Indian Government's MASTERPLAN to take control of the SEMICONDUCTOR CRISIS by beating China
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- เผยแพร่เมื่อ 11 ก.ย. 2024
- thethinkschool...
VIDEO INTRODUCTION:
The Semiconductor crisis has been one of the most critical economic threats looming over the world economy for 1 year now! This crisis has been so bad that Apple lost 6 billion dollars in revenue, Maruti had to cut down 60% of their production, Mahindra had to cut down 20 of its its production, Hp has increased its printer prices by 20% and the auto industry itself has already lost 100 billion dollars in Revenue due to Chip shortages.
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#thinkschool #semiconductorcrisis #indiavschina #atmanirbharbharat #semiconductorchip Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost. Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.
*This channel is gold in terms of analysis and research!* 👍
If @ThinkSchool can also cite the references of their research, it will be more reliable. Just saying we lost 100 billion dollars is a bit dubious.
Just leave the references and people who are bit skeptical believing can help correct it. Also its more professional.
@@maddy2419 Are you expecting references from a youtuber! I've never seen someone putting it in discerption.
@@maddy2419 no one is forcing u to watch or believe!! Don’t watch. Just don’t carp around!
@@anon7641 💩face, looks like you just watch videos, fantasize. Thats good, no complains. But for people who are a bit more intellectual, the references help a lot, and it helps them fact check.
I was new to the channel, I need some way to trust the content. Now I recommended this channel to my fellow colleagues because there are references to back what ThinkSchool is saying. And those are being very helpful in reading and assignments
@@anon7641 If you watch till the end of the video, or open description you will see references in new videos. In your FACE!!!
Thank you so much @ThinkSchool.
You can’t just scream “Bhakt” and ignore everything the government does.
14 yo neo athiest liberals be like - ArEy MUdi bhAKT LooooLllzz
@druvrathee
@@mayurpl7836 lol how could you say something so controversial yet so true
@@tsundoku97 he supports govt. when it does something right its banarjee I cant tolerate he is just obnoxious at this point
@ abijit sir is good but yeah duggal sahab se pata nhi kyun hate nhi hai mujhe bas thoda jyada leftist hai wo mere liye
If India don't enter in semiconductor manufacturing then in near future we'll have huge import burden like India is facing in crude oil import now
Even more bigger problem as atleast these Arab countries were not our rivals but china is our biggest enemy and is going to create huge threats in near future (you would know about it if you follow geopolitics) so even if currently India faces any losses still govt should continue this program
@@ektasingh225 Exactly, combined with the fact if China invades Taiwan while war is going on all supplies of chips will be stopped causing a massive shortage that world has ever seen.
good point, and already modi has intiated the renewable source of energy projects in India and also made announcements to make 30% of Indian automobile market a EV market by end of this decade at most I guess.
Also various automobile companies has launched their EVs and the upcoming projects for renewable source of energy will be a great leap towards net zero emission target.
quite true. for your info, China imports 350 billions dollars of semiconductor chips in 2020.
@@cheval63sg use it to manufacture and assemble more costly devices and sell it throughout the world to get even more money . While India is importing for domestic needs mostly
I must say that BJP is handling or at least approaching structural problems much better than previous parties (semiconductors, tried to bring farm laws, privatization etc).
It is just that these problems are so tough to solve with a limited budget and our diversity, that it takes time....
Not sure about their fiscal and economic policy though since I am not an expert
We want BJP to rule in maharashtra
Because of BJP apple company were almost wanted to manufacture iPhones in maharashtra
Privatization is not really a good thing tbh, abhi mereko gali mat dena im a bjp supportrr too
बीजेपी आंध भक्ति
@@melroy1902 चुप अंधविरोधी।😆
@@brrrboiplays97
For every thing, there should be a dedicate enterprise which has the expertise.
Govt. should act as facilitator not knit picking everything.
We should have our own world class tech companies.
US: We have advanced design.
Japan: We are expert in silicon wafers.
Australia: We have resources.
India: We have People.
Skilled engineers and world needs no proof for that.
QUAD should involve Taiwan , South Korea who are leaders in SC Chip fabrication and manufacturing.
@@prashanthacharya9385 the meaning of the quad is 4, if they include those countries it won't quad anymore. :)
@@pokefun3567 QUAD + SK + Taiwan = Hexa 😅
But India too is a semiconductor design powerhouse(a very lesser known fact)
I am an Electrical Engineer. I came back from US in 2004. In 2008 when Intel wanted to open a chip manufacturing plant UPA was sleeping. Forbes magazine has covered their incompetence in more detail please do read. I am not political. I don't have time for politics. My life is busy as it is. The seriousness with which NDA is trying to bring electronics manufacturing and semiconductor manufacturing makes me say "Jai BJP Jai Modi". People who study electronics and still end up in IT will understand our pain and our likeness for this government.
i can say india was sleeping.... by the way sir i am doing mechatronic 2nd yr ... i really felt what you say regarding IT and so.. but i am interested in robotics, sensors.. and stuff... and might be we have opportunity for that in future.
haha andhbhakt....
aisa terko koi bolega bhai abhi
You are 100% correct bjp is trying
@@agamer8488 haha bro tumne toh mujhe starting me confuse kar diya
Chal be andhbhakt. Can't you see the rising fascism in this country? Only because of Godi media watchers like you, our country is shifting away from democracy and will become a dictatorship. People like you are to be blamed for that.
Perfect topic, people need to get insights about the semi conductor chip shortage and also how central govt. is turning it into opportunity...
Perfectly said..
Yes, just like they handled COVID very well.
@@Mr_Rain_Forest ok mr forest..
@@sachchidananddubey58 please look down where so many peoples are suffering for daily wage and proper food and clean water.Malnutrition problems also there.many families yet to recover from previous lockdown.Rate of unemployment will make different problems in future.So many problems out there my friend.we can't ignore his question because in one point of view he is right.i agree with your view.We did a great job on vaccination drive.But it's a duty of our government.
@@kathirkamanvelu8576 ok mr vellu..
I didn't seen any person making this much effective analysis on country or on business strategies....
Ur really greatest bro....
I am saying thanks from heart ❤
Thank you so much ❤️
@@ThinkSchool ya actually bro yours analysis on these topics are very deep like prashant sir in geopolitics we get feeling of genuine effort in ur vdos the facts on the topic u give the paperwork u give are very important for our analysis too .....so I m here to thank you 😊 I want to ask u that can you please make a vdo on the topic how "you" make vdo and how do you find topics to Do vdo on as this will be different from ur daily vdos and many of like me will like the idea of this vdo and actually from that I can also do analysis like u 😁😁
Western propaganda media failed to divide China and China GDP surpassing criminal America GDP in 2028 . Western media trying to divide India now. QUAD already disintegrated.
Do a proof read before you post. "I didn't see.." Stop embarrassing us.
@@samuncle5601
Thank you CPC Apparatchik ! Sorry to say that your "propaganda" doesn't cut any ice here. Try your tricks somewhere else.
Earlier I was so confused about what I could do in future as just a 12th class student but thanks to you the world has opened more and now more and more opportunities are in front of me. Thanks for increasing the view range and observing things from different angle
Western propaganda media failed to divide China and China GDP surpassing criminal America GDP in 2028 . Western media trying to divide India now. QUAD already disintegrated.
@@samuncle5601 I don't think what you said is related to my comment
@@ravituteja6042 It's a bot lol
@@raunakshahi yes maybe
Go brother go and grind 🔥
Since it’s time consuming & complex process so we can’t say its failed.
20k engineers are already working in design & likely to grow up to 5million in next 2-3 years when production hits the market. Patience is the thing we need to do right now.
@Resonance ,. ye lo Pessimism by blindnesses ka 8 wa Ajuba… kuchh ata pata bhi hai about its precise insights ?
Apna muh band karke apne Guru rahul Gandhi ko yaad karle Mandbuddhi idiot 😂😂😂😂😂
Semiconductor R&D is not child's play, it takes the best of the brains and expensive labs just to train students to become productive in the field. The state of VLSi labs in the country and the outdated AICTE curriculum doesn't help either. It is not like IT where you need just a laptop and a 3 month training to make someone productive. So saying that skilled 5-6 million engineers in the Semiconductor domain will spring up in such a short duration is nothing but a fantasy. Also the market doesn't need that many engineers in that domain. Just 40-50k really talented engineers will be more than enough to meet our demands. Though it would take an investment of 10-20k dollars per person to realize that. It's not going to be easy. IIT Mumbai has the only researchable fab center in the country and the tech they use belongs to early 1990's. Just upgrading that to a 28nm process will take 500mn dollars. This is the tech being used by most of the car companies. With that we would be able to produce only 100-150 engineers in a year. I don't see semiconductor fabs coming to India anytime soon. The best we can do is to manufacture PCB's which the IC's imported from US , Korea and Japan. Even China struggles bigtime when it comes to semiconductor fabrication. SMIC the chinese semiconductor giant produces chips with 28 nm fab process and cater to only domestic demands for credit cards and cars. Chinese have invested roughly 80BN dollars in last 10 years to progress in the domain and that too hasn't been enough.
@@AjayTiwari-en9nz you wrong. They have come here.
Don't know what others think but i feel this govt policies are working tremendously well in every sector possible. We are slowly catching up with the western world and we have even crossed their achievements in some aspects like DIGITAL PAYMENTS. we are embracing the Green Energy, EVs & our Made In India policies helped us gain a considerable market share in electronics manufacturing & soon we're gonna make a huge leap forward in Semiconductors manufacturing too..
Future is Bright. Policies are good 🙏
Let's hope for the Best 🇮🇳
Yess 🔥🔥🔥
" Rich are becoming richer , poor are becoming poorer "
You Fascist Andhbakt..
Dhruv Tatte Fans will come and say this to you.
@@NicolastheThird-h6m true
@@NicolastheThird-h6m * people using brains are becoming richer others are not
Good to see our government is focusing on that sector which will play important role in future, other private sectors like vedanta tata invested crores
Love your videos as always👏👏
lmao Indian government is more socialist than the so called communist China India is so gay and so are its people that it will keep dreaming about becoming a super power and keep being a welfare poor man's hallucination paradise.
@@flaminmongrel6955 Who hurt you ?
@@flaminmongrel6955 understandable you are a pissed of 12 year old pakistani because
1) imagine using GAY as a curse word
2)china is communist for name sake but its actually capitalist
3)how tf is indian government socialist?
@@flaminmongrel6955 cry more and more. just how childish your brain is everyone can see
@JUST A HOMO ERECTUS what scemes?when government sells steel plants they shout for selling government property and when he dosent they shout bjp is socialist does it even make fucking sense
Could you talk about the importance of companies that recycle old tech products and the importance of the supply chain of the recycled materials to usable ones for semiconductor manufacturing in another video ?
It is good that we are taking advantage of the "chip" crisis in the world. We shouldn't falter in getting the best Si foundry in the world, with the automated latest controls. And India should help the global car industry in regaining its health. This foundry is eluding India for the last four decades.
This is a Masterplan for future of world and future of India 🇮🇳
It’s like striking the iron when it’s hot
But no one appreciate the work done by govt 🙁.. But only failure remembered
I appreciate Modiji,modi ji is doing great work,I will definitely vote for BJP in next elections
@@amrit5679 jetiya
bhai appreciation to chodo opposition party to bss dange krne me lgi........Bjp pasand ho ya na ho prr congress to bc boycott krne laayak h
abhi toh sirf meeting hua, kuch results aaya kya? 😲
@@batfleck897 jai Jinendra bapuji 🙏
5:42 Earlier even I faced the same problem understanding geopolitics and current affairs ka complications... Anyone whose facing this- follow Study IQ and World Affairs!! Great resources to understand the geopolitics and internal political impact on economy and business...👍🏻
Even I too watch these vedios
yup truly said
World affairs ❤❤❤
Same brother...
@@mukeshmahato2429 PD our hero.
India is also a leader in chip design. The only missing puzzle piece is fab foundaries which is the most difficult part.
Lmao india isn't even leader in chip design.
@@user-lx7kx1dd3q Says who? There's a video over this particular topic on Asinometry. The channel ith kangroo face. Go have a look.
@@KejriwalBhakt said by semiconductor market analysis. In chip design US is a global leader, second is Taiwan, third is China. You can find my comments about this in Asinometry.
@sarkar souvik do you have any idea how a country get a title as global leader in any field?
@@user-lx7kx1dd3q And comment being absolute trash. One has to know things to hype it in first place. I believe you are just another salty Indian tryna score some brownie points serving your masters. You pull out the data on country wise basis completely disregarding the talent pools that those companies have. Genius move!!
And yes, Vedanta is investing 10 billion dollars ad its confirmed along with Intel. You see chip manufacturers trust Indian companies more than Chines with IP theft issues. You know the reason, isn't it?
A video on Metaverse, web3 companies and the business opportunities in that space would be great .
I think it has a lot of potential and it's gonna grow at a phenomenal pace in the near future . Would love to see think school teaching about this .
Who wants a video on Web3 and metaverse ,like this comment so that Ganesh Could see this❤️
You are at wrong place. Here you will found businesses who became successful. Or just some trending information about it. Better start exploring those communities where people are trying various ideas in that tech.
Bank ssc pe de badjaat
Web3 is definitely a buzzing topic.
While Ganesh has made a video recently on this, we too published an insight into Web3 and Metaverse. If you'd like, you can check it on our channel
Or here for your ease -- th-cam.com/video/aTTitI8V7jU/w-d-xo.html
See you in the meta👋
One of the most knowledgeable videos about the semiconductor shortage. Issues and solutions very well addressed!
Kudos to the Think School team
Thank you so much ❤️
That's modi for you, joo Mrzi bol lo modi use the power in best way compared to others 🔥 Namo
People calling him a bhakt while he unbiasedly also covered the problems with farm laws
Normal Indian citizen:- India is developing in every field
Le 12yrs keyboard warrior:- Bhakt sanghi RSS
@@harmony202 -- You say one half-decent thing about the Government, especially the current one, and you'll be branded for life.
That's the Left, and Opposition for you in a nutshell -- my way, or the highway; which they couldn't build much of to begin with, LMFAO!
India doesn't have uninterrupted power and clean water supply for chip manufacturing, that's why India failed to attract chipmakers last time.
india failed to attract last time , but aint you aware of news that tsmc and intel is going to setup factories in india
This time it's different
ISMC signed MoU to set-up 3 Billion worth Semi Conductor manufacturing plant near Mysuru
Other than this
Tata is looking for 300 million investment to make its own chips for Tata motors and other industries
TSMC Vedanta formed JV to manufacture chips in India Vedanta will invest 20 Billion over next 20 years
Intel is also looking to open a fabrication unit
India is now focusing on Semiconductor, Solar Modules manufacturing, Green Hydrogen production, Automobiles manufacturing especially EV and renewable ones and Drones which has potential to make India a superpower
If we can provide 10 Billion as incentive we can easily provide Industry grade water required for Semiconductor manufacturing
And coming to Powercuts previous attempt was made in 2015 where India a gaint elephant which just started to make moves and now we are seeing the impact
Remember when an elephant makes a move impact will be huge
Dragon is just myth
@Sai Praneeth Mullapudi -- Signing MoUs is one thing, executing them is whole another ball-game.
HSMC had signed multiple MoUs and had multiple meetings with AMD and GloFo for starting chip manufacturing in India, all the way back in early 2014.
Nothing happened, they chickened out as investment and setting up chip manufacturing is an unbelievably capital intensive undertaking, and you have to wait literal year to even come close to breaking even. Similar to setting up a nuclear reactor for power generation.
China has been able to undertake chip manufacturing becasue they can just print money and be completely unaccountable to anyone regarding anything. Trying doing that in India, or any other country.
@@BlackMambo5 it will be executed
Construction of first Semiconductor Manufacturing plant is highly likely to be started by this year end
India of 2022 is entirely different from India of 2014 interms of everything Iam not making a political statement there are some valid reasons
-Incentive outlay is huge this time
-Uninterrupted power can be provided today easily which was not that possible in 2014
-Better infrastructure by the time construction of plants get finished dedicated freight corridors and expressways will be finished (Since the location of plant is near Mysuru I think Chennai-Bengaluru-Mysore DFC will be fast tracked)
--***This time India is digitalized heavily and the demand for electronic products is growing at a very rapid pace covid even accelerated this demand in global scale which led to shortage of semiconductors...Just India's demand for semiconductors is likely to cross 100 Billion in near future... So to meet demand Semiconductor manufacturing will be done in India mark my words
-Today the global scenario is very different from that of 2014
-The issues in Supply Chain management is real Covid exposed everything and showed how dangerous it would be to depend on one country for supplies even the tensions between Taiwan and China is leading many governments of countries to aggressively push to manufacture semiconductors in their own country
-On record level there has never been such a push for becoming self reliant
-Even the ease of doing business and ease of starting business rank in 2022 is better than 2014
-This time Government is ready to give incentives in Capital Expenditure of the company
So this time it will be implemented for sure
The saddest part is, we dont hear these things from news channels of india...
This is what the TH-cam should be all about. Knowledge. Knowledge and knowledge.
I live in Canada. Booked new vehicle in 1st week of December 2021. Probable delivery between April to June 2022. Not to forget very high prices due to shortage
Building a Fab requires an Indian company who knows business tech to run a semiconductor business.
Now the actual issue,
1. TSMC only can manufacture 5nm chips
2. Samsung will start this year for 5nm chips
3. Intel will take another 2 years to reach the 5nm chips.
India will take atleast 7 years to reach 5 nm chips.
The point with chips fab is that you need to be able to create what clients want. Not the other way round.
Looking at your comment shows that you have no clue about semiconductor manufacturing. It's nm not mm. 7 years? India doesn't even have 25nm production plant currently in operation but now you talked about gaining the ability to develop 5nm process node
typo: nm, not mm
In recent news intel announced that it will soon or very later start it's production in India for 3mm chips.
@@dhruvg8472 da hell. Intel is yet to reach 5nm and now you are saying they are going to produce 3nm chip? That alone shows you are lying. No need to mention the news that's clearly fake.
@@user-lx7kx1dd3q yes it is,you don't need to believe it 😍
basically , india didnt have the optimum locations , facilities , subsidies for companies , apt law and order for the chipmaker companies to establish their factory units in india. moreover, before the recent initiative , the GOI never proposed any particular policy or encouragement measure regarding the chip production to be taken place inside india. lets hope now for a bright semiconductor future in indian markets.
I work in a automation industry. We need to wait 9 months for Plc which are brain of control panel.
This will effect our customers who are pulse and flour processing plant.
Some amazing insights into the whole semi conductor circus that is going on around the world. A must watch video for those who are into the electronics / IT / Sharemarket etc. Keep bringing in more such topics. Thanks a lot.
Another major take away is the fact that, with Mr Modi at the helm of this great country, the major stake holder who were holding the world to ransom on the semiconductor front are now facing the heat with his policies and development strategies. With a whole nice bunch of industrialists at the helm of the affairs of some greatly capable manufacturing houses in India, China and other players in the market know very well that they are in for a hard time in future and that again is the major reason why the country is facing so much of issues on the political front.
Though i dont want to bring politics into this, but cannot help say that it is these disgruntled parties elsewhere in the world who are playing this political game against the country and its present govt, through some good for nothing third parties who are members of the various political parties in this country.
God bless the present govt and all those who are handling the matters in the right manner.
Good and worthy comment 👍
Thanks for opening a perspective. PPL do be unaware. Thanks
And this is why Modi travels. And people very easily say that he is not interested in India
I was planned to make 70k pc but right now graphic card price is so high same card was around 16/19k last year right now they are around 46k to 52k WTF.
same bro gc price increase in last 5 month
Bcoz of crypto miners. GPU's are not only costly they have out of stock as well.
You are awesome, who are you anyway? Thanks in advance if you answer my question.
Perfect narration with ZERO errors and perfect flow of information!
I am sure Indians like you will beat US which harbors Indian labor for everything!
I hardly know the technical side of computer parts but this young guy has explained the future in very precise and easy to understand manner.
BJP: Tries to make India a semiconductor hub
Congress: So what, secularism is in danger, this is not the idea of India
Also the sh:ty socialist era
Congress💩
😂
even though 2020 was a very bad year for many of us yet it taught the whole world how dependence on any one country for any product can be so harmful to the global supply chain....and with the rise in artificial technology and automation in the future every country will try to become self-reliant...
The content this channel provides is really remarkable. Absolutely love all the deep information/analysis which he shares in such concise manner.
Indian Gov has announced PLI scheme for Semiconductors Manufacturing in India and also the Semiconductors company from Taiwan are in talks with GOI to setup its Plant.
20yrs?? To reach the target??
I'm glad government is putting up incentives and subsidies to help indain companies to work on this project...
But we can't wait for 20yrs to reach our target to overcome china..
Imagine the investment they gonna put in to boost up their economy in this segment.
As of now India is just a place for labor force for the west....
Until and unless we have our great engineers to work for our country, we can't achieve our goal of self sufficient India.
Giving subsidies to company won't be much of help...
Instead give increments to our great engineers working for the west...
This will make hell of a change in our future..
Jai hind
And also improving the engineering education, except IITs NITs and few other good colleges others are not able to impart the adequate knowledge, the curriculums are not updated. More practical knowledge needed to be provided, quality education will play a crucial role in taking our economy to high level.
Agree, improving quality of education is very important. Look at the latest university ranking in asia by qs. Even ITTs are way behind universities from small countries like singapore, malaysia, hongkong, taiwan, dont about universities from china, japan, korea
@@meghapant9325 however we improve our education sector, after getting it people will move to best capitalist countries , because that's where they are rewarded best. We need free market capitalism. That's the only solution to our problem, we need to reduce tax and govt red tape bs that slow our progress. Otherwise productive people will keep abandoning our nation and we will be left with mediocrity
@@vinayakms2206 Ofcourse you are absolutely right just improving quality education alone won't do much we have to twin it with the bringing companies and encouraging businesses in our country and creating better and more jobs otherwise what would educated people will do.
@@meghapant9325 we already have better education we just need to lower the tax rate and reduce govt bureaucratic red tape BS. Govt has too much control over business and politicians could destroy any business that don't bribe them. that's the problem in India. Ease of doing business is very low in India due to corrupt politicians and slow and useless bureaucratic mechanism in India. If we could improve our ease of doing business in India rich and productive people allover the world will fly to India and take us to the next level
This is new India we have faith in our government now. He won't let our head bow down. Great respect for the legend. Even if china taiwan war comes and it affect india in semi conductors in future we shall over come that to 🙏
Think School is a GOLD mine of Knowledge......Thanks Ganesh and Team....
Fantastic analysis and articulation. Thanks for the effort! More Indians should be made aware of the far sighted nation building that has been happening over the last 4-5 yrs such as the subject of this video and the Rupay / UPI revolution. Non political moves aimed at real development driven via long term structural shifts
i assume we missed the bus long ago, its tough to expect foundries in india, lack of skilled man power, lack of commitment from state govts and poor governance are main reasons.
Lack of skilled man power ?? Please correct. India is lack of slef made products.
true. we lost the semi conductor race long ago. these steps should have been taken in 2004-5
We actually used to be forerunner, but then the main foundry of India caught fire, destroying the progress and we never recovered from it. But lets hope we will bounce back soon. I'm not optimistic about this though
@@mukundasharma8693 race is beginning again
You’re worth for each ads that are paying to you. incredibly knowledgeable
Love your Content ♥️
Bro u really rock with your content.In this world of cringe on youtube,you are a fresh breathe of air.Pls make sensible and meaningful videos.Wish u good health
Thank you so much ❤️
Make in india 💪🐅🐅
Makes India 🇮🇳
Most important thing is that India have not Raw Materials for Semiconductor not Available in India but we can export Raw material on large scale but not easy to compete with MNCs 🤨
That can be only possible if these companies setup there plants in India like recently Tesla and Apple have entered, as then we don't need to export raw materials also because of new plants employment would be generated.. but for that both central and state government needs to work together.. that kind of laws where only that state's citizens could work in that particular state would be disastrous at this point
I heard news that tata have developed low cost material for semiconductor chip
That might help
What is that rawmetrial.
@@polestar5319 silicon
@@FirstnameLastname-cl4op 27% of earth is silicon how can there be less raw material, Mr Mukul
Your right those are done with electronics engineering we are not able to find job in semiconductor sector. Everyone are moving to IT so we are loosing good resources or shortage of talents in electronics sector. Majority of Indians don't have a experience in semiconductor technology.
Hey Think School!
I love...JUST LOVE your videos.
Can I know from what sources you do your in-depth research on topics like these.
It would help a lot of people as they can gain much more knowledge in their favourite topics!
