Tex Year Begins Mass Production at Second Maharashtra Plant, Triples India Adhesive Capacity
Tex Year Group, Taiwan’s first publicly listed hot melt adhesive manufacturer, has commenced mass production at its second Indian facility in the Mahad Industrial Area of Maharashtra. Operated under Tex Year Technologies India Pvt. Ltd., the plant starts with three production lines in its first phase, raising the company’s total adhesive manufacturing capacity in India from 3,400 tonnes to 10,000 tonnes annually. The expansion strengthens Tex Year’s footprint in South Asia and aligns with India’s “Make in India” initiative, reinforcing the country’s role as a regional manufacturing base for high-performance adhesives.
Present in India since 2013, Tex Year combines Taiwan-based R&D with local manufacturing to deliver application-specific hot melt, PUR, and water-based adhesives across sectors such as packaging, hygiene, furniture, mattresses, automotive interiors, EVs, and electronics. Guided by its GPSTM Green Platform Strategy, the company is focusing on low-odor, sustainable, and high-efficiency formulations that support plastic reduction and circular economy goals. Under its “Greater India Strategy,” the Mahad facility is expected to evolve into a benchmark green-material plant serving India and neighboring high-growth markets. The expansion signals India’s growing importance as a regional hub for advanced, sustainable materials. For global manufacturers and suppliers, Tex Year’s increased capacity offers opportunities for resilient supply chains, local sourcing in South Asia, and collaboration in green adhesive technologies aligned with global ESG and sustainability priorities.
Editor’s Note: Tex Year Group has begun mass production at its second plant in Maharashtra, tripling India’s adhesive capacity to 10,000 tonnes annually and reinforcing the country’s role as a South Asian manufacturing hub under the “Make in India” initiative. Combining Taiwan-based R&D with local production, the company is advancing sustainable, high-performance adhesives through its GPSTM Green Platform Strategy, positioning the Mahad facility as a benchmark for green materials serving India and neighboring markets.
Microsoft Announces $17.5 Billion Investment to Power India’s AI and Cloud Infrastructure
Microsoft has announced its largest-ever investment in Asia, committing US$17.5 billion over four years (CY 2026–2029) to expand cloud and artificial intelligence infrastructure, skilling initiatives, and operations in India. The announcement followed a meeting between Microsoft Chairman and CEO Satya Nadella and Prime Minister Narendra Modi, where discussions focused on India’s AI roadmap and growth priorities. Building on a previously announced US$3 billion investment to be completed by CY2026, the new commitment is anchored on three pillars—scale, skills, and sovereignty—supporting India’s transition from digital public infrastructure to AI public infrastructure. A key component includes the launch of Microsoft’s largest hyperscale cloud region in India, India South Central in Hyderabad, set to go live by mid-2026, alongside expansions in Chennai, Hyderabad, and Pune.
The investment also emphasizes AI diffusion at population scale and workforce readiness. Microsoft will integrate AI capabilities into national platforms such as e-Shram and the National Career Service, benefiting over 310 million informal workers through AI-driven job matching, multilingual access, and skill forecasting. The company has doubled its skilling commitment, aiming to equip 20 million Indians with AI skills by 2030, having already trained 5.6 million people since January 2025. In parallel, Microsoft introduced Sovereign Public and Private Cloud solutions for India and announced in-country data processing for Microsoft 365 Copilot by the end of 2025, reinforcing data governance and regulatory compliance for sectors such as government, BFSI, and healthcare. Microsoft’s investment positions India as a global AI and cloud hub, offering international enterprises access to hyperscale, sovereign-ready infrastructure and a rapidly growing AI-skilled workforce. For non-Indian companies, this creates opportunities for cross-border partnerships, resilient digital supply chains, and compliant AI deployments serving South Asia and global markets.
Editor’s Note: Microsoft will invest US$17.5 billion between 2026–2029 to expand AI and cloud infrastructure in India, including its largest hyperscale cloud region in Hyderabad, alongside skilling 20 million people by 2030. The commitment, anchored on scale, skills, and sovereignty, strengthens India’s role as a global AI hub with sovereign-ready infrastructure, workforce readiness, and opportunities for cross-border partnerships and resilient digital supply chains.
