Google plans to invest billions of dollars in India’s Tamil Nadu state to set up smartphone production, picking the southern industrial province for its manufacturing push in the country.
The Alphabet Inc unit plans to assemble Pixel phones in the state, setting up new production lines with Taiwanese contract manufacturing partner Foxconn Technology Group (富士康科技集團), people familiar with the matter said. Its Wing subsidiary will also assemble drones in Tamil Nadu, said the people, who asked not to be identified as the information is private.
Google is accelerating its plans to manufacture devices in India, following companies such as Apple Inc in pivoting away from China to lessen geopolitical risks. The company’s decision benefits Tamil Nadu, which is seeking to get into advanced manufacturing and move away from the historical tag line “Detroit of India.”
Photo: AFP
A team from the Tamil Nadu government, comprising Minister for Industries T.R.B. Rajaa and senior executives, held talks with senior Google management in the US to pitch their state as a manufacturing location, the people said.
Google representatives didn’t immediately respond to a request for comment. Indian news Web site Moneycontrol earlier reported Google’s plan to manufacture in Tamil Nadu.
Google said last year it will begin production of its Pixel 8 smartphones in India, without disclosing a location. Apple has shifted some iPhone production to India, and Samsung Electronics Co also has set up assembly in the country.
Global technology players moving production to India is a potential boon for Prime Minister Narendra Modi, as the country undergoes elections to pick new leadership. Modi’s so-called production-linked financial incentives have helped the country attract electronics manufacturers.
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing