🛰 Union Cabinet Approvals — 4 Semiconductor Projects
Total investment: ₹4,594–₹4,600 cr • Direct skilled jobs: ~2,034 • ISM total: 10 projects, ~₹1.6 lakh cr in 6 states
---
📋 Project Summaries
1. SiCSem Pvt Ltd (with Clas‑SiC, UK) — Odisha
- Focus: SiC compound semiconductor fab + packaging
- Investment: ₹2,066 cr
- Capacity: 60k SiC wafers; 96 M packaged units/year
- Applications: EVs, rail, fast chargers, data centers, solar inverters, defense
- Strategic: India’s first commercial SiC fab; high‑efficiency, high‑temp devices
2. 3D Glass Solutions Inc. (3DGS) — Odisha
- Focus: Advanced packaging & embedded glass substrates
- Investment: ₹1,943 cr
- Capacity: 69,600 substrates; 50 M units; 13,200 3DHI modules/year
- Applications: HPC, AI, RF, photonics, defense
- Strategic: Brings glass‑based heterogeneous integration tech; backed by Intel, Lockheed Martin, Applied Materials
3. ASIP Technologies (with APACT, S. Korea) — Andhra Pradesh
- Focus: System‑in‑Package (SiP) manufacturing
- Investment: ₹468 cr
- Capacity: 96 M units/year
- Applications: Mobile, set‑top, automotive, consumer electronics
4. Continental Device India Ltd (CDIL) — Punjab
- Focus: Discrete high‑power semiconductors (Si & SiC)
- Investment: ₹117 cr
- Capacity: 158.38 M devices/year (MOSFETs, IGBTs, Schottky, transistors)
- Applications: EVs, renewables, industrial automation, comms infra
---
🏗 Timelines & Clusters
- Buildout: 12–36 months (packaging faster, fabs longer)
- Odisha cluster: SiC fab + advanced packaging co‑located in Info Valley for wafer‑to‑module efficiency
- Ecosystem: 278 academic institutes, 72 chip‑design startups, 60k+ trained students feed talent pipeline
---
🔍 Strategic Impact
- SiC devices: Energy‑efficient, high‑temp use in EV inverters, rail traction, aerospace, defense; reduces import reliance amid global shortages
- Advanced/glass packaging: Improves thermal, signal integrity, density for AI/HPC & RF; moves India up value chain
- SiP manufacturing: Enables miniaturized, multi‑chip integration for high‑volume consumer & automotive markets
- Power discretes: Local supply supports EV, renewable, and industrial power conversion resilience
Total investment: ₹4,594–₹4,600 cr • Direct skilled jobs: ~2,034 • ISM total: 10 projects, ~₹1.6 lakh cr in 6 states
---
📋 Project Summaries
1. SiCSem Pvt Ltd (with Clas‑SiC, UK) — Odisha
- Focus: SiC compound semiconductor fab + packaging
- Investment: ₹2,066 cr
- Capacity: 60k SiC wafers; 96 M packaged units/year
- Applications: EVs, rail, fast chargers, data centers, solar inverters, defense
- Strategic: India’s first commercial SiC fab; high‑efficiency, high‑temp devices
2. 3D Glass Solutions Inc. (3DGS) — Odisha
- Focus: Advanced packaging & embedded glass substrates
- Investment: ₹1,943 cr
- Capacity: 69,600 substrates; 50 M units; 13,200 3DHI modules/year
- Applications: HPC, AI, RF, photonics, defense
- Strategic: Brings glass‑based heterogeneous integration tech; backed by Intel, Lockheed Martin, Applied Materials
3. ASIP Technologies (with APACT, S. Korea) — Andhra Pradesh
- Focus: System‑in‑Package (SiP) manufacturing
- Investment: ₹468 cr
- Capacity: 96 M units/year
- Applications: Mobile, set‑top, automotive, consumer electronics
4. Continental Device India Ltd (CDIL) — Punjab
- Focus: Discrete high‑power semiconductors (Si & SiC)
- Investment: ₹117 cr
- Capacity: 158.38 M devices/year (MOSFETs, IGBTs, Schottky, transistors)
- Applications: EVs, renewables, industrial automation, comms infra
---
🏗 Timelines & Clusters
- Buildout: 12–36 months (packaging faster, fabs longer)
- Odisha cluster: SiC fab + advanced packaging co‑located in Info Valley for wafer‑to‑module efficiency
- Ecosystem: 278 academic institutes, 72 chip‑design startups, 60k+ trained students feed talent pipeline
---
🔍 Strategic Impact
- SiC devices: Energy‑efficient, high‑temp use in EV inverters, rail traction, aerospace, defense; reduces import reliance amid global shortages
- Advanced/glass packaging: Improves thermal, signal integrity, density for AI/HPC & RF; moves India up value chain
- SiP manufacturing: Enables miniaturized, multi‑chip integration for high‑volume consumer & automotive markets
- Power discretes: Local supply supports EV, renewable, and industrial power conversion resilience
❤3🔥3
🏦 Jio Finance x TaxBuddy — Income Tax Planning & Filing
Launch: 11–12 Aug 2025 • Platform: JioFinance App • Partner: TaxBuddy
---
1️⃣ Overview
Jio Financial Services Ltd. (JFSL) has added a Tax Planning & Filing module in its app to:
- Simplify ITR filing
- Provide year‑round tax planning
- Disrupt the market with ultra‑low pricing
---
2️⃣ Core Features
Tax Planner : Forecast tax, compare Old/New regime, HRA calc, deductions (80C, 80D) | Optimises tax savings
Tax Filing : Self‑service from ₹24, expert‑assisted from ₹999, guided workflow | Affordable, easy filing
Post‑Filing Tools : Refund tracking, IT notice alerts, return status | Boosts compliance
UX : Digital‑first, compliance checks, transparent pricing | Reduces errors & builds trust
---
3️⃣ Price Benchmark
| Type | JioFinance | Competitors |
|----------|-------------------|----------------------|
| Self‑service | ₹24 | ₹199–₹499 |
| Expert‑assisted | ₹999 | ₹799–₹2,000+ |
| Premium Advisory | TBA | ₹3,000+ |
💡 Edge: ₹24 + integrated planning challenges both mid‑tier private and free government options.
---
4️⃣ Filing Workflow
1. Open JioFinance → Tax Planning & Filing
2. Pick mode → Self or Expert
3. Add income details
4. Upload proofs (Form 16, rent receipts, etc.)
5. Compare Old vs New regime
6. Review & file with e‑verify
7. Track refunds, notices
---
5️⃣ Strategic Significance
For JFSL:
- Expands into compliance & advisory
- Builds annual user stickiness
- Positions as low‑cost disruptor
For Users:
- Democratizes advanced tax tools
- Cuts risk of missed deductions
- Year‑round tax visibility
---
6️⃣ Global Parallels
- US: Cash App Taxes — free, filing only
- Australia: myTax — free, no advisory
- Jio’s Unique Play: Planning + filing + advisory at ultra‑low cost, in a consumer app
Launch: 11–12 Aug 2025 • Platform: JioFinance App • Partner: TaxBuddy
---
1️⃣ Overview
Jio Financial Services Ltd. (JFSL) has added a Tax Planning & Filing module in its app to:
- Simplify ITR filing
- Provide year‑round tax planning
- Disrupt the market with ultra‑low pricing
---
2️⃣ Core Features
Tax Planner : Forecast tax, compare Old/New regime, HRA calc, deductions (80C, 80D) | Optimises tax savings
Tax Filing : Self‑service from ₹24, expert‑assisted from ₹999, guided workflow | Affordable, easy filing
Post‑Filing Tools : Refund tracking, IT notice alerts, return status | Boosts compliance
UX : Digital‑first, compliance checks, transparent pricing | Reduces errors & builds trust
---
3️⃣ Price Benchmark
| Type | JioFinance | Competitors |
|----------|-------------------|----------------------|
| Self‑service | ₹24 | ₹199–₹499 |
| Expert‑assisted | ₹999 | ₹799–₹2,000+ |
| Premium Advisory | TBA | ₹3,000+ |
💡 Edge: ₹24 + integrated planning challenges both mid‑tier private and free government options.
---
4️⃣ Filing Workflow
1. Open JioFinance → Tax Planning & Filing
2. Pick mode → Self or Expert
3. Add income details
4. Upload proofs (Form 16, rent receipts, etc.)
5. Compare Old vs New regime
6. Review & file with e‑verify
7. Track refunds, notices
---
5️⃣ Strategic Significance
For JFSL:
- Expands into compliance & advisory
- Builds annual user stickiness
- Positions as low‑cost disruptor
For Users:
- Democratizes advanced tax tools
- Cuts risk of missed deductions
- Year‑round tax visibility
---
6️⃣ Global Parallels
- US: Cash App Taxes — free, filing only
- Australia: myTax — free, no advisory
- Jio’s Unique Play: Planning + filing + advisory at ultra‑low cost, in a consumer app
❤2
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🇮🇳 India’s Leap into Advanced Chip Design
7 nm → 5 nm → 3 nm
---
🚀 The Breakthrough
- First-ever 3 nm chip design in India by Renesas Electronics India.
