I think the UPI (unified payment system ) require a seprate video itself. Along with the explanation of "Trinity" .This step has revolutionized the welfare delivery scheme in india. By bypassing corrupt and inefficient local bureaucrats and giving direct benefit to the poor.
@@Asianometry holy shit I'm excited to see what you have to say about this. And also, how does this compare to Bangladesh's Grameen Bank and their system of lending.
Unfortunately, local manufacturing won't make countries immune to sanctions the US put on Huawei. Even if you manufacture locally, virtually all chip designs rely on technology made in the US
I live in Bangalore and really doubt if FAB can actually happen in India...MOU is one thing but having a production unit is another.. may be we can pull off this time 💰
It would be great to have a series of videos on Wide Band Gap semiconductors. SiC JFETs and MOSFETs, GaN eHEMTs and dHEMTs ( for power applications) as well as GaN for RF and GaN for LED applications.
Hope, cheers and nationalism apart, I think this is too little too late. None of these semiconductor initiatives are going to catch up with ASML-TSMC duo.
@@aniksamiurrahman6365 thats not the goal. Indian govt wants semiconductors for smartphones which requires at least 28 nm chips and TSMC is focusing on 3nm which is much more competitive. Many Indian companies already design semiconductor chips.
@@aniksamiurrahman6365 who wants to compete directly with those giants. But having something in this huge monopolistic market is valuable. After the chip shortage, many are looking for diversification. Even if we get a good share of EV chips, it will be useful. It will take 10 to 15 years minimum to materialize properly and I'm not sure how seriously different government will take this project ahead both center and state multiple govt to come in these 20 yrs.
Good video as usual. I'm glad to see that world is gearing up to increase its collective semiconductor capacity. As much as I'm a fan of TSMC, the world can't afford to have a single point of failure for the advanced nodes. And also, you sound sick. Get well soon, my dear deer.
The main problem with having an inhouse fab is water. Already got a lotta drinking water issues. Esp. with the stuff that goes on between Karnataka and Tamil Nadu with the Kaveri river.
@@aryankhandelwal787 full of corruption and sends water only to kcr farms . Economically not viable project I agree it might be largest lift irrigation project but doesn’t translate benifits. Lot of videos in UA-cam which explains how the project is moved from more viable location to kaleshwaram to benifit intrest of TRs
This is the last checkbox in the India's semiconductor mission. If executed successfully it can become self reliant in IC manufacturing to some extent.
I think ISMC investment is more significant. They announced it and are already a significant player in semiconductor. Though they r not exactly Intel but now after accqustion by Intel .they r it's subsidiary. I think India will be making 24 nm and beyond semiconductor. Higher end smaller chips don't think so. I think we can accquire a significant share of world market. As bigger chips are used in more quantity.Cars,toster,microwave,ac,remote,tv,washing machine and everything electrical nowadays.
Pretty practical push Even if the Indian made chips cost, say 10-20% more for now, it will be great insurance against a chinese blockade of the south east asian straits. Pretty much every piece of military tech needs semiconductor chips after all.
@@nobodynoone2500 by force? No we will embrace our history first. As for democracy, India is a democracy with a multitude of political parties and ideologies you seem ignorant about.
@@nobodynoone2500 India has both of those. I guess you are talking about the recent rise in nationalism and religious dogmatism. That's noting "India Special". Just look around and that's on the rise in your own country as well. If your news media doesn't report that, then it's your problem. So oil your own machine?
This is good news; rather the best news that I 've (& guys like me) been waiting for, for at least four decades. Doubts might arise about the capability of Foxconn. The firm hasn't been known as chip manufacturer (it is what India wants now), but is ambitious enough to climb up to the top of "chip" manufacturing ladder. The firm can be relied upon to manage the supply chain hassles in this business,
Even tsmc doesn't make that much profit considering the level of capital they invest in foundry. It would be impossible for India to sustain that level of investment.
India is targeting it's own domestic consumption! People here are sure quick to jump gun. Nor India is going for cutting edge chips that requires billions of $!!
@@BlackHawkTejas but most of the domestic consumption is for mostly for mobile phones and those use advanced nodes. Secondly this about creating a semi conductor infrastructure not for strategic needs as none these companies will manufacture for Indian government. For that government needs to upgrade SCL Chandigarh.
Considering you're located far away I.e. Taiwan, your research on Indian semiconductor Industry seems quite comprehensive n informative 👍🏼 谢谢你 🙏🏼 Hope there is greater Indo-Taiwanese Tech. collaboration going ahead 🇮🇳 🤝 🇹🇼
TSMC is also building manufacturing capacity in India. I wish that they would also close their facilities in mainland China and move those operations to India as well.
The Indian semiconductor dream will be realised if and when the government invites one of the top 3 semiconductor fabs to the table for a realistic and promising goal of making semiconductors based on sub 28nm process nodes in India which still looks like a decade away since the supporting infrastructure is lacking by miles.
But that's the thing. By focusing on easier nodes they can get the basic infrastructure up and start generating revenue which, with a bit of lube, could attract the big players, which makes it financially viable to go the last (and hardest) mile with infrastructure.
True, older nodes is something that India needs to shift focus on and get them going quickly off the ground, because processes for those are well established, less sophisticate, and importantly more forgiving as compared to the newest nodes. Everything upto 28nm, could If executed well result in a better adaptability and higher yields, even though at the cost of lower profits, but hey as long as it's some percentage loss on investment in return for learning a new trade it's worth it.
I don't believe Foxconn-vedanta partnership would turn any good but do believe ISMC(towerjazz) since they have experience atleast. The fact that still bothering me is no big semiconductor giant has been came forward yet, where is the intel, tsmc, samsung, micron, sk hynix? Dont know.
