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The Economic Times

Economy / The Economic Times

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India's China supply chain blip could be a big twist in the plot

India's electronics exports to China have seen a significant rise, driven by AI and data center demand. This growth suggests China may source intermediate electronics from India as it moves up the value chain. India's manufacturing capacity is expanding, focusing on components and sub-assemblies for global markets. This emerging two-way electronics supply chain integrates India into China's industrial ecosystem.

22 Sep 2026 2:46 pm