Whalesbook
India Apne Chip Dreams Ko Kaise Bada Kar Raha Hai?
Ye naya India Semiconductor Mission (ISM) 2.0 ka plan hai, jisme sirf chip design ya manufacturing pe hi nahi, balki uske liye zaroori capital equipment aur raw materials pe bhi focus kiya jayega. Matlab ek poora ecosystem banane ki koshish hai taki India global supply chain mein aur zaroori ban sake.
Iska ek important part hai DLI 2.0 program, jo foreign companies ko Indian firms ke saath milkar R&D karne ke liye encourage karega. Target hai ki around 50 deeptech semiconductor design companies India mein develop hon.
Duniya Bhar Ki Competition Aur India Ki Position
Waise toh ₹1-1.2 lakh crore ka funding kaafi bada lag raha hai, par global market mein bahut sakht competition hai. America ne $53 billion, China ne $48 billion aur Europe bhi apne chip industry mein billion tak invest kar rahe hain. Pehle Taiwan aur South Korea jaise countries ne bina itne subsidies ke leading position haasil ki thi.
Pichle Projects Ka Haal Aur Ab Ki Chinta
India ki pehli semiconductor mission (ISM 1.0) mein ₹76,000 crore the, aur ab uska focus execution pe hai. Par India mein bade projects ko time par finish karne mein hamesha se hi dikkat rahi hai. Kai bade projects delayed hue hain, aur Vedanta-Foxconn jaise semiconductor deals bhi stuck ho gayi hain.
Asli Challenges: Execution, Talent Aur Geopolitics
Ye ISM 2.0 mission bahut risky hai. Ek chip fabrication plant banane mein $5-7 billion lagte hain aur saalon lag jate hain. India ka track record dekhte hue, itni jaldi cutting-edge ecosystem banana mushkil hai.
Sabse badi problem hai skilled talent ki kami. Chip design ke liye toh engineers hain, par complex manufacturing lines chalane ke liye jo process, equipment aur yield engineers chahiye, woh kam hain. Log US, Taiwan, South Korea chale jaate hain. Upar se, imported equipment, gases aur wafers pe nirbhar rehna geopolitical tensions aur supply chain disruptions ka risk badhata hai. Target hai ki 2030 tak India apni 75% chip demand khud poori kare, jo abhi 90-95% import karta hai. Iske liye perfect execution aur rapid tech adoption chahiye.