New Delhi: India is poised to approve a $3-billion investment by US semiconductor company Micron<\/a> to set up an outsourced semiconductor assembly and test (OSAT) unit with at least four assembly lines, people in the know told ET. “有几轮讨论董事会之间的微米和政府官员。微米委员会已经要求其计划投资的细节,能力要创建、和政府帮助,希望这样可以加快流程,”据一位官员意识到细节。 新德里:印度将批准一项由美国半导体公司30亿美元的投资微米建立一个外包半导体装配和测试(OSAT)单元至少有四个流水线,知道的人告诉等。
The Idaho-headquartered company will initially invest about $2.5 billion with more investments likely to be made over a five-year period, sources said.
This will mark the first such approval of an OSAT unit — also referred to as Assembly Testing Marking and Packaging (ATMP) unit — by the central government which has unveiled a Rs 76,000 crore package to kickstart semiconductor manufacturing<\/a> in the country.
“There have been several rounds of discussions between the board of directors of Micron and government officials. The Micron board has been asked for details of its planned investment, the capacity it wants to create, and the government help it wants so that the process can be expedited,” according to an official aware of the details.
ATMP\/OSAT units are an important link in the semiconductor manufacturing chain as they perform the crucial tasks of testing and packing silicon chips.
Typically, these units require up to $5 billion investment compared to semiconductor fab units that involve investments in the range of $10 billion to $15 billion.
People aware of Micron’s proposal said that it was first submitted to the expert committee tasked with reviewing projects under India Semiconductor Mission (ISM) in March this year.
The deadline to accept proposals in the ATMP\/OSAT category ends in December 2024.
“The committee has really liked the proposal submitted by them (Micron). There are some additional last-minute due diligence being done right now. It is a rigorous process as a lot of public money is involved. The proposal is under consideration and may be approved soon,” a senior government official told ET on Friday.
Micron India did not respond to queries seeking to know the details of the proposed investment and whether the Indian government had sought additional details for an expedited approval from the company.
Expansion of Supply Chains
<\/strong>
Micron, which was established in Idaho in the US in 1978, has three offices in India — one in Bengaluru and two in Hyderabad. The company’s decision to diversify its supply chain into the country could also likely be a result of the partial ban imposed on it by China, sources said.
“China had imposed some sanctions on Micron by terming it a national security risk. They have about 16 semiconductor fabrication assembly lines in China. So, they started looking at other countries and the talks with India have been the most fruitful so far. They also considered Malaysia but there is a dearth of talent in the country. So, India becomes the natural choice,” said a second person in the know of the matter.
These developments come close on the heels of the US National Security Advisor Jake Sullivan announcing that there could be “substantial results” on collaboration in semiconductor supply chains between India and the US.
Sullivan, who was in India, on Wednesday said that announcements in this regard could be as early as next week.
Semicon Ecosystem
<\/strong>
Meanwhile, the ministry of electronics and information technology has also decided to pivot its semiconductor strategy. It is now looking to build an ecosystem for companies instead of just focusing on attracting fabrication units, another official said.
“We are confident that once there is an ecosystem in place, it will give confidence to the biggest names to enter India without a second thought. We are focusing on that ecosystem for now,” the person added.
Earlier on May 31, the government re-opened the window for applicants, both new and existing, to re-apply for setting up semiconductor and display fabrication units and to seek incentives from the Centre under the India Semiconductor Mission (ISM).
The window — starting from June 1 — will remain open till the appropriate resources are there and the government gets good applications.
In December 2021, the government had announced a $10 billion semiconductor incentive programme.
The earlier window to send proposals to set up semiconductor and display fabrication units in India had opened on January 1, 2022. The IT ministry had received applications from a Vedanta-Foxconn joint venture, Next Orbit Ventures, which has partnered with Israel’s Tower Semiconductor as well as Singapore-based IGSS Ventures.
The government has not officially announced the status of the applications.
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印度将批准微米的3 b美元芯片封装和测试单元
Idaho-headquartered公司最初将投资约25亿美元,更多的投资可能在5年期间,消息人士说。
这将标志着一场OSAT首次批准单位——也称为组装测试标记和包装(ATMP)单元,由中央政府已经公布了一项76000卢比包来启动半导体制造在乡下。
ATMP / OSAT单位是半导体制造链中的重要一环,因为他们执行关键任务的测试和包装硅芯片。
通常,这些单位需要高达50亿美元的投资相比,半导体晶圆厂的单位,包括投资100亿美元到150亿美元的范围。
人们意识到微米的提议说,这是第一次提交给专家委员会负责审查项目在印度半导体任务(ISM)今年3月。
接受建议的最后期限ATMP / OSAT类别2024年12月结束。
“委员会真正喜欢他们提交的提案(微米)。有一些额外的最后一刻现在所做的尽职调查。这是一个严格的过程涉及到大量的公共资金。建议正在考虑之中,并且可能很快就会批准,”一位高级政府官员告诉星期五美国东部。
微米印度并未对此事作出回应寻求知道的细节提出投资和印度政府是否寻求加速批准该公司的更多细节。
扩张的供应链
微米,成立于1978年在美国爱达荷州,有三个办公室在印度——一个在班加罗尔和两个在海德拉巴。公司决定分散供应链进入这个国家也可能由于部分禁令,中国,消息人士说。
“中国已经实施了一些制裁微米极其严重的国家安全风险。他们在中国有16个半导体制造生产线。所以,他们开始关注其他国家,与印度谈判到目前为止一直是最富有成效的。他们还认为马来西亚但缺乏人才。印度成为自然的选择,”一个人说知道的。
这些发展接近的美国国家安全顾问杰克沙利文宣布可能存在“重大成果”合作在印度和美国之间的半导体供应链。
沙利文,在印度,周三说,公告在这方面可能最早将于下周。
半导体的生态系统
与此同时,电子和信息技术也决定主其半导体战略。现在想为企业构建一个生态系统,而不只是专注于吸引制造单位,另一名官员说。
“我们相信,曾经有一个生态系统,它会给信心最大的名字进入印度不加考虑。我们现在关注的生态系统,”这个人说。
5月31日早些时候,政府重新申请窗口,新的和现有的重新申请设立半导体和显示制造单位和寻求刺激的中心在印度半导体任务(ISM)。
窗口-从6月1日仍将开放到适当的资源和政府有良好的应用程序。
2021年12月,政府宣布了一项100亿美元的半导体激励计划。
前面的窗口发送提议设立半导体和显示制造单位在印度开了1月1日,2022年。IT部门收到应用程序从一个Vedanta-Foxconn合资企业,下一个轨道企业,与以色列的塔半导体以及新加坡igs企业。
政府还没有正式宣布的状态的应用程序。
New Delhi: India is poised to approve a $3-billion investment by US semiconductor company Micron<\/a> to set up an outsourced semiconductor assembly and test (OSAT) unit with at least four assembly lines, people in the know told ET.
The Idaho-headquartered company will initially invest about $2.5 billion with more investments likely to be made over a five-year period, sources said.
This will mark the first such approval of an OSAT unit — also referred to as Assembly Testing Marking and Packaging (ATMP) unit — by the central government which has unveiled a Rs 76,000 crore package to kickstart semiconductor manufacturing<\/a> in the country.
“There have been several rounds of discussions between the board of directors of Micron and government officials. The Micron board has been asked for details of its planned investment, the capacity it wants to create, and the government help it wants so that the process can be expedited,” according to an official aware of the details.
ATMP\/OSAT units are an important link in the semiconductor manufacturing chain as they perform the crucial tasks of testing and packing silicon chips.
Typically, these units require up to $5 billion investment compared to semiconductor fab units that involve investments in the range of $10 billion to $15 billion.
People aware of Micron’s proposal said that it was first submitted to the expert committee tasked with reviewing projects under India Semiconductor Mission (ISM) in March this year.
The deadline to accept proposals in the ATMP\/OSAT category ends in December 2024.
“The committee has really liked the proposal submitted by them (Micron). There are some additional last-minute due diligence being done right now. It is a rigorous process as a lot of public money is involved. The proposal is under consideration and may be approved soon,” a senior government official told ET on Friday.
Micron India did not respond to queries seeking to know the details of the proposed investment and whether the Indian government had sought additional details for an expedited approval from the company.
Expansion of Supply Chains
<\/strong>
Micron, which was established in Idaho in the US in 1978, has three offices in India — one in Bengaluru and two in Hyderabad. The company’s decision to diversify its supply chain into the country could also likely be a result of the partial ban imposed on it by China, sources said.
“China had imposed some sanctions on Micron by terming it a national security risk. They have about 16 semiconductor fabrication assembly lines in China. So, they started looking at other countries and the talks with India have been the most fruitful so far. They also considered Malaysia but there is a dearth of talent in the country. So, India becomes the natural choice,” said a second person in the know of the matter.
These developments come close on the heels of the US National Security Advisor Jake Sullivan announcing that there could be “substantial results” on collaboration in semiconductor supply chains between India and the US.
Sullivan, who was in India, on Wednesday said that announcements in this regard could be as early as next week.
Semicon Ecosystem
<\/strong>
Meanwhile, the ministry of electronics and information technology has also decided to pivot its semiconductor strategy. It is now looking to build an ecosystem for companies instead of just focusing on attracting fabrication units, another official said.
“We are confident that once there is an ecosystem in place, it will give confidence to the biggest names to enter India without a second thought. We are focusing on that ecosystem for now,” the person added.
Earlier on May 31, the government re-opened the window for applicants, both new and existing, to re-apply for setting up semiconductor and display fabrication units and to seek incentives from the Centre under the India Semiconductor Mission (ISM).
The window — starting from June 1 — will remain open till the appropriate resources are there and the government gets good applications.
In December 2021, the government had announced a $10 billion semiconductor incentive programme.
The earlier window to send proposals to set up semiconductor and display fabrication units in India had opened on January 1, 2022. The IT ministry had received applications from a Vedanta-Foxconn joint venture, Next Orbit Ventures, which has partnered with Israel’s Tower Semiconductor as well as Singapore-based IGSS Ventures.
The government has not officially announced the status of the applications.
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