India Urged to Forge Partnerships with Taiwan and Japan to Boost Semiconductor
Ecosystem: Report印度被鼓勵與台灣和日本建立夥伴關係以促進半導體生態系統
India should deepen its collaborations with Taiwan and Japan to strengthen its semiconductor
industry, according to a report by Elara Securities. The report notes Taiwan’s dominance in
global semiconductor manufacturing, with 78% of the world’s fab production and over 312
Taiwanese firms leading the sector. However, despite India’s government incentives, Taiwanese
semiconductor giants like TSMC have shown little interest in investing in the country, partly due
to geopolitical tensions. Taiwan’s companies are instead focusing on expanding in the U.S.,
Japan, and Europe, while Japan is training Indian workers in semiconductor technologies.
The report highlights the recent partnership between Tata Group and Taiwan’s Powerchip
Semiconductor Manufacturing Corporation (PSMC) to build a 28-nanometer fab plant as a
positive step for India’s fledgling semiconductor ecosystem. It also calls for India to improve its
infrastructure, intellectual property protection, and regulatory framework to attract global
investments. With domestic demand for semiconductor chips expected to exceed $100 billion by
2030, India has the potential to position itself as a non-China alternative amid shifting global
trade dynamics.
https://manufacturing.economictimes.indiatimes.com/amp/news/hi-tech/india-urged-to-deepen-
ties-with-taiwan-japan-for-semiconductor-growth-report/113363284
小編點評： Elara 證券公司的報告鼓勵印度透過與台灣和日本合作來加強其半導體產業。
台灣在全球製造業中佔據主導地位，但台積電等公司由於地緣政治問題一直猶豫是否要投
資印度，而是專注於美國和歐洲。然而，印度最近與台灣力晶半導體製造公司的合作代表
著向前邁出了充滿希望的一步，該國必須加強其基礎設施和監管框架，以吸引更多的全球
投資。
India’s GCC Count Reaches 1,700 in FY24, Revenue Surges 40% to $64.6 Billion:Nasscom-Zinnov Report印度的全球能力中心 (GCC) 數量在 2024 財年達到 1,700 個，收入飆升 40% 至 646 億美
元：Nasscom-Zinnov 報告
The number of global capability centres (GCCs) in India rose to 1,700 by the end of fiscal year
2024, generating $64.6 billion in export revenue, a 40% increase from $46 billion in FY23,
according to a Nasscom-Zinnov report. The GCC sector now employs over 1.9 million people,
up from 1.66 million in the previous fiscal year. The report highlights India as the “GCC Capital
of the World,” with 17% of the global technology capability centres based in the country, and
projects that by 2030, the sector’s revenue could grow to $99-105 billion with a workforce of up
to 2.8 million.
While large enterprises initially drove the growth of GCCs, mid-market enterprises and global
unicorns have increasingly set up centres in India. Around 40 global unicorns now maintain
GCCs in the country. Additionally, more than 220 GCC units are located in Tier-II and Tier-III
cities like Ahmedabad, Kochi, and Coimbatore. The report also emphasizes the growing role of
women in leadership, with over 1,100 women leaders in global roles within India-based GCCs.
The GCC ecosystem is also becoming key in fostering innovation, sustainability, and localized
market solutions.
https://economictimes.indiatimes.com/tech/technology/indias-gcc-count-rises-to-1700-in-fy24-
revenue-up-40-at-64-6-billion-
report/articleshow/113249180.cms?_gl=11hnnh7u_gcl_auMTg1MzE5MzQxNC4xNzI2NDU 3ODA2_gaMTM4MDAwNjY1MS4xNzI2NDU3NjY2_ga_WZ3Z4GGVRC*MTcyNjY1Mz
E5MS4zLjEuMTcyNjY1NTk0Mi41Ni4wLjA.&_ga=2.80960407.1475751949.1726653190-
1380006651.1726457666&from=mdr
小編點評：截至 2024 財年末，印度的全球能力中心 (GCC) 達到 1,700 個，創造了 646 億
美元的出口收入，比前一年增長了 40%，令人印象深刻。隨著勞動力不斷增長以及全球獨
角獸和中端市場企業的成長，印度被定位為“GCC世界之都”，預計到 2030 年收入將增
長至 99-1,050 億美元。
Foxconn-HCL Joint Venture to Set Up Semiconductor Assembly Unit in Uttar Pradesh
富士康-HCL 合資公司將在北方邦設立半導體組裝廠
Taiwan’s Foxconn Technology Group and India’s HCL Group are planning to establish an
outsourced semiconductor assembly and testing (OSAT) unit in Uttar Pradesh, according to a
report by Livemint. Foxconn will hold a 40% stake in the joint venture, with an investment of
$37.2 million. The companies aim to strengthen India’s semiconductor ecosystem, with Foxconn
deploying its build-operate-localize (BOL) model to support local communities. The unit is
expected to be located near the upcoming Jewar airport in Noida, with state authorities already
allotting 30 acres of land for the project.
