Can India Become a Semiconductor Superpower? (DEBATE)
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- Опубліковано 29 лип 2024
- In this debate, we take a look at whether India can become a Semiconductor Superpower in near future or not?
00:00 Intro
02:30 Taiwan's Dominance
03:25 China's Position
05:09 Opportunity for India?
08:07 India's Current Position
13:33 India's Plan for the Future
17:00 Conclusion
The debate centers on India's potential to become a global semiconductor superpower in response to the threat China poses to the semiconductor industry's future, primarily in Taiwan. China claims Taiwan as its own, creating a constant risk to the semiconductor production hub that manufactures over 60% of the world's semiconductors. This dispute has resulted in military tensions between China and the US, who aims to protect Taiwan to secure its semiconductor supply. The discussion raises the idea of diversifying semiconductor sources, with India emerging as a potential alternative, reducing dependence on Taiwan and potentially averting international conflicts over semiconductor production.
Current Geopolitics:
China currently holds significant control over the global semiconductor supply chain. They dominate the production of germanium, gallium, and electronic devices in which semiconductors are used, with 36% of all electronics coming from China. Despite geopolitical tensions with the US and other countries, China produces a substantial portion of critical rare earth metals for semiconductor manufacturing, such as 60% of germanium and 90% of gallium.
These metals are vital because they are essential components in semiconductor production. China's control over these rare earth metals allows them to influence the global semiconductor supply chain by limiting exports. Furthermore, China is a major electronics manufacturing hub, responsible for 36% of the world's electronic products. Once semiconductor chips are manufactured, they are often sent to China for assembly into the electronic devices used daily.
However, the world is seeking alternatives to China due to its unpredictability and excessive power. Diversifying the supply chain is crucial to avoid disruptions. India is seen as a potential replacement for China, but it faces significant challenges. India lacks semiconductor fabs, relies on semiconductor imports, and has limited experience in chip manufacturing. Other countries like Malaysia, Thailand, Singapore, and Vietnam offer cost-effective alternatives with existing semiconductor expertise.
While there is an opportunity for India, it is not currently positioned to seize it. The world is exploring the "China+1" strategy, but India's readiness to take China's place remains uncertain.
Indian Opportunity:
India's immense size positions it as a potential alternative to China in manufacturing. Its vast market eliminates the need for heavy reliance on exports, offering cost advantages. The US and Japan have pledged support for India in semiconductor production, despite its current lack of manufacturing facilities. China leads in semiconductors, with its SMIC holding a significant market share. However, China's growth is constrained by the unavailability of essential lithography machines from ASML, due to US-imposed restrictions. With the US's willingness to assist India, the nation could quickly catch up and become a significant player in the semiconductor industry, eroding China's edge.
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As a startup founder dealing in embedded electronics and mostly semiconductors, even if the Indian government is fully focused on setting up semi fabs and the relative supply chain, it will take minimum 20 years to become stable , mature and understand the process. Only after that the option for dominance starts. Anyone saying India can do things in just a flick of a button is ignorant and its just wishful thinking.
Sane comment....
It will take time... But hopefully we will reach there
Modi hai toh.....😂
@@TechTalesandBeyond India doesn't has that capabilities
In the meanwhile the world is not going to remain static for the manna to fall from India. US has already awared nearly 50 Billion dollars for comapnies like Samsung, Intel, TSMC, Micron, AMD to set up plants in US. Huawei has already drawn blood in terms phone related chips..... Apple is losing market share in China for a combination of reasons one of them being Huawei's ability to come up with high quality phones comparable to Apple. India is a lot hype and a desperate hope generated out wishful thinking.... Time will prove that. Reports are saying that India has given Micron a subsidy of USD 1.7 Billion for their USD 0.8 Billion investment..... for what ... chip packing not manufacturing....
In 2014, there was not a single company manufacturing smartphones in country, today even companies like google and nothing who have a very small market share are manufacturing in India. Times change and policies too so I agree with Caleb. India's 10B also faces with competition with US's 220B incentive plan. Even South Korea is competing in this space. The growing competition is also the cause for the slow progress in India as we don't have deep pockets like the developed countries.
For your kind information andhbhakt, Foxconn withdrew it's 19.5 Billion USD investment form India due to BJP's greed to win Gujarat elections
BJP forcefully shifted Foxconn's project from Maharashtra to Gujarat despite the fact that Foxconn was more interested in Maharashtra as they got better incentives from the Maharashtra and more strategically located land with better connectivity in the state
If BJP didn't have interfered in the matter, Foxconn would have started it's operations in Maharashtra and India's dream to manufacture chipsets would have been fulfilled
@@Genus-Homo_Species-SapiensLol ok but u mean by andhbhakt like kuch bhi kahi bhi
For your kind information chatukar Vedanta group and Foxconn are not owned by adani group ,RSS or BJP party members and Foxconn is Taiwanis company I don't know where you manufactured this type of bulaite conspiracy
@@RANJEETSINGH-yz2du Andbhakt, lagta hein tumhe desh mein kya chal raha hein uska koi gyan nhi hein
Pehle pura mamla read karo kaise Gujarat election se pehle Foxconn ka project Maharashtra se Guajarat shift kiya Gaya after BJP came in power with Eknath Shinde's alliance
Fir comment karo bc
@@Genus-Homo_Species-Sapiens So basically you mean that a plant which was not even setup, An investment amount which was not raised and no technology to actually make a chip are not the problem. But a change of state for a foreign company (who don't give a f**k about any state, they want subsidies) is the biggest issue. Looks like you clearly don't work in a corporate and neither did you hear this podcast or any other source of news.
Pankaj sounds like open AI founder but you know the answer, Indian growth is different from world's growth, while world take a steady growth Indian usually takes an exponential growth and becomes one of the major player in every sector
I agree with Pankaj. He was not pessimistic rather realistic.
Can India not consider getting all the manpower from Taiwan etc for at least initial 5 to 10 years ? Not sure if this is practical and makes business sense.
i think the private sector can do it ....
This discussion feels a bit uninformed. Just read Chip Wars by Chris Miller and you will get a clearer picture. The US controls the supply chain for advanced semiconductors the most important component being the EUV lithography machine made by ASML in Holland. USA has prevented China from acquiring it and there is no indication that it will allow India. They want to boost their own manufacturing.
2007 was UPA govt🙄. You guys didnt consider SCL Mohali semicon fab unit, in which the current govt is investing 2 billion usd to repurpose from 180nm to 28nm to start with and then go thinner.
I like this debate format. More of this please
In addition to attract Private companies for semiconductor manufacturing, India should pour investment into SCL and expand it significantly, thing to remember is India had set up SCL way before South Korea and Taiwan were even manufacturing semiconductor, that time India started with 5nm tech, and with the successive governments and fire at the SCL complex India lagged behind.
5nm tech is still the cutting edge and is not possible without latest Extreme UV machine which was not present back in 1980. SCL even today manufactures 180nm node
India is putting 2 billion into SCL as part of semicon mission for 28nm chips
I like this format.... All points covered. Setting up large Manufacturing Plant in India is very time consuming process.
From Land Acquisition to Production...😢
Love the debate ❤
This debate was interesting..
I always had this debate in my mind
keep it going guys, never stop
I like this format and I would like you to do one video on defence startups, after idex competition(procurement process) and the success of "zen technologies" and "new space research and technologies". There seems to be a beacon of hope here. I see the government pushing more for participation of startups in defence and especially betting on space tech and defence tech startups as the next big thing in india.
Semiconductor manufacturing requires not just building a factory but a huge technology chain and highly skilled workers. The US has been trying to bring semiconductor manufacturing back to the US but so far has not succeeded. Intel cannot even make 14 NM chips. Semiconductor manufacturing is concentrated in East Asia because East Asia has the best skilled workers in the world. They are not prone to strikes, willing to work overtime, innovative, focused and hardworking. Taiwan's Wistron's exit from India is an example.
Actually you guys work harder than any Taiwanese. However, Without Taiwanese scientists, South Korea would not even be able to produce 20 nanometers. Since 2009, South Korea has stolen a lot of patented technology and knowledge from Taiwan. That’s why South Korea can develop fast to 14nm.
wdym blind modi bhakts. modi is the only reason india is surviving today or else india wud be destroyed@siddharthsriram2685
A lot of important points discussed here. Positives & negatives going back and forth is really good to get an overall perspective is really great.
