Indian Electronics and Semiconductor manufacturing industry

[Indx TechStyle]

No i m not trolling. I am serious though ISRO is space agency but it developing own resources.

If ISRO given a proper funding then i am sure they will make it.

Their funding is supposed for space research. You can't pay dentist for a neural or eyelid surgery.

 

[Akula]

Netherlands My Nibba!
ASML is something which even US dreams of having inhouse.

They have captured huge chunk of market.

 

[omaebakabaka]

They have captured huge chunk of market.

Market share is not the sole indicator of a countries abilities in that space....US is by far the leader in IP and Patents and has many specialized companies in that space....so does Japan as far as IP is concerned.

 

[mandestiny]

Their funding is supposed for space research. You can't pay dentist for a neural or eyelid surgery.

I know, i am saying if fund provided they will develop.

 

[Indx TechStyle]

I know, i am saying if fund provided they will develop.

No, they can't. They are space scientists, not metalloid engineers.

 

[Suryavanshi]

The thing is any kind of technology gets harder to build as they get very big or very small.
I'm all for gov funded research into Semiconductor tech, meanwhile wrestle out a way to get 30 to 120 nm semiconductor fab here.

 

[fire starter]

No, they can't. They are space scientists, not metalloid engineers.

Actually isro (SAC) and DRDO (anurag) are the most capable organization who can develop microprocessor if proper funding is given or we can even take their manpower to make state owned fab company.

 

[Indx TechStyle]

Actually isro (SAC) and DRDO (anurag) are the most capable organization who can develop microprocessor if proper funding is given or we can even take their manpower to make our own state owned fab company.

They have two of their own fab labs (SCL Chandigarh and Bangalore) to produce microprocessors of military and space applications. SCL are operated separately such enginners and dedicated to develop semiconductors. Functionality, most of ISRO takes care off propulsion systems and communicative infrastructure. They are experts of something else.
DRDO although is a difference case, they do every damn thing.

It isn't that India hasn't developed semiconductor systems. Issue is production. Even a low end fab plant would cost hundreds of millions if not a billion and over it, it will have to have a huge market to sustain itself. And FYI, even 20 nm is obsolete. This is a moving target easy for no one achieve. Not even US or China.

 

[aragonishere]

The Chinese firm behind the acquisition of the UK’s largest chip plant is state backed, analysis shows

Wingtech Technology is heavily backed by the Chinese Communist Party, according to analysis from Chinese investment screening specialists Datenna.

flip.it

China is moving faster in acquiring companies having good capacity in Fabircation.

 

[Ajax01]

They have two of their own fab labs (SCL Chandigarh and Bangalore) to produce microprocessors of military and space applications. SCL are operated separately such enginners and dedicated to develop semiconductors. Functionality, most of ISRO takes care off propulsion systems and communicative infrastructure. They are experts of something else.
DRDO although is a difference case, they do every damn thing.

It isn't that India hasn't developed semiconductor systems. Issue is production. Even a low end fab plant would cost hundreds of millions if not a billion and over it, it will have to have a huge market to sustain itself. And FYI, even 20 nm is obsolete. This is a moving target easy for no one achieve. Not even US or China.

Common misconception. A lot of themarket is in leagcy nodes. Those sub 10nm is used in phones and tabs. Meanwhile in this rat race for sub 10nm, legacy nodes like 45nm-65nm are ignored and cars are stuck in factories for the lack of these chips. They are used in power electronics, cars, display. If we get even 90nm to 130nm, it would be great. 5G too will boost these chips demand. 45-65 nm will take about 2 billion or less. Chinks got 180to700 nm fab for just 87 million. Much of the tools too can be made here even 7nm chips require EUV tech only for a few layers. Applied Materials has shown interest too for this. The govt is delaying the incentive too much they should just approve the 1 billion a fab scheme. If we even get a 45nm it will be a great success. Target 20nms next. Sub 10nm is a long way off. Its very niche application. We should start with something. And these legacy nodes still have huge market share.

 

[omaebakabaka]

Common misconception. A lot of themarket is in leagcy nodes. Those sub 10nm is used in phones and tabs. Meanwhile in this rat race for sub 10nm, legacy nodes like 45nm-65nm are ignored and cars are stuck in factories for the lack of these chips. They are used in power electronics, cars, display. If we get even 90nm to 130nm, it would be great. 5G too will boost these chips demand. 45-65 nm will take about 2 billion or less. Chinks got 180to700 nm fab for just 87 million. Much of the tools too can be made here even 7nm chips require EUV tech only for a few layers. Applied Materials has shown interest too for this. The govt is delaying the incentive too much they should just approve the 1 billion a fab scheme. If we even get a 45nm it will be a great success. Target 20nms next. Sub 10nm is a long way off. Its very niche application. We should start with something. And these legacy nodes still have huge market share.

Exactly, for a lot of things in military, 45 to 90 nm are perfectly fine.

 

[Haldilal]

Ya'll Nibbiars The 7 NM Wafer cost 16,000 Us dollars that's 8 time the cost of the 90 NM and 6 times the cost of the 6NM and the Net profit margin is 3 percent. The foundries don't make that much profits even for the 45 NM and 90 NM waffer's. Why would you invest in Sector when you can get higher Net profit margins in the other sector's.

 

[SKC]

Exactly, for a lot of things in military, 45 to 90 nm are perfectly fine.

Even higher than 100nm nodes are fine for most industrial use. A large no of Industrial electronics, Home electronics, automobiles, etc., use >100nm and even >200 nm nodes.

 

[omaebakabaka]

Ya'll Nibbiars The 7 NM Wafer cost 16,000 Us dollars that's 8 time the cost of the 90 NM and 6 times the cost of the 6NM and the Net profit margin is 3 percent. The foundries don't make that much profits even for the 45 NM and 90 NM waffer's. Why would you invest in Sector when you can get higher Net profit margins in the other sector's.

View attachment 98637

The reason why US exited this space, they still have Intel, Micron and so on but most manufacturing is outside US and in far east. Unless one has end to end like Samsung and few Japanese companies where they make up profits from end products to compensate for thin margins, it is incredibly difficult to sustain. Fear is that its a matter of when not a question of if when China will emerge as leader in this space.....we just need to focus on our market and military applications first and then acceptable degree of civilian like 15 nm for phones and so on the likes of mediatek

 

[Haldilal]

Ya'll Nibbiars

 

[aragonishere]

Big Setback To China's Plan For Self-Sufficiency In Semiconductors As State Backed Chip Manufacturing Giant Tsinghua Unigroup Faces Bankruptcy

Over the years, the Chinese government has poured huge funds into Tsinghua Unigroup, along with other chip makers such as Semiconductor Manufacturing International Corp, in hopes of building national champions in chips.The group is now entering bankruptcy proceedings.

swarajyamag.com

 

[Haldilal]

Big Setback To China's Plan For Self-Sufficiency In Semiconductors As State Backed Chip Manufacturing Giant Tsinghua Unigroup Faces Bankruptcy

Over the years, the Chinese government has poured huge funds into Tsinghua Unigroup, along with other chip makers such as Semiconductor Manufacturing International Corp, in hopes of building national champions in chips.The group is now entering bankruptcy proceedings.

swarajyamag.com

Ya'll Nibbiars they are already Brankcruptcy but still has the SMIC with a Single ASML EUV Lithograph Machine.

 

[aragonishere]

Good video . Still long way to go , India needs to move in fast on Semiconductor manufacturing.

 

[warriorextreme]

This is something that has again made me hopeful of a digital fab in India in next decade. I hope GOI doesn't let this go.

#FabInIndia: An Exclusive Interview With Ajay Jalan Of Next Orbit Ventures On His Grand Ambitions To Establish A Semiconductor Fab Factory In India

In an exclusive interview, Arun Mampazhy speaks to Ajay Jalan, the founder and managing director of Abu Dhabi-based Next Orbit Ventures, on his ambition to establish a semiconductor fab factory in India.In a free wheeling discussion with Arun, Jalan responded to his questions on his own personal...

swarajyamag.com

#FabInIndia: An Exclusive Interview With Ajay Jalan Of Next Orbit Ventures On His Grand Ambitions To Establish A Semiconductor Fab Factory In India

 

[aragonishere]

Right move by TATA.

After 5G equipment, Tata Group looking to enter semiconductor manufacturing

Semiconductor manufacturing, which involves building chipsets among other things, requires high investments and India does not have any such facility yet.

www.financialexpress.com