The big 3 are building big fabs In us worth 20-30b usd and in Taiwan Korea and few in Europe. Doubt if they will invest in India given the erratic power supply (demonstrated recently) problems with water labor laws and inefficient beauracracy fabs are no small deal given the hurdles and protests many industries have faced I doubt whether they will risk setting up a fab
@@B21_raider The protests had happened because of mistreatment from Wistron towards the workers. They are actually famous for it, even in China they have installed nets so that no Chinese worker jumps off of building and ki// themselves. Also the place where they are working is known to have large number of Commies, so you can expect such things. Also I think the real reason for big names not coming to India is that India does not have any experience in it, and they (TSMC, Samsung and Intel) will be producing 3-7nm chips, so they would want to go where people have experience for it, such as USA, Taiwan, S. Korea, etc. Also the amount of incentive being provided in India is tiny in comparison to what US, Taiwan, etc are providing.
@@kanekiken2002 I didn’t mean the wistron protests I meant the political ones india has a big history of protests formulated by ngos tribals and opposition parties whenever a big project like a nuclear plant dam manufacturing plant e.t.c which stalls or delays the project and can cost companies a lot
@@B21_raider Yeah, can't help it. That's the reason I don't like democracy. Here uneducated people like Tribals and Farmers get brainwashed very easily. Not only that, we have universities like JNU, which are best at producing "activists" and "social workers" instead of some Engineers and Doctors. That University should be shut down. I believe if we were also autocratic then we would have grown faster.
@@B21_raider it takes time.. smartphone assembly is already a success. i am from a remote village area... and i am seeing a lots of factories being constructed in many villages.. Manufacturing has just begun in India, it will take 10 years to be manufacturing powerhouse. India being a big country can give billions of incentives to companies.. also our consumption is huge can force companies to manufacture in India.
Hello, Mr. Jon. I have a question. Why is suddenly there's a rush to build semiconductor industries all over the world? Firstly, ASML-TSMC duo is far ahead in technology and I don't see how anyone, anyone on earth can catch up with them and hope to make a profit as well. Secondly, I believe all these chip shortage, high chip cost are rather an indication of a looming stagflation. So, I deeply doubt these semiconductor "ventures" will actually be able to turn a profit by the time they become ready to roll. So, why are these companies hell-bent on older semiconductor technology and not invest on coming trend like micro-electronics?
High end nodes aren't needed for vast majority of applications. Older tech is mature and works out of the box. It will serve most applications and will provide independence from chinese invasion of taiwan, which is inevitable. Being neutral has worked out well for india.
@@fuckkatuas2837 yup you do not need advance hightech chips in most cases.. . Only smartphones and computers needs high tech processors and still they uses hundreds of non high tech chips.
Because old nodes are reliable, cheap and more than good enough for a lot of commercial and industrial applications. Cutting edge nodes are reuqired obly for latest high tech consumer devices like PCs and smartphones.
Well maybe Intel or Samsung will be able to catch-up with TSMC. They are also big buyers of ASML latest EUV equipment. And chips with the latest nodes are usually used for flagship products e.g. phones with a starting price of $800. But there is also a low and mid range tier for phones using older cheaper nodes. Much more affordable for people in developing nations like India.
Don’t know if it is a waste of money with so many countries targeting to build what seems like cookie cutter semiconductor fabs. At the end don’t know if it will be a gain for the semiconductor companies (more profit) or for the consumers (low prices) .
It's not a waaste of money. It allows a country to reduce risk while also allowing supply increases in the global market which should help with stablity and pricing.
It's mostly about not being fully dependent on other countries. Right now, if China manages to invade Taiwan successfully the entire planet would be dependent on them for all high-end chips, including military usages. Or imagine a country gets as many sanctions as Russia. They'd effectively be unable to use modern technology without their own semiconductor suppliers Countries want their own semiconductor manufacturers, even if they're worse than TSMC, in order to loosen that dependency if need be.
Good initiative for Indian gov't. But I think that fabless design company is better for Indian chip industry than fab factory. India already has many good and experienced chip designers for chip design outsourcing service. But not many trained semiconductor process engineers. And fab is extremely expensive to build and operate, capital intensive. Capital is very precious resource India is in great need and should invest wisely and frugally. Fabless chip industry is much cheaper to bring it up with less capital investment. IMHO, Indian company like Meditek or UniSOC is more viable than TSMC or Global Foundry. Chip design is where the money is. Just thought.
Having up to date full stack semiconductior design, manufacturing, and packaging capability and capacity is a national security matter for a country that aspires to be a world power.
Yes and that's why government is bringing another incentive, DLI (Design linked incentive) to get more and more indigenous design companies. PLI for hardware related work. DLI for software related work.
Vertical integration is always good for any nation to be self reliant, increase job opportunities and expertise and reduce security risks. But the point u have mentioned, i don't think india is any better in chip design either, we don't even have a single big fabless company like mediatek, Qualcomm or unisoc and so like. Indians are working under foreign companies and do magic there but it's more of a credit of company than individuals.
Wassup dude? Last couple of vids you sound a little down :-( I guess these vids are a bit in the past so hopefully you're doing okay again now! Anyway, hope you're okay!
Very through & informative, as usual: Thank you! ¶ I strongly support your mention for a future video on SiC : YES ! § Today is Wednesday May 18, 2022. This will help to find and read Monday's NYT _overview_ of Tesla's secret SiC project for their Model 3. ,,, The _title_ of this article is...: - - - "What's Down the Road for Silicon?" - - - Having just watched your video and read the brief NYT SiC _overview_ , it is clear that the topic of SiC deserves one of your full videos! - - - TIA = _Thanks_ In Advance ! Mike - e o t -
⚠️BEWARE⚠️ Worst decision by government of India was to sign an FTA with ASEAN. Geopolitical perspective, it was alright. But bussiness perspective, it only widened the huge trade deficit India already had with these countries. Now all electronics companies have access to the Indian market from ASEAN which is why companies are reshuffling towards ASEAN countries for policy, skill and other conducive business environment purposes and India is a loss making entity in the process. Vietnam received 100 Billion dollars in FDI in FY22 whereas India just 83 Billion dollars. One must wonder that how a country not even 1/5 size of India has achieved that. Poor execution in trade agreements leads to this.
Big 3 will come later we should start by starting manufacturing easier nodes. Once big players see our market has started with Chip making, it will be easier for Govt to directly invite TSMC, SAMSUNG, MICRON. TATA needs to do something here as well along with ISMC. The thing is Vedanta announced a lot of things about it. I was overjoyed after hearing 20bn total investment by them. After after this video, I feel that's very dim possibility. Anyway, we need to start now our Chip game.
