Indian semiconductor ecosystem: News, Updates & Discussions.

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India's chip startups cross from prototype to production - The Economic Times

Indian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pilots and aiming for large-scale output by late 2027. Government incentives are accelerating this progress, but worsening global supply chain pressures...
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Reactions: batman, Choice_of _inevitability and Asterion Moloc
Choice_of _inevitability said:
That fab in IISc, they demanded 3000 crore, they got 300 crore.
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is that maybe the in initial investment while the rest may come later?

lmaoxd said:
sure But India has a stated ambition for lower nm nodes. Tata and PSMC have alr sent a proposal to the gov to upgrade the current fab being built to go down to 14nm.

Whether the stated ambition transitions to reality is yet to be seen but clear steps are being taken for this to happen. You have partnerships with IMEC and IBM and now ASML(although this is more for the machines in the current fab). Lets see. We will know approx 5ish years from now ig.
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Hope we also start manufacturing ram's, processors and fast storages because the current market price is way too high for these components.

Gautam said:
https://twitter.com/x/status/2038624448442466489

View attachment 50854


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So no ATMP facility currently?
 
ehhh i was hoping for a 20B+ fund but I guess the electronics fund got the extra 40k cr by using taking away some money from this fund. i do hope this brings in proper large scale display fabs though so that we can finally source fully domestic displays for mobiles and what not.
 
lmaoxd said:
ehhh i was hoping for a 20B+ fund but I guess the electronics fund got the extra 40k cr by using taking away some money from this fund. i do hope this brings in proper large scale display fabs though so that we can finally source fully domestic displays for mobiles and what not.
Click to expand...
m.economictimes.com

Dixon Technologies in talks to set up $3 billion display fab unit in India

Noida-based Dixon Technologies is in discussions with a global tech company to establish a $3 billion display fabrication unit in India, aiming to localize production and reduce import reliance. They are also finalizing a joint venture with an overseas manufacturer to expand into high-end...
m.economictimes.com m.economictimes.com
https://twitter.com/x/status/2077621112238936144
 
Dixon Technologies in talks to set up $3 billion display fab unit in India

Noida-based contract electronics maker Dixon Technologies is in discussions with a global technology company to set up a display fabrication (fab) unit in the country entailing an investment of nearly $3 billion, said its managing director Atul Lall.

The company is also in final discussions with a large overseas original design manufacturer to establish a joint venture for expanding into high-end product categories such as notebooks, servers and IT products, he said.

"We are in active discussion with a global technology partner for setting up a world-class display fab. Currently, India relies heavily on the import of displays. A foray into the segment will aim to localise production and bring greater control over the supply chain and cost efficiencies," Lall said on an earnings call with analysts late Monday, after the company announced its third-quarter results.

"We are awaiting the rollout of policy guidelines under ISM (India Semiconductor Mission) 2.0 by the government of India to take this project forward. This will significantly enhance our value addition," he said.

"A large part of that capex should be subsidised by the government. Our share of capex contribution should be lower, but the overall capex requirement for a display tab is around $3 billion." Under the earlier ISM guidelines, the Centre offered a 50% capital subsidy on pari passu (equal footing), while certain state governments offered 20% on pari passu.

"It is an extremely attractive project with hugely margin accretive and a very fast payback period," Lall said.
 
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