Comments by "浦和" (@user-lx7kx1dd3q) on "India's Semiconductor Design Challenge" video.

  1. How you can say india is rising in chip designing when they're still insignificant in global fabless industry? For a comparison Chinese firms already hold an impressive 16% of the global fabless semiconductor market in 2020, ranking third after the U.S. and Taiwan. There are growing numbers of Chinese designed chips in smartphones. One only need to look at what fabless companies india have to get the idea how overhyped and overrated is india in chip designing.
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  2.  @divyanshugoyal9818  Number of Unicorns doesn't tell the true story. You need to get your understanding right. Yes Unicorns are startup but at the same time not all startup is Unicorn. Unicorn is all about valuation and not the actual establishment number of startup. Take a look at this. From SCMP, "From January through May 2021, China saw 15,700 new companies involved in everything from designing to manufacturing chips, according to Qichacha, a website that compiles corporate registration information" 15, 700 new semiconductor related companies were established in China at that period of time. New company = startup.
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  3.  @AR-dp1kj  the news is one sided. There's no words spoken by any semiconductor foundry.
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  4.  @AR-dp1kj  I mean a words from semiconductor firms. They only show interest but that doesn't mean anything. It's still 50/50. I want to hear TSMC or UMC investment plan in india first. TSMC just recently invested huge sum of money in US and Japan. I don't think new foundry investment will come in short period of time before their new plants are complete.
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  5.  @divyanshugoyal9818  TCL/CSOT isn't the premier supplier to Xiaomi, Oppo, Vivo, Huawei, Apple. Indian may cheering up seeing all these foreign companies including Chinese companies building their factory in india but that's the problem. Foreign entities controlling india industry. TCL, Holitech, TXD, Samsung Display and LCE all are foreign companies in india manufacturing display panel. Dedicating their entire business for a decade making display panel. So Vedanta a mining company is in this space for what reason? Getting its corporate shares up?
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  6.  @divyanshugoyal9818  lmao I already know that. Still the same thing. They have money but they're not the one who's going to run the fab. They're going to invite MNC for a JV. For Display fab they are looking for LG or Sharp and for Semiconductor fab they are looking for some foundry like UMC. Do you expect Vedanta is going to build this sophisticated fabs itself without any knowledge of the industry? It just suicidal for them. The money they have is to lure these MNCs. But I don't think it will be easy. LCD manufacturing is Vedanta's plan. LCD Display market is dominated by Chinese suppliers. Sharp is no longer a big supplier of smartphone Display they don't see any benefit setting up a Display fab in india. Same for LG. If you think Vedanta knows what they are doing you are going to be wrong. Currently Smartphone is the largest user of components globally. Indian smartphone market is dominated by foreign brands like Xiaomi, Samsung, Oppo, Vivo, Apple. Large shares of India electronic output and electronic export came from smartphone. Samsung has Display fab in india so Samsung india can source the panels in india. Different story for Chinese brands that manufacture smartphone in india. They have strong ties with Chinese Display suppliers. They are not going to pick a random new supplier without proven technology like Vedanta to supply LCD panel. It's either they go with Samsung Display india or import the panels from BoE or EDO in China. Apple is known for their strict quality control and only chose a proven panels from Samsung, LG and BOE. So where is Vedanta place here? U can call me hater all you want. But for me I'm just being realistic.
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  7.  @divyanshugoyal9818  and AMD isn't indian company. Let's look if this team that designed milan cpu can pull the same thing without AMD's IP and resources. Doing all thing from the ground. Even these people know they couldn't achieve what they have achieved in AMD if they set up a semi business. That's why they stay in AMD.
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  8.  @muh11ad  from where you get that indian engineers designed far more chips than Chinese or Taiwanese? I used country's Market share in fabless semiconductor industry bcus it's good indicator of country Progress in chip designing. What they did in Intel or AMD etc can't be translated as india design prowess. Let's talk back when indian can design independent chip IP from the ground and build succesful semiconductor products from it. Do You think Vinod Dahm or Koduri designed these chips from the ground free from any underlying IP of Intel? Tell me what you know. After Many years of working with MNCs there still no indian who managed to create a fabless company that can compete with MNCs. Tell me why? Who cares what Raja Khoduri doing in Intel when he still couldn't create an independent company that can design a SoC to compete with Snapdragon, Kirin, Bionic, Dimensity or even his employer Intel. That's my point. That's why I called it overrated and overhyped. So after many years just right now your country trying to move it ass doing something and that still full of uncertainty.
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  9.  @divyanshugoyal9818  prove to me that China manipulating that ranking?
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  10. If the goal is to establish home grown semiconductor manufacturing company there's no need to woo foreign companies. India can just start the company rn using that money.
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  11. Fake news
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  12.  @giriprasadkotte9876  when it comes to india it will be static
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  13.  @divyanshugoyal9818  can you speak in English? And the data is free from manipulation. Why should China manipulate such thing? It's being done by independent research group.
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  14.  @divyanshugoyal9818  talk back when there's confirmation. Right now it's all thin air. And also can you stop spamming this video. My notification is full with your comments(reply)
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  15. Better you start living in reality rather in your imaginary world
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  16. I don't know the objective of your comment here.
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  17.  @divyanshugoyal9818  gov support isn't always enough. They need to create many new IPs that independent from AMD. And They know it's a tall order. If you read the article the indian team contributed significantly in the development but not all crucial IP for Milan came from indian side. So it's still a combine effort of indian team and US team.
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  18.  @muh11ad  look at what your father of pentium V. Dahm doing after he left Intel. He became lower and lower and in the end he end up with a company name AcadGild, an education company. Seriously for some one who once a leader that lead the team that designed pentium chip??
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  19.  @divyanshugoyal9818  I have but there was no detail. It just said "several irregularities". Full stop. Even bloomberg find all this ruckus as stupid and the ranking is stupid also. Looking at the ranking(and put aside the manipulation and what's not) China is still far from an ideal place to do business if we refer to the ranking. Bcus It's ranking is still low but is that true? Last year China received the largest sum of FDI higher than the country with the highest rank of EoD.
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  20.  @PepperPew  does that even matter? This is the problem with indian. They took anything even the most irrelevant thing to be used as bragging stick. Chinese startups only focus on what matters that's delivering function over seeking for high valuation.
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  21.  @SandeepKumar-jj7zi  it means private startup that has potential in investors analysis. Only they knows. But for me any shape of valuation this day has lost its meaning aka meaningless. I mean it is more about potential of generating money than it's being genuine technology factor. It just like how meaningless are some categories of Nobel prize.
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  22.  @Urgelt  ok, if China one day managed to seize Taiwan what can stop them from ordering TSMC to stop production in india?
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  23.  @vatsan2483  there's not much difference however you try to spin it. TSMC technology or UMC technology is equal to Taiwan technology as Taiwan holds strong position in foundry technology bcus of them so most of learning materials about semiconductor manufacturing technology in Taiwan would be based on the experience of TSMC and UMC. This could happen because of collaboration between industry and academia in Taiwan. Same with US, Japan or South Korea.
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  24.  @hashhacker2130  lmao tech radar has questioned the authenticity of that matter. Intel never announced anything about investing in india. It just live mint go gaga over someone tweet.
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  25.  @hashhacker2130  From live mint, "While Thakur’s comments are being interpreted as an expression of interest for manufacturing in India, Intel said it has no such plan—at least for now." "In response to an email query, an Intel spokesperson said, “Intel India is Intel’s largest design centre outside of the US, and we have been investing towards accelerating innovation and design engineering in India over the last two decades. However, we have no new plan to announce at this time."
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  26.  @hashhacker2130  lmao then I think you clearly have comprehension problem. No where it states that Intel had an interest to setup a manufacturing plant in india. It's only you and live mint that jumping into false conclusion. Read what I post there.
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  27.  @hashhacker2130  Understand this part properly While Thakur’s comments are being interpreted as an expression of interest for manufacturing in India, Intel said it has no such plan—at least for now. So here it says "Thakur’s comments are being interpreted as an expression of interest" So indian medias interpreted the words as a sign of interest. Then how can you say it came from Intel? Since when an interpretation can tell true intention?
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  28.  @alchemist7412  that's not Intel
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  29.  @alchemist7412  tower jazz proposal has been running much longer even before Intel acquired them. The proposal was made by a Consortium that involves Tower jazz. Intel was never a part of it.
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  30.  @heatengine9283  haha lmao, you understand that part wrong. Try harder next time.
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  31.  @PepperPew  that dude using number of unicorn to prove his point is the problem here. So did he think China only produced 21 startups this year compare to india with 53 startups?
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  32.  @PepperPew  and where is the fact that China is the origin of corona? I said fact not theory. But whole world know that one of the deadliest variant of corona name Delta is coming from india 🤣🤣
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  33.  @PepperPew  all facts I get is from your medias. Only what matters to me.
