Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Mar 10

India is quietly becoming an electronics assembly powerhouse, thanks, in part, to recent China tariffs.

Apple Now Makes About 25% of iPhones in India After China Pivot - Bloomberg
https://www.bloomberg.com/news/articles/2026-03-10/apple-now-makes-about-25-of-iphones-in-india-after-china-pivot