Indian Electronics and Semiconductor manufacturing industry

[Azaad]

What are GPUs? Why is India scrambling for them?

Since GPUs are scarce and very expensive, the Indian government has two options: let businesses and industry solve its own GPU problem or spend public money to make GPUs more accessible to startups, research bodies and key industries, just as it has done with the PLI scheme to promote key...

m.economictimes.com

 

[Azaad]

Unless they come up with EUV machine it is not possible. Moreover, 5nm, 7nm node is a marketing hype. I read upon this topic little bit. So basically Intel and TSMC have totally different way of measuring the process node. Intel's 10nm has the same transistor density as TSMC's 7nm. So Intel is packing the same number of transistors with older node compared TSMC's smaller node. Now Intel has changed the way to measure process node. It is literally a shit show. At the end of the day how many transistors can you pack in mm2 of area. Reading about this topic a bit deeper tells us things are not that simple and black and white as it is.

They're coming up with EUV machines though the yield itself remains questionable but they'd improve with time.

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance?

China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely.

thediplomat.com

 

[Concard]

They're coming up with EUV machines though the yield itself remains questionable but they'd improve with time.

Can China Leapfrog ASML in Its Quest for Semiconductor Self-Reliance?

China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely.

thediplomat.com

You underestimate the technology behind EUV machine. Building a EUV is far more complex than even going to the moon. It's more likely Chinese will have a shot at going to the moon than building viable EUV machine. Why I say that? Read on.

The research to start building EUV machine started in late 1990's with US funding.

https://escholarship.org/content/qt2b8155q0/qt2b8155q0_noSplash_65e4d3c7b90dafb87401616eb50de282.pdf

Although by 2010 they have made significant progress, they were still not there yet. It was then they decided they needed to bring onboard Intel, TSMC and Samsung to carry the research forward. So in 2012 all these 3 companies invested in ASML.

Samsung invests in ASML following Intel and TSMC stakes

It’s the smallest of the three investors. The ASML funding program is now complete.

hexus.net

This gave a shot in the arm for ASML who carried on the research. In addition to that, they established 700 suppliers like Car Zeiss from Germany, Applied materials from US, Tokyo Electron from Japan. They have exclusivity contract with all these suppliers meaning these suppliers cannot supply to any present or future competitors to ASML.

Tokyo Electron Limited and ASML announce agreement

TEL and ASML will provide equipment at their respective facilities in Japan and the Netherlands to accelerate development of advanced lithography technologies.

www.asml.com

After more than decade and half, EUV machine became a reality in 2016 and first EUV was shipped in 2017. By 2020, there were still only 100 EUV machines in the world. Imagine the complexity of even manufacturing a EUV that they could only produce 100 of them by 2020. They can pop out 100's of DUV machines per year whereas with EUV they can only make 12 of them a year. Now they have increased the production to 60 EUVs per year.

ASML to Add 600 DUV Machines to China's Semiconductor Manufacturing Capacity by 2025

Thanks to the TMTPost interview with the Global Vice President and China President of ASML, Shen Bo, the Dutch semiconductor equipment manufacturer has revealed that around 1,400 of its deep ultraviolet (DUV) lithography and metrology machines are currently installed in China. The company is...

www.techpowerup.com

If the Chinese have not perfected DUV, then they have no chance in developing a EUV machine. They still order DUV machines from ASML which is not under sanctions. With regards to Chinese stealing or developing their EUV machine, this is what ASML CEO had to say

“A lot of ASML’s technology is not on blueprints,” he said. “It’s in the heads of people. And you don’t need just the blueprints; you need everything surrounding it and the entire supply chain. You have to build an alternative Zeiss etc. That is a colossal task. You’re not talking about months or years. You’re talking about a decade or more before you could replicate something like this.”