Vedanta wants the indian govt to implement a ban on import of displays and semiconductors so that indian consumers have no choice but to buy OEM products run by vedanta. This, they say is the only way to ensure the investments are viable. Vedantas bilateral agreements were so vague that the indian govt refused to offer any incentives.
@@ashupatil9098 Nope, they will manufacture semiconductor in India. Anil Aggarwal said Sites will be Decided by half June and first semiconductor will came from plant in 2024.
@@ashupatil9098 Anil Agarwal said they will acquire land by August and it is because the want incentive on water and electricity which is major raw material in making semiconductor. They can acquire land in these state Maharashtra, telengana, karnatka, gujrat, Uttar Pradesh.
Sounds like at least this Foxconn effort is mostly a pipedream. Sure, it's possible to do something outside its proven scope of expertise... But generation upon generation upon generation and so on later than what it has done before? With each generation, there is a lot more than just shrinking the traces... There are also new techniques and specialized equipment with each generation, and what worked for one generation doesn't necessarily support the technologies for the next newer generation. There's an enormous knowledge gap to bridge when proven experience is 100-200mm and somehow hoping to build 65nm. And, even that is far, far away from 28nm and smaller. This video never mentions what kinds of chips India wants to make and for what purposes. Maybe an Indian chip fab could set reasonable goals and make cheap chips for its automotive industry. But devices like smartphones? Unless you're talking about smartphones the size and capability of what existing aroun 2000 which was long before touchscreens, I doubt there is much chance of success.
No, in display manufacturing 28 and even higher nodes are mostly used as of now. In Mobile and Computer Processor making less than 10nm is coming now slowly. It's absolutely cutting edge and very costly as yoh said 100bn is being poured into it. I think here as manufacturers don't have any prior experience, it's better for us to target easier nodes at first. High quality nodes will take more time, money and effort to mature. After 2-3 plants start manufacturing display units in mass, it'll be easier for us to invite Intel, Samsung, TSMC for making cutting edge Semiconductors. As 9f now there's not even a single semiconductor is being manufactured here, even though designing is biggest industry here by all big firms like Intel, Qualcomm, NVIDIA, Samsung. It's time to start just manufacturing for us now.
Good news Foxconn and vedanta start joint venture and make semiconductor in gujrat India And a Singaporean company is start semiconductor manufacturing and open their 2 units in tamil Nadu India And many local private companies also start this Finger crossed hope everything will ok 🤞🏽
Government effectively giving away 1000 acres of land on lease is not very rare in India as if you have even basic connection in parliament and stuff, you have it under the pretense of some industry. Also 99 years is one of the most common terms for land leases.
The real risk is new materials and processes that could wipe out investment in an expensive fab in a press release on the technology. That is the risk because new emerging technologies may be cheaper and faster.
The record you are talking about is because of that one dynastic political party it ruled over this country for at least 50 to 55 years since our independence 70 years ago and that party is pretty much dead in just 8 years in the next 2 years it will be gone as people hate that party for all the scams,corruption and not putting efforts in stopping terrorists when they were attacking our financial capital ,nation's capital and other cities. Party that come in power in 2014 had provided us with security that was very much needed for a long time for better development of this country.
The Tata's may succeed. Not The other there shady behavior towards the society is well known. The southern states already involved water dispute and the resources for such a large scale from south not even thinkable
Industrial development around Delhi was coincided with the construction of tehri dam in Uttarakhand in 1999. Gurgaon and Noida stands on the back of tehri dam With the Andhra pradesh dam near completion, this will boost industrial growth in southern states
@@KanishQQuotes the massive soft water resources for fabrication industry in south is not possible. Water scarcity in southern states particularly well known. Karnataka having water dispute with all it's neighbor states. Most of Kerala comes to protected wild reserve. Unless they get reliable water resources it is not possible in highly depleted Metro's in South
@@rohand04 nope. If they received water why they gone for dispute. No one can predict the rain fall for each year.when rain fails the dispute in southern states particularly KA and TN are at elevated levels. No one trusts each other and when it fails the upper state say first for their use which is not acceptable by lower States. The upper state never come forward to share control of water release during difficult times. When it's flood the excessive release of water causes damages. It is a very sensitive topic and so called leaders are not matured on this
Vedanta won't be going to south either. They are planning to set up plant in Pune, Maharashtra. Also Tata's are most probably entering into packaging and testing business, not into fabs.
Bro deal is done ✅. Make a updated video how this is going to help India in future and what kind of semiconductor will be manufactured here. I am going to spam this massage if you read this pls reply.
All big announcements coming out of India should be taken with pinch of salt especially when the country has elections in the state its current PM is from. Vedanta has a shaky history and that should be factored in to this announcements. Foxconn had made such huge promises in US as well which never took off the ground.
Great original content and analysis as usual. Great timing as well since SemiconIndia 2022 conference is going on. Here is an interesting interview of Intel India's CEO ua-cam.com/video/6VpDd1CsO8k/v-deo.html
Foxconn partnership with Indian company to make chip in India. They are few other also Like ISMC who announced to make Fab factory at Karnataka at 3 billion dollar a week ago
Only problem with Indian government is that their policies are good willed and well thought out but the implementation is absolutely horrible. Hope this time it works out, fingers crossed 🤞🏾.
Hey Asianometry, You should show your face (just a bit), you would double your followers really easily... Thanks for the nice videos, always very precise and relevant.
Keep communists out of tamilnadu. They will otherwise turn the state dysfunctional, look at how west Bengal and Kerala have been rendered essentially broke. Keep commies out of tamilnadu
@@ChadPANDA... lmao, whenever an youtuber uploads a video of top 10 gdp states of India, the entire bimaru fanboys would start to comment "If isn't for the Mumbai, Maharashtra wouldn't have reached No.1 spot!", "Tamilnadu was built by people of people of Up, bihar, and other noob states in Bhimaru", "These good for nothing idiots are always high on drugs and they now started to comment on videos of Saudi Arabia, Dubai and other oil-nations, saying that Indians built the gulf" seriously how much cringe could u guys provide in a single day. The Tamils are proud because they refined the Hinduism and first to overthrow the Varna caste system, the Dravida (self respect movement) forced the lower castes to come out to the streets for their rights. Namma Bangalore, even though it has produced and willing to accommodate millions of jobs to the Indian youth, yet the North youths proceeds to work for scam-call centres and tarnish the image of India. Hyderabad is the pioneer city, where each CM waited on the door steps of the billionaires to open a HQ in there, as a result Hyderabad has peaked in heath sector and IT sector. Kerala brings and fills Indian Forex and boosts tourism industry. What has north been doing other than communal violence, and eating up the tax of Maharashtra, Tamilnadu, Karnataka, Kerala, Gujarat and Telangana & Andhra?
Considering the insane number of broken securities laws Elon has handed the SEC via Twitter lately, we're cool with your tweet habits. You'll make better content without having to deal with a shit ton federal indictments.
100,000 jobs may sound a lot, but one has to remember the productivity levels in India. Everything seems to require way more people than in other places.
100000 jobs includes the indirect ones as well, from logistics to wholesellers to dealers etc. So this might not be an unrealistic expectation given the size of the country where most of the tech developments happen in southern part of india but manufacturing / assembly us done in western / northern part of india.
@@jacksindu9569 Most of the manufacturing is also located in Southern India & West ( Gujarat & Maharashtra). ISMC's planned Semiconductor site is also in Karnataka South India, which is understandable as Bangalore already has expertise in chip design & PCB.
Don't see Vedanta or Foxconn as saviour og anything or anybody. Former has a terrible record of environment pollution & the latter of labour law violations & human rights abuses. Any Indian who says neither of those matter in the face of Natiohal good,must house this factory in their hometown & themselves & their family work in them. Vedanta has being buying the press & influencers to try & push what no people want anywhere near them.
I think the UPI (unified payment system ) require a seprate video itself. Along with the explanation of "Trinity" .This step has revolutionized the welfare delivery scheme in india. By bypassing corrupt and inefficient local bureaucrats and giving direct benefit to the poor.
It's coming.
It's a great revolution made by India in online banking sector.
@@Asianometry holy shit I'm excited to see what you have to say about this. And also, how does this compare to Bangladesh's Grameen Bank and their system of lending.
@@Asianometry thank you
@@Asianometry kokok
After what happened with Huawei, I think it's essential for countries to manufacture these components.
What happened with Huawei?
@@MonkeySpecs301 Blocking access to semiconductor technology by US led to destruction of mobile division which forced it to sell honor.
@@kd6788 good.
Unfortunately, local manufacturing won't make countries immune to sanctions the US put on Huawei. Even if you manufacture locally, virtually all chip designs rely on technology made in the US
@@hydrolifetech7911 That's where Risc v comes into picture. The future should be open source without the threat of any bully.
I live in Bangalore and really doubt if FAB can actually happen in India...MOU is one thing but having a production unit is another.. may be we can pull off this time 💰
The plan seems realistic and quite transparent but anything can happen
@@perspective500 it happened thanks
@@cosmicvortex2 didn't you hear the news
It's happening now !
Yes, definitely do a video about silicon carbide semiconductors!
I'm also very interested in GaN, GaAs, SiC, and other HEMT materials for sure!!
It would be great to have a series of videos on Wide Band Gap semiconductors. SiC JFETs and MOSFETs, GaN eHEMTs and dHEMTs ( for power applications) as well as GaN for RF and GaN for LED applications.
I am glad to hear India's power plays in the semiconductor industry.
thank you bro
Hope, cheers and nationalism apart, I think this is too little too late. None of these semiconductor initiatives are going to catch up with ASML-TSMC duo.
@@aniksamiurrahman6365 thats not the goal. Indian govt wants semiconductors for smartphones which requires at least 28 nm chips and TSMC is focusing on 3nm which is much more competitive. Many Indian companies already design semiconductor chips.
@@aniksamiurrahman6365 who wants to compete directly with those giants. But having something in this huge monopolistic market is valuable. After the chip shortage, many are looking for diversification. Even if we get a good share of EV chips, it will be useful. It will take 10 to 15 years minimum to materialize properly and I'm not sure how seriously different government will take this project ahead both center and state multiple govt to come in these 20 yrs.
@@uzochiokeke4328 almost all smartphone chips are
Good video as usual. I'm glad to see that world is gearing up to increase its collective semiconductor capacity. As much as I'm a fan of TSMC, the world can't afford to have a single point of failure for the advanced nodes. And also, you sound sick. Get well soon, my dear deer.
Right on.
As mentioned in one of the previous videos, he's had covid. Sounds like he's recovering though.
Plus who knows when china take over Taiwan
if indian govt target is realistic like chips for cars and electronic appliance other than Mobile and PC they are playing good
The main problem with having an inhouse fab is water. Already got a lotta drinking water issues. Esp. with the stuff that goes on between Karnataka and Tamil Nadu with the Kaveri river.
@@davesprivatelounge u should read about Kaleshwaram Lift Irrigation Project
@@aryankhandelwal787 full of corruption and sends water only to kcr farms . Economically not viable project I agree it might be largest lift irrigation project but doesn’t translate benifits. Lot of videos in UA-cam which explains how the project is moved from more viable location to kaleshwaram to benifit intrest of TRs
The Singapore based IGSS ventures has signed the MOU this week. Looking forward to the 2nd semiconductor park in India.
It's too early to comment.
@@mb9580 it happened
@@mb9580 Power tech of Taiwan also did the deal with Tamil Nadu firm
This is the last checkbox in the India's semiconductor mission. If executed successfully it can become self reliant in IC manufacturing to some extent.
"some extent" so not a last checkbox.
I think ISMC investment is more significant.
They announced it and are already a significant player in semiconductor.
Though they r not exactly Intel but now after accqustion by Intel .they r it's subsidiary.
I think India will be making 24 nm and beyond semiconductor.
Higher end smaller chips don't think so.
I think we can accquire a significant share of world market.
