Electronics and Semiconductor Manufacturing Industry

1733753264057.webp
 
Nutcracker said:
How many times will GOI clowns approve same thing.
Red-tapism all the way.

"SCL is getting a ₹10,000 crore makeover, that was approved by the Union Cabinet in 2022."
Click to expand...

Maybe they should buy one EUV machine and try to perfect 7nm node. Each EUV machine costs $300 million. Since SCL is not going to produce chips on a massive scale, they should try experimenting with higher end nodes. We should also try building memory chips as well. 10,000 crore cost should be able to cover 1 EUV machine and the rest upgrades to the lab.
 
concard said:
Maybe they should buy one EUV machine and try to perfect 7nm node. Each EUV machine costs $300 million. Since SCL is not going to produce chips on a massive scale, they should try experimenting with higher end nodes. We should also try building memory chips as well. 10,000 crore cost should be able to cover 1 EUV machine and the rest upgrades to the lab.
Click to expand...
Even 10 nm DUV in next 10 years is pretty good. We could build our own ARM supercomputers like Fugaku.
 
economictimes.indiatimes.com

Apple to assemble AirPods in India for the first time, starting 2025

Apple is poised to commence AirPods assembly in India by early 2025, diversifying its supply chain away from China. Foxconn will handle production at a new facility near Hyderabad, with trial runs already underway. This strategic move aims to tap into India's burgeoning consumer electronics...
economictimes.indiatimes.com economictimes.indiatimes.com
 
ezsasa said:
just a theory..
may be there is a differentiator we haven't looked into, and it is because of acceptance of "rules based world order/liberal world order". those money bags who submitted to "rules based world order" automatically limit their thinking to hierarchy that the world order assigned them to, and those who think differently.
nandan nilakeni is very clear that India should not create a LLM of it's own.

what's common in all this?
there is a line that is not being crossed as long as activity is happening within India.

on the flip side, those who don't prescribe to the world view of "global world order" are not shackled by limitations in their thinking.

we can even expand this theory to VC funding, all the VC funding in India is going in direction of services, but not in manufacturing. may be here too there are rules that are not in public domain, yet they are imposed on us, sugarcoated as trade analysis.
Click to expand...

read the above in conjunction with the info below.


View: https://x.com/WallStreetApes/status/1868138972200739148
 
Where Does India Stand in the Global AI Race?

Part - 3

India currently ranks around 14th in the global evolution of Artificial Intelligence (AI) and remains largely absent in the production of high-tech, high-efficiency chipsets. However, the groundwork has been laid, marking the beginning of India’s journey in this critical field. This position is somewhat disappointing for a nation renowned for its contributions to global intellectual capital & unparalleled talent pool, but India’s significance in the AI landscape is now steadily growing as a cornerstone for future development.

Recent data suggests India’s AI sector is poised to grow by 25-35% this year compared to the previous year. A particularly encouraging trend is the rising awareness among businesses about AI’s potential. Reports indicate that approximately 87% of surveyed companies are in the early or mid-stages of integrating AI into their operations, signaling a promising cultural shift toward embracing AI-driven innovation.

The Global Landscape and India’s Role

The United States remains the global leader in AI development, driven by extensive R&D efforts, robust infrastructure, and widespread business adoption of AI tools. India, while lagging behind in financial investment, contributes significantly through its intellectual capital—the same talent pool that powers much of the U.S.’s AI innovation.

Indian graduate students at U.S. universities have been instrumental in bolstering the U.S.’s AI competitiveness. Statistics reveal that nearly 46% of the high-skilled AI workforce in the U.S. is under 30 and predominantly from abroad, with India leading the pack. This has solidified India’s reputation as a global hub for AI talent and increased its attractiveness as a talent pool for organizations worldwide.

Companies Driving AI Forward

In the U.S., companies like Apple, Nvidia, Microsoft, Amazon, and Google lead the charge in AI innovation. Meanwhile, Indian firms such as Wipro, Infosys, HCL, and Accenture India are focused on adopting AI to enhance operations and deliver value. According to a Google survey, AI is expected to contribute $100 billion to India’s economy by 2030—an extraordinary leap for a technology that once seemed futuristic.

Emerging AI Hubs and Government Initiatives

While India has yet to produce groundbreaking AI inventions credited to individuals of Indian origin, Tamil Nadu is emerging as a significant AI hub, fueled by government initiatives and a skilled workforce. Since 2020, the Indian government has proactively promoted AI development, drawing lessons from missed opportunities in the global manufacturing and electronics sectors between 1995 and 2010. To avoid falling behind in the AI revolution, the government has allocated nearly $20 billion in incentives to encourage companies to establish AI operations and manufacture chipsets in India.

These incentives are bearing fruit, making India an increasingly attractive destination for global tech giants seeking to expand their footprint or tap into its talent pool. Reflecting this momentum, India hosted a high-profile AI Conference on July 3–4, 2024, focusing on key pillars of the AI ecosystem, including compute capacity, foundational models, datasets, application development, future skills, startup financing, and safe and trusted AI.

A Promising Future

If the government’s efforts succeed, India is on track to develop a robust ecosystem for AI innovation and growth. This time, India has begun its journey alongside other advanced nations, determined not to lag behind. The projected economic benefits—such as AI contributing $100 billion to the economy by 2030—are well within reach if these initiatives are implemented effectively. With a strategic focus on talent, infrastructure, and policy, India has the potential to establish itself as a key player in the global AI ecosystem.
 
economictimes.indiatimes.com

Ascent Circuits to invest Rs 650 crore in new PCB facility at Hosur

Amber Group's subsidiary Ascent Circuits announces a Rs 650 crore investment to set up a PCB manufacturing facility in Hosur, Tamil Nadu. This facility will use advanced technologies to produce various PCBs and create over 1,000 jobs. The initiative supports India's semiconductor and chip...
economictimes.indiatimes.com economictimes.indiatimes.com
economictimes.indiatimes.com

BPL’s PCB unit in Bengaluru starts commercial production

BPL commissions a modern PCB manufacturing facility in Doddaballapur, Bangalore, with an investment of Rs 20 crore, revolutionizing the Indian PCB landscape.
economictimes.indiatimes.com economictimes.indiatimes.com
 
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