印度“造芯”雄心遭重创！

Group 1: India's Semiconductor Ambitions - The Indian government aims to become one of the top five semiconductor manufacturing countries by 2030, driven by the need to enhance technological capabilities, boost economic growth, and reduce reliance on imported chips [3][4] - The "India Semiconductor Plan" was announced in December 2021 with a budget of ₹760 billion (approximately $10 billion) to support various semiconductor manufacturing initiatives [3] - The revised plan, announced on June 1, 2023, includes up to 50% financial support for project costs and emphasizes the importance of developing a "trusted source" for semiconductors for national security [4] Group 2: Key Projects and Investments - Three semiconductor manufacturing projects were approved by the Indian federal cabinet, including a ₹110 billion ($11 billion) wafer fabrication plant in Gujarat, a $3.26 billion packaging and testing facility in Assam, and a $915 million packaging plant in Gujarat [5][6] - Micron Technology has committed to investing $8.25 billion in a packaging and testing facility in Gujarat, with total project costs reaching $2.75 billion after government subsidies [6] - A new semiconductor manufacturing plant in Gujarat has been approved with a government investment of ₹33 billion (approximately $4 billion), set to produce 6 million chips daily for various industries [7] Group 3: Challenges Faced - Several semiconductor projects have faced significant delays and cancellations, including a $19.5 billion investment by Vedanta and Foxconn, and a $10 billion project by Adani Group and Tower Semiconductor [9][10] - Labor disputes have emerged, notably at Samsung's factory in India, where workers demanded significant wage increases and better working conditions, raising concerns about the manufacturing environment in India [10] - The Indian semiconductor industry struggles with a lack of local expertise, reliance on foreign imports for raw materials, and limited domestic chip design capabilities, which hinder cost-effectiveness and competitiveness [11][12] Group 4: Future Considerations - The Indian semiconductor sector may benefit from focusing on packaging and testing rather than solely on manufacturing, allowing for a more strategic approach to integrating into the global semiconductor supply chain [12]