ASML, Europe’s most valuable tech firm, is at the heart of the US-China chip war

ASML is being treated as a vital infrastructure tool for the National US national security and at the same time, has become a sort of industrial espionage target for China.

economictimes.indiatimes.com

 

[Azaad]

The next big leap in SMC tech. The west's pursuing it . You can bet the Chinese are too. Hope we do too ASAP.

 

[Azaad]

Liang mensong actually donated all his salaries took from SMIC to China Education Fund since was hired. He said he was not for money on doing this.

View attachment 249055

No wonder by the looks of it he'd be stuck after delivering a 5 nm SMC. Perhaps he should've done it for money .

 

[Azaad]

India's 360-degree strategy for semiconductors: Can it become one of the top 5 chip makers by 2029?

After decades of depending on other nations for semiconductors, India has adopted a 360-degree strategy aimed at making it one of the top 5 manufacturers of chips by 2029 - Issue Date: Apr 28, 2024

www.businesstoday.in

 

[FalconSlayers]

 

[Azaad]

Hitachi arm to help Sagar Semi set up high-voltage semiconductor factory

Hitachi Power Semiconductor Device Ltd. and Sagar Semiconductors partner for high-power device marketing and manufacturing in India.

www.thehindubusinessline.com

Hitachi Semiconductor partners with Sagar Semiconductors

Hitachi Power Semiconductor Device, Ltd. and Sagar Semiconductors have entered into a MoU that jointly promotes high-power devices like IGBTs and SiC. This partnership is moving a step towards supporting the 'Make in India' initiative.

www.dqchannels.com

 

[thebakofbakchod]

Last year chongs started work on ~300 semiconductor related factories, from fabs to equipment to chemicals. But the americans are not far behind. take a look at this list. Almost all aspects of chip production, from analog chips to SiCs, 2nm ones to OSAT packaging ones are covered, with all the mega mega factories like Samsung's Texas base, Wolfspeed's world's first 300nm SiC plant, to TSMCs mega $100 billion factory to Texas Instrument's $40 billion facility are well under construction. Hopefully once the first fabs in India become operational, it will kickstart downstream investments into all related industries'

U.S. Semiconductor Ecosystem Map

Last updated March 28, 2024 The U.S. semiconductor industry is one of the world’s most advanced manufacturing and R&D sectors. The U.S. Semicondu

www.semiconductors.org

 

[Cheepek]

There were some internet reports that China is trying to develop next generation of chip making tools beyond EUV and DUV. Though difficult for me to understand or appreciate due to lack of scientific knowledge to that extent.

Raimondo Says Huawei’s Chip Breakthrough Is Years Behind US Tech
https://www.bloomberg.com/news/arti...i-s-chip-breakthrough-is-years-behind-us-tech

 

[new salem]

Raimondo Says Huawei’s Chip Breakthrough Is Years Behind US Tech
https://www.bloomberg.com/news/arti...i-s-chip-breakthrough-is-years-behind-us-tech

Thread derailed by our resident wumaos.

@mods @ezsasa @Indx TechStyle

Clean-up needed.

Can someone list all the confirmed semiconductor investments in India.
Has the dholera fab started construction yet
?

 

[Azaad]

 

[Azaad]

Tower Semiconductor’s $11-billion chip project, and an outsourced semiconductor assembly and test (OSAT) unit by Kaynes Technology, are currently being vetted by the government.

https://www.financialexpress.com/life/technology-tata-electronics-prepares-ground-for-high-end-chips-3465109/

 

[no smoking]

Raimondo Says Huawei’s Chip Breakthrough Is Years Behind US Tech
https://www.bloomberg.com/news/arti...i-s-chip-breakthrough-is-years-behind-us-tech

You don't need Raimondo to tell you that. That is an obvious fact to everyone.
The problems that really worries Americans is: they tried to slow down Chinese progress in chip manufacturing and kill Huawei. So far, both missions are not so successful.
The worst of the worse, with 7nm breakthrough, they won't be able to halt Chinese development in AI in the next 10 years.

