Electronics and Semiconductor Manufacturing Industry

shade2 said:
Getting all that isn't entirely in our hands, it depends on (((foreign cooperation))) to start with.

In the 80s and 90s China got that in droves, Deep State and Corporates were entirely in sync, signing FTAs with China, getting them in WTO and appeasing them in general.

Here nobody wants FTA with us among the consooming countries, being insistent on us allowing agricultural imports knowing we won't agree, export competitiveness is nowhere are close as the SEAsian countries.

Before Gobi we also had a total sellout class of politicians/bureaucrats allowing the dhandhos to import everything instead of buying local since it was so cheep, domestic producers could never compete, today in mobile phone manufacturing whatever you see is because we have hiked duties on direct imports so you have assembly shops atleast and Samsung/Apple export some portion of the production because it meets their own corporate objectives.

others just have their big production/assembly sites in Vietnam.

China also has the unique benefit of no elections, no freebies and not "socialist" drama, they can afford to give generous subsidies and loans to factories, and workers just work without going for union chimpouts that are hard even for politicos like Stalin to stamp out.

They can build and overbuild Infra because there are no mob protests and no PILs filed and no Meelards freezing land acquisition or infra building.
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This is an illusion of China's development model. China's development is not as smooth and easy as the above mentioned. The process is full of hardships and difficulties, and the price paid is also very high, there are successes and failures.
 
Ayan Barat said:
After a brief period of actually helping this thing has single-handedly caused perhaps the most damage; as it gave this false sense of security that we're the IT superpower. We didn't bother focusing on 99 other extremely important industries, we started closing down non-IT programs in colleges, obviously because students stopped taking admissions in anything else, the most crucial phase of a child's life (9th to 12th) got wasted becoming coaching-zombies...all mostly for jobs that everyone else thought to be too menial to do.

A true IT superpower outside Silicon Valley would be something like Tel Aviv, where the importance of work being done Vs people engaged in doing that is significantly higher.

IT Superpower for us is very much like those 1974 fibreglass helmets that we wear so proudly. For the soldiers it give a false sense of security but in reality it'd crumble as soon as engaged.
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Every country need one sector which should boom & encourage other sectors to build.

What IT sector does for India:-

1. Bring more money to India
2. Bring more taxes to govt.
3. Promote indirect jobs and other sectors to flourish.
4. Now we have money, can invest in other areas and promote other industries.
5. Middle class created, increases their buying power and due to this other sectors flourishing.
6. Thru IT people scattered across world and get recognition, now same image used in other areas. This promoted our credibility in other sectors also across world.

I m not saying we doing big thing in IT, i am saying it brings money and help out to build other sectors.
 
TopWatcher said:
Every country need one sector which should boom & encourage other sectors to build.

What IT sector does for India:-

1. Bring more money to India
2. Bring more taxes to govt.
3. Promote indirect jobs and other sectors to flourish.
4. Now we have money, can invest in other areas and promote other industries.
5. Middle class created, increases their buying power and due to this other sectors flourishing.
6. Thru IT people scattered across world and get recognition, now same image used in other areas. This promoted our credibility in other sectors also across world.

I m not saying we doing big thing in IT, i am saying it brings money and help out to build other sectors.
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Yes, I totally agree with you.

Post World War Japan started with just electronics and automobiles. The inflow that happened was more or less completely used in developing other sectors like healthcare, robotics, railways. UAE, like all Middle Eastern countries started with just oil but almost instantly realised that reserves would dry up one day and the result is what we see today; aviation, real estate, tourism, finance. India started its journey with using its IT talent to attract MNC and foreign investment. But as we know, Indian people are always striving to become the global pioneers and soon all the revenues were used to prop up other sectors like electronics, semiconductors, automobile, pharmaceuticals, aerospace. South Korea too was known just for its shipbuilding. But now they've successfully used that inflow to become leaders in electronics, steel, automobile, IT.

Now let's come to reality
Three of the aforementioned cases are what has happened and one is what could have happened. And I'm damn sure I don't need to tell you which one.

Let's leave all the different sectors that could have been developed using the money from IT exports and just talk about these IT firms. Out of the infamous WITCH, how many do you think truly diversified with the revenue instead of just keep doing what they were doing decades ago?
 
Ayan Barat said:
Yes, I totally agree with you.

Post World War Japan started with just electronics and automobiles. The inflow that happened was more or less completely used in developing other sectors like healthcare, robotics, railways. UAE, like all Middle Eastern countries started with just oil but almost instantly realised that reserves would dry up one day and the result is what we see today; aviation, real estate, tourism, finance. India started its journey with using its IT talent to attract MNC and foreign investment. But as we know, Indian people are always striving to become the global pioneers and soon all the revenues were used to prop up other sectors like electronics, semiconductors, automobile, pharmaceuticals, aerospace. South Korea too was known just for its shipbuilding. But now they've successfully used that inflow to become leaders in electronics, steel, automobile, IT.

Now let's come to reality
Three of the aforementioned cases are what has happened and one is what could have happened. And I'm damn sure I don't need to tell you which one.

