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batavier
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re: India's latest fab push pegged at $5 billion
batavier   5/10/2011 1:45:43 PM
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One issue I did not see mentioned in the article, is that when other nations were building up their native semiconductor capabilities, India insisted that ALL capital equipment used in the fabs had to be manufactured domestically. This capability most likely still does not exist. This, according to an expat semiconductor process Engineer from India, was the main obstacle to the building of a viable Indian semiconductor industry. The resulting exodus of Engineering talent, may in no small part, be instrumental in the growth of the semiconductor industry in "Silicon Valley."

batavier
User Rank
Rookie
re: India's latest fab push pegged at $5 billion
batavier   5/10/2011 1:45:43 PM
NO RATINGS
One issue I did not see mentioned in the article, is that when other nations were building up their native semiconductor capabilities, India insisted that ALL capital equipment used in the fabs had to be manufactured domestically. This capability most likely still does not exist. This, according to an expat semiconductor process Engineer from India, was the main obstacle to the building of a viable Indian semiconductor industry. The resulting exodus of Engineering talent, may in no small part, be instrumental in the growth of the semiconductor industry in "Silicon Valley."

Sanjib.A
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CEO
re: India's latest fab push pegged at $5 billion
Sanjib.A   4/30/2011 10:33:38 AM
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In today's news paper in India, it says: The planning commission on Friday said the government will soon set-up two semiconductor wafer plants of total worth Rs. 50K Crores (~US$11 billion). Minister of the State for Planning Ashwani Kumar told, "The facilities are intended to breach the mismatch between demand and supply for electronic hardware in the country and are intended to act as a catalyst for fulfilling the 12th Plan (2012-17) target of 11-12% growth in manufacturing sector". By "mismatch between demand and supply", he means that in 20-30 years India’s import bill of electronic hardware may well exceed the import bill of fuel and oil!

Sanjib.A
User Rank
CEO
re: India's latest fab push pegged at $5 billion
Sanjib.A   4/30/2011 10:33:38 AM
NO RATINGS
In today's news paper in India, it says: The planning commission on Friday said the government will soon set-up two semiconductor wafer plants of total worth Rs. 50K Crores (~US$11 billion). Minister of the State for Planning Ashwani Kumar told, "The facilities are intended to breach the mismatch between demand and supply for electronic hardware in the country and are intended to act as a catalyst for fulfilling the 12th Plan (2012-17) target of 11-12% growth in manufacturing sector". By "mismatch between demand and supply", he means that in 20-30 years India’s import bill of electronic hardware may well exceed the import bill of fuel and oil!

Sakthidaran, R.T.
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Rookie
re: India's latest fab push pegged at $5 billion
Sakthidaran, R.T.   4/30/2011 6:10:55 AM
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1 saves
As Hm said India had started Semiconductor Complex Ltd at Chandigarh with 5 micron line width technology. After the fire, I have no idea what happened to that unit. It seems to have become a lab. I wish TCS, Infosys, Wipro and HCL can join hands and easily manage $ 5 billion from their annual net profit to start a fab. With rampant corruption in the government, any effort would only fatten a few individuals. I even feel that people like Narayana Moorthy and Azim Premji can lead such an organization. They can even form a TRUST organization rather than a commercial one. They can start with proper Techno-economic Feasibility Studies and implement with backward integration to enter the market immediately. Using the existing design skills from India, we can initially get the products from contract manufacturers to our design. Simultaneously, we can start the fab also. Huge design work can engage the present software industry like Infosys, Wipro and TCS. India has failed in hardware area in all these years in spite of several attempts by people like PSI (Vinay L Deshpande of Simputer). Even today, only the software industry can support such massive effort. After all, what will they do with their billion dollar net profit? Are Narayana Moorthy and Azim Premji listening? Jai Hind

