Weekly News Updates: Apr. 30 – May. 6

Telangana Unveils 1,000-Acre Electronic City to Boost Manufacturing and Investment; Taiwanese Partnerships Strengthen India's Electronics Manufacturing Amid Global Trade Shifts; Dixon Technologies and Inventec Forge JV to Make India a Global IT Hardware Hub; Optiemus Partners with Taiwan’s ASRock to Manufacture Motherboards in India; Optiemus Unmanned Systems and Taiwan’s Avix Partner to Build High-Performance Drone Components in India; Adani Pauses $10 Billion Chip Venture with Israel’s Tower Semiconductor Amid Market Uncertainty

Telangana Unveils 1,000-Acre Electronic City to Boost Manufacturing and Investment

泰倫迦納邦推出佔地 1,000 英畝的電子城,以促進製造業和投資

As part of its Future City strategy, the Telangana government has announced plans to develop a 1,000-acre Electronic City (E-City), aiming to position the state as a major hub for electronics manufacturing in India. The announcement was made by IT and Industries Minister D. Sridhar Babu during a meeting with Taiwan-based Sera Networks and Hyderabad’s LCGC Resolute Group, who have jointly committed Rs 300 crore for a 10-acre manufacturing facility to produce 5G telecom equipment, servers, and multi-layer networking systems. This facility is expected to generate approximately 2,500 jobs, contributing to the state’s industrial growth and employment targets.

To attract and facilitate industrial investments, the government is forming a special task force to streamline processes and eliminate bureaucratic hurdles. The E-City is envisioned as an integrated ecosystem combining investment, production, and innovation, particularly encouraging businesses to set up in tier-II and tier-III cities with added incentives. For non-Indian companies, this initiative represents a strategic opportunity to enter or expand in one of the world’s fastest-growing electronics markets, leveraging a supportive policy environment and a robust manufacturing base.

https://timesofindia.indiatimes.com/city/hyderabad/telangana-govt-to-set-up-1000-acre-electronic-city-as-part-of-future-city/articleshow/120857223.cms

小編點評:泰倫迦納邦政府宣佈建造佔地 1,000 英畝的電子城,以促進電子製造業發展並吸引投資,其中,台灣的Sera Networks與海得拉巴的LCGC Resolute Group將在一座佔地10英畝的5G設備製造廠投資30億盧比,預計可創造2,500個就業機會。政府將成立專責小組以簡化流程,並透過各項獎勵措施吸引企業進駐二線與三線城市,藉此將該邦定位為印度電子產業快速成長中的重要參與者。

Taiwanese Partnerships Strengthen India’s Electronics Manufacturing Amid Global Trade Shifts

全球貿易情勢變化下,台資合作協助印度電子製造業發展

In response to shifting global trade dynamics and the Indian government’s ‘Make in India’ initiative, leading Indian electronics manufacturers Dixon Technologies and Optiemus Infracom have formed strategic partnerships with Taiwanese firms to enhance their manufacturing capabilities.Dixon Technologies has entered into a joint venture with Taiwan’s Inventec Corporation to produce notebook and desktop PCs, servers, and components in India. The venture, named Dixon IT Devices Private Limited, will see Dixon holding a 60% stake and Inventec the remaining 40%. This collaboration aims to leverage Inventec’s design expertise and global market access, aligning with India’s electronics component manufacturing scheme.

Optiemus Infracom’s subsidiary, Optiemus Electronics, has partnered with Taiwan-based ASRock Inc., one of the world’s top four motherboard manufacturers, to produce enterprise and gaming desktop motherboards in India. Production commenced in April 2025, with products expected in the domestic market starting May 2025. This partnership marks Optiemus’s expansion into the IT hardware segment, contributing to local employment and skill development. These collaborations reflect a broader trend of multinational electronics component suppliers seeking partnerships in India, driven by global trade uncertainties and the Indian government’s focus on boosting domestic manufacturing. For non-Indian companies, these developments highlight India’s growing role as a manufacturing hub and present opportunities for strategic alliances to tap into the expanding Indian market.

https://timesofindia.indiatimes.com/business/india-business/optiemus-dixon-sign-deals-with-taiwan-cos/articleshow/120778062.cms

小編點評:在全球貿易動盪與「印度製造」政策的推動下,印度企業Dixon Technologies 和Optiemus Infracom與台灣公司建立合作關係,以強化電子製造業。Dixon與英業達(Inventec)成立合資企業,生產個人電腦與伺服器,而 Optiemus Electronics則與華擎(ASRock)合作,在印度生產企業用與電競用主機板,並將於2025年4月開始生產。這些合作關係提升了當地產能,促進就業,同時凸顯印度在全球電子製造領域日益重要的地位。

Dixon Technologies and Inventec Forge JV to Make India a Global IT Hardware Hub

Dixon Technologies 和 Inventec Forge 合資公司將使印度成為全球 IT 硬體中心

In a strategic move to bolster India’s electronics manufacturing sector, Dixon Technologies has partnered with Taiwan-based Inventec Corporation—one of the world’s top five original design manufacturers (ODMs)—to form a joint venture aimed at producing notebook PCs, servers, and desktop systems domestically. Operating through Dixon IT Devices Private Limited, the venture will see Dixon hold a 60% stake and Inventec 40%. Leaders from both companies expressed strong optimism, with Dixon’s Vice Chairman Atul B. Lall highlighting the synergy of Dixon’s local manufacturing prowess and Inventec’s global engineering expertise as a catalyst for producing high-quality, innovative IT hardware aligned with India’s ‘Make in India’ initiative.

The JV, which grants both firms board representation and robust shareholder rights, comes at a time of global supply chain realignment and rising trade tensions, including fresh U.S. tariffs on Chinese imports. With Inventec’s client base including major players like HP and Dell, the partnership is expected to position India as a viable alternative manufacturing hub for global IT hardware. For non-Indian companies, this development signals a growing ecosystem of high-end electronics production in India, offering new opportunities for collaboration, investment, and sourcing from a politically stable and strategically located market.

https://indianstartupnews.com/news/indias-dixon-tech-and-taiwan-based-inventec-forms-jv-to-make-pc-products-in-india-9021650

小編點評:Dixon Technologies 與台灣英業達公司(Inventec Corporation)成立合資企業「Dixon IT Devices Private Limited」,在印度生產筆記型電腦、伺服器與桌上型電腦系統,Dixon 持有 60% 股份。此次合作結合了 Dixon 的在地製造實力與英業達的全球設計專業,在全球供應鏈重組與貿易緊張局勢升高之際,呼應並支持了「印度製造」政策。由於英業達的主要客戶包括 HP 與 Dell,此合資企業將印度定位為具有競爭力的全球 IT 硬體製造中心,並為國際合作與投資開啟了新的契機。

Optiemus Partners with Taiwan’s ASRock to Manufacture Motherboards in India

Optiemus 與台灣華擎科技合作在印度生產主機板

Shares of Optiemus Infracom rose nearly 5% after its subsidiary, Optiemus Electronics, announced a strategic manufacturing partnership with Taiwan-based ASRock Inc., one of the world’s top four motherboard manufacturers. Production of ASRock’s enterprise and gaming desktop motherboards began in India in April 2025, with products set to hit the domestic market by May. This partnership signifies a major leap for India’s IT hardware ecosystem, with Optiemus expanding into high-end motherboard manufacturing using advanced PCB assembly capabilities, including BGA and fine-pitch components essential for AI-driven and high-performance computing systems.

According to Optiemus Group chairman Ashok Gupta, the collaboration is not only aligned with India’s push for self-reliant electronics production but also geared towards export readiness, job creation, and advanced skill development. With ASRock’s previously imported motherboards now being made in India, the move opens up new supply chain avenues. For non-Indian companies, the partnership signals a maturing Indian manufacturing sector capable of handling complex electronics, offering potential opportunities for collaboration, sourcing, or even local manufacturing in an increasingly geopolitically strategic and cost-effective market.

https://www.business-standard.com/markets/capital-market-news/optiemus-infracom-spurts-after-subsidiary-ties-up-with-taiwan-s-asrock-125042900584_1.html

