Comments by "Frostie-Flake" (@PlanetFrosty) on "India’s Semiconductor Savior?" video.

  1. The real risk is new materials and processes that could wipe out investment in an expensive fab in a press release on the technology. That is the risk because new emerging technologies may be cheaper and faster.
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  2. I think the vast corruption in India is still its greatest weakness and recently killed success in fiber optic to the home and modernization. (I’m involved in that industry.) Foxconn is not a chipmaker and this is an issue in the economics and talent. The reputation of Foxconn does have the “shine and appeal” for top talent. There is opportunity, but new advanced processes and substantial SOC development is replacing discrete ASICs. Foxconn has little grasp on the reality that more is being integrated into a single package.
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  3. This model does cut a lot of the “corruption,” but centralized power only expands corruption in the end. I’m not saying this will happen, but it’s a risk.
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