Weekly News Updates: Mar. 19 – Mar. 25

Taiwan’s Sera Network to Invest $35 Million in Telangana, Boosting High-Tech Manufacturing; Taiwan’s Eliance Group to Invest ₹2,000 Crore in Hyderabad’s Future City; Foxconn to Begin AirPods Production in Telangana, Strengthening India’s Role in Apple Supply Chain; India to Let $23 Billion Manufacturing Incentive Program Expire Amid Mixed Results; India Imposes Anti-Dumping Duties on Chinese Goods to Boost Domestic Manufacturing; Taiwan Seeks Free Trade Pact with India to Boost Semiconductor and ICT Ties

Taiwan’s Sera Network to Invest $35 Million in Telangana, Boosting High-Tech Manufacturing

台灣星眾科技(股)將在Telangana投入3,500萬美元,推動高科技製造

Taiwan-based Sera Network, in partnership with Hyderabad’s Resolute Appliances, will establish an electronics manufacturing unit in Kongarakalan E-City, Telangana, with an investment of ₹3 billion (USD 35 million). The facility will produce advanced data center switches, 5G technology equipment, and other high-tech electronic components. The Telangana government has allocated 10 acres for the project, which is expected to generate around 2,000 jobs, strengthening the region’s technology ecosystem. Meanwhile, Telangana awaits central government approval for three semiconductor investment proposals, complementing its ongoing efforts to expand its electronics manufacturing clusters.

This development underscores Telangana’s emergence as a key hub for electronics and semiconductor manufacturing, offering lucrative opportunities for global investors. With Hyderabad-based ASIP and South Korea’s APACT proposing a ₹9 billion OSAT facility in the state, Telangana is positioning itself as a competitive destination for high-tech industries. For non-Indian companies, the region’s policy support, infrastructure, and skilled workforce make it an attractive location for expanding operations in India’s rapidly growing electronics sector.

https://evertiq.com/news/2025-03-24-taiwans-sera-network-to-invest-35-million-in-telangana

小編點評:台灣星眾科技與印度Hyderabad的Resolute Appliances合作,將投資30 億印度盧比(3500 萬美元),在Telangana 的 Kongarakalan E-City 建立一個電子製造部門,生產先進的數據中心交換機、5G設備和高科技組件。該項目佔地10英畝,預計將創造約2千個就業機會,促進Telangana的科技生態系統發展。此舉與正在審議的半導體的提案一起,凸顯Telangana作為電子和半導體製造中心而日益增加的吸引力。

Taiwan’s Eliance Group to Invest ₹2,000 Crore in Hyderabad’s Future City

台灣Eliance 集團將向Hyderabad的“未來城市”投入200億印度盧比

Taiwan’s Eliance Group is set to establish a world-class Technology and Industrial Park (ITIP) in Hyderabad’s Future City with an initial investment of ₹2,000 crore. The Telangana government has allocated 15 acres in Kongarakalan’s electronics park for the project, with Taiwanese firms requesting an additional 250 acres to expand industrial operations. The park will focus on electronics and solar equipment manufacturing, with production expected to begin within three years. Minister for IT and Industries, Duddilla Sridhar Babu, assured that skilled personnel would be provided through the Young India Skills University, strengthening the local workforce for high-tech industries.

This initiative reinforces Taiwan-India economic relations and highlights Telangana’s appeal as a manufacturing hub for international firms. With Taiwan’s commitment to building a ‘Formosa Town’ for its experts and the state’s proactive support for foreign investment, the project presents an attractive opportunity for global companies looking to expand in India’s electronics and renewable energy sectors. The state’s infrastructure, policy incentives, and skilled labor force make it a competitive destination for high-tech industrial investments.

https://www.siasat.com/taiwans-allegiance-group-to-establish-itip-in-hyderabads-future-city-3197547

小編點評:台灣的Eliance集團將在Hyderabad的“未來城市”投資200億盧比成立科技與工業園區,專注於電子與太陽能裝備的製造。Telangana政府已劃撥15英畝,台灣企業尋求另外250英畝土地進行擴建,預計3年内開始生產。此計畫將加强台印經濟關係,同時凸顯Technology作為高科技投資中心的吸引力。

Foxconn to Begin AirPods Production in Telangana, Strengthening India’s Role in Apple Supply Chain

富士康將在Telangana生產Airpods,加强印度在Apple供應鏈中的作用

Taiwanese electronics giant Foxconn is set to commence commercial production of Apple’s AirPods from April at its upcoming facility in Kongara Kalan, Telangana, making it the second ‘Made in India’ Apple product after iPhones. The first phase of the plant is complete, with Foxconn investing nearly ₹2,500 crore and creating over 13,000 direct and indirect jobs. A formal inauguration is expected soon, pending the visit of Foxconn Chairman Young Liu. Reports indicate that small-scale manufacturing of basic AirPods models has already begun, with initial shipments targeted at markets in the US and Europe before expanding to the domestic market.