The venture, which is still in the early stages with a non-binding memorandum of understanding,
could mark Uttar Pradesh’s first semiconductor project, pending central government approval.
The location was chosen due to HCL’s strong presence in Noida, providing the company with a
home base advantage. This development comes amid increasing interest in India’s
semiconductor sector, with the government receiving nine proposals for semiconductor fabs and
OSAT units following Micron Technology’s $825 million investment in the country./
https://swarajyamag.com/news-brief/foxconn-hcl-joint-venture-likely-to-set-up-semiconductor-
assembly-unit-in-uttar-pradesh-report
小編點評：富士康科技集團與印度HCL集團計劃在北方邦建立外包半導體封測（OSAT）
工廠，富士康持有40%股權，投資3,720萬美元。該合資企業位於即將建成的諾伊達 Jewar
機場附近，旨在增強印度的半導體生態系統並利用 HCL 在當地的影響力，儘管該計畫仍
在等待中央政府的批准。這項措施是在人們對印度半導體產業的興趣激增之後推出的，特
別是在美光科技公司進行大量投資後，針對半導體晶圓廠和 OSAT 場的多項提議凸顯了這
一點。
Yotta, Nasscom, and Telangana AI Mission Launch Shambho Accelerator for Cloud & AI
Startups
Yotta、Nasscom 和 Telangana AI Mission 為雲端和人工智慧新創公司推出 Shambho 加速
器
Yotta Data Services, in collaboration with Nasscom AI and the Telangana AI Mission, has
launched the Shambho Accelerator Program to support Indian startups specializing in cloud and
AI technologies. The program will provide selected startups with access to up to $200,000 in
credits for Shakti Cloud, India’s fastest AI-HPC supercomputer, along with mentorship, technical
support, and business networking opportunities. By offering access to state-of-the-art AI
infrastructure and training, Yotta aims to empower startups to develop innovative solutions in
fields such as cloud computing, data science, and high-performance computing.
Sunil Gupta, Co-founder & CEO of Yotta Data Services, highlighted that the initiative is part of
Yotta’s mission to democratize supercomputing for Indian startups, enhancing India’s AI
innovation and contributing to the nation’s $5 trillion economy goal. Sangeeta Gupta, Senior VP
at Nasscom, emphasized the importance of programs like Shambho in equipping AI startups with
the resources needed to succeed in the rapidly growing AI sector. The accelerator also aligns
with India’s growing reputation as a global research and development hub, particularly in
emerging technologies such as AI, blockchain, IoT, and robotics.
https://yotta.com/media/press-release-yotta-nasscom-and-telangana-ai-mission-launch-shambho-
accelerator-program-for-indian-startups/
小編點評：Yotta Data Services 與 Nasscom AI 和 Telangana AI Mission 合作，啟動了 Shambho
加速器計劃，以支援印度雲端和人工智慧技術新創公司，提供高達 20 萬美元的信貸，用於存取先進的人工智慧基礎設施。該措施旨在使超級運算對新創企業更加民主化，並鞏固印度作為全球新興技術研發中心的地位，為該國 5 兆美元的經濟目標做出貢獻。
Indian Scientists Develop ‘Brain on a Chip’ Technology, Paving Way for AI Revolution
印度科學家開發「晶片大腦」技術，為人工智慧革命鋪路
Researchers at the Indian Institute of Science (IISc) have developed a groundbreaking “brain on
a chip” technology that mimics the human brain’s ability to store and process data, a leap forward
in neuromorphic computing. Capable of handling 16,500 states within a molecular film, the new
technology could dramatically improve AI hardware, bringing complex tasks like training large
language models (LLMs) to personal devices with greater energy efficiency. The research, led by
Sreetosh Goswami from IISc’s Centre for Nano Science and Engineering, in collaboration with
Texas A&M University and the University of Limerick, was published in Nature. This system
could address key challenges in AI development, such as hardware limitations and energy
inefficiency.
