India Indian Economy + Infra Archive

[Gessler]

 

[JOYDEEPGHOSH]

#PeterNavarro, His Statements and #BostonBrahmins
https://rbt-defense.blogspot.com/2025/09/peter-navarro-his-statements-and-boston.html

 

[Nilgiri]

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

https://www.communicationstoday.co.in/asml-to-deepen-india-presence-partnering-with-local-semiconductor-players/

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

 

[sup_lol]

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

https://www.communicationstoday.co.in/asml-to-deepen-india-presence-partnering-with-local-semiconductor-players/

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

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)

 

[Nilgiri]

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)

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:

https://twitter.com/i/web/status/1963252034225754476