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Without a fab lab and the support industry all of this is just posturing sir.
Fab lab costs from 1B to 10 B.
It required a gen of work before chinese would place component market size of 20 Gujarati market (Koti) https://twitter.com/TVMohandasPai/status/1201062943271469056
Fab lab costs from 1B to 10 B.
It required a gen of work before chinese would place component market size of 20 Gujarati market (Koti) https://twitter.com/TVMohandasPai/status/1201062943271469056
A single lab in Bits Hyd cost the management ( > 2 crores ) ~~ to all budget for couple of sems of EE Dept. And that too only for 50+ students of M tech. Source: Prof who runs the lab.
Can a business/GOI invest in 10,000 crores + in India without the human cap which you show(in the latest survey)
Indian mil invest in electronics can be a option.they will ask for the expensive new plant. 
They buy of COTS + few other companies. And the risk stands there nevertheless. @SJha1618
They buy of COTS + few other companies. And the risk stands there nevertheless. @SJha1618
We are stuck with Chandigarh 180 nm 
Aise banenge Vishwaguru :)
https://www.anandtech.com/show/15217/intels-manufacturing-roadmap-from-2019-to-2029
Aise banenge Vishwaguru :) https://www.anandtech.com/show/15217/intels-manufacturing-roadmap-from-2019-to-2029
A 70 B dollar industry lost to china. If only India had some quick thinkers they would have got these Hindu entrepreneurs back @ home and give them a fat credit. https://timesofindia.indiatimes.com/world/us/steve-bannon-as-a-nationalist-modi-was-a-trump-before-trump/articleshow/70210775.cms
People should read The Hardware hacker by Andrew Huang and how chinese built their Electronics industry.
Without electronics industry; there is no ICT or new age tech. Since ICT has lot of regulations; we should have captured the market.
Without electronics industry; there is no ICT or new age tech. Since ICT has lot of regulations; we should have captured the market.
If the mighty US couldn't take down the chinese counterfeits; Can Indian army do it ?
If India Inc has to win; we have to concentrate on payments to MSME's very well. All over the world cash flows are tough to manage.
As usual; we lost a big pie which could have ensured us of the future. https://twitter.com/Humblefool_14/status/1202275253810073600?s=20
They are at 10/14 nm, In academia they have got around to 7-9 nm and less in other forms. And here we have chomus :) like me who can't get hands on one job in manufacturing because they aren't any 
https://www.pcgamesn.com/intel/ice-lake-cpu-manufacturing-fab-28-israel
https://www.pcgamesn.com/intel/ice-lake-cpu-manufacturing-fab-28-israel
All the conditions mentioned here are beyond reasonable. 1B loan.The cost of Harakiri of UPA-1. Let the land,elec be given at pennies for 30 yrs.
Btw Hyderabad and Bengaluru corridor.
Subsidies 4 10 yrs,
Engineers 60+% from India should be only condition https://economictimes.indiatimes.com/tech/hardware/israel-keen-to-support-growth-of-indian-semi-conductor-industry/articleshow/72991105.cms?utm_source=twitter_pwa&utm_medium=social&utm_campaign=socialsharebuttons&from=mdr
Btw Hyderabad and Bengaluru corridor.
Subsidies 4 10 yrs,
Engineers 60+% from India should be only condition https://economictimes.indiatimes.com/tech/hardware/israel-keen-to-support-growth-of-indian-semi-conductor-industry/articleshow/72991105.cms?utm_source=twitter_pwa&utm_medium=social&utm_campaign=socialsharebuttons&from=mdr
The problems of having a Khichidi govt. U want a pro taiwanese regime, these ppl are not even allowing to invest.See the chinese hand sabotaging things before even starting. https://twitter.com/anuraag_saxena/status/1214538723951464448?s=20
Almost 5 years late. But get things running. We need an electronic manufacturing here setup https://twitter.com/NITIAayog/status/1214516351173185537?s=20
Indian brands lost out cos they arrived late on the hardware and software scene. They don't have a fab lab waiting for them to get dirt cheap chip prices. The way out is funding an Fab lab and few of necci components industry here. https://twitter.com/muglikar_/status/1221329150742605824?s=20
From draft DPP 2018. DRDO did something on semiconductors recently. But more needs to be done.
