印度半导体，困难重重

Core Viewpoint - India's semiconductor industry is developing but faces significant challenges such as an underdeveloped supply chain, a shortage of skilled manufacturing talent, global competition, and rapid technological advancements [2][5]. Group 1: Industry Challenges - The semiconductor industry in India must address limited supply of critical raw materials required for chip manufacturing, including silicon wafers, high-purity gases, specialty chemicals, and ultra-pure water [2]. - Despite having a strong chemical and gas manufacturing sector, companies need to enhance their capacity to produce semiconductor-grade materials [2]. - The industry is also facing fierce competition from established semiconductor hubs like China, Singapore, Malaysia, South Korea, and Taiwan, which have spent decades building their ecosystems [5]. Group 2: Talent and Skills Development - India possesses nearly 20% of the global semiconductor design workforce, showcasing its strength in chip design, but there is a gap in specialized skills required for semiconductor manufacturing and testing [3]. - To bridge this skills gap, companies are focusing on skill development, and the government is collaborating with industry and universities to create targeted courses for semiconductor manufacturing, assembly, and testing [4]. Group 3: Government Support and Investment - The Indian government is prioritizing the development of a complete semiconductor supply chain to reduce reliance on imports and has implemented various incentives to attract investment in semiconductor manufacturing projects [5]. - The success of India's semiconductor industry will depend on ensuring long-term domestic and export market demand for chips [5]. Group 4: Technological Advancements - As India establishes its first manufacturing facilities, it faces the challenge of keeping pace with rapid technological advancements in the semiconductor sector, which may require substantial capital investment to remain competitive [5]. - The establishment of a complete semiconductor ecosystem is crucial for India to become a major player in the global chip industry [5].