As bigger chips are used in more quantity.Cars,toster,microwave,ac,remote,tv,washing machine and everything electrical nowadays.
@Dr. Irina Luminesk I want those GPUs though, they are super costly as it is, but since we get them from outside, it probably gets more.
News has came Vedanta & Foxconn are gonna set thier first Giga Manufacturing Hub in Gujarat 🇮🇳
Also many others are part of it in future 💯
India needs some insurance in the semiconductor, display, and mobile phone industries.
Yup
Pretty practical push
Even if the Indian made chips cost, say 10-20% more for now, it will be great insurance against a chinese blockade of the south east asian straits.
Pretty much every piece of military tech needs semiconductor chips after all.
India embracing industrialization will be a wealth generation event like never before
They must first embrace freedom and democracy.
Nothing will work until the corruption in your government is removed.
@@nobodynoone2500 democracy is gay
@@nobodynoone2500 by force? No we will embrace our history first. As for democracy, India is a democracy with a multitude of political parties and ideologies you seem ignorant about.
@@nobodynoone2500 India has both of those. I guess you are talking about the recent rise in nationalism and religious dogmatism. That's noting "India Special". Just look around and that's on the rise in your own country as well. If your news media doesn't report that, then it's your problem. So oil your own machine?
This is good news; rather the best news that I 've (& guys like me) been waiting for, for at least four decades.
Doubts might arise about the capability of Foxconn. The firm hasn't been known as chip manufacturer (it is what India wants now), but is ambitious enough to climb up to the top of "chip" manufacturing ladder. The firm can be relied upon to manage the supply chain hassles in this business,
Probably the best in this space. Your killing it with this videos ! Thanks 👍
Very interesting, well researched and presented. As usual I learned a lot. Thank you for sharing.
Good God, the purchasing process is more complex than the chip design!
Even tsmc doesn't make that much profit considering the level of capital they invest in foundry. It would be impossible for India to sustain that level of investment.
Yes, India would need to invest more money than a rocket booster burn fuel to escape gravity 🚀
India is targeting it's own domestic consumption! People here are sure quick to jump gun. Nor India is going for cutting edge chips that requires billions of $!!
Chips are a strategic necessity,not a monetary investment. It's okay to not make a profit.
@@thechosenone1533 Someone who actually knows how things work!!! 👍👍
@@BlackHawkTejas but most of the domestic consumption is for mostly for mobile phones and those use advanced nodes. Secondly this about creating a semi conductor infrastructure not for strategic needs as none these companies will manufacture for Indian government. For that government needs to upgrade SCL Chandigarh.
Thanks!
Considering you're located far away I.e. Taiwan, your research on Indian semiconductor Industry seems quite comprehensive n informative 👍🏼 谢谢你 🙏🏼
Hope there is greater Indo-Taiwanese Tech. collaboration going ahead 🇮🇳 🤝 🇹🇼
TSMC is also building manufacturing capacity in India. I wish that they would also close their facilities in mainland China and move those operations to India as well.
That would be about 1 million jobs by the way.
@@stupidburp ooh really?
Wet dream to go yandia
@sk🐰 😈 taiwanese FOXCONN is investing 20 billion dollars in India
@@stupidburp semiconductor industry aren't even make much job, even taiwan tainan semiconductor park are only employ 60.000 people
The Indian semiconductor dream will be realised if and when the government invites one of the top 3 semiconductor fabs to the table for a realistic and promising goal of making semiconductors based on sub 28nm process nodes in India which still looks like a decade away since the supporting infrastructure is lacking by miles.
But that's the thing. By focusing on easier nodes they can get the basic infrastructure up and start generating revenue which, with a bit of lube, could attract the big players, which makes it financially viable to go the last (and hardest) mile with infrastructure.
True, older nodes is something that India needs to shift focus on and get them going quickly off the ground, because processes for those are well established, less sophisticate, and importantly more forgiving as compared to the newest nodes.
Everything upto 28nm, could
If executed well result in a better adaptability and higher yields, even though at the cost of lower profits, but hey as long as it's some percentage loss on investment in return for learning a new trade it's worth it.
One step at a time
Just the right amount of info on your channel. Good luck and keep it up
I don't believe Foxconn-vedanta partnership would turn any good but do believe ISMC(towerjazz) since they have experience atleast. The fact that still bothering me is no big semiconductor giant has been came forward yet, where is the intel, tsmc, samsung, micron, sk hynix? Dont know.
The big 3 are building big fabs In us worth 20-30b usd and in Taiwan Korea and few in Europe. Doubt if they will invest in India given the erratic power supply (demonstrated recently) problems with water labor laws and inefficient beauracracy fabs are no small deal given the hurdles and protests many industries have faced I doubt whether they will risk setting up a fab
@@B21_raider The protests had happened because of mistreatment from Wistron towards the workers.
They are actually famous for it, even in China they have installed nets so that no Chinese worker jumps off of building and ki// themselves.
Also the place where they are working is known to have large number of Commies, so you can expect such things.
Also I think the real reason for big names not coming to India is that India does not have any experience in it, and they (TSMC, Samsung and Intel) will be producing 3-7nm chips, so they would want to go where people have experience for it, such as USA, Taiwan, S. Korea, etc.
Also the amount of incentive being provided in India is tiny in comparison to what US, Taiwan, etc are providing.
@@kanekiken2002 I didn’t mean the wistron protests I meant the political ones india has a big history of protests formulated by ngos tribals and opposition parties whenever a big project like a nuclear plant dam manufacturing plant e.t.c which stalls or delays the project and can cost companies a lot
@@B21_raider Yeah, can't help it.
That's the reason I don't like democracy.
Here uneducated people like Tribals and Farmers get brainwashed very easily.
Not only that, we have universities like JNU, which are best at producing "activists" and "social workers" instead of some Engineers and Doctors.
That University should be shut down.
I believe if we were also autocratic then we would have grown faster.
@@B21_raider it takes time..
smartphone assembly is already a success.
i am from a remote village area... and i am seeing a lots of factories being constructed in many villages..
Manufacturing has just begun in India, it will take 10 years to be manufacturing powerhouse.
