印度不能只是旁观中美芯片战争，应该抓住这个战略性的窗口

India should do more than just watch US-China chip war. It’s a strategic opening

印度不能只是旁观中美芯片战争。这是一个战略性的窗口

The outgoing Joe Biden administration has been unusually active in recent weeks, making significant decisions with long-term implications. These include lifting certain restrictions on Ukraine and imposing stricter trade measures on China. The structural effects of these moves will become evident in 2025 and beyond.

即将离任的乔·拜登政府最近几周异常活跃，做出了一些具有长期影响的重大决定。这些措施包括取消对乌克兰的某些限制，对中国实施更严格的贸易措施。这些举措造成的结构性影响，会在2025年及以后变得明显。

以下是印度网友的评论：

rajx7120

I think we should promote Aluminium Air battery technology that Indian Oil obtained from Phinergy, the Israeli startup. It's swappable and recyclable, and has longer range than Lithium ion battery.

我认为我们应该推广印度石油公司从以色列初创公司Phinergy获得的铝空气电池技术。这样的电池是可更换和可回收的，并且比锂离子电池续航里程更长。

nomulahemanth3109

Are you blind, The Tatas are investing nearly ₹1.2 Lakh Crores in Gujarat and Assam for Chip ATMP AND FABRICATION Plants, Adani is investing ₹ 90,000 Crores in Setting up a Plant in Maharashtra all these happened after Modi Govts Announcement of Massive subsidies and Infrastructure build-up, Gujarat State also announced 20% extra subsidies for semiconductor corp. to set up in their state

你瞎了吗，塔塔在古吉拉特邦和阿萨姆邦投资了近1.2万亿卢比建造芯片工厂，阿达尼正在投资9000亿卢比在马哈拉施特拉邦建立工厂。

这些都发生在莫迪政府宣布大规模补贴和基础设施建设之后，古吉拉特邦还宣布为在该邦的半导体公司提供20%的额外补贴

kiransv8667
what India should do? make our own chip?u guys need to see Indian research Institutions. am from a research institution. in the current environment i mean from independence we r like that. there is no vision and knowledge to the senior scientist .

印度应该怎么做？生产自己的国产芯片？你们应该去看看印度的研究机构。我来自一家研究机构。目前的研究环境，从独立开始，我们就一直这样。这位资深科学家没有远见和知识。

CSY1

They can make potato chips.

他们只会生产薯片

supergroovy8346

India don't need to make chips. Just build enough temples so that India can pray for chip growing trees.

印度不需要造芯片。只要建造足够的寺庙，印度就可以祈祷树木长出芯片来

manojgoel3910

India need to take a self interest approach and develop its own technology and self reliance, no country can be trusted

印度也应该利己主义，发展自己的技术，自力更生，任何国家都不值得信任

prakashanvsg5784

From times immemorial we were making banana chips both meeta and salty. I used enjoy it even now. But New Delhi is still in slumber. Sad indeed. Vande Mataram

从远古时代起，我们就开始做香蕉片。即使现在，我也很享受。

新德里仍在沉睡。真的很伤心。向你致敬

howlutos

China has 66 fabs that make chips. China produces half of the world's chips above 7nm, followed by Taiwan and India with 0

中国有66家芯片制造厂。中国大陆生产全球一半的7纳米以上芯片，其次是台湾地区，而印度的芯片产量为零

greatman-k9h

Sure sure but does Endia have the same level of infrastructure, talent and efficiency to match China's chip production capacity?

当然可以，不过印度是否拥有与中国芯片产能相匹配的基础设施、人才和效率？

Red.bulldozer3

Indians are in deep sleep as usual . Dont disturb them

印度人像往常一样睡得很熟。不要打扰他们

surajitpradhan7848

It is not a USA technology.....semiconductor chip manufactured using EUV lithography machine by ASML..

不是美国的技术。ASML使用EUV光刻机制造半导体芯片。

JCSY1

I wonder why she says rare earth refining/processing technology belongs to the US when it is not.

为什么她说稀土精炼和加工技术来自美国，事实并非如此啊。

bhaskarpatel1659

It isn't so easy for India - India needs to set India's priority(ies) most selectively and will need to be equally careful in allocating the resources. Thank you.

这对印度来说可不容易——印度需要确定优先发展的事项，在分配资源时谨慎。非常感谢。

pardeeptandon

America has never looked at India as a China plus one nation as it does not want to repeat the same mistake it made with China
As far as Chips are concerned within 5 years China will produce better Chips than America or Tiwan

美国从未把印度视为一个中国+1的国家，美国不想重复对中国犯下的错误

5年内，中国大陆生产的芯片会超过美国或台湾地区

JCSY1
Not 5 years. Very likely within 2-3 years.

