Скачать или смотреть PM’s Economic Adviser: India’s $10 Billion Semiconductor Bet | SparX

In this episode of SparX, we speak with Neelkanth Mishra one of the leading voices of India Semiconductor Mission. He talks about India’s semiconductor journey from the origins of the Semiconductor Mission to the realities of execution and global competition.

He breakdown how the semiconductor ecosystem works, why entry barriers are so high, and what India’s roadmap looks like today.

The conversation also explores Micron’s entry into India, early implementation learnings, India’s geopolitical advantage, and the question of whether the country can truly challenge global leaders like NVIDIA.

If you’re looking for a clear, grounded understanding of India’s semiconductor ambitions beyond the headlines, this SparX conversation offers context, realism, and long-term perspective.

0:00 – 1:42 Introduction
1:43 – 3:34 Neelkanth's journey in Semiconductors
3:35 – 11:46 India's Semiconductor Mission
11:47 – 14:44 Semiconductor Manufacturing Process
14:45 – 17:44 Objective of Semiconductor Mission
17:45 – 18:50 Early days of Semiconductor Mission implementation
18:51 – 21:08 Entry of Micron in India
21:09 – 26:30 Early Implementation Challenges
26:31 – 30:34 First Implementation Results
30:35 – 32:28 Current State Global Semiconductor Industry
32:29 – 35:41 India's Semiconductor Roadmap
35:42 – 37:41 Entry Barriers in Semiconductor Industry
37:42 – 41:09 India's Geopolitical Advantage
41:10 – 44:10 India's Emerging Companies
44:11 – 47:50 Can India Challenge NVIDIA?
47:51 – 51:56 Why India Can't Be Aatmanirbhar
51:57– 52:46 Outro