Indian Prime Minister Narendra Modi is "going all out" and strives to transform India into a competitor in the global chip competition, but experts warn that India still has a long way to build a self -sufficient ecosystem before the establishment of a self -sufficient ecosystem.Walk.Quote address in this article:

In February, the Modi government approved a $ 15 billion domestic manufacturer investment in February, including a proposal to build the country’s first major chip manufacturer by Tata Group.The factory will be located in Modi’s hometown of Gujilat PradesKolkata Wealth Management. It is expected to produce 50,000 wafers per month by the end of 2026.

This investment also includes assembly units and packaging factories developed in cooperation with Japan, Taiwan and Thailand.

Tata Group said that its goal was to promote the Indian industry to US $ 110 billion by 2030, accounting for 10%of global demand.

At the forefront of India’s sub -conductor ambition is the Minister of Electronics and Information Technology Ashwini Vaishnaw. He said that these investments are Modi "to make India a large manufacturing center and in some areasA part of self -sufficiency ".

The Indian government has approved a $ 15 billion domestic semiconductor manufacturer investment.Photo: shutterstock

The Indian government has approved a $ 15 billion domestic semiconductor manufacturer investment.Photo: shutterstock

Washau also supervised the US $ 2.75 billion transaction reached with the US Semiconductor Corporation Micron Technology. The company broke the soil in September and plans to produce India’s first batch of domestic micro -chips in early 2025.Jinnai Wealth Management

Experts said that these approvals are in line with India’s ambitions to establish Duan Duan to Duan Du Du -Domestic Semiconductor Ecosystem. This is because the epidemic exposes the strategic priority of India’s overexposure of the global chip supply chain.

India also hopes to use foreign companies to seek the opportunity to replace the manufacturing center, because the situation of trade and geopolitical tensions promotes the supply chain to India, which has long been in the chip manufacturing industry for a long time.

In 2021, the Indian government launched a subsidy plan worth $ 10 billion to motivate chip manufacturers to cover 50%of the cost of approval projects.Micron and Tata are using the plan to provide funds for its development facilities.

The set threshold is too high?

Karthik Nachiappan, a researcher at the State University of Singapore, said that India "go all out" in micro -chip instead of only one aspect of the industry.

"India is trying to establish the entire chip ecosystem -research and development, design, chip manufacturing and processing, and strive to train talents that can promote this plan," he said.

Although the government is launching some attractive plans, subsidies and incentives to attract investment, Nachican Pan said that India needs some time to establish its own chip domestic supply chain.

"It is still in the early stage, and it may take decades to reach the level of other countries," he added that the problems such as domestic land, energy and water supply restrictions, and high tariffs have further threatened India’s chip manufacturing ambitionsEssence

"It is not enough to rely on subsidies alone. What is needed is an ecosystem that supports chip manufacturing," he said.

Indian divers diving in the Auna River

Critics believe that the ambitions of the competition between India and Japan, Taiwan, and South Korea may be too ambitious because these countries have long dominated in the field.

However, the government has always been firm and confident in its ability.Minister Weshau said that India will become one of the top five semiconductor manufacturing countries in the world in the next five years. The reason is that in the past ten years, through encouragement of Apple and its partners to manufacture and sell iPhone in India, India has successfully developed its electronic manufacturing industryEssence

He said in March: "10 years ago, the electronics manufacturing industry was almost negligible. Today, the value of the electronics manufacturing industry has reached $ 110 billion. Apple’s iPhone manufacturing factory worked by Apple alone has more than 100,000 people."

According to Anurag Awasthi, Vice President of India and Semiconductor Association, India’s advantages in semiconductor manufacturing include their huge domestic demand, population dividends and design capabilities.

He said: "These three aspects now and the future are the driving force of attracting domestic and foreign investment." He added that chip manufacturing is very wide in India.Essence

A attractive alternative solution

India’s subsidy plan seems to have achieved more success after the latest transactions with Tata and Micron, although they were initially challenged.Metal and mining consortiums headquartered in Mumbai, Vedanta and Apple supplier Foxconn, are one of the three applicants, but because the transactions between the two failed to reach, they failed to reachEligible for the plan.

Although Foxconn’s exit last year was regarded as frustration by many people, Kyunghoon Kim, an associate researcher at the Korean Economic Policy Research Institute focusing on industrial policy, said that this was "not so serious" and in the early stagesCan be done smoothly.

In January of this year, Foxconn announced a new joint venture with the Indian HCL Group to re -enter the Indian semiconductor field with semiconductor assembly and test facilities.

In April, the job seeker talked to the recruitment agent outside the Foxconn Foxconn Foxconn in Sri Peruduul, India.The factory workers assembled Apple’s iPhone.Photo: Reuters

In April, the job seeker talked to the recruitment agent outside the Foxconn Foxconn Foxconn in Sri Peruduul, India.The factory workers assembled Apple’s iPhone.Photo: Reuters

Nachi Pan believes that in the context of global geopolitical tensions, India’s semiconductor industry will flourish because these tensions have opened economic opportunities for India and other replacement.

He said: "If foreign companies can respond to existing restrictions and rebuild the supply chain that supports semiconductor development and production, they will be interested in India. India will continue to be attractive, but it must solve domestic restrictions."

At the same time, Jin Qingxun predicts that with the growth of the domestic electronics industry in India, India’s semiconductor demand will surge. However, due to the demand scale exceeding the local supply, it is expected that the country will still be seriously dependent on imports in the future.

He said: "The Indian government attaches great importance to promoting the development of the semiconductor industry, but this will be a very long journey. India has taken a small step, but it is of great significance."

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