Indian Electronics and Semiconductor manufacturing industry

[Haldilal]

Any updates???

Ya'll Nibbiars Texas city of Taylor Offers Samsung Electronic one of two locations in the state under consideration by Samsung Electronics for a $17 billion chip plant - plans to offer 20 years local Tax concession and extensive property discount for the land than the market rate and taxes breaks if it is chosen. And 100 percent of ultities being provided to the plant at discount rate.

Unless you offer better offers than this it's impossible to attract any major investment in the Semi conductors Industry in India.

 

[shade]

Ya'll Nibbiars Texas city of Taylor Offers Samsung Electronic one of two locations in the state under consideration by Samsung Electronics for a $17 billion chip plant - plans to offer 20 years local Tax concession and extensive property discount for the land than the market rate and taxes breaks if it is chosen. And 100 percent of ultities being provided to the plant at discount rate.

Unless you offer better offers than this it's impossible to attract any major investment in the Semi conductors Industry in India.

This Fab in Texas will be at par with what Samsung makes like say in Korea or China tho.
We aren't targeting the cutting edge, utni aukat nahi hai.
Last I checked Gormint wanted the 22nm process node, that's pretty old by now.
The current cutting edge is like 5nm and below iirc.
Also Sarkar isn't targeted specialist and secret sauce things like DDR RAM production.

 

[Haldilal]

Ya'll Nibbiars The Chip manufacturing requires tons and tons of water, primarily because of repeated rinse operations between every 2 process steps of which there are very very many. And an ultra paranoia of contamination class 10 clean rooms, which rules out water reuse. Large parts of India have a water shortage. Indeed, water is a luxury in India. If at all, Kerala and Assam are the only states I feel which have abundant water. But then Kerala has other problems, viz. a history of rebellious workforce. Assam is probably geographically disadvantaged.

Secondly, chip manufacturing needs top class infrastructure in terms of power and transportation. Automobile manufacturing, which has successfully come up in India, is different in the sense that automobile manufactured products are shipped to end users. End users can wait for delayed delivery if there is a disruption of supply for a few weeks. But semiconductor chips are 99% of the time shipped to other OEM integrators board level manufacturers. These guys have tight supply and demand schedules, and they’d go bust if chips reach them late. Eg.: A motherboard manufacturer.

Why do I say chips could reach the OEM integrator late specifically in India?. Well, what else can you expect when you have bandhs and rasta rokos for anything and everything like the farm laws protest, for example?. Or antiquated road/rail infrastructure compared to the developed world road is improving, but not there yet?. The Chip design is our forte, and I think India just needs to milk that cow to the hilt. We’ve missed the chip manufacturing bus for good, having been late by about 4 decades. At the end of the day, a manufacturer won’t set up a plant just for the heck of it. He needs to see benefit in it. And from what I see, manufacturers don’t see a benefit in chip manufacturing in India.

We should incentivise board level manufacturing, assembly and sort test, and chip packaging like Malaysia. These are easier targets though the challenge around bandhs vis-a-vis supply to OEM integrators still remains. We've missed the chip manufacturing bus for good, being a good 4 decades late to the party, and yet stuck with governance issues that totally rule out chip manufacturing. Oh, and I forgot to mention cost. Cutting edge fabs nowadays cost about Rs 40,000 crore to set up.

 

[Haldilal]

This Fab in Texas will be at par with what Samsung makes like say in Korea or China tho.
We aren't targeting the cutting edge, utni aukat nahi hai.
Last I checked Gormint wanted the 22nm process node, that's pretty old by now.
The current cutting edge is like 5nm and below iirc.
Also Sarkar isn't targeted specialist and secret sauce things like DDR RAM production.

Ya'll Nibbiars even for a 90 NM manufacturing needs billion of dollar for scale of production and also needs Billions of dollars of subsidies to run its.

 

[Crazywithmath]

Ya'll Nibbiars even for a 90 NM manufacturing needs billion of dollar for scale of production and also needs Billions of dollars of subsidies to run its.

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 good one at that. The remaining issues regarding water, power etc can be taken care of as well if the GOI is serious enough.

 

[Haldilal]

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 good one at that. The remaining issues regarding water, power etc can be taken care of as well if the GOI is serious enough.

Ya'll Nibbiars thats is good for Domestic Semi conductors start up but not for a FDI Semi conductors firm who needs large sales of productions. You ignores this point.

 

[Crazywithmath]

Ya'll Nibbiars thats is good for Domestic Semi conductors start up but not for a FDI Semi conductors firm who needs large sales of productions. You ignores this point.

