Delta Electronics Invests $500 Million in India, Expands Krishnagiri Facility
台達電子在印度投入5億美金，擴大Krishnagiri工廠
Taiwan-based Delta Electronics is reinforcing its commitment to India with a $500 million investment under the Make in India initiative, announced in 2015, to enhance its local manufacturing and innovation capabilities. Speaking at Elecrama 2025 in Greater Noida, Benjamin Lin, President of Delta Electronics India, emphasized India’s strategic importance in the company’s growth. The investment includes expanding its Krishnagiri facility, which will support electric mobility solutions such as fast EV charging infrastructure, telecom industry solutions like direct current converters and rectifiers, and energy-efficient solutions for data centers. A part of this expansion is expected to be operational by the end of 2025.
This investment not only strengthens India’s role in smart manufacturing and energy transformation but also sets a benchmark for global industry standards. Delta Electronics also showcased its latest automation solutions, including the D-Bot series collaborative robots designed for safer factory automation and a high-efficiency 240kW direct current fast EV charger with advanced connectivity features. For non-Indian companies, this move underlines India’s growing potential as a global manufacturing hub, providing opportunities for collaboration and supply chain integration in the rapidly expanding industrial and clean energy sectors.
小編點評: 台達電子在Make in India計劃下的投資不僅擴大Krishnagiri工廠，而且投入電動車、電信以及節能解決方案。此項投資凸顯印度在智慧製造與能源轉型，且一部分將在2025年末（年底）擴大完畢。台達電子亦展示新自動化方法，包括協作性的機器人及高效能電動車充電器，再次强調印度作為全球製造中心的角色。
Murata Eyes India for Expansion Amid Global Supply Chain Shift
村田在全球供應鏈轉移中向印度擴大
Kyoto-based Murata Manufacturing Co., a leading supplier of Multilayer Ceramic Capacitors (MLCCs), is considering expanding its production to India as part of a broader realignment of global supply chains. With increasing demand in India and its key clients, including Apple and Samsung, diversifying their manufacturing beyond China, Murata has rented a facility in Tamil Nadu’s OneHub Chennai Industrial Park. The company plans to begin packaging and shipping capacitors by April 2026, assessing long-term demand before committing to a full-scale factory. However, Murata President Norio Nakajima cited infrastructure challenges as a key reason for delaying integrated production. The move aligns with India’s growing consumer electronics market and government incentives aimed at boosting domestic manufacturing.
For non-Indian companies, Murata’s shift highlights the growing importance of India as a manufacturing hub, particularly for electronics and AI-driven components. With smartphone production projected to grow 3% annually and AI-driven server demand on the rise, companies across sectors may benefit from India’s skilled workforce, improving infrastructure, and policy support. However, the decision not to expand in the U.S. underscores the continued dominance of Asia as the core assembly region for electronic components before global distribution.
小編點評: 爲滿足蘋果和三星等客戶日益成長的需求，村田製造公司正考慮將生產擴展到印度，並在泰米爾納德邦的 OneHub 欽奈工業園區租賃工廠。儘管面臨基礎設施的挑戰並推遲了全面生產計劃，不過此項舉措符合印度不斷增長的電子市場措施與政府的激勵措施。
India’s Roadmap to a $23–$35 Trillion Economy by 2047: Key Sectors and Strategies
印度2047年的$23-35兆美元經濟的路線圖：關鍵產業與策略
India is poised for a major economic transformation, aiming for an annual growth rate of 8%–10% to transition into a globally competitive, export-driven economy. A strategic focus on five key sectors—electronics, energy, chemicals, automotive, and services—could drive this shift, aligning with global trends and sustainability goals. Advancements in AI, quantum technology, and digital manufacturing are expected to play a crucial role, alongside infrastructure investments and workforce development. By 2047, services are projected to contribute 60% of GDP, while manufacturing growth could position India as a global industrial hub. Addressing skill gaps, enhancing female workforce participation to 40%–50%, and reducing reliance on imports through local production are critical enablers of this vision.
For non-Indian companies, this transformation presents significant opportunities and strategic imperatives. India’s expanding manufacturing base and policy focus on Free Trade Agreements (FTAs) could open doors for global partnerships in high-tech sectors. Multinational firms investing in AI-driven R&D, green energy, and smart mobility solutions could benefit from India’s innovation ecosystem and cost advantages. As the country strengthens its role in global supply chains, businesses worldwide may find new avenues for collaboration in India’s growing economy.
