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ChinaTalk

India's Chip War

Feb 25, 2024
Discussion on why India excels in chip design but lags in fab development, comparing with China's success. Insights on the political economy of technology in India, challenges in manufacturing, and the process of chip design. Exploring India's potential in chip-making industry, government policies, and employment opportunities. Contrasting design depth with geopolitical breadth in technology and insights into the Indian podcast ecosystem.
01:13:19

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Quick takeaways

  • India's software industry succeeded due to liberalization and technical institutes' presence.
  • India's semiconductor struggles attributed to historical factors and lack of competition.

Deep dives

Historical Context of India's Semiconductor Industry

India's semiconductor industry struggled due to historical factors including heavy government involvement, technology denial regimes, and an inward-looking approach. State-run semiconductor efforts failed due to lack of competition, limited capital investment, and focus on niche rather than commercial chips.

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