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Deep & Emerging Tech·September 22, 2026·1 min read

The Foxconn of India: Dixon Tech Eyes Growth Beyond Smartphones

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Dixon talking about slow smartphone demand while leaning into production incentives and diversification is a clear signal that India EMS is moving from single-category dependence to multi-vertical capacity. OEMs looking to derisk from China now have to think in terms of portfolio manufacturing in India, not just “find a phone assembler.”

Deep & Emerging Tech

Microsoft says it will give DARPA on-site access to its latest quantum computing hardware, including the Majorana 2 chip, at its new Maryland research center

Direct DARPA access to Microsoft’s Majorana 2 hardware is a signal that quantum is moving from pure lab work toward defense-aligned experimentation. If you’re in crypto, sensing, or optimization-heavy domains, this is a reminder to track quantum risk and opportunity on a 5–10 year horizon, not a 20-year one.