Sakthidaran, R.T.
User Rank
Rookie
re: India's latest fab push pegged at $5 billion
Sakthidaran, R.T.   4/30/2011 6:10:55 AM
NO RATINGS
As Hm said India had started Semiconductor Complex Ltd at Chandigarh with 5 micron line width technology. After the fire, I have no idea what happened to that unit. It seems to have become a lab. I wish TCS, Infosys, Wipro and HCL can join hands and easily manage $ 5 billion from their annual net profit to start a fab. With rampant corruption in the government, any effort would only fatten a few individuals. I even feel that people like Narayana Moorthy and Azim Premji can lead such an organization. They can even form a TRUST organization rather than a commercial one. They can start with proper Techno-economic Feasibility Studies and implement with backward integration to enter the market immediately. Using the existing design skills from India, we can initially get the products from contract manufacturers to our design. Simultaneously, we can start the fab also. Huge design work can engage the present software industry like Infosys, Wipro and TCS. India has failed in hardware area in all these years in spite of several attempts by people like PSI (Vinay L Deshpande of Simputer). Even today, only the software industry can support such massive effort. After all, what will they do with their billion dollar net profit? Are Narayana Moorthy and Azim Premji listening? Jai Hind

Volant Technologies
User Rank
Rookie
re: India's latest fab push pegged at $5 billion
Volant Technologies   4/25/2011 9:38:19 PM
NO RATINGS
India strengths lie not in infrastructure development and manufacturing, but in service-dominated markets. The deep-rooted reasons are not necessary to reiterate, and are well known. If there is motivation for manufacturing, it should, will, and must come from customer interest and drive. That stipulates a well-defined and monetized need. That interest can capture the accountability often lacking and historically usurped by intermediaries involved in Indian government subsidized and other large-scale projects. The new markets in traditional high-volume semiconductor manufacturing are quickly diminishing with competition extremely fierce. Should a need evolve in a niche area -- silicon sensors, LED's, RF devices, custom ASIC's, then perhaps there will be an opportunity, incentive, willingness, and even financial support to plant a seed. If that need can be supplanted by custom (service-based) engineering, then India has a potential to be competitive where others cannot be. There is no doubt that manufacturing in India has enormous potential, but the rules of the game in India are very different than in Far East Asia and in burgeoning parts of Europe.

Volant Technologies
User Rank
Rookie
re: India's latest fab push pegged at $5 billion
Volant Technologies   4/25/2011 9:38:19 PM
NO RATINGS
India strengths lie not in infrastructure development and manufacturing, but in service-dominated markets. The deep-rooted reasons are not necessary to reiterate, and are well known. If there is motivation for manufacturing, it should, will, and must come from customer interest and drive. That stipulates a well-defined and monetized need. That interest can capture the accountability often lacking and historically usurped by intermediaries involved in Indian government subsidized and other large-scale projects. The new markets in traditional high-volume semiconductor manufacturing are quickly diminishing with competition extremely fierce. Should a need evolve in a niche area -- silicon sensors, LED's, RF devices, custom ASIC's, then perhaps there will be an opportunity, incentive, willingness, and even financial support to plant a seed. If that need can be supplanted by custom (service-based) engineering, then India has a potential to be competitive where others cannot be. There is no doubt that manufacturing in India has enormous potential, but the rules of the game in India are very different than in Far East Asia and in burgeoning parts of Europe.

Peter Clarke
User Rank
Blogger
re: India's latest fab push pegged at $5 billion
Peter Clarke   4/25/2011 1:50:39 PM
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The big question -- that remains unanswered -- is who is going to provide the $5 billion that the Indian government has said is necessary to create two wafer fabs? Reading between the lines, while the Indian government is working out the cost of getting the country into IC manufacturing they are also looking for some sort of deal that would keep their contribution as low as possible. While some chip manufacturers may be willing to donate manufacturing processes I don't see any of them forming a line to actually put hard currency down. Any thoughts?

Peter Clarke
User Rank
Blogger
re: India's latest fab push pegged at $5 billion
Peter Clarke   4/25/2011 1:50:39 PM
NO RATINGS
The big question -- that remains unanswered -- is who is going to provide the $5 billion that the Indian government has said is necessary to create two wafer fabs? Reading between the lines, while the Indian government is working out the cost of getting the country into IC manufacturing they are also looking for some sort of deal that would keep their contribution as low as possible. While some chip manufacturers may be willing to donate manufacturing processes I don't see any of them forming a line to actually put hard currency down. Any thoughts?

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