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印度芯片,想多了!
半导体行业观察·2025-06-29 01:51

Group 1 - Taiwan's Guangzhao announced the bankruptcy of its subsidiary, Qunfeng, due to intense competition in the consumer electronics market, leading to continuous losses despite operational adjustments [4][5] - Guangzhao's main business focuses on semiconductor photomasks, accounting for 90% of its operations, primarily serving small and medium-sized IC design companies in Greater China [4] - The partnership with India's Kaynes Semicon for IC packaging cooperation has ended due to unmet commitments from Kaynes Semicon during the collaboration [6] Group 2 - The slow progress of India's semiconductor self-sufficiency initiative has been highlighted, with mixed results from various partnerships, such as Foxconn's withdrawal from a joint venture with Vedanta due to disagreements and lack of government support [8][10] - Other companies like Powerchip have cautiously engaged in projects in India, focusing on building a 12-inch wafer fab while avoiding operational involvement to mitigate risks [11] - The Indian government has sought collaboration with major Taiwanese semiconductor firms, but many have declined, indicating the high difficulty of developing the semiconductor industry in India [11]