I like this format. Positives & negatives going back and forth is really good to get an overall perspective. Caleb, I admire your optimism, but I tend to agree with Pankaj :-) Most grand schemes of this government are over hyped. That creates a false sense of optimism. Very realistically it will take India another 20 years to be where TSMC or China is.And 20 years is a terribly long time. With the rate at which technology is evolving and changing, anything can happen.
This govt aims big and has a vision. Then only you you can get somewhere. Like we have started with Micron. 1st time ever that a US semiconductor company has set up a facility in India. Previously we had made a start with SCL Punjab which went bust with no funding or support which the govt now is revamping with investment. That again is a good start at low hanging fruit. SCL currently produces180nm chips which govt is revamping with 2 billion usd for 28nm chips. Later it will aim for thinner.
@@rohigt5745
Micron is setting up ATMP plant, not fab.
ATMP work is also very complicated, but compared to setting up FABS it's slighy.
So you are validating the original comment, that we should initially aim for low end technology which is achievable.
Quality content😊😊
This format is fresh and very interesting
Amazing debate guys.
really good knowledge for us through debate !!
I always love this debate ❤ we all know both of them never win from each other 😂 because they are brothers in arms 💪❤
Ye I am waiting to get into clg rn, I'll most probably focus my clg years into Hardware or Eco tech ecosystem, we already have a saturation point in online tech industry and stuff but still the manufacturing and industrial potential of India is untapped. But yeah its gonna be alot hard cuz alot of gate keeping reasons and complication with system building and fundings environment for these highly risky and comparative market (u literally goings head to head with china so its need to be better and match the praices too). So god knows how it works but I would be interesting to waste my youth figuring it out definitely interesting times ahead 😅
I've always believed development cannot come without research, hence R comes before D. Without laying foundations for great research we can only play catch-up & import tech.
Great format of presenting the semiconductor conundrum in India. Just loved it. Precise and to the point
Not can or cannot, but when. Money flows back to Bharat, all over again! ❤
I feel like semi-conductors are at the end of their usefulness. In say 3-4 years, someone will make a 2 manometer process. Which is physically the smallest we can go without messing with their signals. 1 nanometer is not possible and even if it was, where would be go from there? I believe most high level companies are doing r and d replace semi-cunductors entirely. Now semi-conducters might be around for 10 plus years. But even in Caleb's most optimistic timeline, we wouldn't be on top of the market and not even no. 2 after taiwan probably. By the time india catches up with the rest of the world, we might as well have changed the thing that powers our bleeding edge tech. We won't become a superpower if we keep trying to play catch up with the rest of the world. What we need to do is r & d to the point that we can predict and invest in the possible future leap in technology.
100% completely agree that we are late to the party. India should invest in quantum computing. I believe the 2030s will kick start the era of hybrid cloud native quantum computers and it will be available for mass public use in 2040s. Right now is the best time to invest in it. No one really is reaching out for it other than IBM.
10 nm, 7nm, 5nm, 3nm etc are not reflective of the physical size of the individual semiconductor. They are only commercial names designed to impress us.
The real size is about 40 to 45nm. And shrinking very slowly.
This is why Huawei 7nm class of Chips was able to perform almost as good as the Apple 3nm class of chips.
- 5:38 India has SCL.
- 7:30 China can still get DUV machines from Canon and Nikon, using which its Kirin 9000s chip was made. In fact, EUV yield still has a long way to go right now. Samsung invested a lot in it and as a result lost long-term partners like Qualcomm.
- 9:35 recently ISRO Chairman lamented India's lack of manufacturing capabilities, causing us to go to foreigners for life support systems.
- 15:40 PLI for smartphone manufacturing is currently a losing game for India. We are importing more than exporting even now according to most estimates. We still aren't sure if this will be a good thing long term.
- China isn't a big deal, yet. Korea, Taiwan and the US (Intel) still own the most advanced fabs. All of these countries have looooong histories of semiconductor innovation. Even during China's 0 covid lockdown period, it allowed its high speed rail to tranport chip design engineers. And it has been investing billions since Deng Xiaoping's days.
- IMO, semiconductors are way more a national security imperative than an economic imperitive. China was almost overnight squeezed of high-end compute, which will drastically delay its AI plans (something I very much doubt India is even focusing on right now). India hasn't even ordered enough compute to be on the radar. The Middle East is purchasing even more than Europe. All this will have extremely interesting consequences in the coming decades.
