The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan

A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down the different approaches to this buildout and how they might turn out.

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#semiconductor #manufacturing #uae #india

[himeshwalia]

India is also a Semiconductor Design Hub. 20% of the world's Semiconductor design workforce is in India. We are definitely integrating ourselves with the semiconductor supply chain but we're building up our capacity slowly.

[mintheman]

As someone that has worked in the semiconductor industry for 20 years, every video Peter puts out about the industry just reminds me how ignorant he really is and yet how confidently he can talk on the subjects without any expertise. To say TSMC has no IP because they don’t do chip design is just absurd. Their whole business model is based on fabrication not design, and they have at least 1-2 year lead on the closest competition. There’s a reason Intel is still struggling to ramp 7nm and TSMC is already ramping 2nm. It takes a lot of expertise to do manufacturing well, something people in this country seem to forget after outsourcing our whole supply chain overseas.

[Ati-Maharathi]

Nvidia CEO is investing in India.Nvidia will make AI chips in India.

[johanneshoogenboom]

I was working on an oil rig in Egypt. All the lower level positions were manned by locals and all the higher positions were ex-pats. The locals had screwed something simple up and their expat supervisor told him “theres no way you f’ers built the pyramids.” I nearly fell out of my chair, laughing.

[docjaramillo]

My long money is on India … such a dynamic place with many brilliant hard working ambitious young people. All of this along with a kings-ransom of cultural inheritance

[bpora]

Arguably the Indian development is the more important of the two. Those type of chips will be more usable by a wider market.

[zibbitybibbitybop]

Highly doubt the Dubai one will go anywhere, but India could absolutely make theirs work if they can somehow get past all the regional red tape. They have the educational system, labor pool, and domestic demand for low-to-mid chips, I hope they succeed.

[Primaate]

Peter's simply saying in current UAE the vast majority of 'skilled' work is imported.
The citizens simply cash oil cheques.

[clsanchez]

Hey Peter, sorry to see that you were sick a week ago. Hopefully by the time I get to see today’s video you’ll be feeling much better. Take care.

[sheldoniusRex]

The India model seems most likely to succeed.

[mayor-ow]

Thank you for recommending Sarah Jennine Davis on one of your videos. I reached out to her and investing with her has been amazing.

[danisraelmalta]

You mentioned taiwan 'power chips" working with TATA to build a FAB in Gujarat - but there is more, Israel "tower semiconductors" will also build a FAB in India. Nothing fancy, but second and third tier semiconductors (RF, image and mixed signal cmos, etc.) that are used everywhere.

[ChazmillsADLT]

I lived in the UAE and you are absolutely correct! My biggest concern is that the UAE is, to a certain extent, sympathetic with the Russians and maybe be a loop hole, back door, for Russia to be supplied with these components

[nlabanok]

20 year experienced engineer in semiconductor design and manufacture....I lofl at the UAE wanting fabs in their monarchy. A culture built around putting a straw in the ground and selling the shit that comes out of the straw is not even remotely equipped culturally (much less education or experience) to work in a fab or even the backend smt package assembly and test. The teamwork, the discipline, the modesty to follow process flawlessly, and the humility to always always follow the data... it's just not a fit at all. India, on the other hand, with a decade or so, can get there especially with the army of Indian H1B talent already embedded in the major semiconductor design / manufacturers....they only need to repatriate 5 thousand or so of the hundreds of thousands of qualified expat Indians and they're gonna be successful.

[sudip_curiousmind]

What needs to be added is that India has a very large chip design talent base with almost all major ecosystem companies and several homegrown ones have operations running out of India. A gap is that we still dont have a completely India designed "branded" chip yet but is expected to come shortly.

[billbob]

Oh my Mr. Peter, get well soon Sir!
I pray you heal and rise ASAP!

[zatsumaimo]

India steppin in fast in the Big Dawgs lobby

[manikkalore]

India is actually low key Chip Design Powerhouse.
There is a reason why every top chip maker have there design, R and D center in India including Intel and NVIDIA, these are some of biggest such centers outside of the United states.

[stevenpelayo]

Read Tim Culpan’s latest Substack on the history of AMD spinning out its fabs to become Global Foundries. The Mubadala group from UAE has been very smart in dealing with structuring, and GFS has gotten better with actual production. I suspect these two would pioneer chip manufacturing in UAE. Lastly, please do more research on TSMC. The processes they develop and the PDKs customers then design to are extremely important. UMC, Chartered, IBM, Samsung, Global Foundries, Intel, SMIC and many others have all attempted to catch TSMC. Their ability to develop an advanced node and manufacture with high yields can not be understated.

[hughmckendrick]

Water is also critical for manufacting. Not only the abundance but the quality of the water to start with.