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, GOI is setting up an expert panel (for the first time experts are being included in the system itself; earlier they would only make suggestions) that is expected to take up the matter in October itself to decide the next course of action and the picture should be clear by the end of the year. Also, this is probably one reason why Rajeev Chandrasekhar was appointed as the MoS of Meity.

 

[Haldilal]

That's fine. We are only scrambling for a start and looking to create a pool of talent of engineers who have firsthand experience of a FAB. The rest we can try to build on that. Tower proposed a 60 nm-ish (analog!!?) FAB in response to the EOI floated. Anyways, GOI is setting up an expert panel (for the first time experts are being included in the system itself; earlier they would only make suggestions) that is expected to take up the matter in October itself to decide the next course of action and the picture should be clear by the end of the year. Also, this is probably one reason why Rajeev Chandrasekhar was appointed as the MoS of Meity.

Ya'll Nibbiars Tata Instrument is alreday looking to invest in the Semi conductors plants but if you are looking for any major invetsment even from Tower Jazz then you have to just wait mores. Not happening anytime soon.

 

[Crazywithmath]

Ya'll Nibbiars Tata instrument is alreday looking to invets in the Semi conductors plants but if you are looking for any major invetsment even from Tower Jazz then you have to just wait mores. Not happening anytime soon.

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.

 

[Haldilal]

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.

Ya'll Nibbiars another reason that the invetsment in India would be more costly is increase in the invetsment as the Semi conductors plants first need to invest in water purification plants as the Semi conductors are heavily dependent on the water and in India where the water politics can easily cause a mess to the invetsment will have to depend on purification of sea water to be used for the semiconductor manufacturing and will Probabaly emerge in costal states.

 

[Crazywithmath]

Ya'll Nibbiars another reason that the invetsment in India would be more costly is increase in the invetsment as the Sem conductors first need to invest in water purification plants as the Semi conductors are heavily dependent on the water and in India where the water politics can easily cause a mess to the invetsment will have to depend on purification of sea water to be used for the semiconductor manufacturing and will Probabaly emerge in costal states.

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

 

[Haldilal]

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

Ya'll Nibbiars in this case the state would have to borne the additional costs as the Semi conductors firms would be unwilling to invest the additional costs. TN was proposing a similar idea to attract Semi conductors firms.

 

[Crazywithmath]

Ya'll Nibbiars in this case the state would have to borne the additional costs as the Semi conductors firms would be unwilling to invest the additional costs. TN was proposing a similar idea to attract Semi conductors firms.

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

 

[Haldilal]

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

Ya'll Nibbiars for Karnataka there is only one place like this where the Semi conductors industry can come that is Udpi where there is good infrastructure the rest of the costal Karnataka lacks even basic infrastructure upto the industry standards. The second is Mangaluru but I doubt it will come there.

 

[Indx TechStyle]

BJP is a political party. They are not patriots but politicians. One thing politicians can be counted upon that they will act in their own political interest.

Every politician and bureaucrat who isn't corrupt is essentially a patriot. All have their own methods as visions for nation.

Heavy handed approaches gives rise to dictatorial rule.

No, heavy handed approach leads to get work done smoother and swifter. It gets called dictatorial by people who fail to adapt to be successful.

Dictatorial rule is all about staying in power without accountability.

Definitions are not to be confused. A country which fails to enforce its law properly or govern its citizens per national interests, isn't a Utopia of democracy and freedom. But a failing banana republic.

 

[shade]

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

There was a place called Prantij in Gujarat that was earmarked for a semi-conductor fab, but GoI wasn't that enthused about it in 2014 as it was now, apparently the company in question failed to raise enough money

 

[Haldilal]

There was a place called Prantij in Gujarat that was earmarked for a semi-conductor fab, but GoI wasn't that enthused about it in 2014 as it was now, apparently the company in question failed to raise enough money

Ya'll Nibbiars GOI given permission but hardly any subsidies. Even the current offer is peanuts with lot of red tapes.

 

[Haldilal]

India’s Chip Dreams Aren’t Crazy, They’re Just Misguided

New Delhi wants to lure a Taiwanese name to burnish its credentials, but there’s far more suitable candidates if the government is willing to be a little more pragmatic.

www.bloomberg.com

Ya'll Nibbiars this is the fifth time this article has been posted here do you get money to post the same article again and again?.

 

[LondonParisTokyo]

Nobody said getting this will be easy, but getting this must be a priority

 

[Crazywithmath]

Ok, so now this is pure agendabaji, guys!