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]

值得注意的是，Nexchip虽面临面板相关DDI拉货放缓的挑战，但有CIS、PMIC产品维系出货动能， 2024年第4季营收季增3.7%至3.44亿元，市占排名上升至第九名，为此次唯一有变动的名次。PSMC 则因记忆体代工与消费性相关需求皆走弱，营收季减而排名滑落至第十名，但若以2024全年情况来 看，PSMC营收仍略高于Nexchip。 END 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自经济日报，谢谢。 根据研调机构集邦（TrendForce）最新调查，2024年第4季全球晶圆代工产业呈两极化发展，先进制 程受惠于AI Server等新兴应用增长，以及新款旗舰级智能手机AP和PC新平台备货周期延续，带动 高价晶圆出货增长，抵销成熟制程需求趋缓带来的冲击，前十大晶圆代工业者合计营收季增近 10%，达384.8亿美元，续创新高。 集邦表示，随着美国川普新政府上任，新关税政策对晶圆代工产业的影响开始发酵。其中，因应电 视、PC/NB提前出货至美国的需求，2024年第4季追加急单投片的情况延续至2025年第1季；此外， 中国大陆政府自去年下半年祭出的以旧换新补贴政策，带动上游客户提前拉货与库存回补动能 ...