This is the third part of the semiconductor series. In the first part, I have analysed the global semiconductor industry. In the second part, I have analysed the US Chips Act.

In this part, I have analysed Indian policies on attracting semiconductor manufacturing. This is a detailed policy explanation. Criticism and other angles about this policy are not part of this episode.

JOIN us in unravelling this dynamic industry.

Correction: At 11:38, I have mentioned $200 mn+. It has to be $2 billion. But the conclusion remains the same as total cost of making a chip plant ranges between $3bn to $40 bn.

#India #semiconductor #chipsmaking #indaisemiconductormission #indiatechade #policy #policyanalysis #PLIscheme
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⏱️ Time Stamps
01:12: India Policy Introduction
02:02: Companies Under the Scheme
03:51: Details of Four Schemes
08:07: Scheme for Semiconductor Fabs
08:35: What are Semiconductor Wafers?
09:52: Understanding Demand from Cars
13:19: Scheme for Semiconductor Products and ATMP and OSAT
15:07: Design Linked Incentive Scheme
16:42: Takeaways
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