INDIA ELECTRONIC COMPONENT EXPORTS
Electronics exports surge 44% in H1, but pricier chips widen deficit
Sectoral exports rose 44% year-onyear to $31.9 billion in April-September due to an increase in smartphone shipments, official data showed. However, electronics imports also widened 22% to $68.53 billion on account of pricier chip inflows. As a result, the absolute trade deficit in electronics stretched to $36.57 billion, up from $33.9 billion a year ago.
Centre bans export of Li-ion battery waste, scrap to boost domestic recycling and critical mineral recovery
India has imposed an immediate ban on the export of lithium-ion battery black mass to strengthen its local recycling ecosystem. This decision aims to enhance domestic recovery of critical minerals, such as lithium and cobalt, which are vital for technology and energy sectors. The prohibition will ensure that battery waste generated in India is processed locally and improves utilization of recycling capacities.
ET Prime Special Series: Multibagger or IBC – Part 84: Can rising demand for decorative features drive this auto ancillary's growth?
A car can change its engine and still look almost the same. It can also keep the same engine and look so different that buyers happily pay more for it. That is the peculiar corner of the automobile industry this story explores. For one listed supplier, the shift to EVs may be less threatening than it sounds. The bigger question is whether changing consumer preferences can help it build a more valuable business.
HEG Advanced Materials shares gain 5% after subsidiary secures Rs 610 crore incentive under ECMS
HEG Advanced Materials shares rise 5% after subsidiary TACC receives ₹609.50 crore incentive approval under the ECMS scheme for its Dewas synthetic graphite anode project, supporting domestic battery manufacturing, capacity expansion and India's advanced energy storage ecosystem. The first production phase targets commissioning by June 2027.
India garment makers rethink reliance on US after tariff shock
Many Indian companies are reconfiguring their export destinations, and their exposure to the US, in light of the tariff shock, in a move that is likely to strengthen New Delhi's hand in its trade negotiations with Washington, and potentially reduce India's vulnerability to US pressure over time.
Time to shed fear and think positive? 5 mid-cap stocks from different sectors with upside potential of up to 33%
Mid-cap stocks tend to move more than large-caps. And that works both ways. They rise faster when the market is rising, and fall harder when it is falling. Keep that in mind as the market’s mood changes for the better because oil prices are dropping and the macro worries responsible for the long sell-off are starting to go away.
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Electronics Inc runs ops update to build AI infra
India’s electronics manufacturers are moving into AI data centre infrastructure, targeting optical transceivers, advanced packaging and specialised cooling systems. Dixon Technologies, Samsung, LG, Blue Star and PG Electroplast are exploring production opportunities as global demand rises. The shift could attract investment, improve margins and strengthen India’s position as an export hub.
Apple to probe deaths of three workers at Tata's iPhone parts factory
Three workers at Tata Electronics factory died due to asphyxiation during maintenance work on a water tank. The incident occurred while the facility was closed for festive holidays, preventing any impact on production. Apple is currently conducting an investigation into the tragic event and its circumstances. Tamil Nadu's Industries Minister emphasized the importance of worker safety and dignity following the incident.
Fires, protests, pollution: How Apple's supply chain woes in India have caused troubles over the years
Three contract workers lost their lives due to asphyxiation at a Tata Electronics factory in Hosur. This incident has prompted investigations by the companies involved and the Tamil Nadu state government. Recent years have witnessed various operational issues at Apple supplier facilities, leading to heightened scrutiny. Apple's supply chain in India continues to face challenges amid efforts to diversify from China.
China’s trade surplus tops $1 trillion for second straight year as exports surge
China's trade surplus reached $1.04 trillion in January-October, crossing $1 trillion for a second consecutive year. October exports rose 35.2% year-on-year, while imports grew 41.6%, narrowing the monthly surplus to $105.3 billion. Strong overseas demand is supporting exports, but weak domestic consumption and rising trade tensions pose risks to the outlook.
Karnataka clears Rs 6,826-crore industrial investment proposals, 131 outside Bengaluru
Karnataka's State Level Single Window Clearance Committee has approved multiple industrial projects worth Rs 6,825.93 crore. The majority of these projects will be set up outside Bengaluru, promoting regional growth. These projects are expected to generate around 18,600 jobs across various sectors, including IT and food processing. Notable investments include IT parks in Devanahalli and Doddanekundi, attracting significant capital.
Nvidia controversy stokes export scrutiny risks for South Korean chipmakers
Samsung Electronics and SK hynix could experience greater export compliance challenges due to Nvidia's scrutiny over AI chips. US authorities have not announced new regulations yet, but potential measures might emerge. Chief Executive Jensen Huang's personal matters have spurred investigations into Nvidia's business dealings. A closed-door inquiry is scheduled to review security frameworks and contacts with foreign entities.
Stock Picks of the Week: 5 stocks with consistent score improvement and upside potential of up to 35% in 1 year, according to analysts
The market weathered a whole bad patch with almost no FPI money coming in. But it cuts the other way too. When so little has been flowing in, even a small amount of FPI buying can move the market more than it normally would. That said, the mood has turned from bearish to cautiously optimistic, thanks largely to dropping oil prices. None of that changes your basic job as an investor: Study companies, look at earnings, and keep quality front and centre.
Inside Rs 77,000 cr plan rewiring India’s tech DNA forever
The initiative is already delivering results, with 38 facilities in active production plugging domestic gaps and 16 units progressing through machinery setup. Small and medium enterprises drive half of these ventures.
Government clears Rs 7,503 crore investments under ECMS in sixth tranche
The latest group of 12 applicants includes manufacturers of up- stream materials such as anode and cathode materials. Together, these companies plan to produce goods worth 182,243 crore at faci- lities across 10 states and employ more than 9,500 workers.
Want only serious players, no place for frivolous applicants in Semicon 2.0: Vaishnaw to industry
On Friday, the government launched the web application portal for Semicon 2.0, which will initially receive applications related to three of the programme's six pillars: machines and materials, fabs, and packaging. Guidelines have so far been issued only for these three pillars, and the portal is now inviting applications for them. Other three areas pertain to design, R&D and talent.
India focused on becoming AI application capital of the world: Ashwini Vaishnaw
India is on a mission to become the global hub for artificial intelligence applications while also enhancing its semiconductor industry. With the launch of the Semicon 2.0 Web Application Portal, only well-prepared semiconductor enterprises will have their applications considered. The government is actively working on a strategy to produce indigenous graphics processing unit chips, alongside other crucial electronic components such as battery cells and copper foils.
India focused on becoming AI application capital of the world: Ashwini Vaishnaw
India is striving to become the artificial intelligence application capital while also focusing on semiconductor manufacturing. The government plans to launch the Semicon 2.0 Web Application Portal to attract serious players in the industry. Union Electronics and Information Technology Minister Ashwini Vaishnaw highlighted the importance of complete applications for participation.
Ashwini Vaishnaw launches Semicon 2.0 portal, says 50% of units approved under ECMS are SMES, MSMEs
Union Electronics and Information Technology Minister Ashwini Vaishnaw has launched the Semicon 2.0 Web Application Portal. The initiative aims to strengthen India's semiconductor manufacturing ecosystem while enabling the acceptance of applications under specific pillars. Fifty percent of the approved units under the Electronics Components Manufacturing Scheme belong to SMEs or MSMEs. India is progressing from assembly to the manufacturing of critical electronic components and materials.
Centre planning to use component scheme to feed chip ecosystem
Investment approvals under ECMS may therefore focus on items like precision-manufacturing equipment such as micro-tools, computer numerical control machines, PCB drills and industrial automation equipment, officials said. The sixth tranche of ECMS investment applications will be announced on Friday.
US tariff relief unlikely for Indian auto parts makers despite Democrats’ Congress sweep
Indian auto component makers see little prospect of near-term relief from steep US tariffs despite Democrats gaining control of Congress. President Donald Trump can veto legislation seeking to challenge his trade policies, while overturning that veto requires a two-thirds majority in both chambers. Industry executives see progress in bilateral trade talks as key.
Foxconn posts highest-ever monthly revenue in October, up 45.73 pc YoY on AI demand
According to the company's unaudited monthly revenue report released on Thursday, October revenue increased 12.66 per cent from NT$1.159 trillion (USD 35.18 billion) in September 2026, marking the highest single-month revenue in Foxconn's history.
Battery component makers may get up to 50% capital subsidy
The ministry of heavy industries is evaluating various subsidy models to enhance domestic battery component manufacturing capacity. Proposed support includes capital subsidies and sales-linked incentives to promote local production. India aims for sufficient manufacturing capacity to support 50 GWh of annual battery cell production by 2032. Current costs of battery materials are significantly higher compared to those from China.
Time to pick the right business, hold it longer: 5 stocks from the auto ancillary space with upside potential of up to 20%
In times of uncertainty in the market, investors should look for sectors where there is some underlying transformation taking place that is bigger, and will last longer, than the impact of any war or election results. One such is the auto ancillary sector.
Premji Invest goes big on strategic output & tech
Premji Invest and Singularity AMC are likely to lead a $30-40 million round in Sanlayan at a valuation of about $200 million, according to the people. Separately, Premji Invest is in advanced talks to lead Hical’s first institutional funding round of $30-40 million, alongside TVS Capital.
Syrma SGS reports best-ever quarter; Q2 revenue up 73% to Rs 1,999.5 crore
Syrma SGS Technology reported an 87.2% increase in consolidated net profit for the quarter ending September 2026. Consolidated revenue increased by 73.2%, reaching a record high of Rs 1,999.5 crore. The company’s exports grew by 91% year-on-year, showcasing strong international demand. Investments are planned in collaboration with Kaga Electronics to enhance the domestic supply ecosystem.
'Copying China's manufacturing model may not pay off': Ashwini Vaishnaw hits back with ‘Cope harder’ remark, cites Rs 3 lakh crore PLI returns
Union Minister Ashwini Vaishnaw has hit back at criticism of India's mobile phone manufacturing strategy with a blunt “Cope harder” remark. Citing figures from the government's Production Linked Incentive (PLI) scheme, he said the government paid Rs 19,000 crore in incentives and collected Rs 25,000 crore in direct taxes, alongside Rs 3 lakh crore in GST. His response followed a Bloomberg Opinion video questioning India's iPhone manufacturing model, its dependence on imported components and the cost of government subsidies.
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