This development marks a significant boost to India’s electronics manufacturing sector and highlights Telangana as a rising hub for global tech investments. With Foxconn Interconnect Technology committing over ₹4,760 crore for the plant’s first phase and plans to create 25,000 jobs once fully operational, the project signals growing opportunities for non-Indian companies in India’s expanding supply chain. As India strengthens its position in global electronics manufacturing, foreign firms can benefit from its skilled workforce, policy incentives, and strategic market access.

https://www.msn.com/en-in/money/news/foxconn-to-begin-commercial-production-of-apple-airpods-in-telangana-from-april/ar-AA1BcEq0

小編點評:富士康4月將在Telangana開始Apple Airpods的商業化生產,這是繼iPhone之後第二款「印度製造」的Apple產品。位在Kongara Kalan 價值250億印度盧比的工廠已提供13,000個就業機會,初期出貨是美國和歐洲,隨後將擴展至國內。此計畫增強了印度製造業的發展並使Telangana成為全球投資的重要樞紐。

India to Let $23 Billion Manufacturing Incentive Program Expire Amid Mixed Results

印度將允許230億美元「製造業激勵計劃」到期,原因是結果好壞參半

The Indian government has decided to let its $23 billion Production-Linked Incentive (PLI) scheme lapse, with no extensions or expansions beyond the 14 pilot sectors, despite requests from participating firms. Launched to boost domestic manufacturing and reduce reliance on China, the scheme attracted over 750 companies, including Foxconn and Reliance Industries. However, only 37% of the targeted production value was achieved, and less than 8% of the allocated incentives were disbursed. While the program spurred rapid growth in pharmaceuticals and mobile phone manufacturing, other sectors such as steel, textiles, and solar energy lagged behind due to delays in investments and regulatory hurdles. The government is now considering alternative strategies, including reimbursing capital investments more directly.

For non-Indian companies, the end of the PLI scheme signals a shift in India’s manufacturing incentives strategy. While challenges remain, sectors like electronics and pharmaceuticals continue to thrive, making India a competitive option for global supply chain diversification. With growing geopolitical tensions and the need for a “China-plus-one” strategy, foreign firms can still leverage India’s large workforce, improving infrastructure, and policy adjustments to establish a strong presence in the market.

https://www.reuters.com/markets/emerging/indias-23-bln-plan-rival-china-factories-lapse-after-it-disappoints-2025-03-21

小編點評:印度將讓其230億美金的「製造激勵計劃」到期,原因在於該計劃僅達到預期產值的37%,且實際發放的激勵資金不到8%。儘管該計劃促進製藥與手機產業的成長,鋼鐵與紡織等產業則因投資延誤和法規問題而受阻。印度政府目前正尋找替代方案,但印度憑藉其勞動力、基礎建設、和政策支持,仍是全球製造業的重要競爭據點。

India Imposes Anti-Dumping Duties on Chinese Goods to Boost Domestic Manufacturing

印度對中國產品徵收反傾銷稅以推動國內製造業

In a bid to protect its domestic industries, India has imposed anti-dumping duties on five Chinese products, including vacuum-insulated flasks, aluminium foil, and key industrial materials. The Commerce Ministry’s decision, effective from March 17, follows a two-year investigation revealing that certain Chinese imports were being sold below market rates, negatively impacting Indian manufacturers. The duty on vacuum-insulated flasks stands at $1,732 per tonne for five years, while other products such as aluminium foil and polyvinyl chloride paste resin face similar levies. Indian manufacturers, like Chennai-based Rakesh Jain, see this as a crucial opportunity to expand production and compete more effectively against low-cost Chinese imports. However, concerns have emerged about rising consumer prices, with retailers already witnessing a 10% price surge in affected goods.

For non-Indian companies, these measures signal India’s growing protectionist stance amid global trade shifts. With rising geopolitical tensions and potential retaliatory tariffs from the US, India is fortifying its manufacturing base to reduce dependence on imports. While these duties create opportunities for domestic and foreign firms investing in Indian production, companies reliant on Chinese supply chains may face increased costs and logistical challenges in the Indian market.

https://timesofindia.indiatimes.com/india/india-imposes-anti-dumping-duties-on-five-chinese-products-to-protect-local-industries/articleshow/119378432.cms

小編點評:印度對5種中國產品徵收反傾銷稅,包括真空保溫瓶與鋁箔等,以保護國内產業免受不公平定價的影響。此舉於3月17日開始生效,旨在促進在地製造業,但也引發對消費者價格上漲的擔憂。對海外公司而言,這代表印度保護主義立場日益增強,並在管理依賴中國進口的供應鏈方面面臨潛在挑戰。

Taiwan Seeks Free Trade Pact with India to Boost Semiconductor and ICT Ties

台灣尋求與印度簽署自由貿易協定,以加強半導體和資訊通訊科技的關係

Taiwan’s Deputy National Security Adviser, Hsu Szu-Chien, has emphasized the need for a free trade agreement (FTA) between India and Taiwan to facilitate greater investments in high-tech sectors, including semiconductors and ICT. Speaking at the Raisina Dialogue in New Delhi, Hsu highlighted Taiwan’s expertise in semiconductor manufacturing and India’s demographic advantages, suggesting a strategic partnership to reduce India’s reliance on Chinese imports. He noted that Taiwan, which produces nearly 70% of the world’s semiconductors, could help India develop its domestic electronics industry, addressing its massive trade deficit with China. Taiwanese companies are already shifting production bases out of China due to geopolitical tensions, and a trade pact would lower tariffs, making India a more attractive investment destination.

For non-Indian companies, this development signals potential supply chain diversification opportunities. With India emerging as a manufacturing hub under its “Make in India” initiative, global firms sourcing electronic components or semiconductors could benefit from reduced dependence on China. A strengthened India-Taiwan economic partnership could also lead to increased foreign investments in India’s growing tech sector, offering alternatives for companies looking to mitigate risks tied to ongoing US-China trade tensions.

https://www.deccanherald.com/india/taiwan-can-help-india-reduce-trade-deficit-with-china-taiwanese-deputy-nsa-3454673

小編點評:台灣副國家安全顧問徐斯儉呼籲與印度達成自由貿易協定,以促進半導體與資訊通訊技術的投資,減少對中國進口的仰賴。台灣的半導體專業技能與印度的人口優勢相結合,可加强國内電子製造業並解決中國的貿易逆差。對國際公司而言,這項潛在的約合提供在印度多元性的供應鏈與增加科技領域投資的機會。