Electronics and Semiconductor Manufacturing Industry

[superpower]

91000 + cr

 

[SKC]

First time getting into chip making business and expecting that 14nm chip will be made right away is wishful thinking. First learn the art of 28nm chip, which is the highest demand and then move up the ladder to get 14nm chip.

You are right but 14nm is no longer a new node and it is possible to buy few old litho machines to produce 14nm nodes too. However, it will cost much more than 28nm nodes. Plus, general purpose electronics will work fine with 28nm and even upto 45nm chips.​

 

[AbRaj]

He is not a scamster, his company started way back in 1990s and manufactures electronic equipment's for bigger brands. If you start declaring every businessman and manufacturer as scammer then nobody will be left in India.
He is still making equipment's for multiple companies and doing a business of over 500cr with around 200cr in profits per year.

He used to import Chinese Mobiles, LCD panels, electronic appliances and even EVs as SKDs/CKDs and sell them under his own label as “Made in India”. Pretty much a scam to me

 

[SKC]

He used to import Chinese Mobiles, LCD panels, electronic appliances and even EVs as SKDs/CKDs and sell them under his own label as “Made in India”. Pretty much a scam to me

Everyone used to do it back then. He did not sell his Micromax mobiles as Make in India back then and not even now. They are made in India with components sources form China and other suppliers.​

 

[Azaad]

Canon and Nikon have DUV machines which can itch upto only 14nm node chips. The companies which are building fabs should evaluate machines from all the 3 companies ASML, Canon, and Nikon. Which one has low down time, less maintenance, cost of servicing, cost of replacing parts, cost to buy, yield on each wafer etc before deciding which one to buy. I hope they buy few from ASML and few from Canon as they would be familiar with working on both kinds of machines. We anyway need ASML machines beyond 14nm node since Canon and Nikon don't have EUV machines.

IIRC Tata's plans to commence fabricating 14 nm SMC at Dholera ~ 2030 , likely earlier. It was there either in some interview or I probably read it on Twitter or someone linked it on DFI. I'd link the requisite article / tweet as soon as I come across it.

 

[sameer]

Polymatech Electronics expands with new semiconductor plant in Chhattisgarh​

https://www.manufacturingtodayindia.com/polymatech-electronics-expands-with-new-semiconductor-plant-in-chhattisgarh

The facility will produce advanced semiconductor chips and base stations for 5G and 6G using cutting-edge GaN MMIC devices.

Polymatech Electronics has announced the establishment of its second plant in India, located in Nava-Raipur, Chhattisgarh. The new facility, supported by a 40% capital subsidy from the state, will focus on producing advanced semiconductor chips and base stations for the rapidly advancing 5G and 6G technologies.

Polymatech’s new plant will specialise in the production of Gallium Nitride (GaN) semiconductor chips, a technology crucial for high-frequency 5G and 6G communications. These chips will be used in the base stations that are central to next-generation telecom infrastructure.

The plant will also incorporate advanced packaging for these chips, with initial fabrications being outsourced until Polymatech’s own foundry in Grenoble, France, becomes operational.

The collaboration with Simply RF, a company based in Cardiff, UK, is expected to boost India’s capabilities in global semiconductor manufacturing. The Chhattisgarh government’s support further solidifies the state as a hub for technological innovation, with policies designed to attract high-tech manufacturing investments.

 

[sameer]

https://www.livemint.com/companies/news/polymatech-electronics-acquisition-us-europe-ipo-fy26-11731924662533.html

Don't know what their revenue/cash flow is, but It's interesting that the company plans to spend at least $200-300M on acquisitions and getting IP in EU and US in the next few years.

Semiconductor chip manufacturer Polymatech Electronics will spend close to $300 million in closing two acquisitions within the next few months in the US and France as it expands its presence globally.
Polymatech Electronics founder Eswara Rao Nandam told Mint that the acquisitions will be funded through a mix of internal accruals and external investments from potential equity investors.

“We will be expanding our US semiconductor fabrication facility planned for next year and there will be an acquisition in Grenoble, France, which will get crystallised within the next three to four weeks. For both these facilities, about $200-300 million will be needed," he said.

In August, Polymatech's wholly-owned subsidiary, Artificial Electronics Intelligent Materials Pte Ltd in Singapore acquired California-based Nisene Technology Group which is one of the oldest makers of integrated circuits built on silicon and silicon carbide wafer. Polymatech currently makes sapphire-based semiconductors. Nandam elaborated that equity investment is expected to come into Nisene for expanding this facility which will make silicon carbide and sapphire wafers, high-performance Central Processing Units (CPUs), and Graphics Processing Unit (GPUs) for computers and mobiles.

 

[FalconSlayers]

View: https://x.com/lakshmishaks/status/1874809918039236911

 

[shade2]

View: https://x.com/lakshmishaks/status/1874809918039236911

And this is only Mobile phone exports hard-carrying the country.

Imagine if we got Laptop, AIO, Server manufacturing for export, and even manufacturing subcomponents like PCIE graphics cards and ATX motherboards and all kinds of PCBs

Unfortunately ITA-1 pre-emptively fucked such haseen sapne, and attempts to wake up by GoI by Laptop Ban, but Amrika put the GoI back to sleep by force.

 

[FalconSlayers]

And this is only Mobile phone exports hard-carrying the country.

Imagine if we got Laptop, AIO, Server manufacturing for export, and even manufacturing subcomponents like PCIE graphics cards and ATX motherboards and all kinds of PCBs

Unfortunately ITA-1 pre-emptively fucked such haseen sapne, and attempts to wake up by GoI by Laptop Ban, but Amrika put the GoI back to sleep by force.

Laptops are being built and many projects under pipeline. These figures by the way are for 2024-25, in 2025-26 this will likely touch $160-$170 billion. Wait till the Foxconn and Tata plants for iPhones get operational, the one by Foxconn alone will have more than $20 billion worth revenue.

What we need although is large scale PCB plants which we obviously lack in, not much capacity. And GoI's semicon mission doesn't include them afaik. Also, they are yet to get display fabs in India and additional semicon plants here.

Their PLI for electronic components is still only on paper, and it likely will remain so as GoI watches Vietnam and Thailand take all of them by the time baboons are done with their chai-biskoot committees.

 

[ArjunMK1A]

Laptops are being built and many projects under pipeline. These figures by the way are for 2024-25, in 2025-26 this will likely touch $160-$170 billion. Wait till the Foxconn and Tata plants for iPhones get operational, the one by Foxconn alone will have more than $20 billion worth revenue.

What we need although is large scale PCB plants which we obviously lack in, not much capacity. And GoI's semicon mission doesn't include them afaik. Also, they are yet to get display fabs in India and additional semicon plants here.

Their PLI for electronic components is still only on paper, and it likely will remain so as GoI watches Vietnam and Thailand take all of them by the time baboons are done with their chai-biskoot committees.

PLI for electronics is moving on with Rajeev Chandrashekar who worked in Intel. Otherwise Babus will do Chai-biscoot session eternally.

 

[FalconSlayers]

PLI for electronics is moving on with Rajeev Chandrashekar who worked in Intel. Otherwise Babus will do Chai-biscoot session eternally.

Which sectors? We have seen no progress on:
1. Display fab
2. Electronics components PLI
3. Large PCB plants

 

[Hari Sud]

And this is only Mobile phone exports hard-carrying the country.

Imagine if we got Laptop, AIO, Server manufacturing for export, and even manufacturing subcomponents like PCIE graphics cards and ATX motherboards and all kinds of PCBs

Unfortunately ITA-1 pre-emptively fucked such haseen sapne, and attempts to wake up by GoI by Laptop Ban, but Amrika put the GoI back to sleep by force.

Recheck your facts…..

 

[Hari Sud]

PLI for electronics is moving on with Rajeev Chandrashekar who worked in Intel. Otherwise Babus will do Chai-biscoot session eternally.

BS

 

[crazywithmath]

Which sectors? We have seen no progress on:
1. Display fab
2. Electronics components PLI
3. Large PCB plants

Some of the companies are into components tho (PG Electroplast, XPro India and Kaynes to name a few). Then there are phoren ones like Foxlink, Flex, Hon Hai, Jabil, Molex, TDK etc. Some 10-12 chong companies (all of them supply to Apple) are being let into India through the JV route. Some of these companies are expanding quite aggressively.

Then there are reports of more domestic companies (Aequs, Motherson etc) getting involved in Apple's ecosystem. Electronics components PLI is delayed because the dhandhos wanted more incentives; the modified scheme is being drafted for a cabinet approval by MEITy and the cabinet note is in advanced stages (per ToI).

There are two other PLI schemes - one for telecom gears and the other for white goods (discounting the one they drafted for PV sell manufacturers). Those who invested on Blue Star and/or Voltas have made a fortune out of it.

I expect a lot of cos to go solo for their future semiconductor projects tbh. A lot of states like Odisha and Gujarat are courting dhandhos very aggressively - they wouldn't need 'gibs' from the GoI. RIR and RRP are doing it. Others will follow suit.

 

[shade2]

PLI for electronics is moving on with Rajeev Chandrashekar who worked in Intel. Otherwise Babus will do Chai-biscoot session eternally.

Rajeev Chandrasekher was fielded against the Human Thesaurus in Trivandrum in LS 2024 elections and predictably lost.
This was then used as an excuse to deny him a comeback into the MoS IT post that he had.

The current MoS IT is Jitin Prasada, the Congi transplant whose claim-to-fame was screeching about "BAAMAN KHATRE ME HAI FROM YOGI ADITYANATH THAKUR AJAY BISHT!!!?!111" before being imported into the BJP.

Unlike Chandrasekhar however, this guy is a career politician so YMMV.

 

[crazywithmath]

Rajeev Chandrasekher was fielded against the Human Thesaurus in Trivandrum in LS 2024 elections and predictably lost.
This was then used as an excuse to deny him a comeback into the MoS IT post that he had.

The current MoS IT is Jitin Prasada, the Congi transplant whose claim-to-fame was screeching about "BAAMAN KHATRE ME HAI FROM YOGI ADITYANATH THAKUR AJAY BISHT!!!?!111" before being imported into the BJP.

Unlike Chandrasekhar however, this guy is a career politician so YMMV.

Rumors are that a lot MEITy undertakings/operations are being impacted (read overseen) by Rajeev Chandrashekhar because the incumbent has no industry experience and the Union Minister is too preoccupied with RailMin. He was 'relieved' of official duties because the duo wanted him to 'build' the party in KL. He nearly pulled off a spectacular upset so they expect him to deliver on that front.

 

[shade2]

Rumors are that a lot MEITy undertakings/operations are being impacted (read overseen) by Rajeev Chandrashekhar because the incumbent has no industry experience and the Union Minister is too preoccupied with RailMin. He was 'relieved' of official duties because the duo wanted him to 'build' the party in KL. He nearly pulled off a spectacular upset so they expect him to deliver on that front.

Bro got lateral entry even though he's a politician wow.
Hope they get him back as the MoS IT though.

 

[sameer]

Synaptics to double India headcount, reinforcing R&D expansion

Synaptics plans to double India headcount, focusing on R&D, partnerships, and emerging markets in semiconductor industry.

www.thehindubusinessline.com

US-based semiconductor company Synaptics is focusing on developing its R&D footprint in India, President & CEO Michael Hurlston shared. Over the next three years, the company intends to double its India headcount from 400 to over 800.

The CEO said Synaptics is also examining packaging chips in the country and is “aggressively” exploring a partnership with Advanced System in Package Technologies (ASIP), which is trying a unique approach to packaging semiconductor devices in India.

“Their first phase is to establish their factory in Korea to learn the system. They intend to then bring that quickly to India. We think they could be a great partner for us; we’d love to be an early customer, and it’s a matter of getting the factory. As I understand, the timeline is about a year away from them having an operational factory in Hyderabad.

“India is our most important development site today. We intend to double our headcount here over the next three years, including hardware engineers, software engineers, RF engineers -- the whole gamut,” Hurlston said.

 

[Azaad]

View: https://twitter.com/AmAr_one8/status/1873276716380242251?s=19