Tata Electronics, PSMC, and Himax Partner for Display Semiconductor Manufacturing in Gujarat
塔塔電子、力晶半導體和奇景光電攜手在古吉拉特邦建立顯示半導體製造基地
Tata Electronics has signed a tripartite Memorandum of Understanding (MoU) with Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC) and Himax Technologies, Inc. to establish a display semiconductor manufacturing unit in Gujarat. The agreement, signed at the IESA Vision Summit, aims to develop comprehensive display semiconductor solutions, including chip design, manufacturing, packaging, and electronics manufacturing services (EMS) for Indian and global markets. Tata Electronics’ CEO and MD, Randhir Thakur, emphasized that the collaboration will drive innovation in display-related semiconductor products, catering to growing demand across industries.
The partnership aligns with India’s push to strengthen its semiconductor and electronics ecosystem, providing opportunities for global companies to collaborate and tap into the country’s expanding tech infrastructure. Tata Electronics is already making significant investments in the sector, including a ₹91,000 crore semiconductor fabrication plant in Gujarat’s Dholera with PSMC and a ₹27,000 crore chip assembly plant in Assam. For non-Indian companies, this development signals India’s potential as a strategic hub for semiconductor manufacturing, offering supply chain diversification and new business prospects.
小編點評：塔塔電子已與台灣的力晶半導體製造公司（PSMC）和奇景光電（Himax Technologies）合作，在印度古吉拉特邦建立顯示半導體製造基地。此合作旨在開發完整的顯示半導體解決方案，並符合印度增強半導體生態系統的努力。此外，塔塔電子正在該領域進行重大投資，包括在多雷拉建設9,100億盧比的晶圓廠，以及在阿薩姆邦建設2,700億盧比的封裝廠，使印度成為潛在的半導體製造中心。
Kalyani Powertrain and Compal Electronics to Manufacture X86 Servers in India
Kalyani Powertrain 與仁寶電子合作在印度生產 X86 伺服器
Kalyani Powertrain Ltd (KPTL), a subsidiary of Bharat Forge, has signed a technology licensing agreement with Taiwan’s Compal Electronics Inc. to manufacture ‘X86 platform’ servers in India. The two companies formalized the partnership through a Memorandum of Understanding (MoU) aimed at developing a locally manufactured server business. Compal will provide technological support, overseeing production, assembly, and testing, ensuring high-quality, India-made server solutions. Bharat Forge Vice Chairman and Joint MD Amit Kalyani highlighted that the collaboration will enhance India’s manufacturing competitiveness, while Compal CEO Tony Bonadero expressed confidence in expanding ICT-related business opportunities through this partnership.
The move aligns with India’s push for self-reliance in electronics manufacturing and strengthens its position in the global IT hardware supply chain. KPTL’s electronics division had already launched ‘Made in India’ servers earlier this year, reflecting the country’s growing capabilities in advanced computing solutions. For non-Indian companies, this partnership underscores India’s potential as an emerging hub for high-end electronics manufacturing, offering alternative production bases and supply chain diversification in a sector traditionally dominated by China and Taiwan.
小編點評：Kalyani Powertrain Ltd 已與台灣仁寶電子簽署技術授權協議，在印度製造 X86 伺服器。該合作旨在發展本地生產的伺服器業務，並由仁寶電子提供技術支持，以確保生產及品質標準。此次合作符合印度推動電子製造自給自足的政策，並使該國成為高端電子製造的新興中心，為全球企業提供傳統中國與台灣生產基地以外的選擇。
Foxconn’s Ennoconn Enters Indian Market, Eyes Industrial IoT Growth
鴻海旗下樺漢進軍印度市場，聚焦工業物聯網（IIoT）發展
Foxconn subsidiary Ennoconn has registered a company in Tamil Nadu, marking its official entry into the Indian market. A global leader in industrial IoT, embedded technology, and cloud management services, Ennoconn aims to introduce its products domestically, expanding its presence in high-growth sectors such as smart cities, smart manufacturing, and financial services. The move strengthens Foxconn’s foothold in India, where it already operates an Apple iPhone assembly plant in Sriperumbudur employing 40,000 people. Ennoconn’s Industrial Metaverse Transformation initiative is expected to bring advanced cloud-based AIoT solutions to India, competing with established players like Advantech, Siemens, and Rockwell Automation.
India’s expanding manufacturing ecosystem and policy support make it an attractive destination for global tech companies. With the government’s Production Linked Incentive (PLI) scheme receiving record investment—Rs 1.46 lakh crore as of August 2024, expected to surpass Rs 2 lakh crore—manufacturers benefit from increased incentives and infrastructure support. Sectors like electronics, IT hardware, and auto components have seen budget allocations surge, reinforcing India’s status as a rising industrial hub. For non-Indian companies, Ennoconn’s entry underscores India’s growing role as a strategic base for digital transformation, IoT development, and smart manufacturing solutions.
小編點評：鴻海旗下子公司樺漢（Ennoconn）已正式進軍印度市場，並在泰米爾納德邦註冊公司，專注於工業物聯網（IIoT）及嵌入式技術。該計畫旨在拓展智慧城市與智慧製造領域，進一步加強鴻海在印度的影響力。目前，鴻海已在印度營運 iPhone 組裝廠，而樺漢的進入與印度日益增長的製造生態系統及政府支持相契合，使該國成為全球科技企業與數位轉型計畫的理想目的地。
Kaynes Technology Expands Globally with Acquisitions in Japan and Taiwan
Kaynes Technology 透過收購進軍日本與台灣市場
Kaynes Technology, a leading Indian electronics manufacturing services (EMS) provider, is expanding its global presence with acquisitions in Japan and Taiwan. While the deal in Japan is in its early stages, the Taiwan acquisition is nearing completion. According to Raghu Panicker, CEO of Kaynes SemiCon, these moves aim to strengthen the company’s technical expertise and global footprint while improving production quality at its Indian facilities. Domestically, Kaynes is investing in new EMS plants across Odisha, Madhya Pradesh, Jammu, and Chennai to meet rising demand in industrial automation, automotive, and consumer electronics. The company is also focusing on advanced railway safety, space technology, and electric vehicle (EV) components.
India’s booming electronics manufacturing sector, supported by government incentives, presents growing opportunities for global players. With the country targeting US$500 billion in electronics production by 2030, Kaynes’ expansion aligns with the broader trend of manufacturers diversifying supply chains beyond China. For non-Indian companies, this expansion highlights India’s emergence as a competitive EMS hub, offering collaboration opportunities and a strategic base for accessing global markets.
小編點評：Kaynes Technology 正透過收購日本和台灣的企業來擴展其全球業務，其中台灣的交易已接近完成。Kaynes SemiCon 執行長Raghu Panicker 強調，此舉旨在提升公司的技術專業能力，並改善印度生產基地的製造品質。同時，Kaynes 也正在印度增設 EMS 工廠，以滿足市場對電子製造服務日益增長的需求。這項拓展計畫與印度電子製造業的快速成長相契合，該國目標是在 2030 年達成 5000 億美元的電子產業產值，進一步鞏固印度作為全球電子製造競爭樞紐的地位。
MediaTek Eyes Growth in Automotive and IoT Amid Expanding AI Adoption
聯發科鎖定車用與物聯網市場，擴大 AI 佈局
Taiwanese fabless chipmaker MediaTek is diversifying beyond smartphones, targeting growth in the Internet of Things (IoT) and automotive segments. While smartphones currently contribute over 50% of its revenue, the company sees AI-powered IoT solutions and automotive technologies as key future growth engines. MediaTek’s automotive solutions are already featured in vehicles like the Tata Punch EV and Skoda Slavia, while its partnership with JioThings powers smart clusters in two-wheelers such as the Kinetic Green Flex and E-Luna. Managing Director Anku Jain highlighted that the company’s expertise in security, Advanced Driver Assistance Systems (ADAS), and multi-screen in-car displays positions it for rapid expansion in the coming years.
The global automotive semiconductor industry is heating up, with rivals like Qualcomm also strengthening their presence in this space. India’s booming electric vehicle and connected mobility ecosystem further enhances the opportunity for semiconductor firms looking to capitalize on next-generation automotive technologies. For non-Indian companies, MediaTek’s push into AI-driven IoT and automotive markets underscores the growing demand for smart mobility solutions and presents potential collaboration opportunities in one of the world’s fastest-growing automotive markets.
小編點評：聯發科正積極拓展物聯網（IoT）和車用電子領域，並將AI 解決方案視為關鍵成長動能。該公司技術已應用於 Tata Punch EV 和 Skoda Slavia 等車款，並與 JioThings 合作，為二輪車市場提供智慧儀表板。隨著全球車用半導體產業的發展，聯發科在先進技術領域的佈局使其具備強勁的成長潛力，尤其是在印度電動車與智慧交通市場的快速崛起下，展現更多商機與合作潛力。
India Nears Approval of Semiconductor Proposals, Prepares for ISM Phase 2
印度即將批准半導體提案，準備啟動 ISM 第二階段
The Indian government is in the final stages of approving the next batch of semiconductor project proposals under the first phase of the India Semiconductor Mission (ISM). Applications from an HCL Group-Foxconn joint venture, Tarq Semiconductors (backed by the Hiranandani Group), and two to three other firms are set to be reviewed. With nearly ₹4,600-4,700 crore of the initial ₹76,000 crore allocation still pending, these funds will be directed toward the approved projects. Once the first phase is completed, the government will launch the second phase, expanding its focus beyond semiconductor fabrication and chip packaging to include component manufacturers, raw material suppliers, and other key players in the ecosystem.
The expansion of ISM aligns with India’s broader goal of establishing a robust semiconductor and display manufacturing ecosystem. Electronics and IT Minister Ashwini Vaishnaw emphasized that “Semicon 2.0” will provide a more comprehensive framework to support the industry. For non-Indian companies, this initiative presents significant opportunities to invest in India’s growing semiconductor landscape, collaborate on supply chain development, and tap into government incentives aimed at reducing global reliance on existing chip-making hubs.
印度政府即將批准印度半導體計畫（ISM）第一階段的半導體項目提案，HCL 集團與鴻海合資公司、Tarq Semiconductors 等企業正接受審查。在 7,600 億盧比的預算中，仍有 470 億盧比可用於支持已核准的專案。隨著 第二階段計畫的啟動，ISM 將進一步涵蓋零組件、原料供應及整體生態系統發展，促使印度成為全球半導體製造的重要競爭者，並為國際企業提供投資與合作機會，減少對現有晶片供應鏈的依賴。