Without Taiwanese scientists, South Korea would not even be able to produce 20 nanometers. Since 2009, South Korea has stolen a lot of patented technology and knowledge from Taiwan. That’s why South Korea can develop fast to 14nm.
Today India has announced the launch of the fab plants construction !! 🎉🎉🎉
wonderful explaination
NICE DEBATE
We should be aiming for the star while laying the foundation below earth. The hungry and dream for development will take us there in no time.
loved it
You both did a fair job !!
Semiconductor superpower!! First India should focus on how to attract chip companies to set up semiconductor factory in India because we does not have capacity to manufacturer semiconductor like Malaysia and Thailand, Vietnam or china,
I am an indian working in Semiconductor industry in europe and being in this industry for few year now I know India has a very long way to go to become a semicondutor hub. We are talking about 20 years of sustained efforts in that direction. One small micron fab is notthing in bigger sceam of things on global stage. That is if it gets to point of becoming oprational. India needs to think big and act fast. Dont forget the rapid pace of technolgical changes that would happen along the way.
I've been following this industry for over fifteen years, and Pankaj's closing statement is the reality of what India should be aiming to achieve.
Semiconductors are more profitable at older nodes, because there's less requirement to innovate, less bleeding edge R&D. It's not as sexy, yes. But India shouldn't focusing on bleeding edge until they get their basics right. And that can take at least 20 years, if we look at it optimistically.
Bleeding edge tech and science is no child's play. How many R&D centres are in India? How many universities are doing research on the science of the future? What is our share of global patents? What is our investment in education, R&D and is the industry partnering with the universities? The answer to all of these is 'not enough'. Compare this to China, which is surpassing the US in terms of patents in these sectors - AI, Green Energy, Quantum Physics, Space Tech. And increasingly in India, we are creating a generation who is going back to history and harping on 'Pushpak Viman'. Even if we had such a tech in history, we don't have it now.
The thumbnail 😂😂😂😂😂
Micron factory work has already started from 23rd Sept 2023 and they want to complete the construction by Dec 2024. 80 people have been hired as well Micron India. Things are moving in the right direction for sure…slowly but surely
this video is music to all unemployed electronic engineers in India for so many decades. Caleb is the winner!
I agree currently India is in bad position but India have lot of potential to manufacture semi chip so after next 10 year India will be key player , India already captured 20% semi conductor design
Now Government approves 3 semiconductor units, Tata Group
True😊
It can be in the future but my bet is not in the next decade. It is not just about building a factory or factories. The chip industry needed a complete sypply chain. For example the supply chain of raw materials, a human resource supply chain from design, lithography machine production maintenance and operations, transport infra structures etc. On the legal issues such as the tax legal system (Indian Federal tax laws are different from state laws) which had driven many foreign investments.
Can u expert say Tata and Japan tie up semi conductor will starts in Assam,is it ok tie up
This format is so entertaining
I am agree with pankaj
By the time India catches-up, the industry itself will change. While semiconductors with the current tech will still power majority of the devices, the bleeding edge tech of today will be completely different in a decade or two. Will that be light-based semiconductors or something different, we don't know.
For educational purposes I am using the figures and facts provided in the video. So just to be sure of the credibility, it'd be appreciated if you provide sources also.
They overlook China, where Huawei's chips have surpassed Qualcomm's in the United States, and the United States has taken any measures it can take to suppress Huawei... The current semiconductor technology in China is only slightly backward in chip manufacturing, and almost all other companies can replace those in Europe and America.. China is currently vigorously developing lithography machines. If China's lithography machine technology catches up with ASML, the entire process from raw materials to products in China will be occupied by China.. In addition, with China's world-class artificial intelligence technology, it is difficult for any other country in the world to compete... Nowadays, the world sees the United States exerting national efforts to suppress the development of Chinese chips. The United States, Europe, Japan, South Korea, ASEAN, Russia, China, and other countries are vigorously developing the chip industry. It is very difficult for India to defeat these countries, and it is definitely not something that some people say will take ten or twenty years... It will take at least about fifty years to achieve it..
Without Taiwanese scientists, South Korea would not even be able to produce 20 nanometers. Since 2009, South Korea has stolen a lot of patented technology and knowledge from Taiwan. That’s why South Korea can develop fast to 14nm.
Caleb was a hopeless optimist in this video which made him sound under prepared
Even if we make it possible regarding semiconductor.but current contemporary students from ECE graduateds and UG'S are willing to work in IT industries due lack of scope in the core field..if it is continuous and prolong like this ....non of the expertises will be haves from India to evolve in this hardware field
Can. No problems. India is world No 1.
Absolutely, designing a microchip and manufacturing one involve entirely different processes, and it's high time India focuses on building its manufacturing ecosystem. Notably, OSAT (Outsourced Semiconductor Assembly and Test) differs significantly from semiconductor front-end manufacturing. Developing a semiconductor front-end industry is akin to nurturing the space or aviation sector; it takes countries years, even decades, to establish this complex ecosystem.
Major industry players like Intel, Infineon, On Semiconductor, and STMicroelectronics possess extensive experience in fab construction and efficient operations. However, their presence has been mostly concentrated in countries across US, Europe and ASEAN, where governments have prioritized and supported semiconductor manufacturing as a key industry.
Venturing into semiconductor manufacturing in a new country poses significant initial challenges. This is where the Indian government's financial support becomes crucial. Considering that approximately 80% of the current semiconductor demand pertains to mature technology, there's room to delay focusing on smaller nodes for a few years.
It feels like you guys have switched the roles😂
Pankaj is realistic.n not pessimistic.Indias future in semiconductor manufacturing is bright.
I think the part where investment being out of reach for India is a bit obscure one. India has some of the world’s wealthiest people and if in some way or the other they get incentivised to invest in them, investments from only the top 20-30 richest people will be enough to setup a large cutting-edge factory to manufacture semiconductors leave alone the private equities and funds ready to invest.
❤
Pankaj is right unfortunately
dream on it take at least over 30 years at the earliest
India has a semiconductor fab known as semiconductor complex in Mohali which only manufacture chips for defence and space applications
If India wants to be super power on semiconductor they have to first build it infrastructures first and upgrade education system other wise only can dream's to be super power in semiconductors.
India should work on cloud hybrid quantum computing to be the first to bet on quantum computing in a race against IBM, the semiconductor industry is long out of reach now. 2030s will create a quantum bubble.
some people not digesting this talk i guess..
india🇮🇳
Pankaj is a bit overconfident about India semiconductor technology but I would like to add so far there is no semiconductor technology in India, now the government has recognised and we need to manufacture in India, I feel this is a good sign, you know once Indians are started thinking what they want to do? Then can do anything to achieve not like US or China... Trust India Mr. Pankaj....motivate people to think about not to discourage
Thanks for the feedback mynewstv - just to be clear, we're making these arguments for the sake of the debate and to provide a well-rounded perspective, not because we actually personally believe the points we're arguing. So Pankaj may have a very different personal opinion here, but presented an extreme point of view for the sake of educating people on the alternative perspective/devil's advocate angle. That said, thanks for watching, and for sharing your thoughts! -Caleb
@@backstagewithmillionaires Thank you. I agree with you and love your vision towards India.
With 0.7% of GDP going to research that is never going to happen, its not like talented people from other countries will move to India with salaries that are given.
@@sobhansarthak6000that's the main problem
That percentage of GDP given to R&D is far lower than even sustainable level. Govt also spend very less in education sector 😢
When you make phones, TVs, EVs, you naturally generate domestic demand for chips. It’s too early to talk Indian semiconductor right now. Perhaps design shops, but fabs will have to wait until India assembles more iPhones and Teslas. US, Japan, Korea, Taiwan, China all followed the same paths.
India should increase partnership with taiwan for high end chips and concentrate on manufacturing average and low end chips from what I understand to tackle china
I think first we also need to focus on higher education , r and d. India must invest 10 billion dollars in higher education which will help to build higher eco system.
Most Indian attitude was very much different from China , government corruption was very high , attitude of indian workers totally different from chinese workers .
defintaely, Winner is BHARAT ,which will be semiconductor super house of many gigafactories.
Why do we have such a negative mindset guy who is imposing his incapabilities as India;s ? This guy goes on and on his own negativism and doesn't acknowledge we are already a global superpower in Chip design and EDA. Why do you bring this kind of people to show who are kind of programmed in their DNA to say we Indians are not good enough. The guy doesn't even got his facts right when he says 1 nm chips are made. Its so funny someone who came from Canada knows the potential of this country and this ranting fellow goes on ranting. The feollow doesn't even know TSMC hasn't even come close to making 1 nm chip neither anyone else. When you bring such ignorant fellows your show will feel so painful to sit through.
Thanks for the feedback Manas - just to be clear, we're making these arguments for the sake of the debate and to provide a well-rounded perspective, not because we actually personally believe the points we're arguing. So Pankaj may have a very different personal opinion here, but presented an extreme point of view for the sake of educating people on the alternative perspective/devil's advocate angle. That said, thanks for watching, and for sharing your thoughts! -Caleb
R&D pai Govt paisa nhi invest karega toh kuch nhi hone wala.
GDP ka negligible use hota hai in R&D
Looks like he watches Dhruv Rathee videos everyday. Totally negative person
The reality is probably in the middle, india would have a good amount of semiconductor manufacturing but not superpower in my opinion
Pakaj is right one step at a time and put your money where there the real market is. Not craving blue sky technology, which is just not going yield ROI to scale up in a forward integration of high-tech support and development life cycle process.
One Indian startup already made semiconductor and they will start manufacturing soon... There are so many startup in semiconductor feild and we Indians can make semiconductor by ourselves we don't need investment of those who don't want to come to India... And belive me it is there loss not India's loss..
just 1, china have hundreds start up try to do the same 99% fails. you need lots lots of money to buy equipment & material
most of all skill talent worker.
also....
china spend hundred of billions and take many year to reach where they are nows. can india match that
Lmao that one startup just producing low level semiconductor
Regardless of the size of China's mines or resources, the key factor is the nature of relationships built with other nations. India consistently seeks collaboration, while China tends to compete. There's no question that India is poised to become a global leader in the semiconductor market.
We are neglecting our own Semiconductor Industry.Hope we will make it one day.
First, India gov needs to get land and infrastructure, clean water, electricity, stable power line, etc ready before talking about semi.
Only if they can come up with open source indegenous technology. Otherwise it's repeated exploitation by current monopolies.
Pankaj wins the debate . Because a lot of this is to do with India lacking pricision manufacturing.
Does India make small precision watches like the Swiss : No
Does India make the specialized steel that goes into a nail cutter ? : No.
Does India make machine tools / power tools that rival Germany?: No.
So India has to climb up the ladder doing all these things and then aspire for semiconductors
Worst part is Indian engineers don't v even aspire for these things. All they want to do is some App like Whatsapp, Fintech, Cred etc or government job.
You can't compare precision mechanical engineering to semicon. There is a need however to avoid dependence on other countries. So manufacturing lower end chips for automation, memory and IOT/EV at mass scale is the primary need. Also the tech will come from the private players involved.
Building a Cred also requires different kinds of expertise including software engineering, quality, product, marketing. So, you try and belittle the achievements in software, if the hardware guys didn't or couldn't do the same?
India is definitely be coming a superpower in daydreaming for sure. First let the first fab start production then we can talk about semiconductor industry. Till date all we have is mous
Intel planned to set up fab in 1970 & 2005 by the way SCL lab in early 80's got burnt & destroyed who was running the govt everybody knows Atleast present govt made some intiative with 10bn dollar PLI scheme micron in gujrat & kaynes in telangana its not fabs but its a testing & assembling atleast some thing is started & SRAM & MRAM Technologies is investing in odisha semi-conductor plant & lam reasearch is going to train 60,000 semiconductors engineers BTW foxconn said in offcial statement they are going to invest alone or find some new partner but never backed out Already foxconn started construction in hyderabad for air pods unit better haters & jokers buy burnol chk facts 🤣🤣
India should focus less on already established chip makers like Intel and AMD also considering the past blunders, and focus more on emerging chip maker like Nvidia whose growing exponentially.
Mircon do not make cpu, they made memory and ssd.
🎯 Key Takeaways for quick navigation:
00:00 🤖 India's potential to become a global semiconductor superpower.
02:30 🛡️ Taiwan's dominance and geopolitical tensions.
03:25 💼 India's strategy and global support.
05:09 💡 Precision manufacturing challenges in India.
08:11 🌟 Government incentives and India's manufacturing success.
12:19 🚫 Past disappointments in India's semiconductor efforts.
15:01 🔮 Future potential and global semiconductor competition.