- Launch: 13 May 2025, Noida & Bengaluru centres.
- Builds on earlier 7 nm and 5 nm commercial design successes.
---
🧠 Why It Matters
| Feature | 7 nm | 5 nm | 3 nm |
|---------|------|------|------|
| Density | ~96M/mm² | ~171M/mm² | Up to 250M/mm² |
| Perf. | High | Higher | Highest yet |
| Power Use | Good | Better | Best |
| Apps | Phones, servers | AI, flagships | AI, 5G/6G, med/defence |
Impact: Higher speed, lower power, denser logic for next-gen devices.
---
🏗️ Ecosystem Moves
1️⃣ Talent & Design
- Renesas–MeitY MoU → 270+ institutes to get microcontroller kits.
- Complements earlier EDA software rollouts under the India Semiconductor Mission.
2️⃣ Manufacturing & Packaging
- OSAT JV in Gujarat: Renesas + CG Power + Stars Microelectronics.
- ₹7,600+ cr over 5 years.
- Capacity: 15M chips/day.
3️⃣ Govt. Strategy
- Covering design → fab → ATMP → supply chains.
- Drawing global majors (Applied Materials, Lam Research) to India.
---
🌏 Strategic Upshot
1. Elite Club Entry – 3 nm design nations: US, Taiwan, S. Korea, now India.
2. Value Chain Rise – From consumer → IP-rich designer.
3. Talent Depth – HW+SW skills pipeline.
4. Backend Base – Local OSAT reduces overseas reliance.
5. Sector Gains – Phones, EVs, AI, defence, space.
---
⚠️ Execution Risks
| Risk | Why Critical | Mitigation |
|------|--------------|------------|
No local 3 nm fab | Sovereignty gap | Partner w/ TSMC, Samsung; build domestic fabs
Skill gap | Advanced VLSI talent scarce | Expand curriculum, attract diaspora
High capex | $15–20B per fab | PLI, JVs, sovereign funds
Rapid node shifts | 3 nm → sub‑2 nm fast | Invest in GAAFET, 2D materials R&D |
---
📅 Timeline
Year | Milestone
------|-----------
Pre‑2023 | 28–14 nm; early 7 nm
2023–24 | 7 nm & 5 nm designs; OSAT JV announced
May 2025 | 3 nm design centres launched
2026–28 (proj.) | Overseas pilot production; domestic fab groundwork
7 nm → 5 nm → 3 nm
---
🚀 The Breakthrough
- First-ever 3 nm chip design in India by Renesas Electronics India.
- Launch: 13 May 2025, Noida & Bengaluru centres.
- Builds on earlier 7 nm and 5 nm commercial design successes.
---
🧠 Why It Matters
| Feature | 7 nm | 5 nm | 3 nm |
|---------|------|------|------|
| Density | ~96M/mm² | ~171M/mm² | Up to 250M/mm² |
| Perf. | High | Higher | Highest yet |
| Power Use | Good | Better | Best |
| Apps | Phones, servers | AI, flagships | AI, 5G/6G, med/defence |
Impact: Higher speed, lower power, denser logic for next-gen devices.
---
🏗️ Ecosystem Moves
1️⃣ Talent & Design
- Renesas–MeitY MoU → 270+ institutes to get microcontroller kits.
- Complements earlier EDA software rollouts under the India Semiconductor Mission.
2️⃣ Manufacturing & Packaging
- OSAT JV in Gujarat: Renesas + CG Power + Stars Microelectronics.
- ₹7,600+ cr over 5 years.
- Capacity: 15M chips/day.
3️⃣ Govt. Strategy
- Covering design → fab → ATMP → supply chains.
- Drawing global majors (Applied Materials, Lam Research) to India.