Amazon to Invest Over $35 Billion in India by 2030, Boosting AI, Exports and Jobs
Amazon plans to invest more than $35 billion in India by 2030 to expand its operations, strengthen artificial intelligence capabilities, and scale exports, the U.S. e-commerce giant said on Wednesday. The announcement comes as global technology firms accelerate investments in Asia’s third-largest economy, reinforcing India’s position as a strategic hub for cloud computing, AI, and deep-tech growth. The move follows major commitments by peers, including Microsoft’s $17.5 billion investment in AI and cloud infrastructure and Google’s $15 billion pledge to build AI data centers over the next five years.
Amazon said its investments are aligned with India’s national priorities and will focus on AI-driven innovation, logistics infrastructure, small business enablement, and job creation. The company, which has invested around $40 billion in India since 2010 and announced a $26 billion investment in 2023, aims to create 1 million additional job opportunities by 2030. It also plans to scale cumulative exports generated by Indian sellers from over $20 billion in the past decade to $80 billion by the end of the decade, even as it competes with Walmart-backed Flipkart and Reliance Industries’ retail arm in one of the world’s fastest-growing digital markets. Amazon’s expansion highlights India’s growing role as a global production, export, and AI innovation base. For international firms, this signals opportunities to integrate into India-centric supply chains, leverage AI-enabled logistics and marketplaces, and tap a rapidly expanding consumer and seller ecosystem with global reach.
Editor’s Note: Amazon will invest over $35 billion in India by 2030 to expand AI capabilities, logistics, exports, and job creation, building on its $40 billion investment since 2010. The move reinforces India’s role as a global hub for AI, cloud, and digital commerce, with plans to create 1 million jobs and boost exports by Indian sellers to $80 billion.
India Targets Fully Indigenous Supercomputing Ecosystem by 2032
India is accelerating efforts to build a fully indigenous supercomputing ecosystem by 2032, scaling up from the current level of around 50% domestically produced integrated circuit (IC) content to a completely homegrown high-performance computing (HPC) stack. The roadmap was outlined by India Semiconductor Mission (ISM) CEO Amitesh Kumar Sinha at the Supercomputing India 2025 conference, where he said the country aims to achieve full indigenisation by 2030, with commercially deployable systems expected within two years thereafter. The initiative is a key pillar of India’s broader technology strategy, linking semiconductor manufacturing with artificial intelligence, quantum computing, and defence-grade computing capabilities to reduce import dependence and strengthen strategic autonomy.
India’s push builds on steady progress under the National Supercomputing Mission (NSM), a joint programme of the Department of Science and Technology and the Ministry of Electronics and Information Technology, which has deployed 37 supercomputers delivering about 40 petaflops of computing power across research institutions. While these systems support critical work in climate science, drug discovery, aerospace, and disaster management, they still rely on foreign components for nearly half their core hardware. Under the new roadmap, indigenous content is expected to exceed 70% by the end of the decade, driven by advances in chip fabrication, advanced packaging, system software, and cooling technologies. Officials say a fully domestic HPC ecosystem will not only boost scientific research and national security but also spur high-tech jobs and position India as a competitive global player in strategic computing technologies.
https://indianmasterminds.com/news/hpc-indigenisation-india-100-supercomputers-2032-167635
Editor’s Note: India plans to build a fully indigenous supercomputing ecosystem by 2032, scaling domestic IC content from 50% to 100% and achieving full indigenisation by 2030 with deployable systems two years later. Building on the National Supercomputing Mission’s 37 systems, the roadmap aims to exceed 70% local content by decade’s end, boosting research, national security, high-tech jobs, and India’s global competitiveness in strategic computing.
India–US Trade Talks Progress as Both Sides Push for Early Tranche of Bilateral Pact
Commerce and Industry Minister Piyush Goyal on Wednesday said negotiations with the United States on a proposed bilateral trade agreement (BTA) are progressing steadily, with a US delegation currently in New Delhi for talks. Speaking at the Pravasi Rajasthani Divas in Jaipur, Goyal said discussions were moving forward and indicated he may meet the visiting US team. The delegation is led by Deputy US Trade Representative Rick Switzer, while Assistant US Trade Representative for South and Central Asia Brendan Lynch is holding discussions with India’s chief negotiator and Joint Secretary in the Department of Commerce, Darpan Jain. The visit marks the second trip by US officials since Washington imposed a 25% tariff and an additional 25% penalty on Indian goods over India’s purchase of Russian crude oil.
