TAITRONICS & AIoT Taiwan 2025: How India Is Emerging as a Key Player in the Global Electronics and Semiconductor Supply Chain

Just returned from TAITRONICS & AIoT Taiwan 2025, what an incredible experience! The exhibition was buzzing with innovation, collaboration, and honest conversations about the future of global electronics and AIoT. Amid B2B meetings and insightful discussions, one theme stood out clearly: India’s growing presence in Asia’s tech supply chain. • Taiwan’s ecosystem moves in clusters, with suppliers and partners expanding collectively across geographies. • Several firms are reshoring from China to Taiwan, seeking resilience and strategic balance. •TSMC and others continue leading in high-end chips (2–7nm), shaping global semiconductor innovation. • Thailand is fast emerging as a PCB manufacturing hub, benefiting from supply chain realignments - this investment in Thailand started 4-5 years ago and it is now developing as a cluster with expectations of costs set to match that of China’s in 3-5 years • For India, this transition presents an inflection point, Taiwanese firms are exploring India for co-locating design, OSAT, Fabs, and phone and consumer goods assembly under PLI incentives given strong domestic demand. A concerted engagement with the ecosystem in Taiwan to communicate India’s benefits should do the job. • With $18B in semiconductor investments and production ramping up by 2025, India is stepping forward as a trusted, strategic partner in the global tech value chain.

Grateful to TAITRA Global (Taiwan External Trade Development Council) and Taipei Economic and Cultural Center (TECC) for facilitating this visit and sharing valuable insights.