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In a strategic move that could reshape India’s electronics manufacturing landscape, Taiwanese giant Foxconn is exploring the setup of its first independent facility in North India — a 300-acre industrial park along the Yamuna Expressway in Greater Noida, Uttar Pradesh. According to people familiar with the matter, the proposed unit could surpass the size of its upcoming Bengaluru facility, which is already poised to become the company’s second-largest globally.

Though the exact products to be manufactured are still under discussion, and talks with the government are ongoing, Foxconn’s interest marks a strong northward expansion of its India footprint. This facility could prove pivotal in Foxconn’s long-term manufacturing strategy, especially in the context of shifting global supply chains and India’s growing importance in electronics production.

Interestingly, the proposed land for this project is located in the same area where HCL-Foxconn recently acquired 50 acres for an outsourced semiconductor assembly and test (OSAT) plant — a project still awaiting final approval. The area falls under the Yamuna Expressway Industrial Development Authority (YEIDA) and boasts proximity to the upcoming Jewar airport, making it a logistical sweet spot for future export and production operations.

Foxconn’s move to Uttar Pradesh coincides with rising global uncertainties, particularly around tariffs and geopolitical tensions. As Neil Shah, Vice President of Research at Counterpoint Research, notes, India presents an ideal alternative for expanding electronic manufacturing services (EMS) capacity. “It’s good to diversify geographically, and at the same time, being closer to prospective customers will help tap opportunities from smart devices to automotive electronics,” he said.

The tech major already has manufacturing operations in Tamil Nadu, Karnataka, and Telangana but has scaled down its Andhra Pradesh unit in Sri City. Expanding into the Noida cluster — already developing into a robust industrial ecosystem — signals a conscious effort to capitalize on India’s strengthening position as a global manufacturing hub.

Prabhu Ram, Vice President at CyberMedia Research, emphasized that India’s evolving role in global supply chains makes it an increasingly attractive destination for manufacturers. “Foxconn’s expanded investment aligns with trends favoring resilience and diversification,” he said. “This demonstrates its strategic intent to deepen its India presence.”

The Noida region, much like Chennai, is evolving into a hotbed for EMS, with a solid base of suppliers, talent, and infrastructure. Shah further pointed out that this intra-India diversification strengthens Foxconn’s ability to both support current partners and attract new ones.

Foxconn’s India ambitions don’t stop at smartphones. The company, known globally for its vertical integration, has outlined plans to venture into manufacturing across diverse sectors — including information and communication technology (ICT), electric vehicles, renewable energy, and digital health. On his last visit to India, Foxconn Chairman Young Liu reaffirmed this vision, marking India as a major pillar in the company’s next phase of global growth.

Notably, Foxconn recently announced plans to manufacture 25–30 million iPhones annually in India — more than double its output from the previous year. This aggressive scale-up underscores India’s growing significance in Apple’s global supply chain and highlights the deepening synergy between Foxconn and India’s electronics ecosystem.

As discussions continue and details unfold, Foxconn’s Uttar Pradesh plans stand as a testament to India’s rising stature in high-tech manufacturing — and could soon become a turning point for North India’s industrial growth story.

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