India being a big country can give billions of incentives to companies.. also our consumption is huge can force companies to manufacture in India.
Hello, Mr. Jon. I have a question. Why is suddenly there's a rush to build semiconductor industries all over the world?
Firstly, ASML-TSMC duo is far ahead in technology and I don't see how anyone, anyone on earth can catch up with them and hope to make a profit as well.
Secondly, I believe all these chip shortage, high chip cost are rather an indication of a looming stagflation. So, I deeply doubt these semiconductor "ventures" will actually be able to turn a profit by the time they become ready to roll.
So, why are these companies hell-bent on older semiconductor technology and not invest on coming trend like micro-electronics?
High end nodes aren't needed for vast majority of applications. Older tech is mature and works out of the box. It will serve most applications and will provide independence from chinese invasion of taiwan, which is inevitable. Being neutral has worked out well for india.
@@fuckkatuas2837 yup you do not need advance hightech chips in most cases.. .
Only smartphones and computers needs high tech processors and still they uses hundreds of non high tech chips.
Because old nodes are reliable, cheap and more than good enough for a lot of commercial and industrial applications. Cutting edge nodes are reuqired obly for latest high tech consumer devices like PCs and smartphones.
Automotive, defence, aerospace & low end consumer electronics like Washing machines use bigger & reliable nodes.
Well maybe Intel or Samsung will be able to catch-up with TSMC. They are also big buyers of ASML latest EUV equipment. And chips with the latest nodes are usually used for flagship products e.g. phones with a starting price of $800. But there is also a low and mid range tier for phones using older cheaper nodes. Much more affordable for people in developing nations like India.
Is there going to be established continuous sources of water and electricity? This is what had prevented all previous attempts.
Hope they can provide a good alternative as china continues to fall apart.
You're funny
@@gamba4605 laugh then
Thanks for covering such topics brother.
Don’t know if it is a waste of money with so many countries targeting to build what seems like cookie cutter semiconductor fabs. At the end don’t know if it will be a gain for the semiconductor companies (more profit) or for the consumers (low prices) .
It's not a waaste of money. It allows a country to reduce risk while also allowing supply increases in the global market which should help with stablity and pricing.
It's mostly about not being fully dependent on other countries. Right now, if China manages to invade Taiwan successfully the entire planet would be dependent on them for all high-end chips, including military usages.
Or imagine a country gets as many sanctions as Russia. They'd effectively be unable to use modern technology without their own semiconductor suppliers
Countries want their own semiconductor manufacturers, even if they're worse than TSMC, in order to loosen that dependency if need be.
@@FlorianWendelborn lmao China has no plans to invade Taiwan
Stop slurping the US DoD koolaid.
Man how this waste. everything uses semiconductor now.evn washing machine to a toster.
India demand will be double 2025.
True, just waste of money!
Good initiative for Indian gov't. But I think that fabless design company is better for Indian chip industry than fab factory. India already has many good and experienced chip designers for chip design outsourcing service. But not many trained semiconductor process engineers. And fab is extremely expensive to build and operate, capital intensive. Capital is very precious resource India is in great need and should invest wisely and frugally. Fabless chip industry is much cheaper to bring it up with less capital investment. IMHO, Indian company like Meditek or UniSOC is more viable than TSMC or Global Foundry. Chip design is where the money is. Just thought.
Having up to date full stack semiconductior design, manufacturing, and packaging capability and capacity is a national security matter for a country that aspires to be a world power.
Yes and that's why government is bringing another incentive, DLI (Design linked incentive) to get more and more indigenous design companies.
PLI for hardware related work.
DLI for software related work.
Vertical integration is always good for any nation to be self reliant, increase job opportunities and expertise and reduce security risks. But the point u have mentioned, i don't think india is any better in chip design either, we don't even have a single big fabless company like mediatek, Qualcomm or unisoc and so like. Indians are working under foreign companies and do magic there but it's more of a credit of company than individuals.
Please try to include the links from where one could further study and research about the topic. Thank you 😊
Just to add you can cover UPI too the recent growth has been phenomenal I would love to see your views on it.
1:40 to 1:47 that shot looks incredible does anyone know where was it filmed?
Looks like Assam. Not sure, but the vibes are very Assam
Wassup dude? Last couple of vids you sound a little down :-( I guess these vids are a bit in the past so hopefully you're doing okay again now! Anyway, hope you're okay!
Puberty! 😉
Deeper voice now with age.
I think he's recovering from covid
Bro do a video on UPI.
Yeah...good luck Vedanta.
Great video! Keep it up brother.
Lets go to
*K A R N A T A K A T A* 11:28
SiC --> GaN [Yes!]
Vedanta has announced officially that they r investing 19.5Billion $ n MOU is already signed with GUJARAT govt
Thanks for such a well researched Article on this subject!
Hope, you will keep an eagle eye on India story!!
I have a nice topic for you to cover please look into ONDC and your thoughts on it would be appreciated
Very through & informative, as usual: Thank you!
¶
I strongly support your mention for a future video on SiC : YES !
§
Today is Wednesday May 18, 2022. This will help to find and read Monday's NYT _overview_ of Tesla's secret SiC project for their Model 3. ,,, The _title_ of this article is...:
- - -
"What's Down the Road for Silicon?"
- - -
Having just watched your video and read the brief NYT SiC _overview_ , it is clear that the topic of SiC deserves one of your full videos!
- - -
TIA = _Thanks_ In Advance ! Mike
- e o t -
But even now various companies are making smartphones in India
Even few Indian companies also
It's either going to be a hit or miss.. let's see it's all going to clear this decade
⚠️BEWARE⚠️
Worst decision by government of India was to sign an FTA with ASEAN. Geopolitical perspective, it was alright.
But bussiness perspective, it only widened the huge trade deficit India already had with these countries.
Now all electronics companies have access to the Indian market from ASEAN which is why companies are reshuffling towards ASEAN countries for policy, skill and other conducive business environment purposes and India is a loss making entity in the process.
Vietnam received 100 Billion dollars in FDI in FY22 whereas India just 83 Billion dollars. One must wonder that how a country not even 1/5 size of India has achieved that.
