Thread by @nano_arun, In the wake of yesterdays martyrdom of Indian soldiers at Chinese hands, [...]

In the wake of yesterdays martyrdom of Indian soldiers at Chinese hands, and with growing calls of India-US-Taiwan kind of alliance, some are asking my opinion, especially given that semiconductors could be an area of interest for all three. (1/8)

I am not an expert at geopolitics (if I were, I would have probably written an article, not a twitter thread). Also,I will keep numbers/players mentioned in the link below for 1Q20 foundry market share (snapshot embedded) (2/8)

https://www.eenewsanalog.com/news/tsmc-takes-market-samsung-glofo-covid-19-impact-come

TSMC is Taiwan based, Samsung is South Korea, GlobalFoundries is Mubadala (UAE) owned with fabs in US, Germany, Singapore (& support center in Bangalore), UMC again is Taiwan based and SMIC is China based (and its biggest). Towerjazz is Israel based (3/8)

I have quoted three news bits related to the first three players above in my ORF article here and also about India's efforts and possible market. Please read the full article if you haven't https://www.orfonline.org/expert-speak/an-inflection-point-for-indias-semiconductor-fab-ambitions-67822/ (4/8)

An inflection point for India’s semiconductor fab ambitions | ORF

A 5th June commentary published in Economic Times talks about the three schemes recently announced by Government of India and how they play

https://www.orfonline.org/expert-speak/an-inflection-point-for-indias-semiconductor-fab-ambitions-67822/

AFAIK, no solid news of TSMC pulling out of China yet. Just rumours/suggestions for eg: https://www.fool.com/investing/2020/05/22/is-tsmc-becoming-a-pawn-in-the-trade-war-between-t.aspx "The Chinese govt.. could retaliate against TSMC's plants in Shanghai and Nanjing for halting Huawei's orders". Shanghai's is an 'old' 200mm one, Nanjing 300mm (5/8)

Is TSMC Becoming a Pawn in the Trade War Between the U.S. and China? @themotleyfool #stocks $TSM...

The Taiwanese chipmaker cuts ties with Huawei and agrees to build a plant in the U.S.

https://www.fool.com/investing/2020/05/22/is-tsmc-becoming-a-pawn-in-the-trade-war-between-t.aspx

Also looks like some senators are opposing TSMC proposed growth in US.. perhaps pre-election thing, but there are 'genuine' concerns of, there is no big US based/owned foundry - US may push not just to "host" foundry, but to "own" some big ones.

https://www.eetasia.com/us-senators-seek-suspension-of-tsmc-deal/ (6/8)

US Senators Seek Suspension of TSMC Deal - EE Times Asia

The U.S. Senate Democratic leaders want to know if there's a plan for reshoring IC production capabilities, and what enticements the Trump Administration may have offered TSMC...

https://www.eetasia.com/us-senators-seek-suspension-of-tsmc-deal/

India so far is no where in the picture. IMO GoI should go all out, publicise the June-2 announced SPECS/EMC2 schemes (25% and 50% reimbursement offers), be open to policy/clause negotiations. Right away aiming for <28nm may not work, aim >28nm. see https://anysilicon.com/wafer-capacity-by-feature-size-shows-rapid-growth-at-below-10nm/ (7/8)

Wafer Capacity by Feature Size Shows Rapid Growth at Below 10nm - AnySilicon

Leading-edge processes (<28nm) took over as the largest portion in terms of monthly installed capacity available in 2015. By the end of 2019, <28nm capacity is forecast to represent about 49% of the...

https://anysilicon.com/wafer-capacity-by-feature-size-shows-rapid-growth-at-below-10nm/

Also, dont focus only on Taiwan. South Korea is a good friend, so is UAE/Mubadala (not just the govts, you know what I mean..). I will end this by asking - how many Indian investors even know this website of used and surplus fab equipment for sale ?(8/8) https://www.globalfoundriesusedequipment.com/

You can follow @nano_arun.

Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled: