Weekly News Updates: Nov. 13 – Nov. 19

MeitY to Introduce Voluntary Ethics Code for AI Firms by 2025
MeitY
將於 2025 年為人工智慧公司引入自願道德準則

The Ministry of Electronics and Information Technology (MeitY) is developing voluntary ethical guidelines for artificial intelligence (AI) and generative AI organizations in India, focusing on large language models (LLMs) and AI training practices. These standards aim to establish a framework for responsible AI development, addressing concerns like data usage, bias, and misuse. While these are not legally binding, they are intended to encourage industry-wide adherence to ethical principles. Officials confirmed that the guidelines are expected to be released by early 2025, following consultations with stakeholders to ensure broad industry support.

This initiative aligns with global trends, such as the G7’s 11-point AI code, though MeitY’s approach will be tailored to India’s unique requirements. Earlier this year, the ministry advised AI firms to prevent bias, discrimination, and electoral interference in their systems. It also required government approval for deploying experimental AI models, though this mandate was later retracted. The upcoming guidelines will provide a roadmap for organizations to responsibly train, deploy, and manage AI technologies while addressing potential risks proactively.

https://www.msn.com/en-in/money/news/use-of-ai-meity-readies-voluntary-ethics-code-for-artificial-intelligence-firms/ar-AA1ukKY4?ocid=BingNewsVerp&apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1

小編點評:印度電子和資訊技術部 (MeitY) 正在為人工智慧組織制定自願道德準則,重點關注大型語言模型和培訓實踐。這些指南預計將於 2025 年初發布,旨在解決數據使用、偏見和濫用等問題,鼓勵整個行業負責任的人工智慧開發。雖然不具法律約束力,但它們符合全球趨勢,並將為人工智慧技術的道德部署和管理提供框架。

India’s GCC Sector to Hit $100 Billion Market Value by 2030, Driving Global Innovation
印度全球能力中心產業市值將2030 年達到 1,000 億美元,推動全球創新

India’s Global Capability Centers (GCC) sector is projected to reach a market value of USD 100 billion by 2030, according to a report by Inductus. Currently hosting over 1,700 GCCs, India’s sector generates approximately USD 64.6 billion annually while employing 1.9 million professionals. By 2030, the workforce is expected to exceed 2.5 million, with 70% of mid-sized corporations viewing their Indian operations as pivotal to innovation strategies. Additionally, 90% of GCCs in India have evolved into multi-functional hubs, integrating technology, operations, and product engineering.

The report highlights a rapid shift toward high-value capabilities, with Engineering, Research, and Development (ER&D)-focused GCCs growing 1.3 times faster than the sector average. By 2026, over 70% of Indian GCCs are expected to adopt advanced AI capabilities, while 80% plan to invest in AI-driven cybersecurity. Operational efficiencies, with costs 30-40% lower than in other regions, continue to solidify India’s position as a global leader in GCC-driven innovation and digital transformation.

India’s GCC Ecosystem Set to Hit $100 Billion by 2030, Emerges as Global Innovation Hub: Inductus Report, ET CIO

小編點評:在勞動力不斷增長以及對人工智慧和網路安全等高價值能力的日益關注的推動下,印度全球能力中心 (GCC) 產業的市場價值預計到 2030 年將達到 1000 億美元。印度目前有超過 1,700 個正在運作的全球能力中心,繼續引領全球創新,提供顯著的營運效率並吸引對尖端技術的投資。

Tata Acquires Majority Stake in Pegatron’s iPhone Plant in Tamil Nadu
塔塔收購泰米爾納德邦和碩 iPhone 工廠多數股權

India’s Tata Electronics has finalized a deal to acquire a 60% majority stake in Taiwanese firm Pegatron’s sole iPhone manufacturing plant in India, located in Tamil Nadu. The joint venture, internally announced last week, will see Tata managing daily operations while Pegatron retains a 40% stake to provide technical support. This strategic move bolsters Tata’s position as a key supplier for Apple, aligning with Apple’s efforts to diversify its supply chain away from China amid geopolitical tensions.

