Indian Electronics and Semiconductor manufacturing industry

[Indx TechStyle]

Designing CPUs is an art and craft in itself. This effort cannot discounted in any way. I hope their ARM CPU lives up to the expectation. There is another company called Ampere which designs only ARM CPUs for use in server stations. You can even buy ARM desktop designed by them.

Ampere's New 128-Core Arm Workstation Runs Windows

Ampere launches developers kits for cloud native app developers.

www.tomshardware.com

Designing is still not a new thing in India.

Our challenge is fabrication.

 

[IndianEagle2000]

Some nice developments related to Vedanta Foxconn JV.

40nm node -

Vedanta Foxconn Semiconductors Ltd (VFSL) has signed initial pacts with two companies for technology transfer--US-headquartered GlobalFoundries and European chip-maker STMicroelectronics (STMicro).

VFSL has an agreement with “a technology partner to transfer and qualify a proven, production-grade, high volume, technology with licenses for Integrated Circuit manufacturing in India,” CEO David Reed told ET. “However, we also have in place an NDA (non-disclosure agreement) because of which we are unable to disclose further details.”

Vedanta-Foxconn chip factory set to get green light

This will pave the way for the Centres bid to establish India as a global hub for semiconductors.

www.google.com

28nm node -

For the 28-nanometer technology, the company has an agreement with IMEC.

However, they're an R&D facility, and sometimes things that work in R&D don't perform the same way in high volume. We have most of the know-how for the 28-nanometer technology, and we'll transfer the IMEC flow into the running 40-nanometer factory in parallel. We'll ramp up the 40-nanometer technology first, and then finish up with the 28-nanometer technology.

At the vanguard of India's semiconductor ambition: a conversation with Foxconn-Vedanta JV CEO

India is putting all its weight behind efforts to manufacture semiconductors locally. At the forefront of this is the joint venture between Foxconn and Vedanta. Speaking to DIGITIMES Asia recently, David Reed, CEO of Vedanta-Foxconn Semiconductors explained that their focus will be on bulk...

www.digitimes.com

Cross posting from Indian Economy thread, thought this thread would be more appropriate.

 

[jai jaganath]

Some nice developments related to Vedanta Foxconn JV.

40nm node -

Vedanta Foxconn Semiconductors Ltd (VFSL) has signed initial pacts with two companies for technology transfer--US-headquartered GlobalFoundries and European chip-maker STMicroelectronics (STMicro).

VFSL has an agreement with “a technology partner to transfer and qualify a proven, production-grade, high volume, technology with licenses for Integrated Circuit manufacturing in India,” CEO David Reed told ET. “However, we also have in place an NDA (non-disclosure agreement) because of which we are unable to disclose further details.”

Vedanta-Foxconn chip factory set to get green light

This will pave the way for the Centres bid to establish India as a global hub for semiconductors.

www.google.com

28nm node -

For the 28-nanometer technology, the company has an agreement with IMEC.

However, they're an R&D facility, and sometimes things that work in R&D don't perform the same way in high volume. We have most of the know-how for the 28-nanometer technology, and we'll transfer the IMEC flow into the running 40-nanometer factory in parallel. We'll ramp up the 40-nanometer technology first, and then finish up with the 28-nanometer technology.

At the vanguard of India's semiconductor ambition: a conversation with Foxconn-Vedanta JV CEO

India is putting all its weight behind efforts to manufacture semiconductors locally. At the forefront of this is the joint venture between Foxconn and Vedanta. Speaking to DIGITIMES Asia recently, David Reed, CEO of Vedanta-Foxconn Semiconductors explained that their focus will be on bulk...

www.digitimes.com

Cross posting from Indian Economy thread, thought this thread would be more appropriate.

If I am not wrong there was planning of building led fabs here along with semiconductors
What's the status of their led fab plant

 

[IndianEagle2000]

If I am not wrong there was planning of building led fabs here along with semiconductors
What's the status of their led fab plant

The last thing I read about the led fab plant of Vedanta was that they had MoUs with a bunch of Japanese Companies that had lost their market to the Chinese manufacturers. And Vedanta was negotiating on a licencing deal.

I will try to find out more & post.

