tata electronics

Industry veteran Arun Mampazhy said Tesla’s strategy aligns with reducing over-reliance on any single country, especially as Chinese competitor BYD operates its own chip division. While India presents an opportunity, challenges remain in scaling up production and developing a mature semiconductor ecosystem.

Tesla is in discussions with Micron and CG Semi to diversify its semiconductor supply chain, reducing reliance on China amidst geopolitical tensions and rising costs. These partnerships align with Tesla's broader strategy of engaging with Indian manufacturers.

Foxconn and Tata, key Apple suppliers in India, dramatically increased iPhone shipments to the US in March, reaching nearly $2 billion. This surge aimed to preempt potential tariffs from President Trump. Foxconn's exports hit a record $1.31 billion, while tata electronics shipped $612 million worth of iPhones, ensuring adequate inventory in a crucial market.

India is considering capping Chinese companies' equity stakes in electronics joint ventures at 10%, contingent on technology transfer, due to limited local expertise. This move comes amid growing willingness from Chinese firms to meet India's terms for market expansion, influenced by U.S. tariff pressures.

Aarthi Subramanian is poised to become TCS's first woman COO and the first woman C-suite executive at a major Indian IT firm, marking a significant milestone for gender diversity in the industry. Having served as the group chief digital officer at Tata Sons, she brings extensive experience and a deep understanding of TCS to her new role.

Indian Institute of Science aims to develop angstrom-scale chips. This project seeks to position India as a leader in semiconductor technology. A team of scientists has proposed this to the ministry. The chips will be smaller than current ones. It could revolutionize industries like AI and quantum computing. The project requests Rs 500 crore funding.

Tata Consultancy Services has appointed Aarthi Subramanian as its new COO, succeeding N Ganapathy Subramaniam. Effective May 1, Aarthi will step down from her role as chief digital officer at Tata Sons and directorships in its subsidiaries. Mangesh Sathe has been named TCS's chief strategy officer, reporting to CEO K Krithivasan.

Indian Institute of Science (IISc) proposes developing 'angstrom-scale' chips using 2D materials like graphene, potentially surpassing current 3-nanometer silicon chips. Submitted to the government, the Rs 500 crore project aims to establish India as a semiconductor leader.

Apple has significantly ramped up iPhone production in India, reaching $22 billion in fiscal year 2025, a 60% increase. This shift, driven by disruptions in China and supported by Indian government incentives, sees one in five iPhones now made in India.

Indian stock markets saw a big jump. This happened after US President Trump paused some tariffs. The Sensex and Nifty both rose significantly. Investors feel more confident because of this change. India is also seen as a safe place to invest. Some sectors like auto and banking did well. People are watching to see what Trump does next with tariffs.

Indian equity markets experienced a significant surge, adding ₹18.42 lakh crore to investor wealth in two days. The BSE Sensex climbed 1,577.63 points, driven by positive global cues following US President Trump's tariff easing on electronics and hints at auto duty relief. Broad-based optimism fueled gains across sectors, with realty leading the rally.

Amidst escalating trade tensions with the US, fueled by Trump's tariffs, China is seeking new markets, particularly India. Despite past border clashes and investment restrictions, Chinese companies are now showing flexibility, accepting minority stakes and technology transfers to access India's growing market and potentially bypass US tariffs through Indian manufacturing.

Amidst US trade tensions, Chinese firms like Shanghai Highly and Haier are showing increased flexibility towards Indian regulations, now accepting minority ownership in joint ventures. This shift is driven by potential exclusion from the US market and India's attractive manufacturing incentives. India's stable environment and tariff advantages are drawing foreign investments, positioning it as a key alternative to China.

Apple's iPhone production in India has surged by 60% to $22 billion, now accounting for one in five iPhones globally. This shift, driven by geopolitical tensions and supply chain vulnerabilities, positions India as a key export hub. Foxconn is expanding its manufacturing footprint in Uttar Pradesh, signaling a long-term commitment to India's growing industrial ecosystem.

Tata Group is reassessing costs due to US-imposed reciprocal tariffs, discussed at their CEOs' conclave in Dubai. Chairman N Chandrasekaran addressed geopolitical uncertainties and economic changes. The tariffs impact key segments like JLR and IT services, prompting efforts to mitigate effects on their broad US exposure.

Bengaluru's Blue Line Metro, connecting Central Silk Board and KR Pura, is expected to be operational by mid-2026. The Yellow Line, linking RV Road to Bommasandra, anticipates services by May-end, initially with limited stations. An innovation challenge, 'Stamp,' aims to boost Metro ridership in Electronics City by leveraging behavioral science, offering grants and support for innovative solutions.

Global electronics giants like Daikin and Samsung are in a standoff with the Indian government over new e-waste recycling rules. These companies are alarmed by the increased costs, potentially tripling their expenses. They argue the measures are unconstitutional and will unsettle businesses, with some even suing the Modi administration.