If the Chinese after 20+ years have problems in Memory lab how does Indian even look from at any side ? https://www.eetasia.com/news/article/is-china-ready-for-a-memory-chip-fab
It's like a predator who doesn't have his fangs,teeth and trying to hunt. Every effort to shift and develop Electronics industry is welcome. But we have ppl who think we are subsidising on cost of Indian payers. :( https://timesofindia.indiatimes.com/city/bengaluru/karnataka-to-develop-1000-acre-chip-design-cluster-across-four-districts/articleshow/74219232.cms
Still involved in assembly etc.. 
U have to get into real fab lab(PCB's r just starting points) https://timesofindia.indiatimes.com/business/india-business/government-plans-rs-42000-crore-make-in-india-boost-for-mobile-phones/articleshow/74449439.cms?utm_source=twitter.com&utm_medium=social&utm_campaign=TOIDesktop
U have to get into real fab lab(PCB's r just starting points) https://timesofindia.indiatimes.com/business/india-business/government-plans-rs-42000-crore-make-in-india-boost-for-mobile-phones/articleshow/74449439.cms?utm_source=twitter.com&utm_medium=social&utm_campaign=TOIDesktop
https://timesofindia.indiatimes.com/business/india-business/government-plans-rs-42000-crore-make-in-india-boost-for-mobile-phones/articleshow/74449439.cms?utm_source=twitter.com&utm_medium=social&utm_campaign=TOIDesktop
By hook or crook you have to show loves toward these firms. By hook or crook u need to get ppl to work at all levels of Chip manufacturing etc.. https://www.eetasia.com/news/article/India-Making-Moves-in-the-Chip-Design-Industry
All levels;
Chip manufacturing (wafers) real stuff.. (1B-10B) for a plant.
Interface+Embedded+logic+Power+Sensors + New Processors+ Amplifiers& Converters+ Wireless and Testing all in hand.
. Need to pick leaders etc.
Memory is too early to take on.
Chip manufacturing (wafers) real stuff.. (1B-10B) for a plant.
Interface+Embedded+logic+Power+Sensors + New Processors+ Amplifiers& Converters+ Wireless and Testing all in hand.
. Need to pick leaders etc. Memory is too early to take on.
Atleast talk and work with the ppl who have been on this 4 long time. https://www.livemint.com/companies/people/-possibility-of-india-emerging-as-a-chip-design-hub-is-now-more-real-than-ever-1566328345590.html
& Duffers like IESA etc should b scrapped.
https://www.ibef.org/industry/semiconductors.aspx
https://www.ibef.org/industry/semiconductors.aspx
It's not that RSP hasn't done any work or just being lazy. Infact it's quite good. Mayb some will disagree. But getting into real supply chains takes a lot of work. We have to b in mission mode 4 10-15 years.
GaN is Interesting; But would require GOI to invest in this hugely. https://economictimes.indiatimes.com/small-biz/startups/newsbuzz/govt-to-study-iiscs-rs-2500-crore-semiconductor-fab-proposal/articleshow/64742340.cms?utm_source=twitter_amp&utm_medium=social&utm_campaign=socialsharebuttons&from=mdr
If u want the piece of cake u have to buy it first..
Just a sample of what's required.
1. https://www.wsj.com/articles/china-sets-up-new-29-billion-semiconductor-fund-11572034480 https://twitter.com/Humblefool_14/status/1203547221817466880?s=20
Just a sample of what's required.
1. https://www.wsj.com/articles/china-sets-up-new-29-billion-semiconductor-fund-11572034480 https://twitter.com/Humblefool_14/status/1203547221817466880?s=20
If India has to win it has to buy into scams of assembly at 1st instance and develop abilities over period of time. Remember China still imports the chips.We will have to face sanctions in buying spree of companies etc..We will b tested in all levels.Going Indigenous is best.
Here in India; ppl scoff at investments in tech and live off imported tech, look at the committment of the chinese towards their goals. F*cking Jokers; https://asia.nikkei.com/Spotlight/Cover-Story/How-China-s-chip-industry-defied-the-coronavirus-lockdown
Not all is lost 
.. We can make moves in Optoelectronics+ Sensor + Discrete markets.. even now. (OsD)
MeMS etc.. Different components can all b manufactured here.
.. We can make moves in Optoelectronics+ Sensor + Discrete markets.. even now. (OsD)MeMS etc.. Different components can all b manufactured here.
Production linked incentives are ok. Need more measures.
Easy land+electricity.
Subdisize shipping. Provide soft loans at low interest rate for equipment and waive off taxes etc..
More Workers to b trained.
Target OSD & others which can b done fast. https://twitter.com/rsprasad/status/1241332595570249729?s=20
Easy land+electricity.
Subdisize shipping. Provide soft loans at low interest rate for equipment and waive off taxes etc..
More Workers to b trained.
Target OSD & others which can b done fast. https://twitter.com/rsprasad/status/1241332595570249729?s=20
This might work. But need to know what kind of components they are targeting. Less than 1B and u can have wires and Auto fab easily in India. Even Medical too. https://twitter.com/rsprasad/status/1241333438369546240?s=20
Three schemes; But budget ceiling is too low for this to work.. If we account let's say Fab lab of 10B etc. It can b used well for lower components and others. Might work in our favor completely. https://swarajyamag.com/insta/union-cabinet-approves-three-schemes-to-enable-large-scale-electronics-manufacturing
110B.
We can't even put 10B for getting started ?
If we only we stop focussing on shitty stuff and put our mind at right place. https://twitter.com/pstAsiatech/status/1255952226545254405?s=19
We can't even put 10B for getting started ?
If we only we stop focussing on shitty stuff and put our mind at right place. https://twitter.com/pstAsiatech/status/1255952226545254405?s=19
More outrage !!!
India spends 0.7% on R&D
While China spends abt 2.1% on R&D.
Truly despicable.
https://pib.gov.in/PressReleasePage.aspx?PRID=1620083
India spends 0.7% on R&D
While China spends abt 2.1% on R&D.
Truly despicable.
https://pib.gov.in/PressReleasePage.aspx?PRID=1620083
Huawei can't cut its dependency on TSMC cos SMIC isn't there,yet. When will India be near to SMIC even ? https://www.scmp.com/tech/enterprises/article/3082501/inside-china-tech-reversal-fortunes-hisilicon-nio-and-travel-apps
110B package. GOI should talk to Intel again and http://again.Intel contributes 1% of GDP to Israel. In India there is no FAB. Give them a red carpet https://twitter.com/Reuters/status/1259580349757247488?s=20
Don't miss the opportunity. The main ringleader is TSMC. Taiwan ko red carpet maro. Every1 will come after TSMC. Give them an offer which they can't refuse. https://telecom.economictimes.indiatimes.com/news/apple-may-take-a-bigger-bite-of-indias-manufacturing-pie/75666958
TSMC ko shift karo.
Recongnize Taiwan. :) https://twitter.com/IndiaDefNetwork/status/1259688332641972228?s=20
Recongnize Taiwan. :) https://twitter.com/IndiaDefNetwork/status/1259688332641972228?s=20
Okay, EMC 2.0 is a disaster.
There are 3 agencies.
1. PMA
2. PIA (Implementation)
3. Project Review committe
4. Governing council.
The ceiling etc.. is a waste of money.U can't build world class infra with 350 crores
@Firezstarter1
There are 3 agencies.
1. PMA
2. PIA (Implementation)
3. Project Review committe
4. Governing council.
The ceiling etc.. is a waste of money.U can't build world class infra with 350 crores
@Firezstarter1
This is a disaster. SPECS+M SIPS is another babu made disaster. It will be stuck in governance mechanism.
This is an 8fold disaster scheme. It will rotate around tables amounting to ntg.
This is an 8fold disaster scheme. It will rotate around tables amounting to ntg.
Game on.. !!!
TSMC -- to be buttered through Taiwan's sovereignty card,
Intel --- to be buttered through what exactly ?
Get them to India. https://twitter.com/pstAsiatech/status/1261006540523397120?s=20
TSMC -- to be buttered through Taiwan's sovereignty card,
Intel --- to be buttered through what exactly ?
Get them to India. https://twitter.com/pstAsiatech/status/1261006540523397120?s=20
Red carpet daalo. To Qualcomm and Cisco labs. Already there is a great ecosystem here for Qualcomm backend R&D. https://twitter.com/MAAWLAW/status/1261987642788511744?s=19
Good article. Fabs r the biggest things in the mfg of electronics.Only after fabs, can any industry proceed forward. Author still doesn't understand that. https://www.orfonline.org/expert-speak/an-inflection-point-for-indias-semiconductor-fab-ambitions-67822/
Optical fibres,
Sensors,
Discrete mkt. Each of it has more CAGR >7%
We should spend few B's here at least.
Sensors,
Discrete mkt. Each of it has more CAGR >7%
We should spend few B's here at least.
Foxconn facility in Chennai;
PLI schemes.
https://economictimes.indiatimes.com/tech/hardware/handset-makers-may-hire-50000-employees-by-dec/articleshow/77641383.cms
https://economictimes.indiatimes.com/tech/hardware/apple-makes-flagship-iphone-11-at-foxconn-plant-in-india/videoshow/77140182.cms
PLI schemes.
https://economictimes.indiatimes.com/tech/hardware/handset-makers-may-hire-50000-employees-by-dec/articleshow/77641383.cms
https://economictimes.indiatimes.com/tech/hardware/apple-makes-flagship-iphone-11-at-foxconn-plant-in-india/videoshow/77140182.cms
China develops 3D Nand memory. We are at 180nm.......
Emi Karma raa Babu.
https://www.anandtech.com/show/15714/ymtc-introduces-128-layer-1-33tb-qlc-3d-nand
Emi Karma raa Babu.
https://www.anandtech.com/show/15714/ymtc-introduces-128-layer-1-33tb-qlc-3d-nand
We already have design environment here. AMD,Intel,Nvidia,Qualcomm,NXP,Micron etc..
What we need is a fab lab.
TSMC/Foundries etc.. are reqd. PLI's will force a shift of few supply lines but not the source i.e Fab labs. https://timesofindia.indiatimes.com/india/how-engineers-in-india-are-helping-amd-catch-up-with-intel/articleshow/77106850.cms
What we need is a fab lab.
TSMC/Foundries etc.. are reqd. PLI's will force a shift of few supply lines but not the source i.e Fab labs. https://timesofindia.indiatimes.com/india/how-engineers-in-india-are-helping-amd-catch-up-with-intel/articleshow/77106850.cms
PLI will be a hit, if babus can be reined in.
The real answer for India will be in fabrication labs only.
Why not buy equipment from US and start a foundry under Indian companies ? (for 30-45 nm atleast) https://twitter.com/ukshahi/status/1310978976123215872?s=20
The real answer for India will be in fabrication labs only.
Why not buy equipment from US and start a foundry under Indian companies ? (for 30-45 nm atleast) https://twitter.com/ukshahi/status/1310978976123215872?s=20
As, usual babus are here to destroy one golden opportunity we have.
"Confusion is the motto of babus and ego is their work ethic." https://telecom.economictimes.indiatimes.com/news/confusion-over-cabinet-nod-delays-pli-scheme/78424491
"Confusion is the motto of babus and ego is their work ethic." https://telecom.economictimes.indiatimes.com/news/confusion-over-cabinet-nod-delays-pli-scheme/78424491
Look at this graph; All that is Indian talent who are supposed to be working for Indian companies are now slogging in/off in USA for some companies.
Just 100-150B dollar investment by GOI in this decade would give them 10x returns.
Just 100-150B dollar investment by GOI in this decade would give them 10x returns.
In the end, babus bit the bullet. Very Imp. https://twitter.com/BloombergQuint/status/1313543760022630400?s=20
Just shows how much we are lagging behind;
Their package is 1.4Tr (i.e half of our gdp)
And our Indian engineers are slogging for EDA/Chip design in some American company.
Sad story !!
https://www.thewirechina.com/2020/10/04/chinas-trillion-dollar-investment-and-semiconductor-future/
Their package is 1.4Tr (i.e half of our gdp)
And our Indian engineers are slogging for EDA/Chip design in some American company.
Sad story !!
https://www.thewirechina.com/2020/10/04/chinas-trillion-dollar-investment-and-semiconductor-future/
Read thread folks.Good move by Modi govt. Whether bureaucracy does it job "well" or looks for the interests of country will be the final answer. EMC has 3 babu councils.
M-Sips the prequel of SPECS was an utter failure.
350 cr upper limit isn't good. https://twitter.com/SwarajyaMag/status/1339168212169023488?s=20
M-Sips the prequel of SPECS was an utter failure.
350 cr upper limit isn't good. https://twitter.com/SwarajyaMag/status/1339168212169023488?s=20
In March,PLI,EMC,etc schemes were announced by RSP. PLI got cabinet approved in November.
What happened to EMC in bwn 9 months ?Kept in cabinet. Now EOI is being introduced again.
China was running it's foundry,Memory chip factories even bwn corona lockdown in WUHAN.
What happened to EMC in bwn 9 months ?Kept in cabinet. Now EOI is being introduced again.
China was running it's foundry,Memory chip factories even bwn corona lockdown in WUHAN.
China captured the 6 and wants to create other stages by replacing them with tech advancements at some-time or another. Look for capturing 5,4,6 stages.
Bipartisan bills, crazy funding.
India is inviting bids for setting up fabs.
https://spectrum.ieee.org/tech-talk/semiconductors/processors/us-takes-strategic-step-to-onshore-electronics-manufacturing
India is inviting bids for setting up fabs.
https://spectrum.ieee.org/tech-talk/semiconductors/processors/us-takes-strategic-step-to-onshore-electronics-manufacturing
145 Billion euros from Grp of European nations for building semiconductors and fabs.
India : Invites bids.
India : Invites bids.
26B & 28B into R&D. Fuckkkk.. https://www.bloomberg.com/news/articles/2021-01-22/samsung-is-said-to-consider-10-billion-texas-chipmaking-plant
PLI approval's for Telecom equipment. Order some equipment @GoI_MeitY from Indian firms. Give the Huawei another bloody nose. https://twitter.com/narendramodi/status/1362060967937409026?s=20
Chips shortage is a global issue. Important for chip observers. When Wuhan was in lockdown chinese still managed to run the memory fab plant.But,US couldn't.. https://twitter.com/SwarajyaMag/status/1362092974948016129?s=20
Getting EOI's means things are getting serious.When will the foreplay start ? https://www.gadgetsnow.com/tech-news/india-may-finally-be-getting-its-chip-fabrication-act-together/articleshow/81113131.cms
At 7nm we have 100B transistors to design a chip. That's lot of logic,memory and pain in the ass.
For ML and AI applications which are needed a specialized hardware is more useful than a general hardware.
https://twitter.com/cvkrishnan/status/1373582928957952005?s=20
For ML and AI applications which are needed a specialized hardware is more useful than a general hardware.
https://twitter.com/cvkrishnan/status/1373582928957952005?s=20
It's not that Nvidia/AMD can't produce these new architecture and chips by themselves. It's easy to acquire a small lab and get them to prepare a new chip required for such specialized operations.
Fab labs are very important. One reason : National security. TSMC,Samsung can't become the monopoly.
In the range of 45-180 nm there needs to be a fab lab atleast to serve the needs of our country. https://twitter.com/cvkrishnan/status/1373583652114866179?s=20
In the range of 45-180 nm there needs to be a fab lab atleast to serve the needs of our country. https://twitter.com/cvkrishnan/status/1373583652114866179?s=20
The vendors for IP,EDA Tools and other are all strictly in hands of few players.If we want to build a design eco-system,we need to start producing chips as the basic requirement and let money flow to the start-ups.
Read the tweets and the replies;
The military folks don't understand the complexity of semiconductors. The Sarkari folks don't understand the plight of engineers.
A big mistake,as usual. https://twitter.com/OnlyNakedTruth/status/1376353094452224003?s=20
The military folks don't understand the complexity of semiconductors. The Sarkari folks don't understand the plight of engineers.
A big mistake,as usual. https://twitter.com/OnlyNakedTruth/status/1376353094452224003?s=20
Good news : A key competitor is down for a while.
Bad news : They have it bad even with govt funding
It's like they are fighting in the trenches. We are fighting on the plains while the enemy has built a fort and we are yet to start. https://www.eetasia.com/debt-ridden-china-hsmc-faces-restructuring/
Bad news : They have it bad even with govt funding
It's like they are fighting in the trenches. We are fighting on the plains while the enemy has built a fort and we are yet to start. https://www.eetasia.com/debt-ridden-china-hsmc-faces-restructuring/
You want real blackpill,my friends. This is the nature of dominance Hans have against us.
If you want to die out of Black pills :
"China’s design industry has surpassed Taiwan to become the world’s second largest design industry cluster, and its share in the global integrated circuit design industry has increased from 3.56% in 2004 to 42.99% in 2019"
"China’s design industry has surpassed Taiwan to become the world’s second largest design industry cluster, and its share in the global integrated circuit design industry has increased from 3.56% in 2004 to 42.99% in 2019"
This thread is to put forth the harsh reality India faces in semiconductor world.If you think this is a blackpill,I can't do anything.For survivors and SITG,we will face it and move forward bcos we have no other option but to do so. If you have something to share,please do.
Another big news;
Huawei and ZTE got a sucker punch.
Aruna Sriram -0
https://telecom.economictimes.indiatimes.com/news/empowered-group-approves-bsnls-fresh-4g-tender-debars-chinese-vendors/81778481
Huawei and ZTE got a sucker punch.
Aruna Sriram -0
https://telecom.economictimes.indiatimes.com/news/empowered-group-approves-bsnls-fresh-4g-tender-debars-chinese-vendors/81778481
Tera Khoon Kab Kholegaa re ?
Me to @GoI_MeitY https://twitter.com/anandtech/status/1377985328473010180?s=20
Me to @GoI_MeitY https://twitter.com/anandtech/status/1377985328473010180?s=20
Another Indian whose service India lost. I will remind you folks,this man might have tried setting up an Intel foundry during UPA-1 and India lost bcos of Congress destruction. https://cio.economictimes.indiatimes.com/news/corporate-news/india-born-randhir-thakur-to-head-newly-created-foundry-business-for-intel/81667950
We have a single lab at 180nm. But even fabs of lower size are important. Govt of India should build lower nm fabs for different purposes. Don't have to get in 5nm at the first instance.
China surpasses the IC installed capacity of USA/Japan and also funds another 30+ fabs in the next decade.
There is raining fabs in China and rest of world. India should atleast try to capture a segment of the demand by investing in a fab.
Source : https://www.semi.org/en/products-services/market-data/fab-forecast
Source : https://www.semi.org/en/products-services/market-data/fab-forecast
US puts some entity list which will transform to export ban in future on Chinese Supercomputing companies. https://www.commerce.gov/news/press-releases/2021/04/commerce-adds-seven-chinese-supercomputing-entities-entity-list-their
In early 80's,China started a national Computing mission. So the components it can produce weren't given a license to outsiders.Those which it couldn't,it gave tax+easy licenses to ppl/companies for it's use. Now 300/500 Supercomp's are chinese. Maybe a bit slow,but they are good
India created PARAM.
Some companies imported SuperComp's. It has to partner with some French Company to get it done.
There could've been multiple PARAM's in India. Our engineers/Scientists will build a version but there will be no orders and cycle repeat https://www.business-standard.com/article/economy-policy/india-s-cdac-france-s-atos-sign-rs-4-5-bn-deal-for-supercomputers-network-118121500150_1.html
Some companies imported SuperComp's. It has to partner with some French Company to get it done.
There could've been multiple PARAM's in India. Our engineers/Scientists will build a version but there will be no orders and cycle repeat https://www.business-standard.com/article/economy-policy/india-s-cdac-france-s-atos-sign-rs-4-5-bn-deal-for-supercomputers-network-118121500150_1.html
OSD's increase by 13% just for this year. I have said this last year in this thread only.
https://www.icinsights.com/news/bulletins/Semiconductor-Units-Forecast-To-Exceed-1-Trillion-Devices-Again-In-2021/
. https://www.icinsights.com/news/bulletins/Semiconductor-Units-Forecast-To-Exceed-1-Trillion-Devices-Again-In-2021/
