Asia Pulls in Record AI Capital as India, Singapore & Malaysia Outshine Global Slowdown—Moody’s Analytics
亞洲吸引創紀錄的 AI 資金流入，印度、新加坡與馬來西亞表現優於全球放緩趨勢——穆迪分析
East and Southeast Asia are bucking the broader retreat in cross‑border investment, with India soaking up more than US $10 billion in AI‑related capital between 2022 and 2025, Moody’s Analytics reports. A companion chart, “U.S. AI Investment Directed at Asia,” shows Washington as the unrivalled financier, dispatching nearly US $45 billion—dwarfing Taiwan, China and Japan—while destinations such as Singapore, Malaysia, Japan, Australia and Vietnam also notch sizeable flows. The surge is powered by deepening demand for semiconductors and data‑centre capacity, sectors that remain well funded despite geopolitical headwinds.
For companies outside India, the findings underscore Asia’s growing centrality to the AI supply chain. Lower operating costs, policy incentives (notably in Singapore and Malaysia) and India’s vast digital talent pool make the region a strategic launch‑pad for expansion, joint ventures and supply‑chain diversification. Non‑Indian firms eyeing resilient growth and proximity to next‑generation chip and data‑centre projects may find that partnering—or building—here is now less a choice than a competitive necessity.
小編點評：即使全球投資放緩，印度、新加坡與馬來西亞等東亞與東南亞國家仍吸引創紀錄的 AI 投資——僅印度就獲得超過 100 億美元，美國對該地區的投資更高達近 450 億美元。這波資金流顯示亞洲在 AI 供應鏈中的關鍵地位，憑藉低營運成本、政策誘因與深厚科技人才庫，已成為全球企業尋求成長與韌性的戰略要地。
India Imposes Five-Year Anti-Dumping Duties on Chinese Aluminium Foil Imports to Boost Domestic Industry
印度對中國進口鋁箔課徵為期五年的反傾銷稅，以扶植國內產業
India’s Ministry of Finance has implemented a definitive anti-dumping duty on aluminium foil imports (5.5–80 microns thick) from China, effective from March 17, 2025, for a duration of five years. The Directorate General of Trade Remedies (DGTR) found that Chinese exporters were selling foil at dumped prices—ranging from US $479 to $721 per metric tonne—significantly injuring domestic manufacturers. This decisive move follows a provisional six-month duty and aims to safeguard local units by leveling the competitive field.
According to data from June 2025, India imported 231,182 tonnes of aluminium foil during fiscal year 2024–25, with 156,812 tonnes originating from China—a 9 percent increase compared to the previous year—raising alarms over massive inflows undermining domestic capacity. The new safeguards restrict unfair pricing and are part of broader trade-defense efforts, following similar duties on other chemicals like acetonitrile and pretilachlor from China, Taiwan, and Russia, also enforced for five years.
小編點評：自 2025 年 3 月 17 日起，印度對來自中國、厚度介於 5.5 至 80 微米的鋁箔課徵為期五年的反傾銷稅，此舉係因中國出口商以低於公平價格的水準傾銷產品，對印度本地製造商造成傷害。該措施亦屬於印度更廣泛貿易防禦行動的一環，與近期對來自中國、台灣與俄羅斯之化學品的反傾銷稅政策一致。
IIT Delhi Develops Breakthrough Energy-Efficient MOD-PC Using 2D-Materials, Paving Way for AI-Driven Computing
德里理工學院開發新型節能 MOD-PC，利用2D材料推動 AI 運算革新
A research team at IIT Delhi has developed an innovative and compact computing device named MOD-PC (Multifunctional Optoelectronic Device for Processing Circuits), utilizing 2D-material Tungsten Diselenide (WSe₂) for next-gen, energy-efficient computing. Led by Prof. Samaresh Das, Head of CARE, and developed by Dr. Manoj Kumar and Kritika Bhattacharya, the MOD-PC mimics the human brain’s visual cortex—capable of learning, storing, and processing optical signals in a single unit. Unlike traditional bulky and power-intensive chips, this multifunctional device supports digital, analog, and mixed-signal operations, potentially overcoming major “memory and power wall” limitations faced by conventional architectures.
This development holds global relevance as it advances neuromorphic computing hardware, essential for powering future AI and neuro-robotic systems. For non-Indian companies, particularly in semiconductors, AI, and computing hardware, this signals a promising partnership or technology licensing opportunity. As MOD-PC aligns with India’s broader Semiconductor Mission and “Make-in-India” drive, global players seeking to diversify chip production or explore next-generation AI processors may benefit from collaboration with Indian research institutions like IIT Delhi.
https://home.iitd.ac.in/show.php?id=340&in_sections=Press
小編點評：德里理工學院開發出名為 MOD-PC 的新型節能運算裝置，採用二硒化鎢 (WSe₂) 二維材料，模擬人腦視覺皮層以處理光學訊號，有望突破傳統晶片在記憶體與耗電方面的瓶頸。此一創新為神經形態 AI 硬體帶來重大進展，符合印度「半導體使命」與「印度製造」政策，並為全球企業提供合作或技術授權的機會。
China’s Rare‑Earth Curbs Threaten India’s Audio‑Electronics Output, Trigger Price Spike and Supply Jitters
中國稀土出口管制威脅印度音訊電子產品生產，導致價格上漲與供應憂慮
China’s new export‑licence regime for seven rare‑earth elements—especially terbium and dysprosium used in neodymium‑iron‑boron (NdFeB) magnets—has pinched India’s speaker, wearables and television supply chains. Industry body ELCINA warns that magnet shortages could idle assembly lines in Noida, Chennai and Pune, putting more than 21,000 direct and indirect jobs at risk and reversing “Make‑in‑India” gains as firms consider importing finished speakers instead of local builds. NdFeB magnets make up 5‑7 % of a product’s bill of materials, yet India sources almost 90 % of its needs from China; tightened controls have already pushed Chinese‑origin magnet prices up 15–20 % and delayed shipments by weeks.
