India has been vigorously promoting its own chip industry.After many setbacks, in recent days, the large factory went to the Yinxin core again.Therefore, the Indian Federal Minister Ashwini Vaishnaw believed in recent days: "Considering that India has developed a new policy now, almost all chip factories are willingIndia has a green light for three semiconductor factories and approved a total of 1,56 billion rupees ($ 15.2 billion) of semiconductor manufacturing plantsNew Delhi Stock Exchange. Among them, it includes not only the Tata Group in India, but also the Ruisa Electronics we know.Fu Bin ｜ Author Electronic Engineering World (ID: EEWORLD) ｜ Produced
Three factories opened within a hundred days
These three semiconductor factories are 1 wafer fab and two seal testing plants, covering giants such as Tata, Liji Electric, and Ruisa.Packaging chip: The first factory is a wafer factory in cooperation with Tata Group (TATA) and PSMC.At $ 11 billion), the factory is expected to start construction within 3 months, and the monthly production capacity is expected to reach 50,000 wafers. The factory will cover a variety of mature nodes of 28nm, 40nm, 55nm, 90nm, 110nm, and Li Ji Power.Partnership will provide leading mature nodes and extensive technical combinations.The second factory is the outsourcing and testing factory (OSAT) built by Indian Electric CG Power CG POWER and Japan Electronics and Thailand StarsMicroelectronics.Rsdigm ($ 920 million).The third factory is the Tata Semiconductor Assembly and TEST PVT LTD -constructed seal and testing plant under Tata Group. It is located in Assam (ASSAM) in the northeast.To.This news means that India will usher in its first wafer fab.
Going to India has accelerated from the second half of last year, the progress of industry giants in India has begun to accelerate.In July 2023, Foxconn and Wenda invested 19.5 billion US dollars (about 141 billion yuan) chip factories in Gujilata defeated India. Foxconn stated that it had withdrawn from the joint venture, but this did not affect Foxconn’s interest in the Indian industry.EssenceIn September 2023, Foxconn claimed that Zhengzheng Semiconductor (ST) built a chip factory in India, and obtained the support of the Indian government through this to expand its business in the country.According to reports, Foxconn and Italy are applying for subsidies from the Indian government to build a 40nm chip factory.At the end of September 2023, Micron Technology invested US $ 2.75 billion in the assembly, testing and packaging factories (ATMP) to break the land in Gujeratebon, and stated that he will launch semiconductor chips next year.The first chip of the factory is said to be produced within 18 months.On February 13 this year, the Tower Semiconductor planned to restart the India’s founding wafer plan. At present, Israel High Pagoda has submitted a proposal to set up a $ 8 billion chip manufacturer in India.The high tower semiconductor plans to produce 65 nanometers and 40nm chips in India, which may be used in multiple fields such as cars and wearable electronic products.Earlier, because the Indian regulatory authorities refused to approve, Intel was forced to terminate the high -pagoda semiconductor transaction for $ 5.4 billion.On February 26, Qualcomm was negotiating with major chip manufacturers on the plan to produce chips in the local production chip in accordance with the government incentive plan. According to reports, Qualcomm’s total investment will exceed competitors such as AMD and Micron.More than that, the US chip manufacturer AMD plans to invest 400 million US dollars in India in the next five years, and establish its largest design center in Bangalol, India to expand its business in India; Application Materials Company (AMAT) announced that it will invest 400 millionThe US dollar establishes a commercial semiconductor innovation center in India to further strengthen the diversification of the semiconductor supply chain. At the same time, Lam Research proposes: with its "SEMIVERSERUTION" project to train 60,000 Indian engineers to accelerate India’s semiconductor trainingThe goal of labor development is landed.It can be said that even if you encounter various difficulties, you still can’t stop the giants from going to India.Why is this?Nagpur Investment
This is a story of gambling in India to go back to 1984.At that time, India invested in the establishment of a semiconductor manufacturing company SCL. In the 1980s, the factory developed the process from 5 microns to 0.8 microns, and the process only lagged behind the Intel generation.In 1989, a fire accidentally burned the SCL factoryKolkata Investment. It was not until 1997 that the SCL reconstruction plant was put into use.For 8 years, India missed the golden period of development of semi -conductors.Since then, overseas chip manufacturers have expressed their willingness to build a factory in India.In 2005, Intel plans to establish assembly and test factories in India, but Intel has lost his patience because India has not launched a semiconductor investment policy.Since 2012, India has repeatedly launched chip -related incentive policies, but has stagnated due to capital and water resources.In December 2021, the Modi government announced the "Indian Semiconductor Program" and released 760 billion rupees (about $ 10 billion) incentives.After the plan was released, the response was flat, and only five applications entered the evaluation stage.What is even more worried about the giants is whether this is a "short check", because Foxconn has withdrawn from the Indian project because they cannot get the Indian government subsidies.On June 1 this year, the Indian government officially announced the revised version of the Indian semiconductor program (Modified Semicon India Programme).This is a major turning point made by India.The aimed version of the plan is to develop India’s semiconductor and display ecosystems, and provide up to 50%of financial support for project costs. It also establishes composite semiconductor, semiconductor assembly-test-label-packaging-packaging-packaging-packaging-packaging-packaging-packaging-packaging-packaging-packaging-packaging-package production (ATMP) and semiconductor packaging and test outsourcing (OSAT) facilities provide 50%of capital expenditure financial support.It can be seen that the above -mentioned Ruisa, Italian, and Micron to the Indian manufacturer belong to the above new policy.In other words, the chip giant is actually running for subsidies.In addition to subsidies, what else can I map to India?One is low cost, and the other is that there are many chip -related talents.Each year, nearly 2,000 cutting -edge chips are designed for global companies by more than 20,000 Indian engineers. India’s current chip design talent pool accounts for 20%of the total number of global semiconductor design engineers.More importantly, geopolitical conflicts now have a great impact on the industrial chain, and foreign countries are seeking more choices.Chua Chee Seong, President and Managing Director of Yingfeeling Asia Pacific, said that the importance of India is rapidly increasing, except for becoming a precious source of technical workers (the company has hired 2,000 chip designers and software developers locally)In addition, the country is also becoming an important terminal market for automobiles and consumer electronic chips.Of course, it is not so simple to go to India to fish.The first is the limitations of resources, and water and electricity are a big problem; second, the foreign business environment is worrying, India’s business environment is complicated, and it has tedious administrative procedures and regulations.The efficiency is not high; fifth is that Vietnam and other places have competition with India, and India is not the only choice.If you want to make money, you have to bold, and this is undoubtedly a gambling for foreign chip giants.
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