Hardware · 12 jun
India's Semicon 2.0 no está construyendo más fábricas de chips. Está construyendo la industria detrás de esas fábricas.
Con la producción comercial ya en marcha en Micron y Kaynes, la política semiconductora de India está realizando un giro deliberado hacia el problema más difícil: ser dueña de la cadena de suministro que abastece a las fábricas de chips.
- ISM 2.0 deliberately shifts investment from fab construction to domestic equipment, materials, and chip design IP, targeting the supply chain layers that fabs depend on.
- Micron and Kaynes Technology have both entered commercial production, marking concrete execution progress under the first phase of India's Semiconductor Mission.
- The Rs. 1,000 crore FY 2026-27 allocation emphasises industry-led research and workforce training, because long-term capability lives in talent pipelines, not just factory floors.