Weekly News Updates- May 1 – May 7

Semiconductor chips samples exported by Tata Electronics from Bengaluru center; Taiwan foundry to manufacture semiconductor chip designed in India; Sightings of unicorns becoming rare as VCs avoid taking risky leap of faith; Government-owned electronics component manufacturer PLI to reduce reliance on outside vendors and generate employment; WTO panel ruled against India in the EU and other countries' IT tariff dispute; Indian gig workers labor on the forefront of the AI revolution

Semiconductor chips samples exported by Tata Electronics from Bengaluru center

塔塔電子從班加羅爾中心出口了半導體晶片樣品表單的頂端

Tata Electronics has begun exporting semiconductor chips packaged at its Bengaluru-based R&D center, marking a significant step forward for India’s semiconductor industry. These chips, designed for diverse applications rather than a specific purpose, are being shipped to partners in Japan, the US, and Europe. The company is expanding its customer base while nearing the final stages of designing integrated circuits and printed circuit boards for chips ranging from 28 to 65 nanometers. Some chips will undergo testing with select customers for feedback, with commercial production slated for 2027.

Simultaneously, Tata Group is advancing its semiconductor initiatives, including a new chip-packaging unit in Assam’s Morigaon and a $10 billion chip foundry in Gujarat’s Dholera. Prime Minister Narendra Modi’s recent inauguration of the Rs 27,000-crore indigenous Semiconductor Assembly & Test facility in Assam underlines the government’s support for domestic semiconductor development. Additionally, Tata Electronics, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation (PSMC), is constructing India’s inaugural AI-enabled fab in Dholera. This facility aims to produce chips for power management, display drivers, microcontrollers, and high-performance computing logic, with the first chip expected before the close of 2026.

https://www.businesstoday.in/technology/news/story/tata-electronics-starts-exporting-semiconductor-chip-samples-from-bengaluru-centre-report-428560-2024-05-07

小編點評:塔塔電子已開始從其班加羅爾中心出口半導體晶片樣品,標誌著印度半導體製造能力的重要里程碑。此舉凸顯了塔塔公司對強化印度半導體產業並減少對進口的依賴的承諾。半導體晶片樣品的出口有望為印度半導體製造業的進一步發展鋪路,並強化該國在全球半導體市場中的地位。

Taiwan foundry to manufacture semiconductor chip designed in India

台灣晶圓廠將製造印度設計的半導體晶片

Mindgrove Technologies, a fabless semiconductor startup incubated by IIT Madras and backed by Peak XV Partners, has designed India’s first commercial high-performance system on chip (SoC). These RISC-V-based chips, targeted at various applications such as vehicles, robots, medical devices, and home appliances, are expected to be manufactured in Taiwan. With a focus on ‘right-sizing,’ Mindgrove aims to bridge the gap between high-end and low-end players in the embedded systems space, offering chips that prioritize performance without compromising on cost.

This SoC, also known as Secure IoT, stands out as the only Indian chip available commercially in its segment. It promises programmability, flexibility, security, and superior computing power for controlling applications across a wide range of connected smart devices. Mindgrove’s chip is poised to revolutionize various sectors, from wearables like smartwatches to utility meters and EV battery management systems. Meanwhile, India is strategically planning to develop a complete semiconductor value chain, starting from design to fabrication and packaging. By offering design support to Indian brands, the country aims to accelerate innovation and production scale domestically, paving the way for self-sufficiency and global positioning in the semiconductor and electronics industry.

https://www.newindianexpress.com/states/tamil-nadu/2024/May/07/taiwan-foundry-to-produce-india-designed-semiconductor-chip

小編點評:Mindgrove Technologies,一家印度半導體新創企業,已設計出該國的第一款商用單晶片系統(SoC),預計在台灣生產。這款基於 RISC-V 的芯片針對各種應用場景,旨在填補嵌入式系統市場中高端和低端產品之間的差距,有極高的性價比。

Sightings of unicorns becoming rare as VCs avoid taking risky leap of faith

風險投資者避免冒險,獨角獸新創出現頻率降低

Investors are increasingly focusing on late-stage companies, leaving early-stage startups struggling to secure crucial funding. While some early-stage deals are still happening, major players like SoftBank and Tiger Global are directing their attention towards established startups and potential IPOs. This shift has resulted in only two startups achieving unicorn status this year, compared to the previous year’s total of two. Funding processes for new firms remain lengthy, with investment primarily flowing towards fast-growing and profitable companies. However, there’s optimism that ventures improving their economics will attract significant capital in the future.

According to entrepreneurs, the lack of big startup breakthroughs in the past year is notable, with Zepto being one of the few exceptions, currently capitalizing on the quick commerce trend. Only two startups, Perfios and Krutrim AI led by Ola founder Bhavish Aggarwal, have achieved unicorn status in 2024 so far, mirroring the tally for the entire year of 2023.

https://medial.app/news/unicorn-sightings-become-rare-as-vcs-shun-that-leap-of-faith-4b89539a9263a

小編點評:獨角獸的出現越來越少,因為風險投資者更傾向於後期階段的公司而不是新創,導致今年新出現的獨角獸僅有兩家,比去年的總數少。儘管增長放緩,但具有良好經濟基礎的企業仍有希望將來能吸引大量資金。

Government to introduce electronics component manufacturer PLI to reduce reliance on outside vendors and generate employment

政府將引入電子零組件製造商PLI計劃,以減少對外國供應商的依賴並促進就業

The government’s initiative to establish benchmarks for electronics component manufacturing has garnered positive reactions from industry stakeholders, who believe it will significantly contribute to realizing the vision of an ‘Atmanirbhar Bharat’ and strengthening the country’s supply chain to bolster exports. The Ministry of Electronics and Information Technology (IT) has initiated consultations with various stakeholders to devise a production-linked incentive (PLI) scheme tailored for the electronics component sector. Experts emphasize that this move will reduce the reliance of original equipment manufacturers (OEMs) on countries like China and Vietnam for sourcing components, thus fostering indigenous production.