 

[shade]

If I am not wrong there was planning of building led fabs here along with semiconductors
What's the status of their led fab plant

It's LCD display fabs, They have a tie up with InnoLux displays from Taiwan for this purpose

Inside Vedanta's Gigantic Semiconductor Ambitions - Forbes India

The company is betting big on a novel ecosystem to develop around India's semiconductor and glass manufacturing industries. The entire project is estimated to cost Rs1.54 lakh crore and will involve a bunch of risk takers and entrepreneurs

www.forbesindia.com

Innolux signs LCD technology transfer agreement with India-based Vedanta

Innolux has signed a TFT-LED technology transfer contract with India-based Vedanta Group to help the Indian company build up LCD panel backend production facilities, targeting local and emerging markets.

www.digitimes.com

 

[Azaad]

It's LCD display fabs, They have a tie up with InnoLux displays from Taiwan for this purpose

Inside Vedanta's Gigantic Semiconductor Ambitions - Forbes India

The company is betting big on a novel ecosystem to develop around India's semiconductor and glass manufacturing industries. The entire project is estimated to cost Rs1.54 lakh crore and will involve a bunch of risk takers and entrepreneurs

www.forbesindia.com

Innolux signs LCD technology transfer agreement with India-based Vedanta

Innolux has signed a TFT-LED technology transfer contract with India-based Vedanta Group to help the Indian company build up LCD panel backend production facilities, targeting local and emerging markets.

www.digitimes.com

Somehow this Anil Aggarwal & Foxconn duo don't inspire confidence. Both of them have a shady past & are dicey characters. Besides Vedanta is in hot waters financially speaking.

 

[IndianEagle2000]

It's LCD display fabs, They have a tie up with InnoLux displays from Taiwan for this purpose

Inside Vedanta's Gigantic Semiconductor Ambitions - Forbes India

The company is betting big on a novel ecosystem to develop around India's semiconductor and glass manufacturing industries. The entire project is estimated to cost Rs1.54 lakh crore and will involve a bunch of risk takers and entrepreneurs

www.forbesindia.com

Innolux signs LCD technology transfer agreement with India-based Vedanta

Innolux has signed a TFT-LED technology transfer contract with India-based Vedanta Group to help the Indian company build up LCD panel backend production facilities, targeting local and emerging markets.

www.digitimes.com

I was talking about this... Nice to see things have picked up fast.

Vedanta Group has signed a memorandum of understanding (MoU) with 30 Japanese technology companies for developing the semiconductor and glass display manufacturing ecosystem.

Semiconductor Manufacturing: Vedanta Inks MoU with Japanese Firms | Entrepreneur

The government of India, in December 2021, had launched the India Semiconductor Mission with an incentive outlay of INR 76,000 crore to attract investments in the strategic semiconductor sector

www.entrepreneur.com

 

[IndianEagle2000]

Somehow this Anil Aggarwal & Foxconn duo don't inspire confidence. Both of them have a shady past & are dicey characters. Besides Vedanta is in hot waters financially speaking.

I don't think Foxconn is shaddy specially because, they are the only reason Tamil Nadu has become the biggest Electronics exporter of India. Till previous year the title was held by UP because of their Samsung Noida plant.

And under Vedanta, India was self sufficient in copper production. Untill their Sterlite factory was shut down & now we are a net copper importer.

At the end of the day these companies are the only ones taking the risk & investing. When the established players like TSMC are investing only in proven markets.

Just for the comparison.TSMC in Arizona has around a thousand suppliers for their three or five-nanometer factory. In comparison, Vedanta has between six and eight hundred, with roughly 150 being substantial contributors.

 

[shade]

I was talking about this... Nice to see things have picked up fast.

Vedanta Group has signed a memorandum of understanding (MoU) with 30 Japanese technology companies for developing the semiconductor and glass display manufacturing ecosystem.

Semiconductor Manufacturing: Vedanta Inks MoU with Japanese Firms | Entrepreneur

The government of India, in December 2021, had launched the India Semiconductor Mission with an incentive outlay of INR 76,000 crore to attract investments in the strategic semiconductor sector

www.entrepreneur.com

It's for the same fab.
Also they openly mentioning InnoLux as the tech partner gives some confidence, as compared to the constant smoke and mirrors bullshittery over the IC Fab's tech partner.

Somehow this Anil Aggarwal & Foxconn duo don't inspire confidence. Both of them have a shady past & are dicey characters. Besides Vedanta is in hot waters financially speaking.

Yeah, Aggarwal is a (((UK Citizen))) also, my theory is he plans to siphon off the incentives from this to enrich his other struggling businesses.
However it is not so easy to make the govt a chutiya, so in all likelihood his con job will fail and no fab will take off.

IMO this should be done as a directly govt backed project, like how Maruti Udyog was started.

 

[Azaad]

I don't think Foxconn is shaddy specially because, they are the only reason Tamil Nadu has become the biggest Electronics exporter of India. Till previous year the title was held by UP because of their Samsung Noida plant.

And under Vedanta, India was self sufficient in copper production. Untill their Sterlite factory was shut down & now we are a net copper importer.

At the end of the day these companies are the only ones taking the risk & investing. When the established players like TSMC are investing only in proven markets.

Just for the comparison.TSMC in Arizona has around a thousand suppliers for their three or five-nanometer factory. In comparison, Vedanta has between six and eight hundred, with roughly 150 being substantial contributors.

Semiconductors | Unanswered questions in Foxconn’s JV with Vedanta

While there were some voices repeatedly pointing out that Foxconn has no experience in owning or running the kind of semiconductor fabs it has applied for incentives along with Vedanta, some in India would falsely call Foxconn as a ‘chip giant’ without knowing the difference between assembling...

www.deccanherald.com

 

[jai jaganath]

It's LCD display fabs, They have a tie up with InnoLux displays from Taiwan for this purpose

Inside Vedanta's Gigantic Semiconductor Ambitions - Forbes India

The company is betting big on a novel ecosystem to develop around India's semiconductor and glass manufacturing industries. The entire project is estimated to cost Rs1.54 lakh crore and will involve a bunch of risk takers and entrepreneurs

www.forbesindia.com

Innolux signs LCD technology transfer agreement with India-based Vedanta

Innolux has signed a TFT-LED technology transfer contract with India-based Vedanta Group to help the Indian company build up LCD panel backend production facilities, targeting local and emerging markets.

www.digitimes.com

I read somwhere it's led
Fine may be mistaken
Thanks

 

[IndianEagle2000]

It's for the same fab.
Also they openly mentioning InnoLux as the tech partner gives some confidence, as compared to the constant smoke and mirrors bullshittery over the IC Fab's tech partner.



Yeah, Aggarwal is a (((UK Citizen))) also, my theory is he plans to siphon off the incentives from this to enrich his other struggling businesses.
However it is not so easy to make the govt a chutiya, so in all likelihood his con job will fail and no fab will take off.

IMO this should be done as a directly govt backed project, like how Maruti Udyog was started.

IDK why would the Taiwanese company be on board with Agarwal on his ponzy scheme (if that's the case). Specially because Foxconn is here to stay. They have their factories in TN & are building new ones in Karnataka & Telengana.

And incentives are provided initially for building the factory. And then on the production. I am sure funds will be disbursed only after showing the required expenditure & production (as is the case in all government projects & PLI)

I think people are mostly salty because Agarwal renounced Indian citizenship & because British citizen. But if smoke from my factory was poisoning masses & there was a popular opinion against me. Even I will have a contingency plan.

Siphoning government funds is not easy specially when you are the poster boy in the particular sector.

 

[jai jaganath]

Some nice developments related to Vedanta Foxconn JV.

40nm node -

Vedanta Foxconn Semiconductors Ltd (VFSL) has signed initial pacts with two companies for technology transfer--US-headquartered GlobalFoundries and European chip-maker STMicroelectronics (STMicro).

VFSL has an agreement with “a technology partner to transfer and qualify a proven, production-grade, high volume, technology with licenses for Integrated Circuit manufacturing in India,” CEO David Reed told ET. “However, we also have in place an NDA (non-disclosure agreement) because of which we are unable to disclose further details.”

Vedanta-Foxconn chip factory set to get green light

This will pave the way for the Centres bid to establish India as a global hub for semiconductors.

www.google.com

28nm node -

For the 28-nanometer technology, the company has an agreement with IMEC.

However, they're an R&D facility, and sometimes things that work in R&D don't perform the same way in high volume. We have most of the know-how for the 28-nanometer technology, and we'll transfer the IMEC flow into the running 40-nanometer factory in parallel. We'll ramp up the 40-nanometer technology first, and then finish up with the 28-nanometer technology.

At the vanguard of India's semiconductor ambition: a conversation with Foxconn-Vedanta JV CEO

India is putting all its weight behind efforts to manufacture semiconductors locally. At the forefront of this is the joint venture between Foxconn and Vedanta. Speaking to DIGITIMES Asia recently, David Reed, CEO of Vedanta-Foxconn Semiconductors explained that their focus will be on bulk...

www.digitimes.com

Cross posting from Indian Economy thread, thought this thread would be more appropriate.

