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ChinaTalk

India's Chip War

Feb 25, 2024
Pranay Kotasthane, a former chip designer at TI and Qualcomm, and Chris Miller, co-author of 'Chip War', dive into India's semiconductor landscape. They explore why India excels in software yet struggles with chip manufacturing. The guests discuss the impact of historical policies on technology growth, contrasting India's journey with that of China. Insights on the collaborative nature of chip design reveal what it takes to build successful semiconductor ventures, while also examining India’s evolving challenges and future in this competitive field.
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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