India has revealed the identities of companies that have applied to build semiconductor manufacturing facilities on its soil under a $10 billion subsidy scheme – and none are substantial chipmakers.
As The Register reported last week, a consortium of Taiwan's Foxconn and Indian firm Vedanta committed to build a plant under the scheme, despite neither company having any previous experience in the field. Now India's government has announced another two bidders: Singapore's IGSS Ventures and an outfit called ISMC.
IGSS operates an eight-inch CMOS foundry through its CompoundTek brand, which focuses on silicon photonics. ISMC is backed by a company called Next Orbit Ventures, and already had plans to build a fab in India.
The government says the three applications it has received will build product on processes ranging from 28nm to 65nm, and have collective output of 120,00 wafers each month.
That's not state of the art and it's not high volume. Leading players like Intel, Samsung, and TSMC make their most advanced products at 10nm or below, while global semiconductor 200mm wafer capacity currently exceeds 6.6 million a month. Even if all of India's investments come off, it will add around two per cent to global current capacity – a decent entry to the global market from a standing start. But the 28nm kit India hopes to make is one of the few markets currently not experiencing product shortages. And 120,000 wafers a month is not a big addition to supply by current standards: Intel already has more than a million wafers a month of new capacity either under construction or on the drawing board. Samsung, TSMC, and others have also revealed plans to add capacity. By the time India's efforts come online, they may be less significant.
Top chipmakers ignore India’s semiconductor subsidies
Maybe they've been spooked by new government scheme to expose VPN users' IP addresses?
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2 prosenttia maailman markkinoista on aloitus, ei markkinoiden valtaus, mutta samalla Intia varmistaa komponenttien tuotannon ainakin osittain.