Semiconductor Ecosystems
Techadyant Labs research on semiconductor ecosystems in India — the dependencies, constraints and opportunity surfaces that decide the real outcome. 1 published · 3 forthcoming.
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
Substrates, gases, photoresists, equipment subcomponents — the layers no one is buildingThe 12 ISM-approved projects describe what India is building. This report describes what India is not building — the materials, substrates, equipment subcomponents and consumables that determine whether the fabs and OSATs actually run at competitive yield and cost.
Water Behind India’s Semiconductor Ambitions
Water Behind India’s Semiconductor Ambitions
Ultrapure water, treated wastewater and the corridor-level water auditA 300 mm fab consumes ~4 million litres of ultrapure water per day; an Indian advanced-packaging facility would add more. This report audits the water position of each Indian semiconductor cluster against CGWB block-level extraction data, and names the regulatory reforms that would close the supply gap.
The Packaging Frontier
The Packaging Frontier
Why Assembly, Test and Advanced Packaging May Matter More Than FabsBack-end assembly, test and advanced packaging is where a large share of near-term semiconductor employment and value addition will accrue in India. A structural look at the OSAT layer.