Anyway one thing is good
That's progess last update was that this entire dream is gonna end and project to be shut down I think by toi
Anyway ig things are moving

 

[jai jaganath]

It's LCD display fabs, They have a tie up with InnoLux displays from Taiwan for this purpose

Inside Vedanta's Gigantic Semiconductor Ambitions - Forbes India

The company is betting big on a novel ecosystem to develop around India's semiconductor and glass manufacturing industries. The entire project is estimated to cost Rs1.54 lakh crore and will involve a bunch of risk takers and entrepreneurs

www.forbesindia.com

Innolux signs LCD technology transfer agreement with India-based Vedanta

Innolux has signed a TFT-LED technology transfer contract with India-based Vedanta Group to help the Indian company build up LCD panel backend production facilities, targeting local and emerging markets.

www.digitimes.com

Last query any update on tower semiconductor in Karnataka which was waiting for approval from intel

 

[IndianEagle2000]

Semiconductors | Unanswered questions in Foxconn’s JV with Vedanta

While there were some voices repeatedly pointing out that Foxconn has no experience in owning or running the kind of semiconductor fabs it has applied for incentives along with Vedanta, some in India would falsely call Foxconn as a ‘chip giant’ without knowing the difference between assembling...

www.deccanherald.com

This debate has been going on for a while. VFSL doesn't have any prior experience in semiconductor production so doubts will always be these till production starts.

But seems like they have secured their lisences & are recruiting industry specialists to head their project.

Our next best bet would be TATAs. But they are going to build from ground up & their semiconductor plant would be the last in line. It's atleast a 20 year long process for them.

 

[shade]

This debate has been going on for a while. VFSL doesn't have any prior experience in semiconductor production so doubts will always be these till production starts.

But seems like they have secured their lisences & are recruiting industry specialists to head their project.

Our next best bet would be TATAs. But they are going to build from ground up & their semiconductor plant would be the last in line. It's atleast a 20 year long process for them.

Yes, Tata is slowly building up their business and integrating in reverse, their first plant will be an OSAT plant for chips

Tata reportedly scouting land for third plant for EMS and OSAT business

Tata Electronics is reportedly looking for land to set up a new factory in southern India as the electronics venture by Tata Group slowly forays into the handsets and semiconductor manufacturing business.

www.digitimes.com

For those who don't know an OSAT plant takes the Wafer with the ICs etched on it( these are called dies individually once cut ) and turns it to usable packaged( ceramic sealing since the bare silicon die is sensitive to light, dust etc etc ) chips that can be soldered to PCBs for use in actual electronics products

 

[Crazywithmath]

Yes, Tata is slowly building up their business and integrating in reverse, their first plant will be an OSAT plant for chips

Tata reportedly scouting land for third plant for EMS and OSAT business

Tata Electronics is reportedly looking for land to set up a new factory in southern India as the electronics venture by Tata Group slowly forays into the handsets and semiconductor manufacturing business.

www.digitimes.com

For those who don't know an OSAT plant takes the Wafer with the ICs etched on it( these are called dies individually once cut ) and turns it to usable packaged( ceramic sealing since the bare silicon die is sensitive to light, dust etc etc ) chips that can be soldered to PCBs for use in actual electronics products

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.

 

[iBaaz]

It's for the same fab.
Also they openly mentioning InnoLux as the tech partner gives some confidence, as compared to the constant smoke and mirrors bullshittery over the IC Fab's tech partner.



Yeah, Aggarwal is a (((UK Citizen))) also, my theory is he plans to siphon off the incentives from this to enrich his other struggling businesses.
However it is not so easy to make the govt a chutiya, so in all likelihood his con job will fail and no fab will take off.

IMO this should be done as a directly govt backed project, like how Maruti Udyog was started.

TATAs would expand from their OSAT to Fab before Agarwal even gets Govt Approval at this pace and attitude.

 

[iBaaz]

Elest to set up India’s first display fab in Telangana

To manufacture advanced AMOLED displays at an investment of ₹24,000 crore

www.thehindubusinessline.com

Be like Elest (Rajesh Exports - A Fortune 500 Company that primarily deals in Gold and etc) promise then never show up.

 

[FalconSlayers]

Elest to set up India’s first display fab in Telangana

To manufacture advanced AMOLED displays at an investment of ₹24,000 crore

www.thehindubusinessline.com

Be like Elest (Rajesh Exports - A Fortune 500 Company that primarily deals in Gold and etc) promise then never show up.

Be like him, useless overhyped technocrat.