Tesla Eyes Indian Semiconductor Suppliers as It Diversifies Global Supply Chain
特斯拉為分散全球供應鏈尋求印度半導體供應商
Tesla, led by Elon Musk, is actively broadening its semiconductor supply base by engaging with Indian firms Micron, CG Semi, and Tata Electronics. Following a strategic pact with Tata Electronics last year, Tesla recently initiated discussions with these companies to understand production capabilities, timelines, and chip types under development. Micron and CG Semi are investing heavily in new assembly and testing facilities in Gujarat, while Tata is building a massive semiconductor fab in Dholera and an OSAT facility in Assam. These moves come amid Tesla’s shift away from heavy reliance on Chinese fabs, driven by rising geopolitical tensions and increased costs. Elon Musk’s planned visit to India later this year underscores the country’s growing importance in Tesla’s global strategy.
This development is highly relevant for non-Indian companies seeking to reduce exposure to traditional supply chains centered around China and Taiwan. India’s expanding semiconductor ecosystem, boosted by billions of dollars in investment and strong government backing, offers an attractive alternative for global EV makers and electronics firms. As the semiconductor landscape reorganizes, India’s emerging position as a fabrication and packaging hub could redefine sourcing strategies for companies worldwide.
小編點評：特斯拉正透過與 Micron、CG Semi 與 Tata Electronics 等印度公司合作，擴展其半導體供應鏈，這反映出其從依賴中國晶圓廠轉向的策略。這些企業於古吉拉特邦、阿薩姆與多雷拉的新廠投資，凸顯印度在全球晶片製造中的角色日益重要。印度的半導體生態系統在政府大力支持下迅速崛起，為全球尋求供應鏈多元化的企業提供了具吸引力的替代方案。
IISc Scientists Propose Development of Angstrom-Scale Chips Using 2D Materials
印度科學家提議以 2D 材料開發「埃級晶片」
A 30-member team from the Indian Institute of Science (IISc) has submitted a proposal to the Indian government to develop ‘angstrom-scale’ semiconductor chips, using a new class of ultra-thin materials known as 2D Materials. The project aims to create chips nearly one-tenth the size of today’s smallest commercial chips, currently at the 3-nanometer node produced by companies like Samsung and MediaTek. The detailed project report (DPR), initially submitted in 2022 and revised in 2024, outlines the use of materials such as graphene and transition metal dichalcogenides (TMDs) to potentially replace traditional silicon in chip fabrication. The proposal is currently under active discussion between the Principal Scientific Adviser’s office and the Ministry of Electronics and IT (MeitY), with officials expressing strong interest in exploring electronics applications for this breakthrough technology.
The IISc initiative holds major significance for non-Indian companies as well, especially as global firms seek to innovate beyond the limits of silicon-based chip manufacturing. With supply chains evolving and new materials gaining importance, India’s entry into 2D material-based semiconductor R&D could offer strategic collaboration opportunities and alternative technology hubs outside the traditional powerhouses of the US, Japan, South Korea, and Taiwan. As global demand rises for more powerful and efficient chips, partnering with emerging players like IISc could help firms stay competitive in the next generation of semiconductor innovation.
小編點評：印度科學研究院（IISc）的一支 30 人團隊提議使用石墨烯與過渡金屬二硫化物（TMDs）等 2D 材料開發「埃級晶片」，目標是生產尺寸僅為目前 3 奈米商用晶片十分之一的新型晶片。該項目現正由印度首席科學顧問辦公室與電子與資訊科技部（MeitY）積極審查。隨著全球企業尋求超越矽基技術的創新方案，印度在 2D 材料晶片研發領域的投入，為國際合作與技術替代中心提供新機會，挑戰來自美國、日本、韓國與台灣的傳統技術強國。
Cathay United Bank Secures Approval to Establish First Branch in India
國泰世華銀行取得許可，在印度設立第一家分行
Cathay United Bank (CUB) has received approval from Taiwan’s Financial Supervisory Commission (FSC) to establish a branch in Mumbai, India, marking its first physical presence in South Asia. This move supports CUB’s broader strategy to build a robust cross-border financial network across Asia and to strengthen financial services for Taiwanese companies investing in India. With Mumbai as its base, CUB’s 68th overseas branch will focus on corporate finance, trade finance, cross-border transactions, and foreign exchange services. According to CUB President Alan Lee, India’s status as the world’s fifth-largest economy and a major growth driver makes it a critical hub for expanding international banking operations. The Mumbai branch awaits final approval from the Reserve Bank of India to commence operations.
For non-Indian companies, CUB’s expansion into India is a sign of the growing financial connectivity between Asia’s major economies. It reflects the increasing importance of India as a manufacturing and investment destination amid global supply chain realignments. Foreign companies operating in India or planning entry into the South Asian market could benefit from expanded financial options, including trade finance and cross-border banking services tailored to support multinational operations.
