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The Peter Zeihan Podcast Series
The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan
Oct 24, 2024
The podcast dives into the semiconductor manufacturing ambitions of the UAE and India. It contrasts the UAE's partnerships with giants like Samsung and TSMC against India's focus on lower-tier chip production. The discussion reveals insights into regional capabilities, infrastructure, and labor dynamics. As both countries pivot towards localizing their industries, intriguing predictions about the future landscape of global semiconductor supply chains emerge.
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Quick takeaways
- The UAE's semiconductor manufacturing efforts face challenges due to a lack of local engineering talent and dependence on foreign labor.
- India's strategy emphasizes building local capabilities through partnerships to produce more basic semiconductor chips, contrasting with the UAE's reliance on external resources.
Deep dives
Semiconductor Manufacturing Complexity
The establishment of semiconductor fabrication facilities, or fabs, involves intricate processes requiring high-end engineering and advanced mathematical skills. Companies like TSMC and Samsung represent the pinnacle of this industry, but they operate under very different models. TSMC functions as a fabricator within a vast ecosystem of companies that handle design and materials, allowing them to focus on production without engaging deeply in the design process. In contrast, Samsung operates as a conglomerate with its own design capabilities, enabling it to control more of the fabrication process, but both companies are called upon to produce cutting-edge chips that require the highest levels of expertise.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode