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India's technology sector is gaining momentum across semiconductors, connectivity, AI payments, PCs, tablets and refurbished smartphones, as policy support and local manufacturing attract investment. However, supply-chain diversification, margin pressure, cautious demand and VinFast's manufacturing pause highlight challenges facing India's broader technology ambitions. India expands chip ambitions with full Semicon 2.0 notification India has unveiled the next phase of its semiconductor policy, a move that could reshape global chip supply chains, investment flows, and talent markets. The expanded program aims to deepen local design and manufacturing capacity, while giving multinational companies and developers a larger role in one of technology's most strategic sectors. South Korea-India joint venture opens semiconductor materials plant, targets China-free supply chain A South Korean-Indian joint venture has completed a semiconductor materials plant in South Korea, aiming to strengthen regional supply chains for photoresist materials and reduce reliance on Chinese raw materials. VinFast reportedly pauses India manufacturing work on three EVs, a year after opening its Tamil Nadu plant VinFast has suspended plans to manufacture three electric vehicles in India and ordered suppliers to halt work while it reassesses costs, according to two sources and a company memo reviewed by Reuters. The pause stalls the localization push the Vietnamese automaker had placed at the center of its India strategy, barely a year after opening its first factory outside Vietnam. Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity comes with familiar risks. Telecom demand in the country remains strong, yet vendors with experience in India warn that growth does not automatically translate into profit. Gemtek deepens partnership with India's Dixon Technologies to expand optical transceiver, connectivity footprint Gemtek Technology announced that it is deepening its strategic cooperation with India's Dixon Technologies through their joint venture in India, expanding the manufacturing and market presence of its optical transceivers, bidirectional optical sub-assembly (BOSA), and other high-speed optical connectivity solutions. Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field trials and the country's Department of Telecommunications (DoT) advancing the regulatory process. India reportedly readies AI agent payments on UPI, its national payment rails India is reportedly preparing a framework that would allow AI agents to make small digital payments without requiring user approval for every transaction. This would be a step that would put one of the world's largest payment networks behind agentic commerce. India PC shipments rise as channel buying lifts second quarter sales India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend signals how supply pressures and pricing changes can reshape device markets far beyond India. India's refurbished smartphone market gains as prices push buyers toward premium used devices India's refurbished smartphone market is expanding as rising handset prices steer consumers toward lower-cost premium models. The trend extends well beyond India, showing how rising device costs, trade-in programs, and formal resale channels could reshape smartphone access, sustainability, and upgrade cycles for buyers in other major markets as well. India tablet market grows as business demand shifts toward premium devices India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options. Article edited by Jerry Chen
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