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JOYDEEPGHOSH
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#PeterNavarro, His Statements and #BostonBrahmins
https://rbt-defense.blogspot.com/2025/09/peter-navarro-his-statements-and-boston.html
https://rbt-defense.blogspot.com/2025/09/peter-navarro-his-statements-and-boston.html
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ASML Just Sent a Signal to India--and the Chip World Should Pay Attention
The Dutch tech titan eyes India's $100B chip dream as US-China tensions reshape the semiconductor battlefield.
sg.finance.yahoo.com
Dutch tech giant ASML eyes India partnership as PM Modi pushes for local chipmaking
ASML is exploring opportunities in India as Prime Minister Modi aims to boost domestic chip production. The company plans to expand partnerships with Indian firms, offering advanced lithography solutions. This move aligns with India's ambition to establish a local semiconductor ecosystem, even...
wait thats kinda massive. isnt ASML the company with a practical monopoly over their lithography machines? hmmmm maybe were gonna get 10nm chip production faster than we thought lol, we're alr doing 14nm if im not wrong or at least 28nm(multiple hubs being set up)
ASML Just Sent a Signal to India--and the Chip World Should Pay Attention
The Dutch tech titan eyes India's $100B chip dream as US-China tensions reshape the semiconductor battlefield.
Dutch tech giant ASML eyes India partnership as PM Modi pushes for local chipmaking
ASML is exploring opportunities in India as Prime Minister Modi aims to boost domestic chip production. The company plans to expand partnerships with Indian firms, offering advanced lithography solutions. This move aligns with India's ambition to establish a local semiconductor ecosystem, even...economictimes.indiatimes.com
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It depends first how India leverages (at the current juncture) its 5 trillion market cap to bring in capital + the experts tied to that capital to intersect with existing Indian corporates that are big/deep/commited enough for long term.
Then only do you have the basis to try compete more at the apex levels over time....production and then IP RnD yourself from it later.
ASML basically responding like any deep IP niche company would when enough scale of ambition is signalled....since yes large chunk of change from the "100 billion" ultimately will be fronted to them. Supply chain growth is advantageous to them, with proper rule of law and IP protection of course (this is where an Indian strength in its courts lies compared to PRC where CCP can coerce things to IP-source detriment)
Here are some (in the larger thread) of the partnerships announced so far to try jumpstart this sector to the next level:
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The next phase of the Semiconductor Mission will have a $20-billion incentive package, seems at least 2-3 more fabs are being planned, besides a display fab, design-linked incentives and several more ATMP/OSAT assembly/packaging facilities:
www.outlookbusiness.com
The Govt seems to be looking at a roadmap to manufacture 5-7nm chips (from Tata-PSMC's current 28nm node) in the next ~5 years:
www.livemint.com
Govt Plans $20 Bn Push with India Semiconductor Mission 2.0 to Boost Chip Manufacturing – Outlook Business
ISM 2.0 plans to boost semiconductor manufacturing through subsidies for sensor suppliers and investments in OSAT facilities, capital equipment, and materials, covering the entire value chain. With ₹5,000 crore earmarked for design-linked incentives
The Govt seems to be looking at a roadmap to manufacture 5-7nm chips (from Tata-PSMC's current 28nm node) in the next ~5 years:
India eyes advanced 5-7 nm chips as semiconductor mission enters next phase: Additional Secy MeitY | Mint
India is taking its semiconductor mission to an advanced level, with plans to move from 28-nanometre fabs towards the manufacturing of advanced 5-7-nanometre chips, Abhishek Singh, Additional Secretary, Ministry of Information and Technology, said.
www.livemint.com
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Supposedly, only three countries in history had ever crossed the 150 MT crude steel production output - USSR, China & now India.
Also, exports being such a small part of it show that domestic consumption has been extremely high, helped by the infrastructure build-out programs of the Govt.
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Interesting. The Naveen Jindal Group has submitted a proposal to acquire ThyssenKrupp's European steel business (TKSE).
Thyssenkrupp has received a non-binding bid for its steel unit from a division of Indian conglomerate Naveen Jindal Group, the German company said on Tuesday, the latest twist in the group's years-long effort to dispose of the business. News of the indicative bid for Thyssenkrupp Steel Europe (TKSE) - Germany's largest steelmaker which made 10.7 billion euros ($12.6 billion) in sales last year - sent shares in its parent up as much as 7.9% to their highest level in nearly four and a half years. They closed up 4.4%.
Thyssenkrupp said it would closely examine the offer "particularly with regard to economic sustainability, the continuation of the green transformation and employment at our steel sites". It did not provide any financial details about the bid, which comes as the German submarines-to-car parts group is seeking to partially divest most of its businesses in a bid to become leaner and more focused. A sale to Jindal Steel International, the international steel arm of the Naveen Jindal Group, would be a success for Thyssenkrupp after previous attempts to divest TKSE all failed, with pension liabilities of around 2.7 billion euros remaining a key hurdle.
Jindal Steel International, in a separate statement, said its offer would secure steel production in Germany, include the completion of a green steel production site by TKSE in Duisburg, and a more than 2 billion euro commitment to establish additional electric arc furnace capacity. "Our goal is to preserve and grow Thyssenkrupp's 200-year industrial legacy and help transform it into Europe's largest integrated low emission steelmaker," Narendra Misra, director of European Operations at Jindal, said. Jindal Steel International, which last year acquired Czech steelmaker Vitkovice Steel, would also be prepared to take on TKSE's pension liabilities in a deal, a person briefed on the matter said. Thyssenkrupp last year sold a 20% stake in TKSE to Czech billionaire Daniel Kretinsky, with the aim of eventually selling a further 30% stake to eventually create a 50-50 joint venture.
Powerful labour union IG Metall has criticised the move, saying Kretinsky had not provided information about his strategic plans as a co-shareholder. Kretinsky's EPCG division declined to comment. Thyssenkrupp's deputy supervisory board chair and senior IG Metall member Juergen Kerner said news about the offer was good and that deeper discussions should start as soon as possible.
Thyssenkrupp has received a non-binding bid for its steel unit from a division of Indian conglomerate Naveen Jindal Group, the German company said on Tuesday, the latest twist in the group's years-long effort to dispose of the business. News of the indicative bid for Thyssenkrupp Steel Europe (TKSE) - Germany's largest steelmaker which made 10.7 billion euros ($12.6 billion) in sales last year - sent shares in its parent up as much as 7.9% to their highest level in nearly four and a half years. They closed up 4.4%.
Thyssenkrupp said it would closely examine the offer "particularly with regard to economic sustainability, the continuation of the green transformation and employment at our steel sites". It did not provide any financial details about the bid, which comes as the German submarines-to-car parts group is seeking to partially divest most of its businesses in a bid to become leaner and more focused. A sale to Jindal Steel International, the international steel arm of the Naveen Jindal Group, would be a success for Thyssenkrupp after previous attempts to divest TKSE all failed, with pension liabilities of around 2.7 billion euros remaining a key hurdle.
Jindal Steel International, in a separate statement, said its offer would secure steel production in Germany, include the completion of a green steel production site by TKSE in Duisburg, and a more than 2 billion euro commitment to establish additional electric arc furnace capacity. "Our goal is to preserve and grow Thyssenkrupp's 200-year industrial legacy and help transform it into Europe's largest integrated low emission steelmaker," Narendra Misra, director of European Operations at Jindal, said. Jindal Steel International, which last year acquired Czech steelmaker Vitkovice Steel, would also be prepared to take on TKSE's pension liabilities in a deal, a person briefed on the matter said. Thyssenkrupp last year sold a 20% stake in TKSE to Czech billionaire Daniel Kretinsky, with the aim of eventually selling a further 30% stake to eventually create a 50-50 joint venture.
Powerful labour union IG Metall has criticised the move, saying Kretinsky had not provided information about his strategic plans as a co-shareholder. Kretinsky's EPCG division declined to comment. Thyssenkrupp's deputy supervisory board chair and senior IG Metall member Juergen Kerner said news about the offer was good and that deeper discussions should start as soon as possible.