Let's leave all the different sectors that could have been developed using the money from IT exports and just talk about these IT firms. Out of the infamous WITCH, how many do you think truly diversified with the revenue instead of just keep doing what they were doing decades ago?
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Forget developing other sectors , they could not even spin off s/w product division. I use to cringe and knew in my heart that chinese are going lunge forward in IT and software space ahead of India almost 2 decade ago, when i started seeing qq keyboards and qq messenger integration requestion to mobile os vendors by chinese telecom. At that time we all use to brag "indian s/w powerhouse" as compared to China. Honhaar poot ke hout hain chikne paat.. i could see where they would be going decade later. Compared to top tier indian services company hr shutting up a newly recruited intern when he/she asked whether there is any plan to transition to products ftom services almost two decades back. It dawned on him/her when that company held ibm as role model - it was only talking about its services division.
 
Anants said:
Forget developing other sectors , they could not even spin off s/w product division. I use to cringe and knew in my heart that chinese are going lunge forward in IT and software space ahead of India almost 2 decade ago, when i started seeing qq keyboards and qq messenger integration requestion to mobile os vendors by chinese telecom. At that time we all use to brag "indian s/w powerhouse" as compared to China. Honhaar poot ke hout hain chikne paat.. i could see where they would be going decade later. Compared to top tier indian services company hr shutting up a newly recruited intern when he/she asked whether there is any plan to transition to products ftom services almost two decades back. It dawned on him/her when that company held ibm as role model - it was only talking about its services division.
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That i already said in my last line.
 
TopWatcher said:
That i already said in my last line.
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Mate your last line consisted two parts. First part obvious. And second part a wish or statement far from reality. Its took a govt after two decades of it boom to make attempt at expanding to other sectors. I am saying attempt because how it plays is yet to be seen.
 
Anants said:
Forget developing other sectors , they could not even spin off s/w product division. I use to cringe and knew in my heart that chinese are going lunge forward in IT and software space ahead of India almost 2 decade ago, when i started seeing qq keyboards and qq messenger integration requestion to mobile os vendors by chinese telecom. At that time we all use to brag "indian s/w powerhouse" as compared to China. Honhaar poot ke hout hain chikne paat.. i could see where they would be going decade later. Compared to top tier indian services company hr shutting up a newly recruited intern when he/she asked whether there is any plan to transition to products ftom services almost two decades back. It dawned on him/her when that company held ibm as role model - it was only talking about its services division.
Click to expand...

I also made the same prediction back in the early 2000s when I said that in addition to software, India needed to focus more on the hardware side but to no avail. You can blame that on Congress leadership.
 
The Next Superpower in Computer Chip Supply

Over the next decade, the United States is poised to dominate computer chip design, while manufacturing leadership will likely remain shared between Taiwan and the U.S.. Computer chips form the backbone of modern technology, powering everything from basic circuits to advanced devices like smartphones, computers, automobiles and medical equipment.

Today, the rise of technologies like Generative AI (GenAI) is reshaping the semiconductor industry, particularly through the development of AI accelerator chips. These specialized chips are driving innovations in smart manufacturing and bolstering military capabilities.

In 2023, global demand for computer chips reached approximately $588 billion, with an anticipated growth of 13% in 2024. This burgeoning demand is spurring significant investments in chip design, development, production, and distribution. As the semiconductor industry thrives, its growth is propelled by the world’s largest microchip companies, which are critical in driving innovation and the digital transformation of industries.

Key Players in Semiconductor Design

The leading companies in semiconductor design include:
• NVIDIA
• TSMC
• AMD
• Intel
• Qualcomm
• Broadcom

On the manufacturing side, the industry is led by:

TSMC 54% Taiwan
Samsung 17% South Korea
UMC 7% Taiwan
GlobalFoundries 7% United States
SMIC 5% China
Others 10% Various

These companies form the backbone of global chip manufacturing, driving innovation through relentless research and development.

India is positioning itself as a significant player in the global semiconductor market, particularly in the mid-tier chip segment (26nm and similar ranges), which commands the highest global demand.

India’s Strategic Investments and Alliances

With its strong base in software and IT talent, India has been accelerating its efforts to establish a foothold in the semiconductor sector. While the country has been a late entrant and currently lags behind China, shifting global dynamics present India with a unique opportunity. Increasing restrictions on Chinese technology imports by Western nations are creating openings for India to rise as an alternative. India’s current demand is about $25 billion which is expected to rise to $250 billion in 5 years time, hence India has to invest heavily in this business.

The Indian government, under Prime Minister Modi, has introduced ambitious policies, committing $15 billion in incentives over the next three years to boost semiconductor manufacturing. Key developments include:

• Tata Group partnering with Taiwan’s PSMC to build India’s first semiconductor fabrication (FAB) plant in Gujarat.

• Israel’s Tower Semiconductor joining forces with the Adani Group to establish a $10 billion FAB in India.

• Micron constructing a state-of-the-art chip testing and assembly facility.

• Foxconn, a leading Taiwanese company, submitting plans for a large-scale FAB in India.

In addition to chip fabrication, India is investing heavily in testing and packaging industries, with hubs emerging in states like Gujarat and Assam.

India’s primary competitor in mid-tier chip production is China, which continues to focus on the low-end chip market (26nm). However, China faces stiff competition due to technology transfer restrictions and growing investments in mid-range chip production by India and Europe.

The Road Ahead

These initiatives, encompassing fabrication plants, testing facilities, and assembly units, are set to position India as a key player on the global semiconductor map. Projections suggest that these developments will generate nearly one million high-tech jobs, reinforcing India’s role as a major contender in the semiconductor industry.
 
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