The Tamil Nadu facility, employing around 10,000 workers and producing 5 million iPhones annually, will become Tata’s third iPhone manufacturing unit in India. Tata already operates an assembly plant in Karnataka, acquired from Wistron, and is constructing another in Hosur, Tamil Nadu. Analysts predict India’s contribution to global iPhone shipments will rise to 20-25% this year from 12-14% in 2023, underscoring the nation’s growing role in Apple’s supply chain. The companies plan to seek Competition Commission of India (CCI) approval soon to formalize the venture.

https://www.deccanherald.com/business/companies/tata-seals-deal-with-pegatron-for-iphone-plant-in-tamil-nadu-report-3280065

小編點評:塔塔電子收購了和碩位於泰米爾納德邦的 iPhone 製造工廠 60% 的多數股權,鞏固了其作為蘋果主要供應商的地位。在合資企業中,塔塔將管理日常營運,而和碩保留 40% 的股份以提供技術支援。此次收購標誌著塔塔在印度的第三座 iPhone 生產工廠,有助於印度在全球 iPhone 出貨量中的占比不斷上升,預計到 2024 年將增至 20-25%

Smartphone PLI Scheme Yields 19x Revenue Growth for Indian Government
智慧型手機 PLI 計劃使印度政府收入成長 19

India’s smartphone production-linked incentive (PLI) scheme has generated significant economic gains, delivering 19 times the value of its incentives to the government over four years. From 2021 to 2024, the scheme added USD 13.03 billion (Rs. 1,10,000 crore) to government revenues, with the production of goods worth USD 148.71 billion (Rs. 12,55,000 crore). During this period, the government disbursed USD 687.3 million (Rs. 5,800 crore) in incentives, while industry contributions included USD 5.69 billion (Rs. 62,000 crore) in GST revenues following a tax hike on mobile phones in 2020 and USD 5.76 billion (Rs. 48,000 crore) in duties on components.

The scheme, led by major players like Apple’s contract manufacturers and Samsung, has propelled India to become the world’s third-largest smartphone exporter, with cumulative exports worth USD 34.01 billion (Rs. 2,87,000 crore). It has also created 900,000 jobs, with women comprising a significant portion of the workforce. Indian companies, like Dixon Technologies, have contributed modestly to the scheme’s success. With value addition in smartphone manufacturing rising from 12% to 20%, the initiative underscores its role in boosting production, exports, and foreign investment while cementing India’s position in the global electronics supply chain.

https://www.ibef.org/news/smartphone-production-linked-incentive-pli-revenue-rings-louder-19x-revenue-boost-for-government-in-four-years

小編點評:印度的智慧型手機生產鏈接激勵(PLI)計劃已產生了其激勵價值的19倍,在2021年至2024年期間為政府收入貢獻了130.3億美元。創造近90萬個就業機會,並將該國定位為全球智慧型手機出口大國。

India’s Lithium-Ion Battery Demand to Surge, Import Dependency Expected to Drop
印度鋰離子電池需求激增,進口依賴可望下降

India’s demand for lithium-ion batteries is projected to rise significantly, reaching 54 gigawatt hours (GWh) by FY27 and 127 GWh by FY30, driven by increased adoption of electric vehicles (EVs) and renewable energy storage. Currently, the country’s 15 GWh demand is almost entirely met through imports, but this reliance is expected to drop to 20% by FY27, as large-scale integrated battery manufacturing capacities are developed domestically under initiatives like the Production Linked Incentive (PLI) scheme. The government has already allocated 40 GWh of battery capacity under the scheme, with an additional 10 GWh to be awarded soon.

The growth in battery demand is fueled by ambitious government policies such as the FAME scheme, Viability Gap Funding for Battery Energy Storage Systems (BESS), and the target of 30% EV penetration by 2030. Hardik Shah, director at CareEdge Ratings, highlighted the increasing cost competitiveness of Indian manufacturers, which could challenge global players, particularly Chinese suppliers. With supportive policies and domestic manufacturing ramping up, India is poised to reduce its import dependency while meeting its renewable energy and EV goals.

https://www.msn.com/en-in/autos/news/lithium-ion-battery-demand-in-india-to-grow-to-127-gigawatt-hour-by-fy30/ar-AA1uc76G

