrenched suppliers to the US market. For non-Indian companies, the outcome of these talks could influence sourcing strategies, as higher tariffs on Indian electronics may prompt buyers to shift orders to other manufacturing hubs—or present opportunities for partnerships and joint ventures within India to mitigate the impact.
小編點評：印度正力求在美印貿易談判中為電子產品爭取關稅減免，避免面臨平均 26% 的高額關稅。印度警告，若未獲豁免，電子業出口增速可能受阻；此結果將影響全球採購策略，也可能促使更多企業尋求在印度合資或投資以緩衝成本上升。
Taiwan-India Collaboration Boosts 5G Rollout with Advanced Tech and Manufacturing
台灣—印度合作以先進技術與製造能力加速印度 5G 部署
As India accelerates its digital transformation, Taiwan has emerged as a key partner in advancing the country’s 5G ambitions, providing critical technological expertise and high-quality manufacturing. Known for its world-leading semiconductor sector and telecom innovation, Taiwan is supplying Indian telecom companies with advanced components, small cells, and antenna systems that enable faster and more reliable networks. Its experience in building dense 5G infrastructure in urban areas is also serving as a blueprint for Indian cities developing smart, connected ecosystems. Beyond hardware, the partnership extends to skill-building initiatives, with Taiwanese firms conducting technical training and knowledge exchanges for Indian engineers.
The collaboration aligns closely with India’s ‘Make in India’ initiative, as Taiwanese inputs help fill vital gaps in domestic manufacturing capacity. For non-Indian companies, this growing synergy between India’s scale and Taiwan’s precision offers opportunities to integrate into a rapidly expanding telecom supply chain, either as technology partners or as investors in local production ecosystems. With both nations sharing democratic values and a tech-driven growth agenda, the partnership is shaping a faster, smarter, and more inclusive 5G future—one base station at a time.
小編點評：台灣在印度 5G 部署中扮演關鍵角色，提供高階零組件、基站設備與專業訓練，協助印度建設更快速、更可靠的網路。這項跨國合作符合「印度製造」政策，也為全球企業提供融入印度電信供應鏈的機會。
India, US in Trade Talks After Trump Slaps 25% Tariff on Indian Exports
川普對印度出口商品徵收 25% 關稅後，印度與美國展開新一輪貿易談判
India is in trade discussions with the United States following US President Donald Trump’s order imposing a 25% tariff on Indian exports, an Indian government source said on Friday. The tariffs, part of a broader executive order targeting dozens of countries, include steep duties such as 35% on Canadian goods, 50% on Brazilian exports, 20% on Taiwanese goods, and 39% on Swiss shipments. Nearly $40 billion worth of Indian exports could be hit by the measures, which risk placing New Delhi under harsher trade conditions than many of its peers. While the Indian foreign ministry expressed confidence that bilateral ties would “continue to move forward,” talks remain stuck over issues such as US access to India’s highly protected agriculture and dairy sectors—areas where New Delhi has refused to compromise due to domestic sensitivities and religious concerns.
A US delegation is expected to visit New Delhi later this month to continue negotiations, though senior US officials have cautioned that differences cannot be resolved overnight. Trump has also threatened additional penalties over India’s commercial ties with Russia and membership in the BRICS bloc, which he has accused of pursuing “anti-American policies.” For non-Indian companies, the outcome of these talks could reshape regional supply chains and market access, as steep tariffs on Indian goods may create openings for alternative exporters while prompting multinational firms to reassess investment and sourcing strategies in South Asia.
小編點評：川普政府對印度出口商品徵收 25% 關稅，影響規模達 400 億美元，導致雙方重啟貿易談判。由於美國要求開放農業和乳製品市場，談判進展受阻。結果可能重塑南亞供應鏈，並影響跨國企業在該區的投資與採購策略。
India Expands FDI Limits, Eases JV Rules to Attract Global Investors
印度放寬外資限制並簡化合資條件，吸引全球投資者
Foreign direct investment (FDI) inflows into India have nearly doubled over the past decade, rising from USD 36 billion in FY 2013–14 to a provisional USD 81 billion in FY 2024–25, driven by liberal policies allowing 100% FDI under the automatic route in most sectors. The government has recently increased foreign equity limits in sensitive areas such as defence, telecoms, and insurance, with the latter now open to 100% foreign ownership if the entire premium is invested domestically. Joint ventures (JVs), either contractual or incorporated, remain a preferred entry route for overseas companies, with compliance governed by the Companies Act, FDI policy, FEMA, tax laws, and the Competition Act. Sector-specific caps, approval requirements for investors from land-border countries, and strict pricing norms for equity instruments continue to shape deal structures.
For non-Indian companies, the reforms signal an expanded window to participate in India’s growth story, but due diligence remains critical. Strategic sectors, complex real estate processes, and evolving compliance norms require careful navigation. Enforcement of JV terms, including non-compete and non-solicit clauses, can be restrictive post-termination, while arbitration remains the preferred dispute resolution method. Similar regulatory scrutiny applies in other Asian markets such as Taiwan, where JVs must secure prior investment approval and comply with governance rules under the Company Act. Together, these developments underscore the importance of tailoring JV structures to local legal frameworks while leveraging policy openings for deeper market access.
https://law.asia/navigating-laws-on-joint-ventures
小編點評：印度外直接投資（FDI）在十年間幾乎翻倍，政府進一步放寬國防、電信與保險等敏感領域的外資限制，允許 100% 持股。儘管如此，外企仍須謹慎因應印度複雜的合規架構、策略性產業限制與嚴格的 JV 條款。此改革提供更大市場准入，但也要求企業進行完善的法遵與結構規劃。