公众号记得加星标⭐️，第一时间看推送不会错过。 印度联邦政府部长阿什维尼・瓦什诺于 1 月 2 日（周五）表示，凭借本国的人才储备优势，印度有 望在 2032 年前跻身全球半导体制造四强，并在 2035 年成为该领域的头号强国。 这位电子和信息技术部部长指出，今年将有四家芯片企业正式投产，届时全球几乎所有头部汽车及电 信企业都将从这些印度本土工厂采购半导体产品。 瓦什诺透露，根据 "印度半导体计划"，印度政府迄今已批准了 10 个制造项目，其中包含 2 座晶圆 厂以及 8 个芯片封装、测试与组装项目，累计投资额高达1.6 万亿卢比。 他进一步说明："去年启动试生产的工厂将率先转入商业化量产，这两家企业分别是凯恩斯电子与中 央电力电子公司。美光科技也已于近期启动试生产，预计将于下月正式投产。位于阿萨姆邦的塔塔半 导体工厂将在年中启动试生产，并于年底实现商业化量产。" 此外，在 "设计关联激励计划"（DLI）的支持下，印度政府已助力 24 个由初创企业主导的芯片设计 项目落地，项目总价值达92 亿卢比。 瓦什诺强调，业界之所以看好印度在半导体领域的领导地位，核心原因在于政府对本土人才培养的高 度重视。 他指出，目 ...

Group 1: India's Semiconductor Ambitions - The Indian government aims to become one of the top five semiconductor manufacturing countries by 2030, driven by the need to enhance technological capabilities, boost economic growth, and reduce reliance on imported chips [3][4] - The "India Semiconductor Plan" was announced in December 2021 with a budget of ₹760 billion (approximately $10 billion) to support various semiconductor manufacturing initiatives [3] - The revised plan, announced on June 1, 2023, includes up to 50% financial support for project costs and emphasizes the importance of developing a "trusted source" for semiconductors for national security [4] Group 2: Key Projects and Investments - Three semiconductor manufacturing projects were approved by the Indian federal cabinet, including a ₹110 billion ($11 billion) wafer fabrication plant in Gujarat, a $3.26 billion packaging and testing facility in Assam, and a $915 million packaging plant in Gujarat [5][6] - Micron Technology has committed to investing $8.25 billion in a packaging and testing facility in Gujarat, with total project costs reaching $2.75 billion after government subsidies [6] - A new semiconductor manufacturing plant in Gujarat has been approved with a government investment of ₹33 billion (approximately $4 billion), set to produce 6 million chips daily for various industries [7] Group 3: Challenges Faced - Several semiconductor projects have faced significant delays and cancellations, including a $19.5 billion investment by Vedanta and Foxconn, and a $10 billion project by Adani Group and Tower Semiconductor [9][10] - Labor disputes have emerged, notably at Samsung's factory in India, where workers demanded significant wage increases and better working conditions, raising concerns about the manufacturing environment in India [10] - The Indian semiconductor industry struggles with a lack of local expertise, reliance on foreign imports for raw materials, and limited domestic chip design capabilities, which hinder cost-effectiveness and competitiveness [11][12] Group 4: Future Considerations - The Indian semiconductor sector may benefit from focusing on packaging and testing rather than solely on manufacturing, allowing for a more strategic approach to integrating into the global semiconductor supply chain [12]