小編點評：國泰世華銀行（Cathay United Bank, CUB）獲得台灣金融監督管理委員會（FSC）批准，在印度孟買設立首家分行，以支援台商並擴展其亞洲跨境金融網絡。該分行尚待印度儲備銀行最終核准，將提供企業金融、貿易融資與外匯服務。此舉突顯印度在全球供應鏈重組下的重要性，亦為外商在印度營運提供更完整的金融支援體系。
India and Chinese Taipei Seek Delay in WTO Ruling Adoption on ICT Tariff Dispute
印度與台灣要求 WTO 延後對 ICT 關稅爭議裁決的採納
India and Chinese Taipei have jointly requested the World Trade Organization’s (WTO) Dispute Settlement Body (DSB) to postpone the adoption of a ruling against India’s import duties on certain information and communication technology (ICT) products until October 24, 2025. The request, which will be considered at the DSB meeting in Geneva on April 25, follows previous mutual agreements between the two parties to delay action as they work towards an amicable resolution. The WTO panel had ruled in April 2023 that India’s tariffs on products such as mobile phones and related components violated global trade norms, a case originally initiated by the EU, Japan, and Taiwan. India argues that its obligations are limited to the older ITA-1 agreement of 1997 and do not extend to products listed under ITA-2, to which it is not a signatory.
This development holds relevance for non-Indian companies involved in the ICT sector, as it impacts the trade environment for high-demand electronic goods in India — one of the world’s fastest-growing tech markets. Continued delays in adopting the ruling suggest ongoing uncertainty for global exporters, potentially affecting market access and tariff costs. Moreover, with the WTO appellate body currently non-functional due to unresolved disputes among members, the resolution of such trade conflicts could face prolonged timelines, affecting international trade strategies.
小編點評：印度與台灣聯合向世界貿易組織（WTO）請求，將針對印度在特定資訊與通訊技術（ICT）產品課徵進口稅案的裁決採納時間延後至2025年10月24日。此案由歐盟、日本與台灣於 2023 年提出，WTO 裁定印度對手機與零組件等產品課稅違反貿易規範。印度主張其僅遵守1997年的 ITA-1 協議，而非 ITA-2。此延遲反映出全球 ICT 供應商面臨的貿易不確定性，也可能影響未來進入印度高科技市場的策略與關稅成本。
India to Prioritize AI, New-Age Tech Startups in Second Rs 10,000 Crore Fund of Funds Scheme
印度將在第二輪 ₹10,000 億創業基金計畫中優先支持 AI 與新興技術新創
The Commerce and Industry Ministry of India plans to allocate a significant portion of the newly announced Rs 10,000 crore Fund of Funds Scheme (FFS) to startups in sectors such as new-age technologies, artificial intelligence (AI), and machine building, an official said. The new fund, announced in the Union Budget, follows a similar initiative launched in 2016 aimed at catalyzing venture capital investments. Like the earlier program, the Small Industries Development Bank of India (SIDBI) is expected to manage the scheme, providing capital to SEBI-registered Alternative Investment Funds (AIFs), which then invest in eligible startups. The move is part of a broader effort to strengthen India’s innovation ecosystem under the Startup India initiative, which has already recognized over 1,50,000 startups across 55 industries.
For non-Indian companies, especially venture capitalists and technology firms, this new fund represents a major opportunity to engage with India’s rapidly expanding startup ecosystem. Increased government-backed funding in frontier sectors like AI and machine building may create a more vibrant market for innovation partnerships, investments, and technology transfers. It also signals India’s strategic focus on becoming a global hub for emerging technologies, making it an attractive destination for collaborations and market entry.
https://www.moneycontrol.com/news/business/govt-to-provide-major-part-of-rs-10-000-crore-startup-fund-to-sectors-like-new-age-tech-ai-12993266.html
小編點評：印度商工部宣布，第二輪 ₹10,000 億創業基金（Fund of Funds Scheme, FFS）將優先投資於人工智慧（AI）、新興技術與機械製造領域的新創企業。該計畫將由印度小型工業發展銀行（SIDBI）管理，向已註冊的創投基金（AIFs）提供資金，再轉投資於合格新創。這項舉措將強化 Startup India 創業印度計畫下的創新生態系，並為國際投資者與科技企業提供進軍印度前沿科技市場的合作與投資機會。
India’s AI Spending to Surge to $9.2 Billion by 2028, But Data Challenges Remain
印度 AI 支出至 2028 年將達 92 億美元，但數據挑戰依舊嚴峻
Artificial intelligence (AI) spending in India is projected to grow at a 35% annual rate, reaching $9.2 billion by 2028, according to a report released by Qlik and International Data Corporation (IDC). Despite rapid cloud adoption, with 51% of Indian enterprises hosting AI solutions in the cloud, poor data quality remains a major hurdle, cited by 54% of organisations — higher than the APAC average. The report also highlights that 62% of Indian companies acknowledge gaps in data governance and privacy, while 28% struggle with AI data bias, underscoring the urgent need for improved data strategies and infrastructure readiness to fully leverage AI’s potential.
For non-Indian companies, especially tech providers, consulting firms, and cloud service operators, this rapid expansion of AI investments in India presents major partnership and market entry opportunities. However, the challenges around data quality, governance, and infrastructure suggest that firms offering solutions in these areas could be particularly well-positioned to support Indian enterprises scaling up their AI initiatives.
小編點評：根據 Qlik 與國際數據資訊公司（IDC）發布的報告，印度 AI 支出預計以年成長率 35% 於 2028 年達到 92 億美元。儘管有 51% 的企業已在雲端部署 AI 解決方案，但仍有 54% 的企業指出資料品質不佳是主要障礙，數據治理與隱私落差也達 62%，且 28% 的企業面臨 AI 資料偏差問題。對於國際科技供應商、顧問公司與雲端業者而言，這波成長不僅提供市場機會，也凸顯可協助改善資料基礎設施與治理的潛力。