印度要自研2nm GPU

Core Viewpoint - India is aiming to develop its own 2nm GPU by 2030 to reduce reliance on foreign companies like Nvidia and strengthen its domestic AI capabilities [1][2]. Group 1: Development Plans - The Bangalore-based Centre for Development of Advanced Computing (C-DAC) has received $200 million in funding to develop the GPU, with a preview expected by the end of 2025 [1][2]. - The early prototypes of the GPU will be produced by the end of this year, with plans to create around 29 units for testing [8]. - The goal is to have the GPU integrated into C-DAC's cloud servers and supercomputers by 2030, enabling local researchers and startups to build AI models [4][9]. Group 2: Cost and Production - The cost of India's GPU is projected to be 50% lower than Nvidia's current chip prices [2]. - India is likely to collaborate with TSMC for large-scale production, as it may not have a domestic manufacturing facility ready within the next five years [2][4]. - C-DAC's annual capital fund allocation for FY24 is 10.56 billion INR ($1.22 million), with an increase expected in FY25 [5]. Group 3: Geopolitical Context - The U.S. has the ability to restrict access to critical chips for countries like India, prompting the need for India to develop its own chips [4]. - The push for indigenous chip development is also driven by security concerns related to dependence on foreign supply chains, particularly from China [5][9]. Group 4: Challenges and Industry Insights - Building indigenous chips faces challenges such as high licensing costs for electronic design automation (EDA) tools and the complexity of GPU design processes [10]. - Industry experts emphasize the importance of creating proprietary semiconductor IP to enhance domestic value and reduce reliance on foreign patents [10].