Electronics and Semiconductor Manufacturing Industry

[Anants]

View: https://x.com/sriramthg/status/1925067769617490184

 

[Azaad]

TSMC Said 'NO': The World’s Top Chipmaker Rejects India’s Semiconductor Dream - techovedas

TSMC, the world’s largest chipmaker, rejects India’s semiconductor plant proposal, dealing a blow to the country’s chipmaking ambitions.

techovedas.com

 

[Anants]

TSMC Said 'NO': The World’s Top Chipmaker Rejects India’s Semiconductor Dream - techovedas

TSMC, the world’s largest chipmaker, rejects India’s semiconductor plant proposal, dealing a blow to the country’s chipmaking ambitions.

techovedas.com

Shadow banned by US as it does not want high end stuff manufacturing in India. Time to invest research in your building your own machines, production lines. India shall not get same luxury as China in terms of investments period.

 

[Azaad]

Shadow banned by US as it does not want high end stuff manufacturing in India. Time to invest research in your building your own machines, production lines. India shall not get same luxury as China in terms of investments period.

Saurav Jha indicated long ago that nodes < 14 nm SMC were not on the table as far as India goes. In fact earlier it was < 28 nm SMC but apparently the US relented after extensive discussions between Jake Sullivan & Ajit Doval when they conferred during the iCET negotiations & later when Modi & Biden met during the Quad meet around the same time.

 

[Anants]

Saurav Jha indicated long ago that nodes < 14 nm SMC were not on the table as far as India goes. In fact earlier it was < 28 nm SMC but apparently the US relented after extensive discussions between Jake Sullivan & Ajit Doval when they conferred during the iCET negotiations & later when Modi & Biden met during the Quad meet around the same time.

Yes that and Biden Chip Act. Infact - it was given - west is wary and jittery and wants to wrest back high end manufacturing back to west while restrict and roll back China. Frankly in India we would need passionate domain specific Leaders empowered by government to start nitty - gritty building of supply chain in Hardware and Software.

For eg for Fab, invest in all ancillary industries which support Fab machine manufacturing and upkeep. Offer insane value proposition to Canon to get their DUV machines and their assembling in India at first. Lure them with Maruti and Suzuki example.

 

[ArjunMK1A]

Yes that and Biden Chip Act. Infact - it was given - west is wary and jittery and wants to wrest back high end manufacturing back to west while restrict and roll back China. Frankly in India we would need passionate domain specific Leaders empowered by government to start nitty - gritty building of supply chain in Hardware and Software.

For eg for Fab, invest in all ancillary industries which support Fab machine manufacturing and upkeep. Offer insane proposition value to Canon to get their DUV machines and their assembling in India at first. Lure them with Maruti and Suzuki example.

Agreed, without massive incentive we cannot get these less than 14nm node machines. May be start building 45nm, 28nm machines in India first. Then jump for 14nm nodes. Also without support from technical institutes like IITs, CDAC, CSIR, IISER along with Indian industries we cannot do this.

Not trusting the existing 1st gen dhandos, they chimp out for ToT.
2nd gen were wannabe elon musk and more inside Consumer app sector.
We should support the 2nd and 3rd gen folks who are in deep tech working hardly in Incubators.

 

[concard]

Yes that and Biden Chip Act. Infact - it was given - west is wary and jittery and wants to wrest back high end manufacturing back to west while restrict and roll back China. Frankly in India we would need passionate domain specific Leaders empowered by government to start nitty - gritty building of supply chain in Hardware and Software.

For eg for Fab, invest in all ancillary industries which support Fab machine manufacturing and upkeep. Offer insane value proposition to Canon to get their DUV machines and their assembling in India at first. Lure them with Maruti and Suzuki example.

For that to happen we need to break the IIT system which emphasizes churning out qualified robots on a assembly line for job market. What we need is big Universities which have everything on campus from Engineering to Medicine to MBA in one big 1,000 acre campus. The goal of these Universities should be purely research oriented. Bag the talent when they are young and pay them good money to stay in research. That is the only way we can innovate out of our misery instead of asking ToT with outside suppliers. However, IIT lobby is so strong even BJP is continuing this non sense of setting up more IITs. And some fucking morons in some IITs are setting up their campus outside India as if these fucking morons have achieved MIT brand level of quality.

We need to change our education system. Otherwise our mindsets will remain the same. It will always be about how much is sharmaji ka beta package after graduation discussion in Indian households rather than pursuit of knowledge. We are now investing $150 billion per year in CAPEX spending. I want to see a day where GoI allocated $150 billion per year for research in STEM fields.