Modi May Meet Trump During UNGA Visit Amid Strained Trade Ties
莫迪可能在聯合國大會期間會見川普，美印貿易關係緊張
Indian Prime Minister Narendra Modi is likely to meet U.S. President Donald Trump during his potential visit to New York next month for the United Nations General Assembly (UNGA), according to a report by the Indian Express. While India’s foreign ministry has not confirmed Modi’s attendance, his name appears on a provisional list of speakers for the General Debate on September 26. Officials noted that the list is subject to revisions and no final decision has been taken. The UNGA debate is scheduled for September 23–29.
Beyond the multilateral meeting, the visit is expected to serve as an opportunity for bilateral talks with Trump, particularly on trade and tariff disputes that have strained relations. Washington recently imposed an additional 25% tariff on Indian goods—taking the total levy to 50%—to penalize India for continuing to purchase Russian oil. Trade negotiations between the two nations broke down after five rounds over issues such as agricultural market access and energy sourcing. For non-Indian companies, these developments are relevant as prolonged U.S.-India trade tensions could reshape supply chains, impact tariff structures, and influence market opportunities for global firms operating across both economies.
小編點評：印度總理莫迪可能在紐約的聯合國大會期間會見美國總統川普，雙方的雙邊會談預計將以貿易緊張為主題，特別是關於關稅與能源採購。此次訪問正值華府對印度商品加徵關稅、使雙邊關係緊張之際，相關發展可能對全球供應鏈與市場准入帶來更廣泛影響。
Pavna Industries, Taiwan’s SMC Form JV to Accelerate EV Tech in India
Pavna 工業與台灣 SMC 成立合資公司，加速推進印度電動車技術
Uttar Pradesh-based Pavna Industries has partnered with Taiwan’s SmartChip Microelectronic Corporation (SMC) to form a joint venture aimed at advancing electric vehicle (EV) technology in India. Pavna will hold an 80% stake in the venture, while SMC will own 20%. Under the agreement, Pavna will leverage its operational, manufacturing, and procurement expertise, along with its strong presence in the Indian automotive market, to oversee and manage the JV’s operations.
Pavna, founded in 1971, manufactures automotive parts such as ignition switches, fuel tank caps, and latches, with plants in Aligarh, Pune, and Waluj. The JV with SMC is expected to strengthen India’s EV ecosystem by combining Pavna’s market reach with SMC’s microelectronic expertise. For non-Indian companies, the collaboration signals growing opportunities in India’s EV supply chain, potentially reshaping sourcing strategies and opening avenues for partnerships in components, batteries, and smart mobility solutions in one of the world’s fastest-growing automotive markets.
小編點評：Pavna 工業與台灣的速睦喜股份有限公司（SMC）成立合資企業，以推動印度的電動車技術發展，結合 Pavna 的製造能力與市場佈局，以及 SMC 的微電子專業。這項合作有望強化印度電動車生態系統，並為全球企業在零組件、電池與智慧移動解決方案方面創造新契機。
India Clears 23 Chip-Design Projects Under DLI Scheme, Vervesemi Targets Global Scale
印度批准 23 項 DLI 計畫下的晶片設計專案，Vervesemi 鎖定全球市場
The Government of India has sanctioned 23 chip-design projects under its Design Linked Incentive (DLI) Scheme to strengthen domestic semiconductor capabilities, the Ministry of Electronics & IT (MeitY) announced. Startups and MSMEs will develop indigenous chips and System-on-Chip (SoC) solutions for applications including surveillance cameras, energy meters, microprocessor IPs, and networking systems. MeitY also confirmed that 72 firms now have access to industry-standard Electronic Design Automation (EDA) tools to accelerate chip development. Among the approved firms is Vervesemi Microelectronics, a fabless semiconductor company founded in 2017, which is also part of India’s Chips to Startup (C2S) programme.
Vervesemi, which has already exported semiconductor IPs globally, plans to begin volume production of multiple ICs and SoCs between 2025 and 2027. Its upcoming portfolio includes ASICs for EV motor control, space and avionics applications, smart energy metering, and consumer electronics. Each chip integrates machine learning features for fault tolerance, predictive diagnostics, and improved yields. For non-Indian companies, these developments signal both competition and collaboration opportunities—India’s push into semiconductor design not only strengthens supply-chain resilience but also creates new openings for partnerships in fabless design, IP licensing, and downstream manufacturing across global markets.
https://www.fonearena.com/blog/462445/government-23-dli-backed-semiconductor-projects.html
小編點評：印度已批准 23 項晶片設計專案，納入其 DLI（Design Linked Incentive）計畫，以增強國內半導體能力。新創與中小企業將開發多元應用的 SoC，並獲得先進 EDA 工具支援。其中，Vervesemi Microelectronics 計畫在 2027 年前於全球量產具 AI 整合功能的晶片，涵蓋電動車、航太與智慧電表等領域，顯示印度半導體設計不僅是國內供應鏈韌性的一環，同時也是國際競合與合作的新舞台。
Foxconn Recalls Chinese Engineers Amid Tensions, Begins iPhone 17 Production in India
鴻海召回中國工程師，啟動印度 iPhone 17 生產
Apple supplier Foxconn has reportedly recalled around 300 Chinese engineers and technicians from its iPhone production facilities in India, following directives from Beijing. According to reports, the Chinese government also asked Foxconn chairman Young Liu to prepare a detailed note on the company’s India investments. Sources told ET that the firm was instructed to send back all Chinese expatriates brought by Yuzhan Technology to help set up factories and the component ecosystem, with an additional 60 engineers who were due to arrive also held back. To mitigate disruptions, Foxconn is said to be drawing more talent from Taiwan and other regions.
