Electronics and Semiconductor Manufacturing Industry

The one PLI we've been waiting for. Apparently, the finance ministry approved it. Hopefully the cabinet babooze also approve it soon.(end of month as per article)

economictimes.indiatimes.com

India readies Rs 25,000 cr boost for its electronics components industry

The finance ministry has approved an incentive scheme worth nearly $3 billion aimed at boosting domestic manufacturing of electronics components. The scheme is expected to increase local production of components and subassemblies, with a goal of significantly reducing import dependency and...
economictimes.indiatimes.com economictimes.indiatimes.com

"The proposal is likely to get cabinet approval later this month ahead of its rollout from April, said government officials aware of the matter. As part of the scheme, electronics components worth $50-60 billion are estimated to be produced over the scheme's five-to-six year tenure, they said.

Products that have a higher disability or manufacturing constraints vis-à-vis China and Vietnam will get more incentives.

One of the officials said the amount can be revised upwards if the entire outlay is claimed. Also, unlike the smartphone PLI scheme where 4-6% incentives are given to companies on reaching a production threshold, incentives on the component scheme will vary as per the products, depending on disability and localisation, a second official said."
 
Azaad said:

View: https://twitter.com/haugejostein/status/1876606932288442704?s=19
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They have lost indeed it to East Asia, surely they can make a cumback later on in a decade, but if Taiwan is lost and therefore TSMC, where will they fabricate their Nvidia GPU chips in TSMC quantities for their ((( Data is the new gold ))) AI applications in the meantime ? :bplease:

Over confident fools breathing their own gas of "The End of History" since the 90s centralized all general purpose global manufacturing in China, majority of processor/GPU fabrication into Taiwan and DRAM fabrication to South Korea.

Chings have cracked the code for gas turbines and now the only obstacle to their autarkic supapowa status is state of the art semiconductor fabrication.

40 years of doing progressively filthier Mujra in front of the ((( Large Chinese Market ))) will only result in a massive L from the PRC in the future for the W*st
 
shade2 said:
They have lost indeed it to East Asia, surely they can make a cumback later on in a decade, but if Taiwan is lost and therefore TSMC, where will they fabricate their Nvidia GPU chips in TSMC quantities for their ((( Data is the new gold ))) AI applications in the meantime ? :bplease:

Over confident fools breathing their own gas of "The End of History" since the 90s centralized all general purpose global manufacturing in China, majority of processor/GPU fabrication into Taiwan and DRAM fabrication to South Korea.

Chings have cracked the code for gas turbines and now the only obstacle to their autarkic supapowa status is state of the art semiconductor fabrication.

40 years of doing progressively filthier Mujra in front of the ((( Large Chinese Market ))) will only result in a massive L from the PRC in the future for the W*st
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TSMC Arizona says hi
 
FalconSlayers said:
TSMC Arizona says hi
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Can't scale up like the big TSMC fabs in Taiwan.

Apparently it's a hedge to guarantee US phool sapport for Taiwan's defense, by not giving a 1:1 replacement of TSMCs production capacity anywhere outside of Taiwan.

As i've said eventually they can do a cumback but the shock to the "markets" both of the ((( stocks ))) sort and "I need to buy parts for my gaming PC/server/workstation " sort will be devastating because of the gap in supply.
 
The entire modern Semiconductor Industry is lone effort of America. Even the EUV Lithography is result of "Gormint" run Lawrence Livermore Laboratory+Cymer consortium with Europoors Industry.

Its not about "Capability" but about "Attitude". America can but its too busy with nonsense.
 
shade2 said:
Can't scale up like the big TSMC fabs in Taiwan.

Apparently it's a hedge to guarantee US phool sapport for Taiwan's defense, by not giving a 1:1 replacement of TSMCs production capacity anywhere outside of Taiwan.

As i've said eventually they can do a cumback but the shock to the "markets" both of the ((( stocks ))) sort and "I need to buy parts for my gaming PC/server/workstation " sort will be devastating because of the gap in supply.
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It is already in process. Intel has already got NA-EUV Lithography equipment few months back. They may be under financial strain now. But once they master the advanced node, expect them to churn out chips like banana chips. Uncle Sam will not allow Intel to fail. It is very important to have one domestic integrated device manufacturer.
 
londonparistokyo said:
Is India doing anything in lithography?
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This is an absurd question. As I have said umpteen times here, ASML has 700 suppliers like Carl Zeiss, Tokyo Electron, LAM research, Applied materials etc. If you want to build a Lithography machine start by building smaller components and master their manufacturing process. Otherwise you are simply shooting in the dark. My approach is more or less the same for any industry. In fact, it's not my approach. It is Scientific approach to building any sophisticated machine. We are trying to build a Jet Engine for a long time now. Shouldn't we start with basic metallurgy and slowly figure out how everything fits together? During that time why not focus on building all the avionics, mission control computer, AESA radar and the other things all by ourselves?
 
concard said:
This is an absurd question. As I have said umpteen times here, ASML has 700 suppliers like Carl Zeiss, Tokyo Electron, LAM research, Applied materials etc. If you want to build a Lithography machine start by building smaller components and master their manufacturing process. Otherwise you are simply shooting in the dark. My approach is more or less the same for any industry. In fact, it's not my approach. It is Scientific approach to building any sophisticated machine. We are trying to build a Jet Engine for a long time now. Shouldn't we start with basic metallurgy and slowly figure out how everything fits together? During that time why not focus on building all the avionics, mission control computer, AESA radar and the other things all by ourselves?
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The problem is not about Metallurgy. Suppose you know how to build a Single Crystal Blade- say a complete to-do guide is given to us by GE themselves. How are we gonna do that? By Hands? It requires specialized Machine Tools.

"Machine Tools & Ultrafine Measurement Instruments" are the foundation on which any manufacturing base can exist. So it doesn't matter even if we know how Carl Zeiss Optics are made, without Machine Tools used there it can't be possible.

India's problem is not often with Metallurgy but with "Machine Tools". We have decent metallurgical technological know-how and know-why base on advanced materials.
 
londonparistokyo said:
Is India doing anything in lithography?
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Some institutes like IIT Mandi are doing research on photo resists and resist production methods, sometimes in collaboration with companies like intel. They did a sub 20nm resist and are working on sub 10nm resist.
Not much public data regarding what SCL is doing regarding indigenization. Probably nothing except producing at old nodes with imported equipment at small scale for the military and isro, but there could be more behind closed doors.
DRDO is also doing a few things, on its own and in collaboration with technical institutes.

Many things are happening on GAN side though.
 
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