小編點評:Optiemus Electronics 與台灣華擎科技(ASRock Inc.)建立合作關係,於印度生產企業用與電競用主機板,預計於 2025 年 4 月開始生產,並自 5 月起供應印度國內市場。此合作標誌著 Optiemus 正式進軍高階 IT 硬體製造領域,不僅支持印度推動電子產品自主的目標,也促進出口準備、創造就業並提升技能發展。透過將原本進口的主機板轉為在地生產,這項合作突顯出印度在複雜電子產品製造方面的實力日益提升,並為全球企業提供與印度市場合作或投資的新機會。

Optiemus Unmanned Systems and Taiwan’s Avix Partner to Build High-Performance Drone Components in India

Optiemus 無人系統公司與台灣 Avix 合作,在印度生產高性能無人機零件

Optiemus Unmanned Systems (OUS) has entered a strategic partnership with Taiwan-based Avix Technology to jointly develop and manufacture high-performance drone components in India, reinforcing the country’s “Make in India” initiative and its drive toward self-reliance in unmanned aerial vehicle (UAV) technologies. The collaboration will focus on co-developing critical drone technologies such as advanced camera systems, gimbals, and flight electronics, with the aim of building a robust and sustainable UAV manufacturing hub within the country.

This long-term partnership is expected to significantly boost India’s domestic drone capabilities, especially for high-performance applications in both defense and civilian sectors. For non-Indian companies, the tie-up signals India’s growing sophistication in drone technology and offers potential opportunities for international firms to partner with or source from India’s emerging UAV ecosystem, particularly as global demand increases and supply chains shift away from traditional manufacturing bases.

https://www.digitimes.com/news/a20250429VL204/optiemus-technology-2025-2023.html

小編點評:Optiemus 無人系統公司(Optiemus Unmanned Systems)與台灣 Avix Technology 建立合作關係,將在印度共同開發與製造高效能無人機零組件,支持「印度製造」(Make in India)政策,並推動無人機(UAV)技術的自主發展。此次合作將專注於高階攝影系統、雲台與飛控電子等關鍵技術,目標是建立一個堅實的國內無人機製造中心。此次合作增強了印度的無人機國防和民用能力,同時也為全球企業在供應鏈轉變過程中參與印度不斷發展的無人機生態系統提供了機會。

Adani Pauses $10 Billion Chip Venture with Israel’s Tower Semiconductor Amid Market Uncertainty

受市場不確定性影響,阿達尼暫停與以色列Tower Semiconductor的100億美元晶片合資項目

Indian conglomerate Adani Group has paused its high-profile $10 billion semiconductor joint venture discussions with Israel-based Tower Semiconductor, citing strategic and commercial concerns. The proposed project, announced in September 2024 and backed by the Maharashtra state government, aimed to produce 80,000 wafers monthly and create 5,000 jobs, contributing to Prime Minister Narendra Modi’s ambition to establish India as a global chipmaking hub. However, sources familiar with the matter revealed that Adani’s internal assessment flagged concerns about limited domestic demand for semiconductors and Tower’s relatively modest financial commitment, prompting the group to shelve the plan for now.

This development follows the earlier collapse of the Vedanta-Foxconn $19.5 billion chipmaking venture and highlights the ongoing challenges India faces in building a viable semiconductor ecosystem. Despite continued momentum from projects like Tata Group’s $11 billion fabrication plant and Micron’s $2.7 billion packaging facility, India’s chip market remains nascent, with only a 6.5% global demand share compared to 54% from the U.S. and China. For non-Indian companies, Adani’s decision underscores the importance of aligning strategic investments with local market readiness and reinforces the need for robust financial and operational planning when entering India’s emerging semiconductor landscape.

https://www.reuters.com/world/india/adani-pauses-talks-with-israels-tower-10-billion-india-chip-foray-sources-say-2025-04-30/?utm_source=chatgpt.com

小編點評:阿達尼集團(Adani Group)已暫停其與以色列塔科半導體公司(Tower Semiconductor)合作的100億美元半導體合資計畫,原因是對印度國內市場需求有限以及塔科投入資金過少的疑慮。儘管該計畫原本預定每月生產8萬片晶圓並創造5,000個就業機會。此舉是在 Vedanta-Foxconn 合資案破局之後再度發生,顯現印度在建立強健半導體生態系方面所面臨的挑戰,並強調在吸引全球投資者時,必須有一致的策略與成熟的市場準備。