India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market.
What India’s latest PCB drive means for its semiconductor supply chain growth
India’s newly approved multilayer and high-density interconnect (HDI) printed circuit board (PCB) projects mark a crucial upstream shift in the country’s electronics manufacturing ecosystem, one that analysts say could strengthen India’s long-term semiconductor packaging and OSAT ambitions.
India shifts electronics focus from assembly to component manufacturing
India’s electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India’s position in the global supply chain.
India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead
The Government of India has approved the first batch of seven projects under the Electronics Components Manufacturing Scheme (ECMS), with a total investment of INR55.32 billion (US$630 million), marking a major milestone in the country’s push toward self-reliance in electronics manufacturing.
Taiwan display module maker bets on India as factories move out of China
As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish new distribution channels and leverage growth opportunities. The company highlighted India’s expanding contract manufacturing sector and high demand for motorcycles and three-wheelers as key factors driving its strategy.
India’s semiconductor ecosystem expands beyond fabs with software-IP firms
As India gears up for chip production by late 2025, Belagavi-based Vayavya Labs is advancing the software and IP side of the semiconductor value chain. The firm automates chip-to-system development with virtual models and driver-generation tools, cutting development cycles by up to 70% and supporting India’s growing fab ecosystem.
OpenAI to offer free one-year ChatGPT Go subscription in India
OpenAI announced that it will provide a free year of its ChatGPT Go service to users in India, starting November 4, 2025. The promotion coincides with the company’s first DevDay Exchange developer conference in Bengaluru and aims to expand adoption in one of its largest and fastest-growing markets.
Google offers 18-month free Gemini AI access to Jio users in India
Google will provide 18-month free access to its Gemini AI service for all 505 million subscribers of India’s Reliance Jio, a move aimed at accelerating the adoption of its AI tools in the country. The offer includes the advanced AI model, two terabytes of cloud storage, and image and video generation capabilities, normally priced at INR35,100 (approx. US$399). Early access will begin with 18- to 25-year-old users on selected plans before expanding to all Jio customers.
Reliance and Meta launch joint venture to build India’s enterprise AI future
Reliance Industries announced that its wholly owned subsidiary, Reliance Intelligence Ltd, has incorporated a new company, Reliance Enterprise Intelligence Ltd (REIL), as part of its strategic collaboration with Facebook Overseas Inc., a wholly owned subsidiary of Meta Platforms Inc. The incorporation took place on October 24, 2025, and forms a key step in advancing the joint venture (JV) between the two companies to develop enterprise-focused artificial intelligence (AI) solutions.
Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve
Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic Times. Despite thinner profit margins compared with local players, firms such as DBG and BYD are ramping up production and rehiring staff to meet growing demand from Chinese smartphone brands, including Xiaomi, Oppo, and Vivo.
Article edited by Joseph Chen
