★ forthcoming
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
Substrates, gases, photoresists, equipment subcomponents — the layers no one is building
Techadyant Labs · Strategic Intelligence
Semiconductor Ecosystems
India’s Semiconductor Supply Chain Missing Links and Industrial Opportunity Surfaces
Substrates, gases, photoresists, equipment subcomponents — the layers no one is building
forthcoming~ 2h 30m read
Forthcoming
The 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.
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New reports, signals and briefings on India’s industrial systems — infrequent and independent.