Industry leaders commend the government’s proposal to extend the PLI scheme to electronic component manufacturing, recognizing its potential to generate thousands of direct and indirect employment opportunities. Over the past decade, initiatives like ‘Make in India’ have already spurred significant job creation, particularly in electronics manufacturing, which has surpassed the $100 billion mark. The expansion of the PLI scheme is seen as a pivotal step towards achieving self-reliance in manufacturing, with experts highlighting its role in nurturing a robust domestic electronics ecosystem and mitigating India’s dependence on foreign suppliers.

https://smefutures.com/govts-electronics-component-manufacturing-pli-to-end-dependency-on-foreign-suppliers-create-jobs/#google_vignette

小編點評:政府引入生產鏈激勵(PLI)計劃,旨在減少對外國供應商的依賴,並促進就業機會。產業利害關係人認為,這一舉措對實現“印度自力更生運動”願景和增強印度供應鏈的韌性至關重要。

WTO panel ruled against India in the EU and other countries’ IT tariff dispute

WTO小組在歐盟和其他國家對印度的IT關稅爭端中作出不利印度的裁決

A World Trade Organization (WTO) panel has ruled that India violated global trading rules in a dispute with the European Union, Japan, and Taiwan regarding import duties on IT products. The panel’s report recommended that India align such measures with its international obligations. In 2019, the EU, Japan, and Taiwan lodged complaints against India’s imposition of import duties ranging from 7.5% to 20% on various IT products, including mobile phones, components, and integrated circuits, arguing that these tariffs exceeded permissible limits.

The EU, India’s third-largest trading partner, expressed concern over the impact of India’s tariffs on its exports, estimating that up to 600 million euros ($654.66 million) worth of exports were directly affected annually. Brussels emphasized the importance of adhering to the rules-based trading system, describing the tariffs as “illegal” and stressing the necessity for a strong trade relationship based on mutual compliance. While India has made some adjustments to its tariffs in line with global trading rules since last year, its response to the panel’s ruling remains uncertain, with the possibility of an appeal. However, the unresolved status of the WTO’s top appeals bench, due to U.S. opposition to judge appointments, could prolong the case’s legal process.

https://ca.style.yahoo.com/finance/news/wto-panel-rules-against-india-141929007.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAtWaASxIb_jzfiDDcwD9V3NsNhDU0rnuGLbQsR6QagqURx0uettrOQVZA2oMCdJVc3n8cO7reqVnf1ePiBeAt2cUj9vCUoR8fescu_tHu1iRFMu-i5YeTezruvwKoV8mq2Ud-Vy7ypotNcjzodi7EXpkW_kvnJa78F5_KriszJ2&_guc_consent_skip=1715165442

小編點評:世界貿易組織(WTO)小組裁定,就印度與歐盟、日本和台灣之間有關IT產品進口關稅的爭議,建議印度遵守國際義務。歐盟對關稅對出口的影響表示擔憂,強調遵守規則的貿易體系以及建立堅固的貿易關係的必要性。

Indian gig workers labor on the forefront of the AI revolution

印度的零工在人工智能革命的最前線努力

Akash Pandey, a 26-year-old government job aspirant from Basti, Uttar Pradesh, stumbled upon a lucrative online opportunity offering Rs 12,000-13,000 per project for transcribing audio and annotating images. Similarly, Ikshita Nagar, a young doctor in Delhi preparing for the PG entrance test, devoted extra hours to identifying wound types in images and solving NEET questions. Thousands of gig workers like Pandey and Nagar are playing a pivotal role in training artificial intelligence-based large language models (LLMs) by completing microtasks such as transcription, image labeling, and language translation, thereby contributing to the burgeoning field of data annotation services in India.

India is rapidly establishing itself as a prominent hub for data annotation services, with a diverse workforce including flexible workers, mid-tier business analysts, and skilled data engineers collaborating to construct high-quality datasets. Data annotation, crucial for training AI models, is predicted to drive significant growth in the global market, with projections indicating a value of $8.22 billion by 2028. India’s share of this market could surpass $7 billion by 2030, supported by a workforce potentially reaching up to 1 million individuals. Alok Aggarwal, CEO of AI startup ScryAI, highlighted the meteoric rise of annotation-as-a-service in India, emphasizing its pivotal role in meeting the growing demand for annotated datasets. Meanwhile, global AI companies and startups like Databricks, Fractal, Cropin, and Minus Zero are expanding their in-house teams while also relying on outsourced services in India to facilitate faster and more cost-effective data annotation processes.

https://economictimes.indiatimes.com/tech/technology/indian-gig-workers-toil-at-frontlines-of-ai-revolution/articleshow/109864213.cms?from=mdr

小編點評:這是了解印度人工智能發展的一篇好文章。印度的零工處於人工智能革命的前線,通過完成微任務,如轉錄和圖像標註,為數據標註服務做出貢獻。預計到2030年,由多元化勞動力合作所構建的高質量數據集訓練出來的人工智能模型,將使印度蓬勃發展的數據標註市場超過70億美元市值。