Despite these challenges, Foxconn has begun small-scale production of Apple’s iPhone 17 at its Bengaluru plant, its second-largest facility in India, supplementing ongoing production at its Chennai unit. The developments come as India and China are cautiously exploring ways to ease tensions through trade and diplomatic engagement, even as strategic competition lingers. For non-Indian companies, the situation underscores both the risks and opportunities in diversifying electronics manufacturing away from China: geopolitical pressures may disrupt traditional supply chains, but India’s expanding role as an iPhone production hub signals new avenues for global suppliers, component makers, and logistics firms seeking to align with Apple’s evolving manufacturing strategy.
小編點評：鴻海已從印度 iPhone 生產廠區召回 300 名中國工程師，原因涉及地緣政治緊張，同時將人才來源轉向台灣及其他地區。儘管受到干擾，鴻海已在班加羅爾廠啟動 iPhone 17 的生產，突顯印度在蘋果供應鏈中的角色日益重要，並為全球電子產業帶來新機遇。
Dixon, China’s HKC Form ₹370 Crore JV for Display Module Manufacturing in India
Dixon 與中國 HKC 成立 37 億盧比合資公司，在印度生產顯示模組
Indian contract manufacturer Dixon Technologies has entered into a ₹370 crore joint venture with Chinese firm HKC Overseas to manufacture and sell display modules in India. The JV, named Dixon Display Technologies Pvt Ltd (DDTPL), will focus on liquid crystal modules, thin-film transistor LCD modules, and the assembly of end products such as smartphones, TVs, monitors, and automotive displays. According to a regulatory filing, HKC Overseas will hold a 26% stake in the venture, valued at about ₹95.5 crore, while Dixon will retain a 74% stake worth roughly ₹274 crore, executed in two tranches. The share subscription and shareholders’ agreement (SSHA) was signed on August 16, 2025.
The move marks Dixon’s latest partnership with Chinese technology companies, following a July joint venture with Chongqing Yuhai Precision Manufacturing and the Indian unit of Kunshan Q Technology for electronic component production. For non-Indian companies, Dixon’s growing collaboration with Chinese firms signals both competition and opportunity: global suppliers may face intensified rivalry in India’s fast-growing electronics ecosystem, but the expanding local production base also opens doors for partnerships in component supply, contract manufacturing, and technology integration as India positions itself as a global electronics hub.
小編點評：Dixon Technologies 與中國 HKC Overseas 成立 37 億盧比合資企業，用於生產顯示模組與組裝智慧型手機及電視等產品。Dixon 持有 74% 股份，此舉延續其與中國科技公司的合作，對全球企業而言既是競爭壓力，也是進入印度擴張中電子製造生態系的合作機會。
Samsung Begins Laptop Manufacturing in India, Signals Broader Shift for Global Tech Firms
三星在印度啟動筆電製造，顯示全球科技公司製造重心轉移
Samsung has officially commenced laptop manufacturing at its Greater Noida facility in India, expanding its local production portfolio that already includes smartphones, wearables, tablets, and feature phones. According to a PTI report citing sources familiar with the matter, the company also plans to manufacture more devices in India as part of its long-term expansion strategy. Although Samsung did not respond to media queries, the move was confirmed by Samsung Southwest Asia VP SP Chun during a meeting with Union IT Minister Ashwini Vaishnaw, where he emphasized that India’s skilled talent and innovation continue to drive the company’s manufacturing growth in the country.
This strategic development reflects a broader trend of global tech companies increasingly shifting their manufacturing bases to India amid rising geopolitical uncertainties and supply chain diversification efforts. With Samsung already established as the second-largest smartphone exporter from India—following Apple—the move further solidifies India’s position as a competitive manufacturing hub not just for domestic consumption but for global exports. For non-Indian companies, this underlines a growing incentive to localize production in India to reduce costs, navigate trade barriers, and tap into the country’s skilled workforce.
小編點評：三星已在印度大諾伊達工廠開始筆記型電腦製造，擴展其在當地的產品組合，並展現對印度人才與創新的高度重視。這一發展反映出全球科技公司為因應供應鏈多元化與地緣政治不確定性，正加速將製造基地轉向印度。三星已是印度第二大智慧型手機出口商，此舉更加鞏固印度作為全球製造樞紐的地位。