The breakthrough is significant for India’s tech landscape, with Prof Navakanta Bhat
emphasizing its potential impact on the India Semiconductor Mission and national technological
leadership. The IISc team is now working on creating an integrated neuromorphic chip, with
plans to translate the innovation into a system-on-a-chip for industrial and consumer
applications. Supported by the Ministry of Electronics and Information Technology, the fully
homegrown effort could position India as a leader in AI hardware development on the global
stage.
https://www.msn.com/en-in/money/news/indian-scientists-develop-brain-on-a-chip-tech-say-
can-democratise-ai/ar-AA1qqEZX?ocid=finance-verthp-
feeds&apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&bat
chservertelemetry=1&noservertelemetry=1
小編點評：印度科學研究所(IISc) 的研究人員開發了模仿人類大腦功能的創新「晶片大腦
brain on a chip」技術，有望透過提高能源效率和處理複雜任務（例如在個人設備上訓練大
型語言模型）的能力來徹底改變人工智慧硬體。這一重大進展得到了電子及資訊科技部的
支持，使印度在人工智慧硬體開發中發揮關鍵作用，並增強了印度在印度半導體任務中的
願望。
NXP Semiconductors to Invest Over $1 Billion in India, Doubling R&D Efforts
恩智浦半導體將在印度投資超過 10 億美元，加倍研發力度
NXP Semiconductors announced plans to invest more than $1 billion in India, significantly
boosting its research and development efforts in the country. Speaking at the Semicon India
conference near New Delhi, CEO Kurt Sievers said the Dutch company would double its R&D
initiatives in the coming years. With four semiconductor design centres and 3,000 employees in
India, NXP is in talks with industries such as automotive to expand its footprint in the country, as
India looks to strengthen its presence in the global semiconductor industry.
India, aiming to rival global chipmaking powerhouses like Taiwan, has allocated $10 billion to
foster its semiconductor ecosystem. Prime Minister Narendra Modi emphasized the country’s
growing role, highlighting that India contributes 20% of the global chip design talent and is
preparing a semiconductor workforce of 85,000 professionals. Major players like Nvidia, AMD,
and Micron have also expanded their presence in India, further underscoring the nation’s rising
importance in the global semiconductor landscape.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nxp-semiconductors-
invest-more-us1-billion-india-it-boosts-rd-efforts
小編點評：恩智浦半導體計劃在印度投資超過 10 億美元，大幅加強其研發工作，同時在
未來幾年將其措施加倍。這項投資符合印度加強半導體生態系統的雄心，政府撥款 100 億
美元與全球晶片製造領導者競爭，並強調印度對全球晶片設計人才的貢獻達到 20%。
Tata Electronics Partners with Tokyo Electron to Boost India’s First Semiconductor Fab
塔塔電子與東京威力科創合作推動印度第一座半導體工廠的建設
Tata Electronics has signed a Memorandum of Understanding (MoU) with Japanese chipmaking
equipment manufacturer Tokyo Electron (TEL) to advance India’s semiconductor ecosystem.
The collaboration focuses on front-end fabrication and back-end packaging technologies for
Tata’s semiconductor fab in Dholera, Gujarat, and its assembly and testing facility in Jagiroad,
Assam. The partnership will also involve workforce training on TEL equipment and support
ongoing R&D initiatives, positioning India to meet global demand for semiconductor
technologies in key sectors such as autonomous mobility, green energy, and AI.
With a Rs 91,000 crore investment, Tata Electronics’ Dholera facility aims to produce 50,000
wafers per month by December 2026. Additionally, the Rs 27,000 crore assembly and testing
facility in Assam, expected to begin operations by mid-2025, will be India’s first semiconductor
unit in the Northeast. Both projects are set to create over 27,000 jobs, contributing to India’s
strategic goal of becoming a global semiconductor manufacturing hub.
https://swarajyamag.com/technology/tata-electronics-enlists-tokyo-electron-in-push-for-indias-
first-fab
小編點評：塔塔電子 (Tata Electronics) 與東京威力科創 (Tokyo Electron) 合作，增強印度的
半導體生態系統，重點關注其即將在古吉拉特邦多萊拉 (Dholera) 建設的半導體工廠的前
端製造和後端封裝技術。此次合作包括勞動力培訓和研發支持，目標是到2026 年12 月每
月生產50,000 片晶圓，為塔塔在多萊拉和阿薩姆邦工廠的戰略投資分別貢獻91,00 億盧比
和27,00億盧比，同時創造超過27,000 個就業機會。
Government Streamlines Mergers for Overseas Startups into Indian Arms; Nazara Acquires Stake in Stan for $2.2 Million 政府簡化海外新創企業與回到印度創業的併購流程； Nazara 以 220 萬美元收購 Stan 股份
The Indian government has fast-tracked the approval process for overseas-headquartered startups
merging with their Indian subsidiaries by eliminating the need for National Company Law
Tribunal (NCLT) clearance. This move will simplify the transition for Indian startups based
abroad seeking to move back to India. The Ministry of Corporate Affairs has notified the
Companies (Compromises, Arrangements & Amalgamations) Amendment Rules, 2024, set to
take effect on September 17, further boosting India’s startup ecosystem.
