Perspective: Semiconductor Industry & India | 29 April, 2022

[@striker44]

Fabs run 24x7x365. Need water, power supply all the time. Require lower volume but highly skilled, non-unionized highly efficient workers. Mostly automated (robotic) fabs helps with high yields or less defects, allowing for high volume/lower cost. Ecosystem will take 20 to 30 yrs to mature. So, need continous investment, focus, patience and perseverance. Chip design, IP development, EDA are already happening in MNCs for over 30 years. So, there is resident talent but University/college curriculum are deficient and requires investment. For manufacturing/fab technical institutes need to provide hands labs in curriculum. Along with chip design, board design and manufacturing needs to pick up. Packaging, assembly, test ecosystem need to develop. At semiconductor India 2022 Bengaluru, it was advised to not follow Taiwan on traditional chip design and fab but to invest in few areas - AI chip design, RISC V. Verticals targeted can be (simpler) display, automotive (require auto quality), IoT and space applications. On the manufaturing front, fab copy a mature 28nm (buy out) and stabilize for various chips for vertical markets. Still need semiconductor equipment ecosystem and Standards across the supply chain, which arre a different beast. True 100% semiconductor independence for indigenous needs is next-to impossible due to resource limitations but tight international collaboration partners is the only way to move forward. Daunting venture but not impossible. Note that there is no country or Union which has complete self sufficiency in semiconductor manufacturing, including Taiwan which is #1.

[@uppiliraghavan9812]

Absolutely right. Also any node change from (say 28nm to 5nm) like that , will require again few more billions of $ reinvestments. I don't thank any Indian entrepreneur has such a bandwidth to fork out such tsunami of investments every few years..

[@rupeshbhalshankar5535]

End I didn't understand You say Taiwan doesn't have complete independence in semi conductor business. Can you elaborate how it's so ?

[@striker44]

@@rupeshbhalshankar5535 one example is optical and deep euv cutting edge lithography machines.

[@striker44]

@@uppiliraghavan9812 cannot jump nodes from 28nm to 5nm, as it is very different fundamental technology, architecture, tool chain and process. Not a good idea for India to jump to 5nm, not necessary either until the ecosystem is built in the next 2 decades - by then technology would have moved but with the mature ecosytem India should be able enter the race, if it needs to. India's strength is software and better to stay up on the value chain. Invest a lot on sw and services, cloud infrastructure, automotive and AI. Take care the local industrial embedded, and defense chip needs for self sufficiency, which does not require cutting edge process node fabs.

[@jigsaw2281]

@@uppiliraghavan9812 Adani, Ambani,Tata can do it easily and Government company SCL can also do it easily

[@adityagupta_1995]

Hoping that India can increasingly become important player (through amping up domestic value addition) in global semiconductor supply chain.

[@kushagravlogs5627]

India will become important player of semiconductor Without spending in r&d. Keep dreaming😴💭😴💭😴💭😴💭

[@munmunbhowmik8630]

I think India should communicate with Taiwan since they are the kings and queens when we talk about semiconductors.

[@Bzdm0]

Bhai agar aapka danda mast chal raha hai toh kya aap apne hi competitor ko sare trade secret pataoge. Nahi na, toh jab Taiwan semiconductor mast rokra bana raha hai toh woh Bharat woh ki ek potential competitors ho sakta hai use madad kyu kare gaya.

[@ZephyrMN]

Taiwan will help ONLY if India gives it full diplomatic recognition. Then there is German Foundries, which will never divulge their secrets.

[@JohnSmith-kw9vk]

Err. I think you missed that thar Foxconn(Taiwanese manufacturer) is collaboratig with Vedanta to start manufacturing in India. By 2024/2025 it will start producing goods.

[@aastha4641]

No.

[@artichoudhary1168]

Thanku

[@yogeshthakur1068]

Despite having such intellectual CMD I don't know why Lava is not able to perform well

[@ramkinister]

Start somewhere & make humble beginning. Present Government is very much wanting to help. Continuing the same pace is in question due to elections & change of government. Like it happened with bullet train project in Maharastra . Hope & pray Present team will come back in 2024 so that many such initiatives get completed 🙏

[@debanjanachakraborty7416]

Securing investment with partnership model is the way fir semiconductor revolution in India

[@shivanisharma11-r1u]

thank u vishal sir

[@kumarnavneet6079]

Hope it will implement

[@kandakatlaraviteja4579]

Thanks for your view hope india will acheive great heights in semiconductor industry with proper implenetation for government policies

[@parthasarathy7744]

Please note IP and Designs not done India , only Integration and all verification projects are executed in India

[@rajatkhatkar1468]

india has immense resources at its disposal : 1 ) best of the talents 2 ) one and a half billion consumers 3 ) the youngest of the nations 4 ) strongest of the political will ever, the need is just only for the policy implementation , i.e., just for india to show that it has the best of the administrators

[@munmunbhowmik8630]

Just to point out that it's 1.4 billion consumers. The other points stated by you are apt.

[@rajatkhatkar1468]

@@munmunbhowmik8630 i don't think so that our community surveys take into account the huge population of sanyasis that we have

[@kushagravlogs5627]

If India has best talent why are you looking towards Taiwan, south Korea and Japan for semiconductor technology.? Per capita purchasing power of India is lower than Bangladesh. So Indian can't effort expensive products . Costly Ford, Harley Davidson and Tesla could not perform well in Indian market and shut down their buisness from India.

[@rajatkhatkar1468]

@@kushagravlogs5627 for your kind information: 1 ) 20 % of the top design talent in semiconductor technology belongs to our soil ( which accounts for half the value chain ), contradictory to the above effect the revenue we gain from designing semiconductors is minuscule. this is because our talent is hired by big brands which earn the real profit. 2 ) we are behind taiwan because of a lot of factors : its a tiny country, it's way easier for reforms and policy implementation 3) india was robbed of its $ 45 trillion wealth by the centuries lasting colonial rule which made the indians disillusioned, unentrepreneurial and submissive to the foreign culture I would add development is a relative geo economical cycle, in which centuries ago we were leading. Of course nothing is eternal not even development (relative to the world)

[@humpydumpy2432]

@@rajatkhatkar1468 Lol 😂😂 Indian design simple chip . For high end chip major American companies hire Chinese , korean , Taiwanese , American, Malaysian and japanese chip designer. India has not major semiconductor designing and manufacturing companies. Indian work in foreign companies and perform simple designing task. Don't boast about them. India is relies on other countries for semiconductor.

[@rishirana6091]

🙏🙏 Vishal sir

[@selfstudy619]

English & hindi me pdf format me diya jay to accha hoga.,..

[@bivash__1]

I never miss prospective 💙

[@RajniKumari-fe3ts]

You missed the perspective

[@ZephyrMN]

VLSI ka ek college hi khol do bhai… 🤯, tumhara sochne ka tarika nayab hai..

[@jigsaw2281]

Vlsi ka course hota h

[@jigsaw2281]

Lava international MD looking like liberandu and sickular,woke also