这个国家要卷成熟节点

Core Viewpoint - India is focusing on mature node manufacturing (28nm to 65nm) rather than competing in advanced technology led by TSMC, Samsung, and Intel, aiming to fill supply chain gaps and build necessary skills and infrastructure [1][3] Group 1: Government Initiatives - The "Semicon India" initiative launched in 2021 has a budget of $8.7 billion and has approved 10 projects across six states, with total investments reaching $18.3 billion [1] - Recent approvals in Odisha, Andhra Pradesh, and Punjab have further expanded the initiative, with commitments from major companies like Tata Electronics, Foxconn, and Micron Technology [1] Group 2: Market Dynamics - The demand for mature chips is increasing in sectors like automotive and industrial applications, which could lead to profitable opportunities despite being traditionally viewed as low-margin products [2] - Analysts warn of price pressure from Chinese foundries, which have costs over 10% lower than India's, highlighting the need for strategic partnerships to avoid oversupply [2] Group 3: Long-term Implications - The focus on mature node manufacturing is seen as a way to enhance supply chain resilience amid geopolitical tensions, making India a more attractive partner in the global industry [5] - The semiconductor component market in India is projected to grow to $30 billion by 2026, driven by local and global demand for mobile devices, wearables, electric vehicles, and robotics [5]