The talks are aimed at finalising the first tranche of the trade pact, even as India and the US pursue two parallel tracks — a framework agreement to address tariff issues and a broader comprehensive trade deal. So far, six rounds of negotiations have been held, with both sides targeting completion of the initial tranche by fall 2025. The agreement seeks to more than double bilateral trade to $500 billion by 2030 from the current $191 billion. The US remains India’s largest trading partner, accounting for about 18% of India’s total goods exports. However, exporters have flagged concerns as India’s merchandise exports to the US declined for the second consecutive month in October, falling 8.58% to $6.3 billion, largely due to elevated tariffs. The outcome of the India–US trade negotiations could reshape tariff structures, market access, and supply chains between two major economies. For non-Indian companies, especially those operating in manufacturing, sourcing, or global trade, the agreement could influence investment decisions, export competitiveness, and regional trade flows, with potential spillover effects across Asia and global markets.
Editor’s Note: India and the US are advancing negotiations on a bilateral trade agreement, aiming to finalize the first tranche by fall 2025 despite ongoing tariff disputes. The pact seeks to double trade to $500 billion by 2030, potentially reshaping market access, supply chains, and global investment flows.
India Clears Nuclear Law Reforms, Opens Insurance Sector Fully to Foreign Investors
India’s cabinet has approved major reforms to its atomic energy laws and decided to fully open the insurance sector to foreign investors, according to government sources, in a bid to attract billions of dollars into two strategically important sectors. As part of the nuclear reforms, the government is easing long-standing restrictions that maintained a state monopoly and addressing stringent liability provisions that have deterred private and foreign participation. The move supports India’s plan to expand nuclear power capacity nearly 12-fold to 100 gigawatts by 2047, as the country seeks to reduce its dependence on coal and meet long-term climate commitments.
In parallel, the government has proposed removing the current 74% cap on foreign ownership in Indian insurance companies, allowing up to 100% foreign direct investment, subject to certain conditions. To qualify for full foreign ownership, at least one of the chairperson, managing director, or chief executive of an insurance company must be an Indian resident, sources said. The government has also dropped an earlier proposal to introduce a unified or composite insurance licence, concluding that domestic insurers are not yet ready to operate across life, general, and health insurance under a single entity. Both legislative changes are slated for approval during the ongoing winter session of Parliament. The reforms open significant opportunities for global insurers, reinsurers, and nuclear technology suppliers to enter or expand in the Indian market. For non-Indian companies, the policy shift signals India’s intent to attract long-term foreign capital, advanced technology, and expertise, while creating new avenues for investment in clean energy and financial services in one of the world’s fastest-growing major economies.
Editor’s Note: India’s cabinet has approved reforms to atomic energy laws and fully opened the insurance sector to 100% foreign investment, aiming to attract billions into clean energy and financial services. The changes support plans to expand nuclear power capacity to 100 GW by 2047 while creating new opportunities for global insurers and technology suppliers in India’s fast-growing economy.
Foreign Investors Sold ₹152 Crore of Indian Shares Every Trading Hour in 2025, Domestic Funds Cushion Impact
Foreign institutional investors (FIIs) have been selling Indian equities at an unprecedented pace in 2025, offloading shares worth more than ₹2.23 lakh crore through the secondary market so far this year. This translates to nearly ₹900 crore of net selling per trading day, or about ₹152 crore every trading hour. December has extended the trend, with FIIs selling on every trading day so far and dumping close to ₹15,959 crore. Despite this heavy and sustained outflow, Indian equity markets have shown resilience, largely due to aggressive buying by domestic institutional investors (DIIs), who purchased shares worth around ₹39,965 crore in December alone.
Market experts attribute this divergence to strong and consistent retail inflows into mutual funds, especially through systematic investment plans (SIPs). According to VK Vijayakumar, Chief Investment Strategist at Geojit Investments, SIP inflows have remained above ₹29,000 crore for three consecutive months, strengthening DIIs in the ongoing FII–DII tug of war. He noted that maintaining large foreign selling positions becomes difficult when economic growth remains robust and earnings visibility is improving. Importantly, FIIs have not exited India entirely—having invested about ₹67,000 crore in the primary market in 2025 so far—indicating continued long-term confidence even as short-term factors such as rupee depreciation, delays in a US–India trade deal, and global uncertainty around AI-led trades weigh on sentiment.
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Editor’s Note: Foreign investors sold over ₹2.23 lakh crore of Indian equities in 2025—about ₹152 crore every trading hour—yet markets stayed resilient thanks to strong domestic institutional buying supported by robust SIP inflows. While FIIs continue heavy secondary market selling, their ₹67,000 crore primary market investments signal long-term confidence despite short-term pressures from rupee weakness, trade deal delays, and global uncertainty