---
🌏 Strategic Upshot
1. Elite Club Entry – 3 nm design nations: US, Taiwan, S. Korea, now India.
2. Value Chain Rise – From consumer → IP-rich designer.
3. Talent Depth – HW+SW skills pipeline.
4. Backend Base – Local OSAT reduces overseas reliance.
5. Sector Gains – Phones, EVs, AI, defence, space.
---
⚠️ Execution Risks
| Risk | Why Critical | Mitigation |
|------|--------------|------------|
No local 3 nm fab | Sovereignty gap | Partner w/ TSMC, Samsung; build domestic fabs
Skill gap | Advanced VLSI talent scarce | Expand curriculum, attract diaspora
High capex | $15–20B per fab | PLI, JVs, sovereign funds
Rapid node shifts | 3 nm → sub‑2 nm fast | Invest in GAAFET, 2D materials R&D |
---
📅 Timeline
Year | Milestone
------|-----------
Pre‑2023 | 28–14 nm; early 7 nm
2023–24 | 7 nm & 5 nm designs; OSAT JV announced
May 2025 | 3 nm design centres launched
2026–28 (proj.) | Overseas pilot production; domestic fab groundwork
⚡3❤2
🖥️ 🇨🇳 BOE Guilty of Stealing 🇰🇷 Samsung OLED Trade Secrets
Source: U.S. International Trade Commission (ITC) — Initial Determination 11 Jul 2025
Final Ruling: Expected Nov 2025
---
1️⃣ Executive Snapshot
Ruling Body : US ITC
Accused : BOE + 7 subsidiaries
Charge : Misappropriation of Samsung Display’s OLED trade secrets
Outcome : Guilty — prelim ruling
Sanctions : 14y 8m limited exclusion order + cease‑and‑desist
Impact : Ban on BOE OLED imports & US marketing/sales
Note : Panels often arrive embedded in phones — complicates direct enforcement
---
2️⃣ How BOE Allegedly Obtained Tech
- Ex‑Samsung hires with insider process knowledge
- Supplier pressure for confidential data
- Rapid replication of Samsung’s proprietary OLED stack/process
💡 Focus is on trade secrets, not patents — enabling longer, broader remedies.
---
3️⃣ Orders & Scope
Limited Exclusion Order (LEO)
- Duration (14 years and 8 months) matches Samsung’s development timeline
- Blocks import of BOE OLED panels into US
Cease‑and‑Desist Order (CDO)
- Targets US subsidiaries
- Prohibits marketing, selling, distributing panels in US — including existing inventory
Enforcement wrinkle: Panels embedded in finished goods (e.g., iPhones) may evade border checks unless downstream products are targeted.
---
4️⃣ Timeline
2024 : ITC found BOE infringed 3 Samsung OLED patents (no ban)
11 Jul 25 : Prelim ITC ruling: BOE guilty of trade secret theft
Nov 25 : Final ruling due — prelim findings rarely overturned
---
5️⃣ OLED Supply Impact — iPhone Q2 2025
| Supplier | Share % |
|------------------|---------|
| Samsung Display | 56.0 |
| LG Display | 21.3 |
| BOE | 22.7 |
If ban holds:
- Apple may shift US‑bound orders to Samsung/LG → Korean share rises
- China‑only iPhones may still use BOE
- Reduced competition could lift panel prices
Source: U.S. International Trade Commission (ITC) — Initial Determination 11 Jul 2025
Final Ruling: Expected Nov 2025
---
1️⃣ Executive Snapshot
Ruling Body : US ITC
Accused : BOE + 7 subsidiaries
Charge : Misappropriation of Samsung Display’s OLED trade secrets
Outcome : Guilty — prelim ruling
Sanctions : 14y 8m limited exclusion order + cease‑and‑desist
Impact : Ban on BOE OLED imports & US marketing/sales
Note : Panels often arrive embedded in phones — complicates direct enforcement
---
2️⃣ How BOE Allegedly Obtained Tech
- Ex‑Samsung hires with insider process knowledge
- Supplier pressure for confidential data
- Rapid replication of Samsung’s proprietary OLED stack/process
💡 Focus is on trade secrets, not patents — enabling longer, broader remedies.
---
3️⃣ Orders & Scope
Limited Exclusion Order (LEO)
- Duration (14 years and 8 months) matches Samsung’s development timeline
- Blocks import of BOE OLED panels into US
Cease‑and‑Desist Order (CDO)
- Targets US subsidiaries
- Prohibits marketing, selling, distributing panels in US — including existing inventory
Enforcement wrinkle: Panels embedded in finished goods (e.g., iPhones) may evade border checks unless downstream products are targeted.