 

[Indx TechStyle]

Always quote tweet along. Twitter does have an uncertain future, especially in India and Tweets are even short lived.

GOI plan for the Semi-Conductor Laboratory will require an investment of Rs 20,000 cr for a new fabrication (fab, or foundry) plant with a capacity of 20,000 wafers/month. The plan also envisions moving SCL away frm high nodes of 180nm, towards 28 nm and then down to 14 nm 1/2

The idea is to establish a R&D/prototype centre of excellence with 300mm wafer processing on advanced nodes.SCL cannot survive solely as an R&Dcentre. Thats why considering a reasonably sized commercial fab unit of 20,000 wafers/month, which will require around Rs 20,000 cr 2/2

 

[Cheepek]

You don't need Raimondo to tell you that. That is an obvious fact to everyone.
The problems that really worries Americans is: they tried to slow down Chinese progress in chip manufacturing and kill Huawei. So far, both missions are not so successful.
The worst of the worse, with 7nm breakthrough, they won't be able to halt Chinese development in AI in the next 10 years.

Huawei is dead on arrival if not for CCP, stop shitting on the forum

 

[sameer3694]

You don't need Raimondo to tell you that. That is an obvious fact to everyone.
The problems that really worries Americans is: they tried to slow down Chinese progress in chip manufacturing and kill Huawei. So far, both missions are not so successful.
The worst of the worse, with 7nm breakthrough, they won't be able to halt Chinese development in AI in the next 10 years.

China cannot mass produce 7nm with DUV machines. It has already been tried and tested by many other fabs. Nothing new here. The yield will be substantially lower and not profitable or sustainable in the long term. There's a reason why EUV exists and the US has made it inaccessible to China.

 

[FalconSlayers]

Sharp considers major investment in India for display fab: Sources

Per sources, meetings have taken place between Sharp representatives and senior government functionaries, where the company has expressed a clear intent to establish what could be the largest display fab facility outside of its home country. The discussions indicate that Sharp is actively exploring opportunities across various states in India, with plans for a sprawling 1,000-acre facility.

Sharp considers major investment in India for display fab: Sources

Sharp plans a major semiconductor presence in India, exploring display fab investment, potentially the largest outside Japan.

www.cnbctv18.com

 

[SammyBoi111]

Last year chongs started work on ~300 semiconductor related factories, from fabs to equipment to chemicals. But the americans are not far behind. take a look at this list. Almost all aspects of chip production, from analog chips to SiCs, 2nm ones to OSAT packaging ones are covered, with all the mega mega factories like Samsung's Texas base, Wolfspeed's world's first 300nm SiC plant, to TSMCs mega $100 billion factory to Texas Instrument's $40 billion facility are well under construction. Hopefully once the first fabs in India become operational, it will kickstart downstream investments into all related industries'

U.S. Semiconductor Ecosystem Map

Last updated March 28, 2024 The U.S. semiconductor industry is one of the world’s most advanced manufacturing and R&D sectors. The U.S. Semicondu

www.semiconductors.org

Thinking of making something similar, a live web-based tracker for the Indian Semiconductor Industry, perhaps a separate one for specialized electronics segments, maybe even one for India's Supercomputing/HPC ecosystem and industry.

I'm currently collating all recent announcements and updates, would appreciate if people here bring up lesser-known facilities or developments in this field....

 

[Azaad]

Thinking of making something similar, a live web-based tracker for the Indian Semiconductor Industry, perhaps a separate one for specialized electronics segments, maybe even one for India's Supercomputing/HPC ecosystem and industry.

I'm currently collating all recent announcements and updates, would appreciate if people here bring up lesser-known facilities or developments in this field....

Try these. They keep track of all such events in the SMC industry globally.

Semiconductor Industry in India: Incentives and Key Players

We track India's efforts to facilitate foreign investment into its indigenous semiconductor industry (developing fabs. chip design, ATMP).

www.india-briefing.com

https://spectrum.ieee.org/indian-semiconductor-manufacturing