Manufacturers such as Videotex and Super Plastronics are scrambling for stop‑gap ferrite magnets, but concede the heavier substitutes degrade audio quality, while alternative rare‑earth supply from Japan or Vietnam costs up to three times more. Industry groups are pressing New Delhi for fast‑track end‑use certificates, a production‑linked incentive scheme and domestic processing capacity; the finance ministry has signalled a seven‑year plan to seed local magnet plants and cut import dependence. For non‑Indian companies in consumer electronics—or magnet and materials suppliers—this crunch is both a cautionary tale and an opening: diversifying sourcing, partnering with Indian firms on local magnet projects, or stepping in as alternative suppliers could secure market share in a fast‑growing electronics hub while China’s controls reshape global supply chains.
小編點評：中國對關鍵稀土元素（如鋱與鏑）實施新出口許可制度，已對印度揚聲器、穿戴設備與電視供應鏈造成衝擊，威脅超過 21,000 個就業機會。由於印度近九成相關磁鐵原料仰賴中國，此一情勢已促使印度呼籲擴大國產磁體生產，亦為全球供應商提供與印度合作或替代供應的戰略契機。
India Champions Inclusive AI at SPIEF 2025, Calls for Global Equity in Tech Access
印度於 2025 年聖彼得堡國際經濟論壇倡議包容性 AI，呼籲全球技術公平
At the 2025 St. Petersburg International Economic Forum (SPIEF), Union Minister Ashwini Vaishnaw outlined India’s strategic vision for the democratization of artificial intelligence, positioning AI as a public good to be harnessed across all socio-economic layers. Speaking at a high-level session on the future of AI and global competition, Vaishnaw emphasized equity, accessibility, and ethical innovation as the cornerstones of India’s approach. He spotlighted the INDIAai Mission—India’s national AI strategy—as a model for inclusive development and sustainability, supported by a fast-growing, AI-skilled workforce. The minister underlined India’s commitment to ensuring AI’s benefits extend beyond urban tech hubs to rural communities and MSMEs.
On the sidelines, Vaishnaw met Russian Deputy Prime Minister Alexei Overchuk to advance bilateral cooperation in infrastructure, connectivity, and rare earth supply chains—key inputs for AI and semiconductor ecosystems. For non-Indian companies, India’s push for “AI for All” signals both a strategic opportunity and a structural shift. Global AI developers, chipmakers, and ethical AI solution providers stand to benefit by aligning with India’s inclusive, open-access agenda. Those focused on affordable deployment, multilingual AI tools, and responsible use frameworks will find a receptive market in a country actively shaping global norms for human-centric technology.
小編點評：在 2025 年聖彼得堡論壇上，印度提出 AI 作為公共財的戰略構想，強調公平性、可及性與倫理創新，並以「INDIAai 計畫」作為包容性與永續發展的典範。印度致力將 AI 惠及農村與中小企業，並與俄羅斯就基礎建設與稀土供應鏈展開雙邊合作，為全球關注人本 AI 解決方案的業者帶來合作機會。
Sebi Eases ESOP Rules for Startup Founders Ahead of IPOs; Unveils Fixed-Price Delisting Path for PSUs
印度證券交易委員會放寬創業者 IPO 前持股限制，也推出固定價格公營事業下市途徑
In a major policy shift aimed at supporting India’s startup ecosystem, the Securities and Exchange Board of India (Sebi) has relaxed ESOP norms for IPO-bound founders, allowing them to retain employee stock options granted at least one year before filing a draft red herring prospectus (DRHP). This removes a long-standing hurdle under earlier regulations that forced promoters to forgo such equity benefits prior to listing, significantly impacting startup founders. The move is expected to smoothen public listing journeys for startups by preserving founder incentives and better aligning with global market practices.
Sebi also cleared amendments to the Delisting of Equity Shares Regulations, 2021, introducing a fixed-price route for delisting public sector undertakings (PSUs) with promoter shareholding of 90% or more. Eligible PSUs can now delist at a minimum 15% premium over a floor price set by registered valuers, without needing approval from two-thirds of public shareholders—acknowledging the typically low public float in such entities. For non-Indian companies and investors, these decisions signal a more flexible and capital-market friendly regulatory environment, particularly for global VC- or PE-backed Indian startups eyeing IPOs, and for those tracking opportunities in India’s strategic PSU assets or considering partnerships with unlisted government enterprises.
小編點評：印度證券交易委員會（Sebi）放寬 IPO 前創業者的員工認股權計畫（ESOP）規定，允許保留至少提前一年授予的持股，消除上市前長期存在的障礙，提升創業者誘因並與國際規範接軌。Sebi 同時也針對公營事業推出固定價格下市途徑，有助於促進資本市場友善度，對全球創投與關注印度國營資產的投資人而言為一大利多。