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  34.  @PepperPew  53 unicorns or 54 unicorns to be exact coming from india means here you are referring to Hurun report then why not looking further? China got 301 unicorns according to that report 😉
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  35.  @PepperPew  I accept the fact that india has more unicorns than China this year but it has no meaning at all. Your unicorns albeit High in value but it has little value in india tech development. China has many startups that are not even a unicorn but got plenty of value in China tech development. What will these mamaearth, globalees, droom, and all kind of Internet companies here bring to india tech development? Your fellow indian techies couldn't even create a good search engine or social media company for your country sake lmao But yeah keep celebrating mediocrity m8 😄
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  36.  @PepperPew  check Hurun report on unicorns
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  37.  @PepperPew  from TOI aka times of india
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  38.  @roberts2697  that's the thing. I have checked CB insight list of unicorns guess what, most of indian unicorns are Internet based companies while Chinese unicorns are more spread out into various categories. You can find many Chinese unicorns in AI, Hardware, Automotive and mobility, and telecommunications
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  39.  @abhishekrana7986  lmao india is shit when it comes to tech industry. India just a back office of MNCs. Serving technology giants from US
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  40.  @jarjarbinks3193  clearly that you have no idea about Chinese start ups and what they do. I didn't see any Chinese startup that does trivial things in their unicorn list while there are alot of indian unicorns that does a "weak" and trivial business(internet🙄😒) but valued very high. If that is the face of india technology and innovation india have no hope to be "real" player in technology realm in any time. India isn't the only country that is focusing on SaaS industry. China has the second largest SaaS ecosystem after US. And like I have told in other comment before there are lot of Chinese start ups that didn't becoming unicorn but doing real technology business in the industry like AI, Semiconductor, Autonomous Vehicle technology, EV etc. Even I can say Zoho and Freshwork are in the category of weak technology venture. Less technology barrier, less technology difficultly. You are living in mediocre technology culture of india that's why you couldn't see what technology value Chinese start ups have created. Sensetime also have worked with many global clients in AI solutions. It is just you never aware of it. Caanan Creative is world's second largest Crypto mining technology provider. Providing ASIC chips, Crypto mining hardwares and solution. So read more.
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  41.  @jarjarbinks3193  As for electric two wheelers it's global development isn't that widely covered by news. Maybe only in india. And not many countries have big two wheelers culture. Plus indian two wheelers only popular in india and some developing countries. You think Electric two wheelers didn't create a hype? Ola venturing into electric scooter production in itself is a hype. Hype in E two wheelers exist and mainly in india. When most countries are focusing on E cars only in india most of the focus is on E two wheelers like india is going to be something here. That's the hype there. And ola isn't without controversy or bad news. I have read fair shares of writing from indian about ola electric and its current problems. This company has a potential to be second scammer in india after byjus. Plus most of the battery components for E two wheelers came from China. That doesn't change the fact that they are a weak companies in technology realm. Internet services. CRM Software. Where hundreds of similar companies exist out there. I thought they are going to produce something interesting like what Sensetime or Face++ does but it's just a generic products.
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  42.  @jarjarbinks3193    So it's not a hype bcus india has largest two wheelers market but its a hype in China even when China has the world largest market in E cars and very active in gaining new adopters? Could not you see how ridiculous you sound here? haha you think EV scooter is going to be feasible in many kind of situations? It's not practical at all. Maybe in india its practical but not other countries. India E cars will be expensive but not in China. With economic of scale and excellent supply chain that's why we can see the upward trajectory of E cars adoption in China more than any other countries. E cars are very affordable in China. The market is not hype. india is focusing on E two wheelers market China is focusing on E cars. With india shows to focus on less sophisticated and less complex E two wheelers it also tells that india is still weak in EV technology development. China knows the limit that E cars experienced today and isn't the reason to stop the development. They will continue to pour the money in EV R&D. Tesla and Older auto makers also. Tell me why Elon Musk or any EV experts didn't share your opinion? If the world have only people with the kind of mind like you nothing will move forward. That's why india only successful in very limited niche industry.
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  43.  @jarjarbinks3193  scammer is always a scammer. No matter how big it's own market is. Big market means more scam money can be made. There are lots of talking in YT from indian and from place like Quora about byjus and why they are bad. But as many indian families couldn't see the reality they will continue to get scam by byjus. At least Chinese government knows how to control private companies from being to full of themselves and destroy the life of common people by their unsupervised business practices. And Dalian Wanda is an old school company and no longer relevant. It's good that all these bad real estate managers go burst. China is about hard tech right now to climb technology ladder. Companies in for example semiconductor technology development are given full support by Chinese government.
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  44.  @jarjarbinks3193  yes the valuation of Tesla doesn't make sense but Tesla is far from a hype. They're real player. The number of EV they are going to churn out from their factories is only growing and not decreasing. Tbh I think looking at the simplicity of E car it's not going to take too long for E car makers to come up with affordable E car in the future. And I think in the next decade a better EV battery is going to come into the market. And its certain that E car isn't going to be a niche product
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  45.  @jarjarbinks3193  lmao when the subject is between india and China why bring US here. US isn't the good case study for EV adoption. Being China nationalist aka wumou is better than being a Conservative and out dated indian like you and most of indian. Japan is in a cusp to be an out dated nation soon. They have failed in smartphone competition. Global transition into sustainable green energy vehicles is inevitable. There will be two options competing to dominate future market. EV and Hydrogen vehicle. But it clearly suggested that EV will win the competition. The reason Japanese automakers didn't jump into EV very fast is more because they have made heavy investment in other kind of green energy technologies like hybrid and hydrogen technology for a long time. So they are trying to recoup back their investment money by selling cars with tech they have developed. Second, it's about a concern that it will destroy current ecosystem of supply chain that employ lots of component suppliers. But it seems that Japanese automakers couldn't avoid to ignore EV any longer. Nissan has planned to produce wide range of EVs starting in 2030. Honda also has starting to make a move towards EV. Don't be surprised if in the future indian automakers get left behind by even Japanese automakers in EV adoption.
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  46.  @jarjarbinks3193    Chinese EV makers doesn't have luxury tag and don't need it. They aren't focusing on niche segment. BYD EVs are selling in huge quantity in China and increasingly out of China.
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  47.  @Obscurai  "capital flight, capital flight.." What do you know about capital flight? China fdi is ever increasing. The ratio of capital flight to fdi in China is low.
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  48.  @PepperPew  lmao Foxconn is already in india. Saying people don't know about india but you also the same
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  49.  @prithviraj6529  investing doesn't mean it guarantee a success. And Intel didn't say anything about building fab in india. I have checked Intel website. Tbh I have repeatedly responded to the same comments about Intel and vedanta. Give me something new
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  50.  @giriprasadkotte9876  lmao you failed to comprehend what is the meaning of "reinventing the wheel". The meaning of reinventing the wheel is you're producing another variation of old product. For example developing entirely new cpu architecture of silicon semiconductor. It sounds good but wasting a lot of time and you could be left behind by current development of semiconductor technology. Prospect of catching up to mature architectures is 50/50. But what Kilkilcom talked isn't about reinventing the wheel aka developing new variation of old product. It's about producing the same things in the market. Would you call what india trying to do now with semiconductor as reinventing the wheel?
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  51.  @jarjarbinks3193  haha you mean providing a service to product based service companies from the west? India still doesn't have global top IT services company that sell its own service products. Japan has 4 global players in IT services example Fujitsu, NEC, NTT Data and Nomura research institute. India only dominating outsourcing service. But out there there are many kinds of service businesses. In retail service industry Japan is global player.
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  52.  @jarjarbinks3193  what China has anything to do with the subject here? And I don't think it's a problem. As for india I see it more like a slave practice. At least China didn't really serving the west 100%. They managed to balance western influence or control with their successful domestic industry. Lol those companies became what they are today because of their outsourcing business. It less about their own service products. Thanks to many global IT services and software companies from west that outsourced a works to them. Without them those indian IT companies wouldn't flourish. Plus india is seen by them as a safer place to conduct tech related activities. That's why they exploit india to the fullest. Lmao how even you asking this question? Do you know what is tertiary industry? It's service industry. Retail service and IT service are tertiary industry
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  53.  @jarjarbinks3193  and cognizant is US based company. HP is no longer involve in IT service, they have spin off that business. That business now name DXC technology.
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  54.  @jarjarbinks3193  can't compete with who? Western IT players exist much earlier than indian IT companies. But one day both side US-india came up with the idea of outsourcing a works/projects. Like how Apple mantra that is designed in california and manufactured in China that also applies to IT firm like IBM, Accenture, DXC technology, Fujitsu, Oracle IT services. They designed their product ideas in US and have their india operation centre do the workloads. It lot of BS to say they did nothing in US.
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  55.  @jarjarbinks3193  dude you are such a confused person. Trading with west doesn't mean you're working with West. Those countries built their economy by exporting to West is true but what they exports there are their own products. It's not the same as serving the western countries or western companies and make your domestic companies a second fiddle. We are talking about two different thing here.
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  56.  @jarjarbinks3193  why you didn't answer my question in that comment?
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  57.  @vatsan2483  haha bs. Even China never asked for a technology transfer when it comes to high technology businesses like semiconductor eventhough they can force it. TSMC China is independently own by TSMC Taiwan. TSMC isn't going to transfer any significant semiconductor technology outside of Taiwan.
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  58.  @vatsan2483  lmao I'm here talking about Foundry and not processor.
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  59.  @vatsan2483  so tell me with who Hisilicon and Unisoc collaborated with to design their SoC?
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  60.  @vatsan2483  I speak truth. SMIC or Hua Hong Group in their early days never had any JV with TSMC or GF or UMC.  And I never said the collaboration is something new in india but just trying to tell you China doesn't have that luxury. Taiwan never collaborated with China in semiconductor manufacturing related knowledge in China.
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