https://www.bain.com/insights/india-2047-transforming-india-into-a-tech-driven-economy
小編點評: 印度的目標是2047年能達到每年8%-10%的增長率，具有全球競爭力，而且成爲出口驅動型經濟體，並專注於發展電子、能源、化學品、汽車和服務業等產業。由於服務業貢獻了 GDP 的 60%，人工智慧、量子技術和數位製造的進步以及基礎設施和勞動力發展對此轉變成為格外重要的要素。隨著印度加強製造業基礎及融入全球供應鏈，這轉變為高科技領域的跨國公司提供了全球機會。
India Slashes EV Import Tariffs to 15%, But Ties Incentives to Local Manufacturing
印度將電動車進口關稅下調至 15%，但將激勵措施與在地製造掛鉤
India has announced a significant reduction in import tariffs for electric vehicles (EVs), cutting them from nearly 100% to 15% for automakers willing to invest at least $500 million in domestic production. However, the government’s draft policy restricts how much of this investment can go toward charging infrastructure, capping it at 5%. This move underscores India’s push to develop local manufacturing while limiting immediate expansion of charging networks, a decision that could impact companies like Tesla, which is set to enter the Indian market through direct imports. The new policy also mandates automakers to achieve a minimum turnover of $577 million by the fourth year and $866 million by the fifth year to qualify for reduced tariffs on up to 8,000 EVs annually.
For non-Indian companies, this policy presents both opportunities and challenges. The lower import duties could ease market entry for global EV makers, but the stringent local investment requirements may necessitate long-term commitments. Automakers looking to establish a footprint in India will need to balance manufacturing priorities with the country’s evolving charging infrastructure. Companies investing in India’s EV ecosystem could benefit from a rapidly growing market but must navigate regulatory constraints and localized production mandates to capitalize on the incentives.
小編點評: ：印度對充電基礎設施投資進行了嚴格限制，並將對本地生產投資至少 5 億美元的汽車製造商的電動車進口關稅從近 100% 下調至 15%。該政策要求汽車製造商達到特定的營業額目標，才有資格獲得每年最多 8,000 輛電動車的減稅優惠。這對全球電動車製造商來說既是機會也是挑戰，因為他們必須在本地製造和印度不斷改變的充電網路和監管要求之間維持平衡。
India Launches $57.58 Million Fund to Boost Private Space Innovation
印度啟動 5.8 萬美元基金，推動私人太空創新
India’s space regulator, the Indian National Space Promotion and Authorisation Centre (IN-SPACe), has introduced a ₹500 crore ($57.58 million) Technology Adoption Fund to support early-stage space technology commercialization and reduce dependence on imports. The fund will cover up to 60% of project costs for startups and small businesses and 40% for larger companies, with a funding cap of ₹250 million per project. This initiative aligns with India’s broader strategy to open its space sector to private investment, a move that has already seen regulatory approvals for satellite internet providers and increased contracts for private firms in ISRO’s launch vehicle program.
For global space companies, India’s liberalized space policies present a significant opportunity to collaborate with local startups, form joint ventures, or invest in emerging technologies. With increasing government-backed funding, a growing private sector, and an emphasis on global partnerships, India is positioning itself as a competitive player in the commercial space market—offering cost-effective solutions and a skilled workforce for international firms looking to expand their presence.
小編點評：印度太空監管機構 IN-SPACe 已推出 50 億印度盧比（5,758 萬美元）的技術採用基金(Technology Adoption Fund)支援太空技術商業化，為新創公司提供高達 60% 的專案成本支援。該措施是印度將航太領域開放允許私人投資策略的一部分，目標減少對進口的依賴並鼓勵本土創新。對於全球太空公司來說，印度提供了與新創公司合作、投資新興技術以及利用政府資金和熟練勞動力的機會。
India Keeps AI Regulations Flexible, Still in “Beta Phase”
印度人工智慧監管寶石彈性，仍處於“測試階段”
India’s artificial intelligence (AI) regulations remain in a “beta phase,” with key government bodies—including the Ministry of Electronics and Information Technology (MeitY), Reserve Bank of India, NITI Aayog, Competition Commission of India, Department of Commerce, and the Telecom Engineering Centre—actively engaging in discussions on safe and ethical AI deployment. Rather than implementing strict laws, the government is focusing on “soft law” frameworks, emphasizing guidelines and principles that allow flexibility as AI technology evolves. A sector-specific regulatory approach is also under consideration, ensuring that AI governance aligns with industry-specific risks and requirements.
For international businesses, India’s evolving AI policy presents both opportunities and uncertainties. The absence of rigid regulations allows foreign AI firms to operate with fewer compliance barriers, fostering innovation and investment. However, as discussions continue, companies should stay prepared for sector-specific regulations that could impact data privacy, competition, and financial applications. With India positioning itself as a key player in the global AI landscape, multinational firms have a crucial window to engage with policymakers and help shape future AI governance in the country.
小編點評：印度的人工智慧法規仍在“測試階段”，政府機構透過具有彈性的“軟法“框架，以確保AI的佈署合乎安全與道德標準。目前正在考慮採用針對特定行業的監管方法，以使人工智慧治理與產業風險和需求保持一致。對於國際企業來說，這項不斷發展的政策提供創新的機會，不過企業應該準備面對未來在資料隱私與競爭等領域的監管。