Make in India with Chinese Investments? Is there a strategic shift in Govt of India? #economicsurvey @venkat868

Business Strategy behind promoting FDI from China for boosting India's exports to the US, mentioned in the Indian Economic Survey 2024

#Economicsurvey2023-24, #ChiefEconomicAdvisor, #MakeinIndia, #ChineseFDI, FDI, #ChinaplusOne, #Apple, #Foxconn, #Tata, iPhone exports, Social Complexity, Free Fire, Garena, Tencent, Tiktok, Global Supply Chain, Global Value Chain, GVC, Taiwan, China, Mexico, Vietnam, Korea, Samsung, 

Sources, References and Credits

Economic Survey of India 2024 https://www.indiabudget.gov.in/econom...

Garena https://ff.garena.com/en/brand/

BCG More Than 90% of North American Companies Have Relocated Production https://www.bcg.com/press/21september...

BCG Harnessing the Tectonic Shifts in Global Manufacturing https://www.bcg.com/publications/2023...

India Briefing https://www.india-briefing.com/news/a...

Social Complexity - “How Firm’s Capabilities affect Boundary Decisions”, by Jay Barney, MIT Sloan Management Review, Spring 1999

Logowik https://logowik.com/

 Vecteezy https://www.vecteezy.com/free-vector/...

https://asia.nikkei.com/Business/Foxc...

https://www.yourtechstory.com/2021/07...

https://www.macrumors.com/2024/07/24/...

https://appleinsider.com/articles/24/...

https://www.cultofmac.com/616048/appl...

https://appleinsider.com/articles/24/...

https://www.yourtechstory.com/2021/07...

AI Images Dall E3, Google Gemini, Microsoft Designer, Canva 

Narration Elevenlabs Voice actor

Despite a decade long investment of more than US$100 billion in semiconductor sector from the central and local governments, China has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing. No, it is not just the US restrictions. There is also a reason why the restriction work in this industry. Watch the entire video to understand the issues at a fundamental level.

References and Sources

China now only supports promising chip firm consolidation amid doubling IPO terminations

https://www.digitimes.com/news/a20240...

Major Chinese semiconductor company goes bankrupt — 23 others recently withdrew IPO applications 

https://www.tomshardware.com/tech-ind...

Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023

https://www.tomshardware.com/tech-ind...

China Gives Up On $20bn Wuhan Chipmaking Fiasco

https://www.asiafinancial.com/china-g...

Global semiconductor players prepare to cash in the CHIPS and invest to secure supply – ATREG & Yole Group

https://www.yolegroup.com/strategy-in...

Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Report

https://www.tomshardware.com/tech-ind...

Chinese AI firms mixing different GPUs inside individual AI servers to combat GPU shortages from US sanctions

https://www.tomshardware.com/tech-ind...

China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trend

https://www.tomshardware.com/tech-ind...

Intel shares biggest unboxing video ever as ASML’s $380 million High-NA lithography machine is installed in Oregon fab 

https://www.tomshardware.com/tech-ind...

Intel receives ASML’s first ASML’s $380 million High-NA lithography machine

  • Intel Receives ASML’s First High NA E...  

Engineers From Taiwan Bolstered China's Chip Industry

https://www.nytimes.com/2022/11/16/bu...

Taiwan bans recruiters from posting for jobs in China

https://www.datacenterdynamics.com/en...

'Tip of the iceberg': Taiwan's spy catchers hunt Chinese poachers of chip talent 

https://www.reuters.com/world/asia-pa...

Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absent

https://www.tomshardware.com/tech-ind...

Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...

China Chases Chip Leadership https://www.bain.com/insights/china-c...

China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...

Semiconductor Value Chain - globally distributed ecosystem - The Waves.org https://www.the-waves.org/wp-content/...

Semiconductor Global Supply Chain - World Map

https://www.researchgate.net/profile/...

An overview of the semiconductor ecosystem; en.rattibha.com  

Graphics and generated illustrative images courtesy of Canva and Dall-E3

Seen & Heard, by Venkat is a curation of recent AI and Digital News and Views. In this second Pilot Episode we cover

Autonomous Robots may have been used in this ongoing war.

How Oculus Billionaire is helping arm Ukraine

And a more positive story on AI that connects the digital and physical worlds and helps reduce bacterial contamination in catheters.

Sources

Video clip from NY Times

https://vp.nyt.com/video/2024/06/12/1...

A.I. Begins Ushering In an Age of Killer Robots NYT July 2, 2024

https://www.nytimes.com/2024/07/02/te...

The Era of Killer Robots Is Here

Ukraine has become a Silicon Valley for autonomous weapons. 2024-07-09

Transcript https://www.nytimes.com/2024/07/09/po...

NY Times The Daily The Daily Podcast The Era of Killer Robots Is Here, from Podbean

https://www.podbean.com/site/EpisodeD...

He created Oculus headsets as a teenager. Now he makes AI weapons for Ukraine

https://www.npr.org/2024/07/09/nx-s1-...

AI that connects the digital and physical worlds

https://www.ted.com/talks/anima_anand..

