Core Viewpoint - India is implementing a "semiconductor plan" to become a global chip powerhouse, but faces significant challenges due to its late entry and limited local industry presence [1] Group 1: Current Status and Investments - India has approved 10 semiconductor projects with a total investment of 1.6 trillion rupees (approximately 18.2 billion USD), including two semiconductor manufacturing plants and multiple testing and packaging facilities [1] - The largest project is a collaboration between Tata Electronics and UMC to build a semiconductor manufacturing plant in Gujarat, valued at 910 billion rupees (approximately 11 billion USD) [3] Group 2: Ecosystem Development - Experts emphasize that India needs a vibrant and sustainable ecosystem beyond just a few factories, including factors like talent, tax policies, and labor costs [2] - A new policy was introduced to support the manufacturing of electronic components, addressing a key bottleneck in the chip industry by providing financial support to local manufacturers [2] Group 3: Future Outlook - The next 3 to 4 years are critical for advancing India's semiconductor goals, with significant challenges in establishing silicon chip manufacturing and overcoming technical and infrastructure issues [4] - There is growing interest from medium-sized companies in establishing chip testing and packaging departments, which could present a major opportunity for India [4]

2022年，该国还调整了战略，不再仅向制造28纳米及以下芯片的工厂提供优厚激励。对于芯片而言，尺 寸越小性能越高，能效也更好。通过在同一空间容纳更多晶体管，这些芯片可应用于先进人工智能和量 子计算等新技术。但由于这种做法无助于印度发展新兴半导体产业，新德里现在为所有制造工厂(无论 芯片尺寸)以及芯片测试和封装项目承担50%的成本。 来自中国台湾和英国的晶圆厂，以及来自美国和韩国的半导体封装公司都表示有兴趣支持印度的半导体 计划。埃泽尔称："印度政府已拿出慷慨激励措施吸引半导体制造商"，但他强调"这类投资不可能永远 持续"。 漫漫长路 智通财经APP注意到，印度志在成为全球芯片产业的重要参与者，但面临的挑战十分严峻：行业竞争激 烈，且在先进芯片制造竞赛中印度属于后来者。 2022年，当美国限制向中国出口先进人工智能芯片以遏制北京获取尖端技术时，全球半导体自主竞赛拉 开序幕。这对印度而言是一个机遇：该国希望减少对进口的依赖，为战略领域保障芯片供应，并从转移 出中国的全球电子市场中分得更大份额。 印度是全球最大的电子产品消费国之一，但本土芯片产业几乎空白，在全球供应链中扮演的角色微乎其 微。新德里政府的"半导体使命 ...