19:40 🌟 India's potential as a semiconductor superpower,
20:23 🤔 Challenges in India's semiconductor journey,
The Chinese government has invested not just 10billion dollars in semiconductors, but hundreds of billions of USD... Even with global support, it would be difficult for India to surpass China, and near impossible to reach Taiwan (unless Taiwan loses its industry)
$10B for semiconductor building is a pittance. As far as micron investment goes its puny and would only build a tiny facility. Makes sense for india to give it a go. However its gonna take hell of alot more than that. Going from zero to compeditive in just a decade is a pipe dream.
India needs universities in Semiconductor studies. It can all be done
Can India Become a pan masala Superpower? ........thumbnail was looking like 😄
10 billion is not enough, there are many more variables to the equation! Pankaj was absolutely right in his explanation, the chip industry is not like SW business where you dont need huge investments and exploit cheap labour!
You are wrong here, Bharat have semiconductor manufacturing company that is government owned name is SCL in Mohali.
Should not brag first before achieving it
Whole summary
Foreign guy :- india can do it .
Indian guy :- india cant
The Indian guy's comments is based on facts and reality. The white guy is talking about hopes, potential and dreams.
@@KayyHong its already started
@@gauravrathor3811 --- what already started? The myth and the perpetual dream?
I agree with Pankaj.
Most schemes of this govt. have FAILED.
India was 3x of Vietnam in 2011 in Manufacturing exports.
By 2023, Vietnam CLOSED the GAP.
Pankaj sounds realistic.
India is rising fast for sure
I agree with the Indian guest who is a lot more realistic about India's future in semi-conductor. I think that it is important to know one's own limit to be successful.
India Needs to up its game 10b is nothing we need to pour atleast 50b or more.
Point is it's impossible, because we don't have skilled engineers in India, unless reforms are taken in education system, forget such dreams
But they mentioned 20% of semiconductor engineers in world are from India
@@Aaditya_official Working on home territory?
@@Abhinav_Nayana_Sailen I know they don't work in india , but the thing is skilled engineer is not problem the problem is significant investments in research, infrastructure, technology etc . As by reports India account total 25 percentages of world engineer so just by my opinion it's not going to create any problem
@@Mr.Niceguy616 Is not communist beleive in equal distribution of skilled labour 👽
Those are in software, mainly designers. For semcon fabrication you need hardware engineers and good ones are gonna get poached by other countries. India only spends 0.7% of its GDP on research that is why it lags behind so much, the current govt never increased the education budget, even good people cannot find admissions and move abroad where they thrive in German and American colleges.@@Aaditya_official
America only can allow low tech micro chip manufacturing , as the America will not allow high tect chips technology to manufacture in india .
India certainly will begin manifacturing in several high margin industries like semi-condusctors, electronics and etc. This will revolutionise india and make it an advance economy and increase its HDI and infrastructure similar to that of first world countries.
Yet it most certainly will not be a semi-conductor superpower. Plus even if India becomes the worlds largest economy, its influence will remain lower(Yet far more significant than today) than China.
The word superpower is thrown around by both the east and the west alike. It takes an unimaginable level of market share for a certain country to become a 'superpower in anything'. Even in the current race, its quite clear who will win the semi-conductor race, China!
This is called healthy debate. Rathee ji kuch sikho Kaise facts batana chahiye
Aap toh heavy driver nikle
Pel diye dubeji ko😂
Meanwhile.... GlobalFoundries' latest plant in Singapore is part of a $4 billion expansion plan, announced back in June 2021. And another chip manufacturer, the Taiwan-headquartered United Microelectronics Corp, is investing $5 billion in a new advanced manufacturing facility, expected to start operations late next year.1 Nov 2023
In the meantime, China has 13 facilities being built...
thats a given. i was pointing out the "China +1" part and the away-from-Taiwan part @@blackknight4996
And in the meantime Infineon announced to invest a further usd 5.5 billion and Intel will add another usd 7 billion to expand their semiconductor manufacturing in Malaysia...
@@Liboch indeed. Doing... Not talking and hyping. And those are actual semicon manufacturing plants unlike the packaging stuff that Micron is announcing in India.
@@k.k.c8670 Micron’s investment in India will be up to $825 million over the two phases of the project... $825 million is a mere $0.825 billion, just a peanut, relative to the size of India.