To make chips and also to make batteries, is it enough for India's Tata to spend $90 billion?
Recently, the chairman of India's Tata Group announced to enter the semiconductor industry, planning to invest 90 billion US dollars in the next five years, and Tata Group will set foot in semiconductor production in India.
Another source said that India's first domestically-made carrier-based aircraft selected the Rafale, and the Super Hornet was defeated .
1. In August of this year, the Indian Minister stated: We will become a major chip manufacturer within five or six years!
2. In addition, India's Tata Group intends to take over Wistron's iPhone foundry for 4.3 billion, eating away at the "cake" of the foundry. It is reported that Tata Group recruited 45,000 workers in the iPhone foundry this time, in order to expand the local iPhone foundry business.
To replace the status of other countries and break the monopoly of other countries, how big is India's chip ambitions?
Obviously, in the chip manufacturing and semiconductor industries, $90 billion cannot support India's ambitions.
As Indian manufacturing enters semiconductors, Tata Group believes that it will be put into production within a few years. The major plan to start producing semiconductors in the next few years will help India become an important link in the global chip supply chain.
Not long ago, there were media reports that India’s first fab is expected to start construction within a few months, And Intel is ready to start producing 4nm chips and will switch to 3nm in the second half of next year.
From the perspective of the entire chip industry, the supply of thin film materials for chip production is in short supply, and the price has risen.
· Nowadays, 8-bit single-chip microcomputers in the chip field still occupy a dominant position in the market, and MCUs will also be more widely used in automobile manufacturing.
· So will the cut-off chip supply reverse in the future?
· The stock prices of American giants have fallen across the board.
· Is this shooting themselves in the foot?
· Many questions in the chip industry have yet to be solved based on the future development of these semiconductor manufacturers.