不是5年。很可能在2-3年内就超过。

pardeeptandon

@JCSY1 ; Maybe your timelines are better

也许你说得对

JCSY1

@pardeeptandon Judging by the lightning China speed, looks very likely.

中国速度快如闪电，看起来很有可能。

passby8070

No, US does not have the capacity to produce anything less than 7nm domestically, all of their advanced chips are made in Taiwan or lesser extend Korea. So real capacity is on par.

不，美国国内没有能力生产制程小于7纳米的芯片，他们所有的先进芯片都是在台湾地区制造的，或者在韩国制造。

tedchandran

Jai Hind. Google ex-CEO Eric Schmidt had stated that getting hold and controlling our Indian STEM shining talents as fundamental for the US 5Eyes Hegemonic Dominance.

印度必胜。谷歌前首席执行官埃里克·施密特曾表示，掌握和控制我们印度理工科领域的杰出人才，是美国五眼联盟维护霸权统治的基础。

bruno66yc

India produces a lot of geopolitics experts and strategic observers. They give so many opinions and advice on Youtube such as these. " India should do this, do that, leapfrog in this area etc". But dont they know whatever they say, government and business leaders already know? They are the ones with power and resources. The issue in India is not a lack of opinions and advice, but a lack of decisive and sustained commitment. China studies a situation, decides on key objectives, has a detailed plan, commits resources and talent, and ensures accountability. In short, they decide and execute. The repeating patterns of delays in Indian key projects (e.g. Tejas, INS Vikrant, etc) tell of underlying poor decision-making and organisational issues.

印度培养了许多地缘政治专家和战略观察家。他们在油管上给出了很多意见和建议。比如说“印度应该这样做，那样做，在这个领域实现跨越式发展等等”。

他们不知道自己在说什么，政府和商界领袖已经知道了吗？他们是掌握权力和资源的人。印度的问题不是缺乏意见和建议，而是缺乏果断的承诺和决心。中国研究形势，确定关键目标，制定详细计划，投入资源和人才，并建立问责制。简而言之，他们执行力很强。

印度关键项目（如光辉、维克兰特号航母等）反复出现的延误，表明了印度存在潜在的决策失误和组织问题。

prashanthb6521

Simple electronic parts & components are not available in India easily or taxed heavily and India wants to become a leading manufacturer in this field ? This is a pipe dream !

Forget CPUs, does India even manufacture MOSFETs ? All this geopolitics talk is just hot air to make Indians think they are somehow "key players" in this game when they are just beginners.

电子零件和组件，在印度不容易获得，或征税很重，印度想成为该领域的领先制造商吗？白日做梦！

别说生产CPU了，印度会生产MOSFET晶体管吗？这些地缘政治言论，都只是空话，印度人认为自己在这个游戏中是“关键玩家”，其实只是初学者。

robinsonfrancis1498

You are right. Unfotunately the political class in India are totally clueless. There were a few made in India chips, made by Indian universities. But there seems to be a lukewarm reception to them. In fact there was no news about them afterwards. There should be a effort to absorb these chips into the final products of household appliances, automobiles and so forth.

你是对的。不幸的是，印度的政治阶层对此完全一无所知。有一些印度制造的芯片，由印度大学制造，但似乎受到了冷遇。事实上，事后就没有下文了。

应该努力把这些芯片应用到家用电器、汽车等的最终产品中。

JoBlack1033

Germanium, Gallium and Antimony are not "Rare Earth". Loosely speaking we "dont need" Rare Earth minerals for making chips, but we need them in other non semiconductor pieces to make systems/Products.

锗、镓和锑不是“稀土”。简而言之，我们制造芯片“不需要”稀土矿物，在生产其他非半导体部件中需要

ZHJ-9527

One question, what can India produce?

问题，印度会生产什么

JCSY1

Potato Chips.

薯片

JoBlack1033

China already has multiple fab producing chips. Making chips for AI is nothing special. AI is just another 'application'. Military applications are using commercial chips. Thats where "Dual use" comes from. As for India making Semis in next 5,10 years..well, the less said the better.

中国已经有多家晶圆厂生产芯片。人工智能芯片没什么特别的。AI只是另一种“应用”。

军事使用商用芯片。可以军民两用。至于印度要在未来5、10年制造半导体。嗯，说得越少越好。