In other news, gaming company Nazara Technologies has acquired a 15.86% stake in
blockchain-based esports startup Stan for $2.2 million through a secondary transaction. Nazara’s
CEO Nitish Mittersain said the investment aligns with their vision to lead in the growing esports
space. Stan had previously raised $2.7 million from investors earlier this year, cementing its
position as a key player in mobile-first gaming and fan engagement.
https://www.cnbctv18.com/business/startup/startup-digest-reverse-flipping-nazara-stake-stan-
glas-trust-plea-insolvency-proceedings-byjus-inmobi-19474814.htm
小編點評：印度政府取消了需要被國家公司法法庭(NCLT) 批准的要求，簡化了海外新創
公司與其印度分支機構的合併流程，自2024 年9 月17 日起生效，從而促進遷往印度的新
創企業更順利地過渡。在相關進展中，Nazara Technologies 以 220 萬美元收購了基於區塊
鏈的電競新創公司 Stan 15.86% 的股份，這符合該公司加強在不斷發展的電競領域的地位
的策略。
CCI Introduces New Rules for Digital Mergers and Acquisitions in India
印度競爭委員會 (CCI) 推出印度數位併購新規則
Effective from September 10, mergers and acquisitions involving digital firms with substantial
operations in India must now seek approval from the Competition Commission of India (CCI).
Under the new CCI (Combinations) Regulations, 2024, deals surpassing ₹2,000 crore or
involving firms with at least 10% of global users or gross merchandise value in India will require
regulatory clearance. Non-digital firms with annual gross merchandise value or turnover
exceeding ₹500 crore in India will also be subject to mandatory approval, ensuring smaller
transactions remain exempt from scrutiny.
The regulations, aimed at capturing significant digital sector deals that could previously evade
oversight, apply to both signed and ongoing transactions. Legal experts have highlighted the
need for parties to carefully assess deal values, including direct, indirect, and deferred payments
made within two years of the relevant date. The new rules also reduce the review period for
mergers from 210 days to 150 days, streamlining the regulatory process for businesses.
小編點評：從9 月10 日開始，印度競爭委員會 (CCI) 要求批准涉及在該國擁有大量業務的
數位公司的併購，特別是超過200 億盧比的交易或涉及佔全球用戶或商品總價值10% 的交
易在印度的公司。 2024 年新的 CCI法規也適用於年商品總價值或營業額超過 50 億盧比的
非數位公司，確保較小的交易免受審查。此外，這些規定還簡化了審查流程，將合併審查
期從 210 天縮短至 150 天，使企業能夠更有效地滿足監管要求。
Jabil to Invest ₹2,000 Crore in Tiruchirappalli, Expanding Apple’s Supplier Ecosystem in
India蘋果供應商Jabil將在蒂魯吉拉伯利投資 200 億盧比，擴大蘋果在印度的供應商生態系統
In a significant boost to India’s electronics manufacturing sector, American multinational Jabil
Inc is set to invest ₹2,000 crore to establish a facility in Tiruchirappalli, Tamil Nadu. This move
is expected to create 5,000 jobs and strengthen the state’s position as a leading electronics
manufacturing hub. Jabil, a major supplier for Apple, Cisco, and HP, joins 14 Apple suppliers
operating in India, seven of which are already based in Tamil Nadu. This investment is part of
Apple’s broader strategy to ramp up production in India through key suppliers like Foxconn,
Pegatron, and Tata Electronics.
Tamil Nadu has emerged as India’s top electronics exporter, with exports reaching $9.56 billion
in 2023-24, largely driven by the surge in iPhone production. The state’s electronics
manufacturing capacity is being further bolstered by global players adopting the China Plus One
strategy, which encourages diversification outside China. With the establishment of Jabil’s new
plant, the region surrounding Tiruchirappalli is expected to become Tamil Nadu’s third major
electronics cluster, creating economic growth and employment opportunities across central
districts.
https://www.business-standard.com/industry/news/apple-supplier-jabil-to-set-up-rs-2-000-crore-
mfg-unit-in-tiruchirapalli-124091000078_1.html
小編點評：美國跨國公司Jabil將在泰米爾納德邦蒂魯吉拉伯利投資 200 億盧比建立一座
工廠，該工廠將創造 5000 個就業機會，並增強該地區作為主要電子製造中心的地位。作
為 Apple 的主要供應商，捷普加入了印度 14 家 Apple 供應商的行列，其中 7 家已經位於
泰米爾納德邦，支持 Apple 在該國增加產量的策略。這項投資與泰米爾納德邦崛起為印度
最大的電子產品出口邦的目標一致，重點是在中國以外實現製造業多元化，並可能將該地
區轉變為該邦第三大電子產品集群。