---
4️⃣ Timeline
2024 : ITC found BOE infringed 3 Samsung OLED patents (no ban)
11 Jul 25 : Prelim ITC ruling: BOE guilty of trade secret theft
Nov 25 : Final ruling due — prelim findings rarely overturned
---
5️⃣ OLED Supply Impact — iPhone Q2 2025
| Supplier | Share % |
|------------------|---------|
| Samsung Display | 56.0 |
| LG Display | 21.3 |
| BOE | 22.7 |
If ban holds:
- Apple may shift US‑bound orders to Samsung/LG → Korean share rises
- China‑only iPhones may still use BOE
- Reduced competition could lift panel prices
❤3
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Blaze Amoled 2 has some of the best specifications under 15K
- 7.6mm + 174Gms
- FHD+ Amoled 120Hz
- MTK D7060
- 6GB/128GB, LPDDR5/UFS3.1
- 50MP
- 5000mAh + 33W USB-C
- Stereo
- IR Blaster
- UD FP Sensor
- Clean Android 15
- IP64
🔗 Tech Star Shahrukh (@techstarsrk)
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🏭 National Manufacturing Mission — Draft Brief
📌 Snapshot
Purpose : Unified mission to accelerate Make in India via policy, execution roadmaps, and strong governance
Status : Draft finalized by NITI Aayog; inter‑ministerial consultations done; launch imminent
Governance : Empowered body with clearance powers to coordinate Centre–State execution
Five Pillars : Ease & cost of doing business • Future‑ready workforce • Vibrant MSMEs • Technology access • Product quality
Focus : 15 labour‑intensive sectors + clean‑tech manufacturing
Linked Schemes : Footwear & Leather Focus Product Scheme • National Action Plan for Toys
---
🎯 Design & Scope
- Covers SMEs to large industries; aligns central & state efforts.
- Pillars in action: cut cost stack (logistics, power, compliance, finance); skill workers to factory needs; deepen MSME finance & markets; expand tech access; align quality standards with global norms.
---
🏷️ Sector Thrusts
Labour‑Intensive : Auto components, leather, footwear, light engineering — for jobs & exports
Clean‑Tech : Solar PV, EV batteries, motors/controllers, electrolyzers, wind turbines, VHV grid gear, grid‑scale batteries
Footwear & Leather Scheme : ₹4 lakh cr turnover • ₹1.1 lakh cr exports • 22 lakh jobs
Toys Action Plan : Global hub positioning, cluster & quality focus
---
📅 Status
- ✅ Draft ready with ministry inputs
- ⏳ Launch expected soon; tied to Union Budget 2025–26
- 🏛 Governance body to monitor and fast‑track decisions
---
📊 Potential Impact
- Cost Competitiveness — reduce factory‑gate costs
- Job Creation — in employment‑heavy sectors
- Strategic Depth — localised clean‑tech supply chains
👀Proposed KPIs
Factory‑Gate Cost Index : Benchmark competitiveness
Time‑to‑Commission : Approvals → production speed
Domestic Value Addition : Local content in clean‑tech
Export Intensity : % output exported
MSME Credit Flow : Depth of financial access
Skills Conversion Rate : Training → job placement in ≤90 days
---
⚠️ Key Risks & 🔑 Mitigation
Centre–State friction : SLA‑bound compacts + performance grants
Policy overlap : Rationalise PLIs & cluster schemes
Standards gap : BIS–IEC/ISO alignment + lab upgrades
Skills mismatch : OEM‑designed curricula, productivity metrics
Capex without demand : Anchor‑buyer pacts & procurement pipelines
---
🔭 Watchpoints
- Official NMM mandate & powers
- Final list of targeted sectors & tools
- Clean‑tech DVA thresholds
- State participation in SLA compacts
- Public KPI dashboards from launch
- Integration with PLIs, FTAs, logistics policy
📌 Snapshot
Purpose : Unified mission to accelerate Make in India via policy, execution roadmaps, and strong governance
Status : Draft finalized by NITI Aayog; inter‑ministerial consultations done; launch imminent
Governance : Empowered body with clearance powers to coordinate Centre–State execution
Five Pillars : Ease & cost of doing business • Future‑ready workforce • Vibrant MSMEs • Technology access • Product quality
Focus : 15 labour‑intensive sectors + clean‑tech manufacturing
Linked Schemes : Footwear & Leather Focus Product Scheme • National Action Plan for Toys
---
🎯 Design & Scope
- Covers SMEs to large industries; aligns central & state efforts.
- Pillars in action: cut cost stack (logistics, power, compliance, finance); skill workers to factory needs; deepen MSME finance & markets; expand tech access; align quality standards with global norms.
---
🏷️ Sector Thrusts
Labour‑Intensive : Auto components, leather, footwear, light engineering — for jobs & exports
Clean‑Tech : Solar PV, EV batteries, motors/controllers, electrolyzers, wind turbines, VHV grid gear, grid‑scale batteries
Footwear & