India’s ambitious push to become a global electronics manufacturing powerhouse is facing a major test as China tightens export controls on key technologies and components. Beijing’s new restrictions have sparked concerns across India’s electronics and auto sectors, exposing how dependent the country still remains on Chinese supply chains. While Apple suppliers expand operations and India targets $120 billion in electronics exports by 2026, industry executives are now scrambling to assess the fallout from China’s latest move. Can India truly replace China in global manufacturing if Beijing still controls the machinery, rare earths and critical technologies powering the factories?
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