Poor execution in trade agreements leads to this.
IMO Vietnam received huge fdi because its nearby China and its more compact than India,making transport of goods and manufacturing easier
Love this channel ❤️
Very informative show, as always.
What happened to your voice? Did you change the microphone?
Big 3 will come later we should start by starting manufacturing easier nodes. Once big players see our market has started with Chip making, it will be easier for Govt to directly invite TSMC, SAMSUNG, MICRON.
TATA needs to do something here as well along with ISMC. The thing is Vedanta announced a lot of things about it. I was overjoyed after hearing 20bn total investment by them. After after this video, I feel that's very dim possibility. Anyway, we need to start now our Chip game.
Yes please to the Tesla Inverter Video !
a few weeks back foxconn cancelled plans to build in india.
Haha.. i missed it but i m not surprised
Vedanta wants the indian govt to implement a ban on import of displays and semiconductors so that indian consumers have no choice but to buy OEM products run by vedanta. This, they say is the only way to ensure the investments are viable. Vedantas bilateral agreements were so vague that the indian govt refused to offer any incentives.
Is this true....so vedanta isn't going to manufacture semi conductor in India?
@@ashupatil9098 Nope, they will manufacture semiconductor in India. Anil Aggarwal said Sites will be Decided by half June and first semiconductor will came from plant in 2024.
Crony capitalism
@@Himanshukumar-ek7fh they haven't even acquired land yet
@@ashupatil9098 Anil Agarwal said they will acquire land by August and it is because the want incentive on water and electricity which is major raw material in making semiconductor. They can acquire land in these state Maharashtra, telengana, karnatka, gujrat, Uttar Pradesh.
Sounds like at least this Foxconn effort is mostly a pipedream. Sure, it's possible to do something outside its proven scope of expertise... But generation upon generation upon generation and so on later than what it has done before? With each generation, there is a lot more than just shrinking the traces... There are also new techniques and specialized equipment with each generation, and what worked for one generation doesn't necessarily support the technologies for the next newer generation.
There's an enormous knowledge gap to bridge when proven experience is 100-200mm and somehow hoping to build 65nm. And, even that is far, far away from 28nm and smaller.
This video never mentions what kinds of chips India wants to make and for what purposes. Maybe an Indian chip fab could set reasonable goals and make cheap chips for its automotive industry. But devices like smartphones? Unless you're talking about smartphones the size and capability of what existing aroun 2000 which was long before touchscreens, I doubt there is much chance of success.
No success for sure, other than Modi's propaganda success. More political than business.
These Fabs aren't for smartphones. These are for connected tech IOT devices. Automobile industry, white goods etc.
standard indian fraud model
@@zahid1909 tu jihàdi fir aa gaya🤢
@@zahid1909 Why are Pakistani trolls obssessed with India ? Don't you have anyother job or you getting paid by Pakistan army?
The job count could account for other businesses that will arise as requirement for the fab complex.
Great. Good analysis.
do you have philippine videos?
28nm seems a bit outdated ... TSMC is setting up a 5nm fab in US and has pumped 100bn$ into 2nm technology .... its better than nothing i guess
No, in display manufacturing 28 and even higher nodes are mostly used as of now. In Mobile and Computer Processor making less than 10nm is coming now slowly. It's absolutely cutting edge and very costly as yoh said 100bn is being poured into it. I think here as manufacturers don't have any prior experience, it's better for us to target easier nodes at first. High quality nodes will take more time, money and effort to mature. After 2-3 plants start manufacturing display units in mass, it'll be easier for us to invite Intel, Samsung, TSMC for making cutting edge Semiconductors. As 9f now there's not even a single semiconductor is being manufactured here, even though designing is biggest industry here by all big firms like Intel, Qualcomm, NVIDIA, Samsung.
It's time to start just manufacturing for us now.
there is another update regarding from TATA and a japanies farm.
Great video as always! Your voice sounds sick is your health well?
& the deal is cancelled 🥂
what's there to cheer abt?
@@nitinmeena8416not being duped and looked like a fool for being naive? Is that bad?
Good news Foxconn and vedanta start joint venture and make semiconductor in gujrat India
And a Singaporean company is start semiconductor manufacturing and open their 2 units in tamil Nadu India
And many local private companies also start this
Finger crossed hope everything will ok 🤞🏽
Vedanta is in deep financial distressed, this is just one of Agarwal's financial engineering tricks to get banks to refinance their existing debts
The voice is different from your old videos，is this one done by someone else？
He's recovering from Covid I think.
Government effectively giving away 1000 acres of land on lease is not very rare in India as if you have even basic connection in parliament and stuff, you have it under the pretense of some industry. Also 99 years is one of the most common terms for land leases.
run by son in law : the sign of a massive grift. this will be a spectacular failure sucking the govt. cash out of the project
The incentives are production linked, so if they aren't successful then they don't qualify for incentives.
Make a video on anything about Tata group
The real risk is new materials and processes that could wipe out investment in an expensive fab in a press release on the technology. That is the risk because new emerging technologies may be cheaper and faster.
You sick your voice sounded a bit off in this episode.
Hope all is well love the content.
I am hopeful of India's prospects but not optimistic given the nations track record.
The record you are talking about is because of that one dynastic political party it ruled over this country for at least 50 to 55 years since our independence 70 years ago and that party is pretty much dead in just 8 years in the next 2 years it will be gone as people hate that party for all the scams,corruption and not putting efforts in stopping terrorists when they were attacking our financial capital ,nation's capital and other cities. Party that come in power in 2014 had provided us with security that was very much needed for a long time for better development of this country.
The Tata's may succeed. Not The other there shady behavior towards the society is well known. The southern states already involved water dispute and the resources for such a large scale from south not even thinkable
Industrial development around Delhi was coincided with the construction of tehri dam in Uttarakhand in 1999.
Gurgaon and Noida stands on the back of tehri dam
With the Andhra pradesh dam near completion, this will boost industrial growth in southern states
@@KanishQQuotes the massive soft water resources for fabrication industry in south is not possible. Water scarcity in southern states particularly well known. Karnataka having water dispute with all it's neighbor states. Most of Kerala comes to protected wild reserve. Unless they get reliable water resources it is not possible in highly depleted Metro's in South
@@rohand04 nope. If they received water why they gone for dispute. No one can predict the rain fall for each year.when rain fails the dispute in southern states particularly KA and TN are at elevated levels. No one trusts each other and when it fails the upper state say first for their use which is not acceptable by lower States. The upper state never come forward to share control of water release during difficult times. When it's flood the excessive release of water causes damages. It is a very sensitive topic and so called leaders are not matured on this
Vedanta won't be going to south either.
They are planning to set up plant in Pune, Maharashtra.
Also Tata's are most probably entering into packaging and testing business, not into fabs.
@@kanekiken2002 Tata's has everything that they needed to set up foundry industry. But Water is a actual problem in this industry.
Bro deal is done ✅.
Make a updated video how this is going to help India in future and what kind of semiconductor will be manufactured here.
I am going to spam this massage if you read this pls reply.
All big announcements coming out of India should be taken with pinch of salt especially when the country has elections in the state its current PM is from. Vedanta has a shaky history and that should be factored in to this announcements. Foxconn had made such huge promises in US as well which never took off the ground.
Well this fell though
Unless you have good trust with developers it is likely to flounder like global foundries.
Would all this lead to great overproduction in the category
Can you do an update on India? Does India have any chance? What about Tower after Intel acquisition failed.
Great original content and analysis as usual. Great timing as well since SemiconIndia 2022 conference is going on. Here is an interesting interview of Intel India's CEO ua-cam.com/video/6VpDd1CsO8k/v-deo.html
very nice video
Dung chip is a great idea.
Troll
Troll
Pork chip is used in apple iPhone 🐖
毛腊肉 chip is a far better technology. Or maybe Yulin dog dung chip.
camel dung chip for pak
SAB SE AAGEY HONGE HINDUSTANI YEH BAAT HAI SAB NE MAANI
Ruko ja abhi tak fab bani bhi nahi hai . Aur yeh hamari company nahi jo banayegi ye chips .
Udna tab jab koi apni comapny top nodes bana rahi ho
Is this about India or Foxconn? I am confused.
Foxconn partnership with Indian company to make chip in India. They are few other also Like ISMC who announced to make Fab factory at Karnataka at 3 billion dollar a week ago
Good vid
Hey Jon, are you feeling sick? Your voice sounds different
Only problem with Indian government is that their policies are good willed and well thought out but the implementation is absolutely horrible. Hope this time it works out, fingers crossed 🤞🏾.
Need 7nm tech
Muito interessante!
Where is semi conductor industry in Europe?
Where ??
Hey Asianometry,
You should show your face (just a bit), you would double your followers really easily...
Thanks for the nice videos, always very precise and relevant.
We Tamil people have confident in semiconductor business and oil business....
Keep communists out of tamilnadu.
They will otherwise turn the state dysfunctional, look at how west Bengal and Kerala have been rendered essentially broke.
Keep commies out of tamilnadu
Indian*
Have confident ???
Where did you buy it though cause last time I checked Tamil Nadu or any other indian state have prior experience in semiconductor.
"Saar we tamils are superior saaar Dravidians saaar"
- 🤓Average tamilian whenever india is mentioned 🤓
@@ChadPANDA... lmao, whenever an youtuber uploads a video of top 10 gdp states of India, the entire bimaru fanboys would start to comment
"If isn't for the Mumbai, Maharashtra wouldn't have reached No.1 spot!", "Tamilnadu was built by people of people of Up, bihar, and other noob states in Bhimaru", "These good for nothing idiots are always high on drugs and they now started to comment on videos of Saudi Arabia, Dubai and other oil-nations, saying that Indians built the gulf" seriously how much cringe could u guys provide in a single day. The Tamils are proud because they refined the Hinduism and first to overthrow the Varna caste system, the Dravida (self respect movement) forced the lower castes to come out to the streets for their rights. Namma Bangalore, even though it has produced and willing to accommodate millions of jobs to the Indian youth, yet the North youths proceeds to work for scam-call centres and tarnish the image of India. Hyderabad is the pioneer city, where each CM waited on the door steps of the billionaires to open a HQ in there, as a result Hyderabad has peaked in heath sector and IT sector. Kerala brings and fills Indian Forex and boosts tourism industry. What has north been doing other than communal violence, and eating up the tax of Maharashtra, Tamilnadu, Karnataka, Kerala, Gujarat and Telangana & Andhra?
This is sus moment.
I feel that your voice and tone are a bit different in this video
Karnatakata ?
Where did the other ta come from
That’s what they call it in Japanese 😂
I do so hope India will replace China as a manufacture capital.
Lol
Considering the insane number of broken securities laws Elon has handed the SEC via Twitter lately, we're cool with your tweet habits. You'll make better content without having to deal with a shit ton federal indictments.
Dude, what happened to your voice? It sounds a bit different, u ok?
100,000 jobs may sound a lot, but one has to remember the productivity levels in India. Everything seems to require way more people than in other places.
Some examples of what you observed about the requirement of way more people to do the same work can help people to understand the issue better.
100000 jobs includes the indirect ones as well, from logistics to wholesellers to dealers etc. So this might not be an unrealistic expectation given the size of the country where most of the tech developments happen in southern part of india but manufacturing / assembly us done in western / northern part of india.
@@jacksindu9569 Most of the manufacturing is also located in Southern India & West ( Gujarat & Maharashtra). ISMC's planned Semiconductor site is also in Karnataka South India, which is understandable as Bangalore already has expertise in chip design & PCB.
A large chunk would be indirect jobs like facilities management, catering, transportation, hotel etc
What's up with your voice today?
Don't see Vedanta or Foxconn as saviour og anything or anybody.
Former has a terrible record of environment pollution & the latter of labour law violations & human rights abuses.
Any Indian who says neither of those matter in the face of Natiohal good,must house this factory in their hometown & themselves & their family work in them.
Vedanta has being buying the press & influencers to try & push what no people want anywhere near them.
Russia's heros !!!