India's entry into chip equipment manufacturing a masterstroke, says Fab Economics CEO
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India is aiming to bring semiconductor wafer fab equipment (WFE) manufacturing in-house, which is currently restricted to a select few nations. Fab Economics CEO Danish Faruqui believes this move is a masterstroke based on the geopolitics of semiconductors. India's inclusion of WFE manufacturing in its semiconductor decadal roadmap is seen as existential for the domestic semiconductor ecosystem. India's approach differs from China's, as it plans to include domestic WFE manufacturing from the beginning, while China relied on the US, EU, and Korea for semiconductor manufacturing equipment. The US has blocked China from domestically producing semiconductor manufacturing equipment, resulting in a major choke point for China's domestic semiconductor ecosystem growth. India's announcement provides an alternative to China for WFE manufacturing at a similar geo-economic level. India must tailor its semiconductor policy for WFE domestic manufacturing based on the total cost of ownership structures and consider the Asia-Pacific subsidy competitive positioning for WFE. India's entry into chip equipment manufacturing will boost economic competitiveness and provide a complete trusted value chain and supply chain for legacy node semiconductors. This move is seen as a unique alternative for western stack countries like the US and EU, which rely on legacy chips for various end markets.
#Semiconductor #ChipEquipmentManufacturing #WfeManufacturing #Geopolitics #Geoeconomics
https://www.businesstoday.in/technology/story/indias-entry-into-chip-equipment-manufacturing-a-masterstroke-says-fab-economics-ceo-danish-faruqui-423751-2024-04-01
Business Today /
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2024-04-01 12:36:27
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npub10krv5xyz57fwv0upm7fgx90w8m2xulqkzzxml2d9d433rwrlmwpsyffpj8Published at
2024-04-01 12:36:27Event JSON
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"content": "India's entry into chip equipment manufacturing a masterstroke, says Fab Economics CEO\n==========\n\nIndia is aiming to bring semiconductor wafer fab equipment (WFE) manufacturing in-house, which is currently restricted to a select few nations. Fab Economics CEO Danish Faruqui believes this move is a masterstroke based on the geopolitics of semiconductors. India's inclusion of WFE manufacturing in its semiconductor decadal roadmap is seen as existential for the domestic semiconductor ecosystem. India's approach differs from China's, as it plans to include domestic WFE manufacturing from the beginning, while China relied on the US, EU, and Korea for semiconductor manufacturing equipment. The US has blocked China from domestically producing semiconductor manufacturing equipment, resulting in a major choke point for China's domestic semiconductor ecosystem growth. India's announcement provides an alternative to China for WFE manufacturing at a similar geo-economic level. India must tailor its semiconductor policy for WFE domestic manufacturing based on the total cost of ownership structures and consider the Asia-Pacific subsidy competitive positioning for WFE. India's entry into chip equipment manufacturing will boost economic competitiveness and provide a complete trusted value chain and supply chain for legacy node semiconductors. This move is seen as a unique alternative for western stack countries like the US and EU, which rely on legacy chips for various end markets.\n\n#Semiconductor #ChipEquipmentManufacturing #WfeManufacturing #Geopolitics #Geoeconomics\n\nhttps://www.businesstoday.in/technology/story/indias-entry-into-chip-equipment-manufacturing-a-masterstroke-says-fab-economics-ceo-danish-faruqui-423751-2024-04-01",
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