Seen & Heard, by Venkat is a curation of News and Views. This Pilot Episode focusses on recent AI and Digital topics.

Sources

OpenAI Wants AI to Help Humans Train AI

https://www.wired.com/story/openai-rl...

French AI Startups Felt Unstoppable. Then Came the Election

https://www.wired.com/story/french-ai...

 For AI Giants, Smaller Is Sometimes Better

https://www.wsj.com/tech/ai/for-ai-gi...

In an Era of Fakes, How to Know When Someone Online Is Real

https://www.wsj.com/tech/personal-tec..

TransferWise rebranding to Wise – Marketing Guru Mark Ritson called this “a massive mistake” and “such a dumb move”. What’s his reasoning? How have others viewed this? ‪@venkat868‬

Credits and Acknowledgements

Top Brand Strategy Secrets from Mark Ritson; Brand Tuned Podcast  • Top Brand Strategy Secrets from Mark ...  

Brand names and logos illustrated are the properties of the respective brand owners.

https://newsroom.wise.com/en-NAM/medi...

 Wise Logo and other Wise images 

https://howbrandsarebuilt.com/the-bes...

https://howbrandsarebuilt.com/wp-cont...

Research Analysis https://infranodus.com/

Narrator’s Voice - Eleven Labs

For decades, desktop PCs and laptops have the “Intel Inside” logo, have you wondered why none of your smartphones have them? In this episode we explain how Intel missed being the engine “inside” the smartphone.

Resources and References

Paul Otellini's Intel: Can the Company That Built the Future Survive It? Alexis C. Madrigal

https://www.theatlantic.com/technolog...

Intel CEO Paul Otellini Draws the 'History of the Computer Industry' in 1 Chart. Alexis C. Madrigal https://www.theatlantic.com/technolog...

Intel made a huge mistake 10 years ago. Now 12,000 workers are paying the price. Timothy B. Lee https://www.vox.com/2016/4/20/1146381...

The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail; Clayton Christensen; Harvard Business Review Press, 1st edition (May 1, 1997)

Profit Pools: A Fresh Look at Strategy; Orit Gadiesh and James L. Gilbert; https://hbr.org/1998/05/profit-pools-...

Despite a decade old economic plan for the investment of more than $100 billion in semiconductor sector and multiple US$ 20-30 billion funds for investments in chip manufacture and semiconductor from the central and local governments, the country has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing?

References and Sources

Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...

China Chases Chip Leadership https://www.bain.com/insights/china-c...

China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...

China's 7nm chip surprise reveals more than Beijing might like https://www.theregister.com/2022/08/0...

China’s Top Chipmaker Achieves Breakthrough Despite US Curbs

https://www.bloomberg.com/news/articl...

Companies that adapted to COVID crisis - Panera Bread, USA and Zouk Singapore

In this episode we look at two companies, Panera Bread in USA and Zouk nightclub in Singapore that rapidly pivoted their operations to the needs of their customers at the start of the COVID crisis.

Sources

Inside Panera's Pandemic Pivot, interview with Panera CEO Niren Chaudhary; Masters of Scale with Reid Hoffman, Podcast (Reid Hoffman, is the co-founder of LinkedIn)

on Apple Podcasts

https://podcasts.apple.com/us/podcast...

 play link

on Spotify

https://open.spotify.com/episode/1lSK...

Is dining the new clubbing? What’s it like to go to Zouk to eat and not party

https://cnalifestyle.channelnewsasia....

Zouk’s transformation: From dance club to spin studio in the day and cinema at night

https://cnalifestyle.channelnewsasia....

Panera product images from Panera Bread website, https://www.panerabread.com/en-us/hom...

 for illustrative/reference purposes only. 

Zouk images from https://zoukclub.com/

 for illustrative/reference purpose only. 

Other stock images, graphics, and stock videos courtesy Canva.com.

Reeves M and Deimler M, “Adaptability the new competitive edge”, Harvard Business Review, July-August 2011 https://hbr.org/2011/07/adaptability-...

KFC UK Delivery Fiasco – KFC, UK had to shut nearly 700 restaurants in February 2018 as it ran out of chickens, thanks to delivery failure by its new partner, DHL. We also discuss the chaos that was there when Terminal 5 was opened in London’s Heathrow Airport.

In this episode, we discuss lessons to learn about transition management.

Business Lesson From US Men’s 4 X 100m Team’s Failure In 4 Olympics

The US men’s sprint relay team with some of the fastest men in world failed to win a medal in four straight Olympics! Passing the baton is the hardest part of a relay race. It is where the transition in the relay occurs from one player to the other. What lesson can we learn from this to manage our business?

References

“Time Pacing: Competing in markets that won’t stand still”, by Eisenhardt K.M and Brown S.L, Harvard Business Review, March-April 1998

“U.S. men miss 4x100-meter final in latest track relay disaster” https://www.nbcnews.com/news/olympics...

'A total embarrassment': Carl Lewis slams U.S. track leadership after 4x100 relay failure; Jeff Eisenberg; https://sports.yahoo.com/a-total-emba...