Thankyou❤️
With all due respect,this video doesn't go over a major issue. The leading manufacturer of semiconductor is tsmc. China still hasn't caught upto the extremely technical semiconductors made in Taiwan,in spite of poaching many of it's talented engineers and having more financial leeway. There's a very low chance that India will make good semiconductors anytime soon even if they have the engineers and $10billion per manufacturing plant.
actually india is not setting up a manufacturing plant with 10 bn $ , this amount will be used to just give incentives to companies like tsmc , intel to set up manufacturing plant in india . Taiwan is not able to fulfill the growing demand and its in talks with GOI to setup plants in india , where as companies like intel have there R&D in india but have manufacturing plants in
@@over3429 because making a plant isn't hard, getting it to work will be
@@over3429 so it's just helping foreign companies with Indian tax money. Good job bjp
@@akhandbharat1593 if u reached on this conclusion after reading my comment than hats off to your IQ 🥱🥱
@@akhandbharat1593 th-cam.com/video/4OWmliLC3X0/w-d-xo.html
The semiconductor industry is quite resource intensive. I guess that the success of the scheme ultimately depends if the government is able to provide adequate land and pure water(water with no impurities whatsoever), this may need India to invest in desalination to prevent affecting both our water tables and to get the purity of water required.
Overall, being unable to provide the above two seems to be the biggest reason for failure.
This time the government is going to work with states to provide the required support.It seems even Taiwan, and the Quad are going to work with India, though I am not sure how far Taiwan will go to help India, since being a dominant player in semiconductor industry is thr islands main USP
A good effort but the environment in India, may not lead to the 100% success anyways even one major fab plant being made is a good achievement
Desalination is very very important. Tamil nadu is facing drought because of the automobile factories they have , lakhs of litres of fresh water gets used up leaving no ground water for human consumption. Water supply to industrial uses should be made available through desalinated water only.
@@anandmk99 agreed and here what is necessary is pure water so even if you get water from ground level, you will need to remove all impurities.
Best to desalinate and purify the condensed water vapout
Western propaganda media failed to divide China and China GDP surpassing criminal America GDP in 2028 . Western media trying to divide India now. QUAD already disintegrated.
@@samuncle5601 please explain how . You are creating your own propaganda here. Every nations has their own agent for their own benefits, there is nothing wrong. Do you think everything is westerners fault bcoz they were once powerhouse? Nonsense !!
@@SS-rz9ru Western propaganda media can not divide China and India into 10 nations now.
Good topic, semiconductor issue was been on my mind for long.
The outlay of funds for PLI scheme for semiconductors won't be adequate I thing because one semiconductor fab requires billions of dollars of investment and on top of that we have other concerns like disposing the ultra pure water that is required in this industry
Good, Hope India take the opportunity completely. Hope Indian always and only wins from now on. It is time for India to take its natural leading place on the world stage.
May you guys reach the Million Subscribers Club soon and beyond. Keep up the good work.
This looks like 7 more years to get actual production going. Realistically speaking considering how slow our rusty system moves and how expensive and complicated microprocessor fabrication facilities are.
If Taiwan government and Indian government joined hands With the help of private players we can easily build an plant But it's too hard considering Last 2 Taiwan companies in India Hijacked by Chinese funded Commies in india But we have strong government right now it's possible if they made efforts
No, maybe 5 years to the max, and that's fine
India should focus on educating our people and sending them abroad ! And then Indians living abroad should send some of their earnings back to develop our country..... Remittances by NRIs should be our main source of income !
Semiconductor industry will make our entire country a drought ridden state like Tamil Nadu where the majority of people have to stand in long queues to just get a bucket of water !
🖕 Semiconductors ! This government will make the whole country broke and then inflation will hit through the roof !
@@peterparker9954 communist from Kerala coming here wow wow 😳
@@sigmachadtrillioniare6372 I'm not a communist .... I'm stating the truth ! I am an Indian !
During the period of lockdown, since work from home started increasing and demand increased for the laptops and on the other hand Auto sector was down.
Electronic gadget making companies started buying these chips whereas auto companies didn't buy due to uncertainty. All the chip manufacturing companies operated more than their capacity. Once the covid crisis started decreasing the auto makers are finding it hard to get chips since they didn't buy them before.
Credits- I read about this in a Finshots Article.
We need another part on this topic as why indian failed to attract more chip makers and how we can contribute in this ecosystem.
@sarkar souvik No they are not. India had talks with Taiwan that's all. No companies have announced any plans to make fabs in india till now.
@sarkar souvik Source: Trust me bro
@@alexthampan9007 intel chips will be manufactured in india
th-cam.com/video/tghy956rl8c/w-d-xo.html
@@rihan5846 source:th-cam.com/video/tghy956rl8c/w-d-xo.html
Despite all this, some people r stuck on 'Modi Chor hai', like bruh he is full filing all his duties,from the core to the peak...
One think that worries me about that Quad Masterplan is that India will end up being the countrry that does the most pollution out of the 4 member countries. All the final manufacturing assembly would be done here.
You are doing great bro
Your analysis was very good and it was easily catching
Country needs analyst like you
Wow this is a must watch video who knows and understands the importance of Semiconductor Industry
Excellent video, very insightful & loved every bit , kept the great work going 👍👍
So under rated channel! Keep up the good work people
INDIAN Gov. Playing Revolutionary Steps to Revolutionize INDIA.
🙏🇮🇳🙏
The present govt is actually doing what we voted them to do.
Great work by the present govt.
Let's goo India.
Very good topic and interesting too.. Ir is very difficult to explain all in single video.. There is a scope to India growing too as in other aspects too..
This is what we call quality content 👌
There is no doubt that the human resource factor is very high in our country. We have nothing but gratitude to the Governments led by INC to have set up the finishing / engineering schools like the IITs, NITs, IIMs, and research facilities in many fields to enable countries like the USA to draw on our talent. Many private institutions were also subsidized to scale up their education. All this is among the factors which have now enabled us to enter into multinational agreements.
Thank you so much for your Case study. Being a stock market investors I always learn something valuable from your case studies. I have found 2 gems from this ..1. VEDANTA ( investing 60k cr. In semi conductor industry) 2. DIXON TECHNOLOGIES...( if some one is reading my comment then these are my personal view's , pls contact your financial advisor before investing)..as usual made your TH-cam Baba Happy..❤️💓
Thanks for the stock tip nitesh 🙏🏻🙏🏻
Western propaganda media failed to divide China and China GDP surpassing criminal America GDP in 2028 . Western media trying to divide India now. QUAD already disintegrated.
@@samuncle5601 Sure.
@@zeuspunz India should change political system and education system first. Indian democracy is feudalism it means 1% rich Indian rich people looting 95% poor Indian people. In open Feudalism democracy people don't follow rules and regulations and no disciplines, no law and order. All leaders are corrupted. In free election people choose wrong and uneducated corrupted leaders in India but In China all leaders are well educated and nationalists. There is no corruption and human rights violations and genocide in China. All propaganda Western media want to destabilize China now now through fake news.
@@samuncle5601 Sure. Can I also get the leaflet of the CCP propaganda? I also wish to spread the same CCP agenda. How much will I be paid?
Glad as an Australian to be a part of the quad partnership 👍
Great research man 🔥 this video was one of the most valuable from your list ❤️
Think school The ENTREPRENEUR'S SCHOOL🤩🤩
Yeah!!
Thank God we have a great government. For haters the government who atleast understood the this situation and hopefully we become the a powerful and rich economy
You r the best youtuber not only India but also Asia.....very good job....
Indian govt is visionary and taking effective steps on semiconductor , petroleum , arms manufacturing and export , world class roads and enhancing skills of youths.
Very informative and I am sure it will benefit a lot of interested enthusiastic people and the nation will benefit in the long run . Excellent work !!!!
Semiconductor(& raw material) is the fundamental element for a strong 21st century robust economy. Our future literally depends on that.
Raw material like?
@@arbaz79 Silicon
@@arbaz79 Rare earth minerals, not only silicon and also required tools, machinery, equipments apart from skilled labour, inshort an entire ecosystem.
@@arbaz79 -- Water, Sand, metals like copper, and many other solvents which are used in the layering and etching process. There are a lot.
India can do it . I was in Siemens Bombay from 1963 to 1986 when I immigrated to the USA to join Siemens Alpharetta in 2 months- retired in 2002 at 66 years now 85* years young.
I was an Electronics & Electronic Power & Control Engineer/ Manager in Siemens India/ Alpharetta US. Was on a 2 year stint from India to Germany- came back to Bombay & built up the Power Electronics Engineering Project Design & Engineering Group in Siemens India corporate office in Bombay with a team of IIT grads & other Engineering grads & Draughtsman/ CAD designers - team of about 30. Was in Germany/Spain/ Austria etc & Taiwan & practically all of the Indian States in India- & can say without doubt that Indian Engineers are about the best in the world- easily switch to associated Technologies as required- don’t have super egos . And good luck & God Bless ( whichever God you worship)to all my Indian colleagues that read this message
Sydney Jerome Desouza’Prabhu’
A Goan Indian American
Chandra Babu Naidu has planned Fab-City in Hyderabad in 2004 , Unfortunately he lost power and that program has been kept side by successive governments. If Fab-City was functioning by now India could have occupied significant share in Semi-Conductors sector. It is really great that current Govt is focusing on installing Fab-plants in India.
But Tata motors Handel this semiconductor shortage very easily 👍👍👍
This is a good video. But let us consider what is not covered in the video. This is not the first time India considering Semi Conductors. We tried it before and failed. Last time it was as simple as fire which disrupted our plans (I don't know, but won't write off sabotage). India couldn't recover from that.
1. The cost of building a Semi Conductors production is unbelievable. Each EUV Lithography machine cost around 150 million dollars. And ASML's new High NA machine is much costlier.
2. Semi Conductors production is not known for its water efficiency. To create an IC chip you require 2,200 gallons of water. A large production facility (Fab) will use up around 4.8 million gallons per day. And I'm not talking about sea water.
3. Pollution is another by-product of Semi Conductors production. We know the situation in Delhi already. This will worsen the air quality in all of India. And if you consider the cost associated with it like health and climate change it becomes mind boggling.
If you do the real cost-benefit analysis, Semi Conductors manufacturing is a bad idea.
I only brushed up on important points.
Loved it ❤️❤️
New info
Can you provide links for the real cost benefit analysis for the semiconductor manafacturing & production?
@@ThinkSchool India should focus on educating our people and sending them abroad ! And then Indians living abroad should send some of their earnings back to develop our country..... Remittances by NRIs should be our main source of income ! This is the MAIN reason why Kerala is the most developed state of India, thanks to NRIs living in gulf and Canada, US, UK, etc
Semiconductor industry will make our entire country a drought ridden state like Tamil Nadu where the majority of people have to stand in long queues to just get a bucket of water !
🖕 Semiconductors ! This government will make the whole country broke and then inflation will hit through the roof !
Indian government should stop dreaming unachievable dreams and should start focusing on our strengths ! There is no future where India can be a developed country on its own might ! The only way to make India rich is through our people and therefore we have to make them supremely knowledgeable and help them get the best education abroad !
@@helpdesk1467 -- smithsonianchips.si.edu/ice/cd/CEICM/SECTION2.pdf
I was a senior regional business manager in the semiconductor and electronic industry. I worked for a U.S. company based here in Singapore.
I used to travel throughout Asia visiting companies in this industry. India is way behind countries such as Singapore, Taiwan, South Korea and China in the semiconductor industry.
In 1986, Singapore become the second country to enter the semiconductor foundry business. The Singapore goverment invested hundred of millions dollars in this company, Chartered Semiconductor. But eventually this was sold to Global Foundries which is owned by Abu Dhabi's Mubadala Investment Company. Global Foundries also acquired AMD and IBM foundries.
The global foundry industry is dominated by companies such as TSMC, Samsung, UMC, Global Foundries and SMIC. SMIC, a Chinese company is the fifth largest foundry company.
For India to enter this industry, the initial investments will run into billions with no guarantee of success. Even Singapore which entered this industry back in 1986, it currently accounts for only 11% of the world's chips. But Singapore accounts for 20% of the world's production of semiconductor equipment. This is an area where Singapore has been successful.
GloFo was spun off from AMD. You are also only considering primary CPU and GPU chip fabs and not those that fabricate chips for IoT devices, audio, wifi, memory, consumer appliances, etc. No one is putting a Ryzen 5800 in their Smart Microwave to cook dishes fast! I'm not disagreeing with you, but there are a lot of other fabs which service completely different markets and customers which you missed out on.
If semi conductor units could be set up in two years everyone would be doing it, there is a reason why barely a handful of companies are able to produce it.
Every body should learn from Toyota how they handled semi conductor shortage
I urge people to watch these videos which have true facts , both knowledge and the insights on the topic of what is being said instead of blindly watching
Dhruv Rathee videos , again I am not his hater or anything but I mean well of the people who are taking in this information and understdaning deapths of the concepts and structure on which the society works
Bro you can improve the sound quality because currently it has echo issues(not very much but noticable via good headphones), install some foam, adjust mic placement
I hope you appreciate this review
A heat to this will be appreciated❤️❤️
And please use some good quality audio gadgets
You can use sound cancelling mattress to stick behind you and use graphic to change image behind on your video… that’s what I would do for soundly issue..
India even though is launching schemes that'll be successful, but we need to be more aggressive in this space, as the demand is only going to go to the moon now!! If we even capture 1/3 of the semi conductor market, it'll have a tremendous impact on India's soft power!!🔥🔥💯
This channel is the upcoming Gold conductor of India🇮🇳 ❤🙏
I like your research and content brother. keep up the good work.
Hail Modi Ji
3:28 "In just the second quarter of 2022, Maruti could not produce... ". Bro, we're still in January, 2022. There are several points in video where time referencing is not correct.
Scripting mistake
The semiconductor companies you mentioned doesnt make much of the hardware for the automotive industry it is companies like TI,NXP,Renesas and other players on the backend which cater to the Automotive and household industry .
Keep it up India...the world needs you.
Could you please talk about EV battery manufacturing in India? potential, companies starting manufacture, their outlook etc. Thank you
The government is highly successful in other PLI schemes, but still I have little doubts that can we be successful in the semiconductor race too?
I mean I'm not underestimating the government, but just thinking that how hard and Heated this race is, US, EU, China, Japan all have jumped to gain the pie, with bigger sums assured.
Can we win guys? Anyone can reply, but simply put those words "facists", "inequality", bla bla away.
It's almost impossible to become a global leader in semiconductor industry. Imagine only tsmc has the capacity to produce 5 mm chip and it will take 2 yr for Intel to catch up. Considering we start now by the time we reach there the world will have moved on. So, global leader NO but a major player Probably.
@@sunilkumardash4905 Thats where you're wrong. the 5nm chip is just a naming scheme , not actual 5nm distance between chips . Intels 10nm can fit in more transistors than TSMC 7nm node, which intel's 10nm node is better than TSMC's 7nm node
@@rihan5846 thanks for the correction
@@sunilkumardash4905 You're welcome 🤗
@@rihan5846 Learnt something new today. Thanks!
I laughed 😂 after watching the thumbnail modiji will do this 😂 never ever
I love your video.. 💯 really helpful in my CFA JOURNEY....
Hey want to know about cfa
We have people working in every part of semiconductor manufacturing and packaging process. Its just about time when some company start to setup a fab.
Have patience people!
i liked it (literally). he ensures that not every info is spoonfed but viewers cultivate a habit of researching. a rare socially responsible habit.