How Taiwan quietly took over AI server manufacturing | The Daily Brief #359

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 Visit Coin by https://zerodha.com/open-account?c=ZM... Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Checkout Markets By Zeodha's Reddit here:   / marketsbyzerodha   Checkout The Chatter here: https://thechatterbyzerodha.substack.... Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv... Apple Podcasts: https://podcasts.apple.com/in/podcast... Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.