Friday, April 25, 2025

A Golden Opportunity for India

India’s new chip fab rises from the dust
https://www.economist.com/asia/2025/05/01/indias-new-chip-fab-rises-from-the-dust
The country is making it first big bet on semiconductors.


Apple aims to source all US iPhones from India in pivot away from China
https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372
Related:
https://www.theguardian.com/technology/2025/apr/25/apple-source-us-iphones-india-china-trump-trade-war
 
India Has a Golden Opportunity to Capture U.S. Business from China
https://www.wsj.com/world/india/india-us-trade-china-tariff-war-602e5b83
The world’s most populous nation has long trailed not just China but also smaller countries with nimbler governments. 

JD Vance’s India Visit Highlights Closer U.S. Relations
https://www.wsj.com/opinion/jd-vances-india-visit-highlights-closer-u-s-relations-84dc8bad
Economic growth, fear of China and concern over Islamist terrorism brought the countries together.