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India's Strategy in Chip War: Chris Miller Weighs In
Anirudh and Chris discusses India's recent efforts to develop its semiconductor industry after past attempts in the 1980s failed to gain traction. Emphasizing both semiconductor fabrication and electronics assembly, India is attracting foreign investment through incentives for chip making, packaging, and assembly. The video examines India's growing demand for semiconductors, driven by its burgeoning device assembly market, and highlights the potential for India to become a key player in chip design due to its existing software engineering expertise. Additionally, the video explores the geopolitical and economic factors that are supporting India's semiconductor strategy, including partnerships with the US, Japan, and Taiwan. Finally, the importance of focusing on R&D in chip design rather than manufacturing is discussed, identifying niche areas in design such as AI applications and power semiconductors for electric vehicles as potential growth avenues.
00:00 India's Missed Opportunity in Semiconductors
00:42 India's Dual Focus: Semiconductor and Electronics Assembly
00:58 Government Incentives and Multinational Investments
02:33 The Potential of Chip Design in India
03:40 Challenges and Opportunities in Chip Design
04:58 Global Support and Geopolitical Factors
07:17 R&D Priorities: Design vs. Manufacturing
08:15 Future Trends and Specialized Fabs
,#US,#China,#India,#Taiwan,#Korea,#Japan,#France,#Germany,#Netherlands,#semiconductor,#industry,#gameplan,#supplychain,#competitiveadvantage,#nationalstrategy,#chipdesign,#chipmanufacturing,#fabskin,#fablessdesign,#ChipsAct,#exportcontrols,#rareearth,#nvidia,#asml,#samsung,#tsmc,#mediatek,#geopolitics,#technology,#AnirudhSuri,#ChrisMiller,#TheGreatTechGame,#TheGreatTechGamePodcast
Book Links:
#AnirudhSuri:
The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My
#ChrisMiller:
Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg
The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7
Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w
We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP
#ChipWar #US #China #India #Taiwan #Korea #Japan #France #Germany #Netherlands #semiconductor industry #gameplan #supplychain #competitiveadvantage #nationalstrategy #chipdesign #chipmanufacturing #fabskin #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast
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By Anirudh SuriAnirudh and Chris discusses India's recent efforts to develop its semiconductor industry after past attempts in the 1980s failed to gain traction. Emphasizing both semiconductor fabrication and electronics assembly, India is attracting foreign investment through incentives for chip making, packaging, and assembly. The video examines India's growing demand for semiconductors, driven by its burgeoning device assembly market, and highlights the potential for India to become a key player in chip design due to its existing software engineering expertise. Additionally, the video explores the geopolitical and economic factors that are supporting India's semiconductor strategy, including partnerships with the US, Japan, and Taiwan. Finally, the importance of focusing on R&D in chip design rather than manufacturing is discussed, identifying niche areas in design such as AI applications and power semiconductors for electric vehicles as potential growth avenues.
00:00 India's Missed Opportunity in Semiconductors
00:42 India's Dual Focus: Semiconductor and Electronics Assembly
00:58 Government Incentives and Multinational Investments
02:33 The Potential of Chip Design in India
03:40 Challenges and Opportunities in Chip Design
04:58 Global Support and Geopolitical Factors
07:17 R&D Priorities: Design vs. Manufacturing
08:15 Future Trends and Specialized Fabs
,#US,#China,#India,#Taiwan,#Korea,#Japan,#France,#Germany,#Netherlands,#semiconductor,#industry,#gameplan,#supplychain,#competitiveadvantage,#nationalstrategy,#chipdesign,#chipmanufacturing,#fabskin,#fablessdesign,#ChipsAct,#exportcontrols,#rareearth,#nvidia,#asml,#samsung,#tsmc,#mediatek,#geopolitics,#technology,#AnirudhSuri,#ChrisMiller,#TheGreatTechGame,#TheGreatTechGamePodcast
Book Links:
#AnirudhSuri:
The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My
#ChrisMiller:
Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg
The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7
Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w
We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP
#ChipWar #US #China #India #Taiwan #Korea #Japan #France #Germany #Netherlands #semiconductor industry #gameplan #supplychain #competitiveadvantage #nationalstrategy #chipdesign #chipmanufacturing #fabskin #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast