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mr.y
@yalamanchi.eth
i am always a skeptic about india competing with china in semiconductor. but optimistic about us having a foot in the door in the semiconductor world stage.
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mr.y
@yalamanchi.eth
skepticism comes from knowing how: - china runs their manufacturing shops 24x7 with multiple shifts - chinese govn. gives subsidies for manufacturers to produce cheaply and compete with world (check china’s steel scene) it’s not “cheap labour” anymore.
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mr.y
@yalamanchi.eth
optimism comes from knowing that most countries realised the dependency on china during covid’s chip shortage saga and the search for alternative manufacturing countries. we have almost everything except chip fabs, which is great missing piece in semi-conductor supply chain.
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mr.y
@yalamanchi.eth
for context, we have 1 chip fab owned by ISRO. china has 44 operational and 25 in the making. once chip fabs come, we can locally produce electronic components and reduce chinese import dependency. read the x thread for the terms. https://x.com/mryalamanchi/status/1751970344519209241?s=46&t=Ce6kGmQCJ6E7qZm1V2yeYA
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