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:bplease:

There are proposals to reopen the window with further allocation post election. And Tower is defending a lawsuit against their former partners (ISMC) - perhaps, this impacted their fortune. Again, as of now, these are just speculations.

Confirmation on a rumor (Tata+Qualcomm) that has been doing rounds for a long long time now; https://swarajyamag.com/business/tata-group-likely-to-locally-package-qualcomms-new-pc-chip-in-india-report...

Tatas are aiming high - from final assembly to components, from OSAT to fabrication pretty much everything. Also, rumor is that they are looking to acquire/ partner with SCL Mohali and a delegation from Tata Electronics is slated to visit Mohali by next week.

Foxconn is entering semiconductor biz. Tower is understood to have put forward a proposal already in front of the GOI ....

https://www.google.com/amp/s/m.economictimes.com/industry/cons-products/electronics/chipmakers-seek-clarity-on-sweeteners-offered-under-rs-76000-cr-pli-scheme/amp_articleshow/88329975.cms

Although most of the PLIs were hits the ones on IT hardware, tablets, components, IoT devices, AI devices, hearables, wearables, robotics were not. The one on IT hardware has been awarded reagardless. MEiTy is holding discussions with the stakeholders to explore the various possibilities of...

Yes, a separate DLI is also announced. https://m.economictimes.com/jobs/india-to-create-a-pool-of-85000-high-skilled-engineers-under-chips-to-startups/articleshow/88297718.cms

https://m.economictimes.com/news/economy/policy/cabinet-clears-rs-76000-crore-incentive-scheme-for-semiconductors/articleshow/88296460.cms?utm_source=twitter_pwa&utm_medium=social&utm_campaign=socialsharebuttons Go through the replies,

Even assembling is good enough for now; you gotta start somewhere.

Finally an official confirmation. Probably implies that things are nearing completion?

Ok, so now this is pure agendabaji, guys!

Guj is planning to do so. Earlier, TN was interested but have not read/heard anything regarding them since the assembly polls.

Hmm, Guj and KA are front runners based on what I know.

I am NOT really expecting any big investment rightaway. After all these are mere proposals. And having domestic giants like Tata interested is encouraging. But we need some sort of headstart; just get a FAB up and kicking ffs.

That's fine. We are only scrambling for a start and looking to create a strong pool of talent comprising of engineers who have firsthand experience of a FAB. The rest we can try to build up on resulting success. Tower proposed a 60 nm-ish (analog!!?) FAB in response to the EOI floated. Anyways...

Not every FAB needs several billions. As 5G becomes the norm we will need analog chips in the 120-150 nm range aplenty and thus there is more than sufficient market potential. Such FABs can be built by spending less (US$ 1-1.5 billion to be precise). It will give some sort of headstart and a...

They do host some good articles as well. Ashish Chandorkar was a decent columnist. It's just that the likes of Mihir and Andy are $1 paid shills and Bloomberg has a history of hosting trashy opinion pieces. One can look for the regular factual/analysis type articles instead; those are mostly decent.

Please do not write stuff without knowing a thing. Who told you that there will not be any customers? The proposals from NXP ventures included even guaranteed buyers! And no one is giving us 3nm technology. GOI is looking to enter through the lower end of the pyramid. Assembly and testing is...