06/02/2025, 12:44 PM UTC
尽管近期遭遇挫折,印度的芯片制造愿景仍在正轨上吗?Is India’s Fab Vision On Track Despite Recent Setbacks?
➀ Adani集团和Zoho暂停了半导体制造项目,但专家认为这是战略调整而非失败,突显技术合作和市场可行性的挑战;
➁ 印度半导体计划仍在推进,如塔塔电子与台企PSMC合作的110亿美元芯片厂,目标为汽车和工业应用;
➂ 结构性障碍包括政府激励延迟、技术转让复杂性及国内需求不确定性,但政府仍对2026年实现“印度制造”芯片保持乐观。
➀ Adani Group and Zoho suspended high-profile semiconductor projects, but experts view these as strategic pivots rather than failures, reflecting challenges in tech partnerships and market viability;
➁ India's semiconductor roadmap continues with approved projects like Tata Electronics’ $11 billion fab in collaboration with Taiwan’s PSMC, targeting automotive and industrial applications;
➂ Structural hurdles include delays in government incentives, technology transfer complexities, and uncertainties in domestic demand, yet the government maintains optimism for 'Made-in-India' chips by 2026.
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