This is very good news for India. Now how fast can this fab can start giving output? Next important milestone will be getting output from this fab and eventually see them making profit. Hope it should not make burden/liability to Indian tax payers.
Not sure why infrastructure is being made that big an issue. yes it is shoddy but nothing that will hold a fab plant back.
It is more of an issue for auto and heavy equipment makers since port congestion and transportation hurts them more.
But for a fab, power is actually available. coal shortage is an issue but that is more of a policy issue regarding coal imports.
Nokia for example had one of the fastest startup for any of their green field projects in Chennai. But water is a problem in that city. Same goes for Hyundai, Ford, BMW, Nissan, Merecedes Benz trucks - all of whom manufacture in the city. Hyundai and Ford do huge volumes. Same goes for Suzuki in Delhi.
The main issue actually govt red tape which can bog a project down. But that depends on location. If location is Gujarat, I can assure you it can be built faster there than most places on the planet. Reliance built the world's largest refinery complex and commissioned it in less than 36 months. believe me a vertically integrated refinery is a lot more complex than a fab.
Bottom line, this efforts success boils down to financial viability, infrastructure is a red herring. There is certainly internal demand to justify even more fabs. But having a fab is one thing but building successful ic oems is an entirely different ball game. If ST for example can shift production to this fab for local consumption then it will set a good example.
Yesterday veteran analyst Bill McClean said the semi sector is effectively closed to new entrants given the investments to get in and stay in at this point
I understand India's import balance issue. I would say these fabs don't have much chance of success were it not for partners like IBM and STM
I wonder what are their stakes and interests in the project? What are the process node targets?
Nobody is talking about the process nodes. Some of my designs will be the first ones to get fabbed in these facilities and I have no idea about the
node. I think they will start with 40 or 32 and go to the 20s.
The most volumes per part is probably microcontrollers, which are 65 Nm max, next is cortex a8 class parts for 200-800mhz grade controllers.which are ok at 40 Nm, PC , tablet , media and server grade parts need 28 Nm though.
I will be happy with 40nm to begin with though.
Emerging markets are also unpredictable when it comes to tech companies succeeding. There is a lesson to be learnt from the mobile market. For the longest time, I held the strong opinion that India mobile vendors had no chance of success and the likes of samsung, LG, Nokia were simply too far ahead to let in new entrants.
I am still amazed at the success of Micromax and cannot quite explain how they succeeded over LG for example. LG had the tech, the product range, distribution, support and brand awareness. But still lost, partly due to pricing.
Maybe the fab market is also heading towards commoditisation in the mature nodes and the dynamics may be different in that arena. I frankly have no clue as to how this will all turn out but just adding a note of caution against any forecasts ! Bundle free IP with the fab services and you could get value sensitive customers.. Add in free design services and suddenly the fab model looks a lot different. Of course commodity nodes are assumed.
I guess everyone was under the impression that only one fab would be set up in India but it sure came as a surprise that two were getting the in-principle approval. Not too sure of all the fine print -will keep you guys posted oncce the weekend is over - but with IBM and STMicro involved, things cannot go too wrong.
Sometimes, incredible things happen in India - like say the mobile revolution - the way people who cannot read a word of English land up downloading regional movies ( the language is sometimes the regional one but still to get a hang of the technology is still something I am amazed at.
And, like someone said, Nokia did a great job of setting up a greenfield project but then you got to keep in mind that it was labour intensive one at that. They were able to get set it up in the then-rural area and were able to get cheap labour ( young girls who were paid quite well for an 8-hour shift) but fab is a different story.. and yes, red tape is also an issue as well as power and water... but then, many things in India are an issue. So, its nothing new.
I guess, this time round, the consortia should have learnt not to make the mistakes that were made earlier and d\ work on this to get it operational on a war footing.
Will keep you posted about operations and capacity and the size as soon as I get it.
Its a big risk to set up fab companies in bangalore. The city is already struggling with infrastructure issues, almost all the roads in Bangalore have so big potholes that your cars one tire is on road and other can fall inside hole. The city already has hut the headlines in terms of mishandlingof garbage. Its called as garbage city. The city municipal authorities are still to make concrete plan and implementationof solid waste management. How the silicon waste be handled?
Problem with Indian political system or societyas whole is they hate to plan and take too much in the plate.
India is not China, where right things would be done and can be done. Just having huge population and being a big market doesn't mean you can have the semicnductor fab. It requires strict discipline and proper planning. In India everything changes for political mileage and political parties can go to any extreme fir their own benefits.
Cities like Bangalore, delhi and Mumbai are already struggling to breathe, this will be too much on plate.
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