India Slaps Up to 63 % Anti‑Dumping Duty on Chinese and Taiwanese Plastic‑Processing Machines
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.
Editor’s Note: India has imposed anti-dumping duties of 27% to 63% on plastic processing machines from China and Taiwan after a DGTR probe found they were underpriced and harming local manufacturers. The five-year levy affects major exporters like Dongguan Fu Chun Shin, Chen Hsong, and Yizumi, signaling a tougher trade stance that may shift sourcing strategies and impact regional supply chains.
Foxconn Greenlit for $2.2 Billion Expansion in India and US Amid China Shift
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.
Editor’s Note: Foxconn has received approval to invest $2.2 billion across India and the US, including $1.49 billion for a major iPhone and component facility in India via its subsidiary Yuzhan Technology. This strategic move, part of Foxconn’s broader diversification from China, also includes a $735 million US data centre project and signals new opportunities and competition in global electronics and server manufacturing.
IndiaAI Mission Hits Mid‑Point on GPU Roll‑Out, Gives Jio & CtrlS One‑Month Sprint
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.
Editor’s Note: India’s ₹10,000 crore IndiaAI Mission has deployed nearly half of its allocated 34,333 GPUs, with top performers like Yotta and NxtGen leading the rollout, while laggards such as Jio and CtrlS face an August deadline. The initiative highlights India’s emergence as a major GPU buyer and AI hub, opening opportunities for global tech firms aligned with data sovereignty and infrastructure standards.
India’s PLI Schemes Drive ₹16.5 Lakh Crore Output, 12 Lakh Jobs Across Key Sectors
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.
Editor’s Note: India’s PLI schemes have driven over ₹16.5 lakh crore in production and created 12 lakh jobs across 12 key sectors, with major gains in electronics, pharma, and food processing. With ₹21,534 crore in disbursed incentives and a push for a five-year roadmap, the initiative offers global companies opportunities to tap into India’s export-driven manufacturing ecosystem.
Zoho Survey: 60 % of Indian Retailers Eye AI/ML by 2030 as Omnichannel Takes Hold
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.
Editor’s Note: A Zoho survey of 2,700 Indian retail MSMEs reveals that 60% plan to adopt AI/ML by 2030, with most already operating online-offline models and prioritizing personalization, despite ongoing logistics and cost challenges. Zoho has upgraded its Commerce platform to support this shift, while foreign tech and retail firms see new opportunities—but must tailor offerings to India’s mobile-first, price-sensitive market.
India Eyes 2D Material Research to Power Next-Gen Semiconductors
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.
Editor’s Note: India’s MeitY plans to co-fund pioneering research into 2D semiconductor materials—potentially enabling ultra-small chips—beginning with a proposed research centre and IISc-backed proposal. This marks a shift toward material science-led innovation and signals partnership opportunities for global semiconductor and advanced materials firms in India’s evolving chip ecosystem.