How Taiwan quietly took over AI server manufacturing | The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

1. How Taiwan’s Tech Giants Became the Backbone of the AI Server Boom
We’ll explore how Foxconn, Quanta and Wistron quietly shifted from making iPhones and laptops to building most of the world’s AI servers. The story looks at what goes into an AI server, how these companies pivoted into this complex industry, and what this transformation means for the global AI supply chain and its risks.

2. India’s Smartphone Manufacturing: Success or Subsidy-Driven Illusion?
We’ll look into whether India’s massive rise as a smartphone manufacturing hub is truly creating value. The story breaks down the debate around real exports, domestic value addition, job creation, and whether schemes like the PLI are helping India climb the global value chain — or simply funding low-end assembly.

Timestamps:
00:00 Intro
00:34 From iPhones to AI servers
12:53 Is India’s phone boom real?
24:13 Tidbits


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