小編點評:在電動車 (EV) 和再生能源儲存成長的推動下,印度對鋰離子電池的需求將激增,到 2027 財年將達到 54 GWh,到 2030 財年將達到 127 GWh。該國目前嚴重依賴進口,其目標是透過 PLI 計劃等國內製造業舉措,到 2027 財年將這種依賴程度降低至 20%,該計劃已分配了 40 GWh 的產能。憑藉支持性政策和不斷增強的成本競爭力,印度正在挑戰全球供應商並實現其雄心勃勃的電動車和再生能源目標。

MediaTek Plans Major Hiring Expansion in India, Eyes Growth in 5G Market
聯發科計劃在印度大規模招聘,著眼於 5G 市場的成長

Taiwanese chipmaker MediaTek is set to ramp up its hiring in India, leveraging the country’s thriving technology ecosystem to strengthen its position as the top chip supplier for smartphone manufacturers. According to Counterpoint data, MediaTek has surpassed Qualcomm in providing chips for both budget and premium smartphones, driven by India’s rapid transition from 4G to 5G. The company sees significant opportunities in the growing local production and consumption of electronics, with plans to expand its workforce beyond the current 1,000 engineers in Bengaluru, Noida, and Mumbai, who already play a pivotal role in global R&D efforts.

Highlighting the strategic importance of India, MediaTek’s India MD, Anku Jain, praised the country’s unique combination of engineering talent and English-speaking skills. Global VP for corporate marketing, Finbarr Moynihan, noted the increasing consumer demand for premium smartphones, fueling the need for advanced chips. MediaTek’s planned hiring spree aims to capitalize on this trend, further solidifying its role in shaping the future of global technology from India.

https://www.msn.com/en-in/money/news/taiwanese-chip-giant-mediatek-prepares-for-big-india-hiring-spree-readies-diversification-plans/ar-AA1ubGke?ocid=finance-verthp-feeds

小編點評:聯發科計劃擴大在印度的招募規模,旨在鞏固其作為智慧型手機領先晶片供應商的地位,特別是在不斷增長的 5G 市場。該公司目前在班加羅爾、諾伊達和孟買擁有 1,000 名工程師,將印度的科技生態系統視為全球研發工作的關鍵。此次招聘擴張反映了聯發科的策略,抓住印度因向 5G 過渡以及消費者對高端智慧型手機興趣日益濃厚而不斷增長的先進晶片需求。

RRP Electronics Partners with AMB Taiwan for $25 Million Memory Module Production
RRP Electronics
與台灣AMB合作生產價值 2,500 萬美元的記憶體模組

RRP Electronics Limited, a leading semiconductor company, has signed a Memorandum of Understanding (MoU) with Taiwan-based AMB to collaborate on advanced technology for memory modules, including SPI NAND, MicroSD, eMMC, and SSDs. The partnership will involve technology transfer covering package structure details, substrate designs, and test program development, with an initial production target valued at $25 million. Rajendra Chodankar, Chairman of RRP Electronics, stated that the collaboration will be implemented at the company’s state-of-the-art OSAT facility in Mahape, which has been operational since September 2024, with outputs expected to supply major global clients like Samsung.

The Mahape facility spans 40,000 sq. ft. and will be bolstered by additional production lines at a new plant in MIDC, Taloja, set to become operational within two years. This venture is expected to generate $25 million in annual revenue, marking a significant milestone for RRP Electronics in the semiconductor industry. The collaboration underscores the company’s commitment to scaling up production capacities and establishing itself as a key player in the global memory module market.

https://www.business-standard.com/content/specials/rrp-electronics-looking-for-25-million-revenues-from-mou-with-amb-taiwan-for-memory-modules-124111501129_1.html

小編點評:RRP Electronics 與台灣 AMB 合作生產先進記憶體模組,包括 SPI NANDMicroSDeMMC SSD,初始生產目標價值 2,500 萬美元。此次合作將在 RRP 位於 Mahape 的新 OSAT 工廠進行,並計劃在 Taloja 的新工廠增設生產線。該合資企業旨在產生可觀的收入並鞏固 RRP Electronics 作為全球記憶體模組市場領導廠商的地位。