Overview

• Foxconn announced a $1.5 billion investment in its Indian operations, supporting new campus plans to employ 30,000 workers.
• Tata Electronics has begun assembling the iPhone 16 at its South Indian facility, expanding local production capacity for Apple’s newest handset.
• The value of Apple products manufactured in India surged 60% in the past year to reach $22 billion, with over $17 billion destined for export.
• President Trump told Tim Cook he did not want Apple to expand manufacturing in India, casting doubt on plans for U.S.-destined iPhones by 2026.
• Reports indicate Beijing may be restricting visas for experienced engineers traveling to India, potentially complicating the supply chain shift.