Electronics and Semiconductor Manufacturing Industry

“We are proud to align with Odisha’s vision of fostering semiconductor manufacturing and innovation. With the support of the Odisha government, we are on track to begin production of Epitaxy Wafer by the end of this year and do the Packaging and SiC Fab in subsequent years. This initiative not only propels our company forward but also reinforces India’s semiconductor supply chain," said Mr. Harshad Mehta, Founder & Promoter, RIR Power Electronics Limited.
 
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New Delhi, 31 March, 2025 – In a significant stride towards technological advancement, Naxnova Technologies has launched India’s first Flexible Hybrid Printed Electronics Research & Development Centre, marking a transformative moment for the country’s innovation landscape. With a distinguished legacy spanning over four decades in high-precision manufacturing, Naxnova is poised to revolutionize industries by developing next-generation smart sensors, flexible circuits, and intelligent interfaces. This pioneering initiative will drive breakthrough advancements across automotive, medical wearables, robotics, industrials, aerospace, and consumer electronics sectors.
 
"New Delhi: Apple’s vendors nearly doubled exports of iPhones from India in March–a majority to the US–to Rs 20,000 crore, from Rs 11,000 crore a year ago, likely pointing to the smartphone major’s efforts to build stocks ahead of the tariffs announced by the Donald Trump administration from April 2."

"iPhones worth Rs 48,000 crore were exported in the March quarter, compared with Rs 28,500 crore in the year earlier. January-March has traditionally been the strongest for Apple’s exports from India. With enough advance warning about the tariffs, the month saw a sharper ramp-up this year, said industry executives."


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Trump tariffs effect: Apple, Samsung said to ramp up Indian manufacturing

Apple and Samsung are reportedly considering shifting a larger part of their global production to India as a direct response to the higher import tariffs announced by former US President Donald Trump.

 

Trump tariffs effect: Apple, Samsung said to ramp up Indian manufacturing

Apple and Samsung are reportedly considering shifting a larger part of their global production to India as a direct response to the higher import tariffs announced by former US President Donald Trump.


Vietnam has planned zero tariffs on US products. I wonder what happens if they sign FTA with US first? Our side should hurry up and placate that asshole in the white house and get some sort of deal. Or we better wait to see what he does. FTA discussions take time with any country. Wait and watch but at the same time be ready get things going.
 
Vietnam has planned zero tariffs on US products. I wonder what happens if they sign FTA with US first? Our side should hurry up and placate that asshole in the white house and get some sort of deal. Or we better wait to see what he does. FTA discussions take time with any country. Wait and watch but at the same time be ready get things going.
Remember ..trumps tariffs are based on trade deficits not on actual counterparties tariff rate. We were spared cause we suck at exports compared to these countries. And I heavily doubt vietnams meagre market is of interest for US exporters all the while being a transshipment hub for china ... I doubt the US will reduce it below 30% even if the vietnamese offer their bums .
We are buying US LNG to reduce the trade deficit .. this is far more useful in the trump teams eyes than a tariff reduction.
Even switzerland with a 0% tariff with the US got a 10% put on them.
 

Excerpts :
While India needs to upgrade capacity and regulation to capture the shift in supply chains due to Trump tariffs, it can also face challenge from countries with lower tariffs.


If the 26% US tariff on smartphones and related products from India remains unchanged, manufacturers might start looking elsewhere. “There’s a real chance companies could begin shifting new manufacturing to countries with lower tariff exposure,” a senior industry official told TOI recently. The concern is less about immediate disruption and more about strategic drift.


“The shift to low-tariff countries may happen to absorb the impact of high production costs, which could stoke inflation and reduce demand in the US,” the official added. Industry bodies have begun flagging the risks to policymakers, stressing that India can’t afford to lose ground just as it’s emerging as a credible alternative to China and Vietnam. The Indian Cellular and Electronics Association (ICEA) pointed out that several developing economies are now offering more attractive trade terms. “Brazil, Turkey, Saudi Arabia, the UAE—all have secured far lower tariff rates compared to India, most at 10%. The Philippines sits at 17%,” the association noted. Among these, Saudi Arabia and the UAE are seen as short-term threats due to their ambitious Special Economic Zones, leaner manufacturing setups, and potential labour cost benefits. Even Brazil, traditionally seen as a tough trade partner, is gaining traction. “Its favourable treatment under recent US tariff actions adds strategic ambiguity and must be closely tracked,” ICEA said.

@crazywithmath ; @ezsasa ; @concard et al
 

Excerpts :






@crazywithmath ; @ezsasa ; @concard et al
If Brazil and turkey could do manufacturing at scale they would have done so long ago and neither would be struggling with low economic growth. They even had the location advantages.
 

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