印度首家晶圆厂：28nm，5 万片

Core Viewpoint - The establishment of Tata Electronics' semiconductor manufacturing plant in Dholera, Gujarat, marks a significant step towards India's self-sufficiency in semiconductor production, with an investment of ₹910 billion (approximately $11 billion) [1][5]. Group 1: Investment and Infrastructure - The Dholera plant will process up to 50,000 wafers per month, focusing on 28nm, 40nm, and 90nm process nodes, which are still in demand for power chips, automotive MCUs, and industrial applications [2]. - The Indian government has invested ₹760 billion in the "Semiconductor India Program," laying the groundwork for this initiative, with Tata's plant being the first major outcome [4]. Group 2: Technological Collaboration - Tata's collaboration with Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC) and Japan's Tokyo Electron ensures access to mature intellectual property and world-class machinery for the plant [2][3]. - The Dholera facility is designed to be an AI-driven factory, utilizing machine learning for yield optimization and predictive maintenance, which is a first for Tata [2]. Group 3: Strategic Implications - The Dholera plant signifies a shift in India's semiconductor landscape, moving from reliance on foreign fabs to establishing a vertically integrated semiconductor supply chain within India [3][5]. - The plant is expected to produce sample chips by the end of 2025, aligning with India's ambitions in AI, telecommunications, and military-grade electronics [3]. Group 4: Future Plans - Tata plans to build two additional wafer fabs in Gujarat over the next five to seven years, along with an OSAT (Outsourced Semiconductor Assembly and Test) facility in Assam [2][5]. - The establishment of these facilities is not just about manufacturing but also about creating a sustainable ecosystem for semiconductor production in India [2][4].