ITIF：2024评估印度在全球半导体价值链中发挥更大作用的就绪度研究报告（英文版）（53页）.pdf

1、 itif.org Assessing Indias Readiness to Assume a Greater Role in Global Semiconductor Value Chains STEPHEN EZELL|FEBRUARY 2024 India has the potential to play a much more significant role in global semiconductor value chains,provided the government upholds its investment policies,maintains a conduci

2、ve regulatory and business environment,and avoids measures that create unpredictability.KEY TAKEAWAYS Considering Indias large and growing consumer and business marketplace,its strengths in electronics production,and global supply chain rebalancing,India should seize this moment to expand its presen

3、ce in global semiconductor value chains.In the next five years,India has the potential to expand its presence in the semiconductor assembly,test,and packaging(ATP)segment to as many as five facilities and to attract fabs producing legacy semiconductors at 28 nm or above.Expanding its presence in sem

4、iconductor manufacturing would build on Indias decades-long experience in semiconductor design,where it accounts for 20 percent of the worlds integrated circuit(IC)design workforce,over 125,000 workers.The semiconductor industry faces a global shortage of talent;the over 800,000 engineers India grad

5、uates annually could help,but better courses,training,and preparedness are needed,as only a small fraction are industry ready upon graduation.Multinational investors seek stability,certainty,and predictability.So,India must continue to deepen recent improvements it has made to its business and polic

6、y environments,while avoiding policies that create business uncertainty.INFORMATION TECHNOLOGY&INNOVATION FOUNDATION|FEBRUARY 2024 PAGE 2 CONTENTS Key Takeaways.1 Introduction.3 Why India Should Seek to Deepen Its Presence in Global Semiconductor Value Chains.3 Indias Semiconductor Moment.7 Rapidly