Hi Atmavik-ji, I cannot answer specifics due to lack of active reading-up, but here are my perceptions.Atmavik wrote:
Titash ji,
What’s the state of semiconductor manufacturing in India? I hear that there is a global shortage. Does this create an opening for India ?
Semiconductor manufacturing is heavily dependent on:
1) Consistent reliable supplies of cheap electricity, water, compressed air/N2, solid supply chain of consumables like photoresist, etchants, doping furnace gases/chemicals, and raw material wafers. Disrupt any of these, and the economics of it all falls through the floor
2) Availability of motivated + skilled + reasonably high IQ (compared to other manufacturing operations) workforce, namely (a) non-CS engineers, (b) skilled hands-on technicians, (c) educated machine operators. This is necessary for process development, day-to-day troubleshooting, and continual improvement. Here is where we honestly cannot play well
3) Economic demand for products that justify a multi-billion dollar investment in 12" wafer fabs (in a cut-throat global competitive scenario, mind you). The alternative is to go with niche capabilities for strategic R&D fabs...which is what SCL in Chandigarh and the DRDO GaN/GaAs clusters are all about
I don't think we're going to enter this segment unless there's a clear government mandate for locally produced cellphone chips to service a huge local market...that is the only thing that'll make global OEMs play ball