Electronics and Semiconductor Manufacturing Industry

FalconSlayers said:

View: https://x.com/AshwiniVaishnaw/status/1877719453317644333
Click to expand...


Their client is MSI

economictimes.indiatimes.com

Syrma SGS partners with MSI to manufacture laptops for Indian market

Syrma SGS has partnered with Taiwanese brand MSI to assemble laptops in their Chennai facility. This phased manufacturing approach will begin with technology transfer. The collaboration supports India's production-linked incentive scheme and aims to strengthen the country's manufacturing...
economictimes.indiatimes.com economictimes.indiatimes.com

Ironic your Taiwanese low ranking companies like Acer, MSI, Asus all are starting assembly lines here but big ones like Dell are absent.

HP, Lenovo say they are going to setup lines but idk if all of their Indian sales volume is met by these assembly plants or it will be mostly imports and a minor portion of domestically assembled laptops/servers.

((( ITA-1 ))) cannot be cursed enough.
 
shade2 said:
Their client is MSI

economictimes.indiatimes.com

Syrma SGS partners with MSI to manufacture laptops for Indian market

Syrma SGS has partnered with Taiwanese brand MSI to assemble laptops in their Chennai facility. This phased manufacturing approach will begin with technology transfer. The collaboration supports India's production-linked incentive scheme and aims to strengthen the country's manufacturing...
economictimes.indiatimes.com economictimes.indiatimes.com

Ironic your Taiwanese low ranking companies like Acer, MSI, Asus all are starting assembly lines here but big ones like Dell are absent.

HP, Lenovo say they are going to setup lines but idk if all of their Indian sales volume is met by these assembly plants or it will be mostly imports and a minor portion of domestically assembled laptops/servers.

((( ITA-1 ))) cannot be cursed enough.
Click to expand...

Dixon subsidiary Padget has entered into a contract with HP to make their flagship laptops. Dell has a plant in Sriperumbudur and a laptop PLI beneficiary. Not sure about Lenovo tho.
 
Azaad said:

View: https://twitter.com/glimmande/status/1877600788815503672?s=19


View: https://twitter.com/baoshaoshan/status/1878263513883516965?s=19


View: https://twitter.com/Firezstarter1/status/1878285522365468727?s=19

The US SMC apartheid regime. This is the reason us getting tech below 14 node SMC isn't permitted as of now. As other countries come up with better smaller nodes we'd be permitted access to smaller nodes.
Click to expand...


Blademaster said:
India needs to figure out a way how to leapfrog from 14 nm to 1 nm and beyond.
Click to expand...

Pehle let us get like 20nm chips fabbed for computer applications, then we can see about leading edge production.

The various tweets posted are correct though, you will have in the future "Western" and "Eastern" chips and associated electronics ecosystem including processor architectures, standards and OSes

See the yellow zone as an opportunity, we can play both sides :truestory:
 
shade2 said:
Pehle let us get like 20nm chips fabbed for computer applications, then we can see about leading edge production.

The various tweets posted are correct though, you will have in the future "Western" and "Eastern" chips and associated electronics ecosystem including processor architectures, standards and OSes

See the yellow zone as an opportunity, we can play both sides :truestory:
Click to expand...

The problem is that the other size is our enemy. We need a third solution which has to be ourselves.
 
Blademaster said:
The problem is that the other size is our enemy. We need a third solution which has to be ourselves.
Click to expand...

Both blocs are enemies

The W*stern ones seeks to control and puppet our country.
The Chinese seek to grab portions of our land and make us their bitch in terms of economy and industry.

However both our enemies hate each other more than they hate our country, so it's better we play both sides.

our hand against China can be strengthened by building up in military technology with Western help and our own work.

our hand against West via industry and economy may possibly be strengthened by taking in Chinese industrial investment, with high scrutiny ofc, don't want to flood our market with made in China goods or our markets be controlled by Chinese companies.

Playing both sides is hard but we are a large country in terms of population and hence market size and also rising economically, we only need a strong deep state which would keep Indian interests front and center.
 
shade2 said:
Both blocs are enemies

The W*stern ones seeks to control and puppet our country.
The Chinese seek to grab portions of our land and make us their bitch in terms of economy and industry.

However both our enemies hate each other more than they hate our country, so it's better we play both sides.

our hand against China can be strengthened by building up in military technology with Western help and our own work.

our hand against West via industry and economy may possibly be strengthened by taking in Chinese industrial investment, with high scrutiny ofc, don't want to flood our market with made in China goods or our markets be controlled by Chinese companies.

Playing both sides is hard but we are a large country in terms of population and hence market size and also rising economically, we only need a strong deep state which would keep Indian interests front and center.
Click to expand...

Or we can build it ourselves and not be exposed to their shenanigans. We cannot be reactive. We have to be proactive.
 
1737019467714.webp
 
shade2 said:
Their client is MSI

economictimes.indiatimes.com

Syrma SGS partners with MSI to manufacture laptops for Indian market

Syrma SGS has partnered with Taiwanese brand MSI to assemble laptops in their Chennai facility. This phased manufacturing approach will begin with technology transfer. The collaboration supports India's production-linked incentive scheme and aims to strengthen the country's manufacturing...
economictimes.indiatimes.com economictimes.indiatimes.com

Ironic your Taiwanese low ranking companies like Acer, MSI, Asus all are starting assembly lines here but big ones like Dell are absent.

HP, Lenovo say they are going to setup lines but idk if all of their Indian sales volume is met by these assembly plants or it will be mostly imports and a minor portion of domestically assembled laptops/servers.

((( ITA-1 ))) cannot be cursed enough.
Click to expand...
crazywithmath said:
Dixon subsidiary Padget has entered into a contract with HP to make their flagship laptops. Dell has a plant in Sriperumbudur and a laptop PLI beneficiary. Not sure about Lenovo tho.
Click to expand...

About Lenovo;

economictimes.indiatimes.com

Lenovo to double local production in India, aiming for over 12 mn units in FY25

Lenovo plans to double its production to over 12 million smartphones and laptops in India this fiscal year. It aims to reduce imports and develop a local component ecosystem. Lenovo also targets 40% production growth next year. Motorola's production and exports are rising, enhancing Lenovo's...
economictimes.indiatimes.com economictimes.indiatimes.com

Use 12ft.io to bypass paywall.
 
shade2 said:
Both blocs are enemies

The W*stern ones seeks to control and puppet our country.
The Chinese seek to grab portions of our land and make us their bitch in terms of economy and industry.

However both our enemies hate each other more than they hate our country, so it's better we play both sides.

our hand against China can be strengthened by building up in military technology with Western help and our own work.

our hand against West via industry and economy may possibly be strengthened by taking in Chinese industrial investment, with high scrutiny ofc, don't want to flood our market with made in China goods or our markets be controlled by Chinese companies.

Playing both sides is hard but we are a large country in terms of population and hence market size and also rising economically, we only need a strong deep state which would keep Indian interests front and center.
Click to expand...
Chinese want to stop our rise completely since they don't want any new big power on border, West wants us to rise a bit and slowly (per capita nominal 5-6k), so that we do not become a threat to west but have a strong enough economy to keep China engaged in border.
 
Blademaster said:
India needs to figure out a way how to leapfrog from 14 nm to 1 nm and beyond.
Click to expand...


Look processor size reduction is basically an marketing jargon for big companies like Apple, Samsung to jerk off.

What kind of difference we are seeing in terms of Processor performance and battery life when we start from 14nm to 5nm. For last few years there is only an small improvement compared to the hype they are trying to sell.

Small processors may be useful for Mobile but it is still not an major pain point in Desktop, Servers, Laptop etc.

Having an good 28NM will help us to manufacture servers which can be useful for our targets. If we get 14nm which TATA is trying we may even support Mobile phones since 14nm is still a good processor.

Leapfrogging does not going to work out here. We need to establish an 28NM process node first, Then we need to invest in our own designs and also an application to commercialize it. Currently Data centres were the new trend and if GOI wants Data centres to secure Citizens Data then we need to push for that.

Our Dehati companies were compromised and they will sell their wives to US on command.
 
Azaad said:

View: https://twitter.com/glimmande/status/1877600788815503672?s=19


View: https://twitter.com/baoshaoshan/status/1878263513883516965?s=19


View: https://twitter.com/Firezstarter1/status/1878285522365468727?s=19

The US SMC apartheid regime. This is the reason us getting tech below 14 node SMC isn't permitted as of now. As other countries come up with better smaller nodes we'd be permitted access to smaller nodes.
Click to expand...


with no license , gpu import capped at 50k

losing on hardware read that chinese are open sourcing their ai models to beat US .

i think china will end up beating US in a decade or two .


View: https://twitter.com/HimanshiET/status/1879407013035471341
 
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