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David Himmelsbach
Asianometry
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Comments by "David Himmelsbach" (@davidhimmelsbach557) on "India's Semiconductor Failure" video.
I do not know how you can upload a history of India and high tech without starting with New Delhi's expulsion of IBM all those years ago. That stunt made India a pariah in the tech world for decades. The problem is Indian political culture and its arrogance. Asianometry is still wildly over-rating India's design expertise. It doesn't have anything special. For years the cutting edge was in Haifa (Intel) and now it's shifted to Britain. (Apple's M1 chip logically originated in Britain.) India's one angle that was never taken up: memory chips. That's how virtually all non-American firms gained scale and became silicon foundries. It's in memory chips that a foundry finds its way to 10nm -- and below. In today's market, 180nm is a joke. Beyond that, New Delhi has LONG established that it will shaft all foreigners. It has lethally maintained tariffs -- when any new foundry simply HAS to import every factor of production. New Delhi never picked up a clue from Beijing -- or anyone else. It simply does not permit the eco-system of Silicon Valley to hatch inside India. Consequently, its best brains have fled to Silicon Valley -- to make billions there. Indian immigrant big shots are all over Silicon Valley.
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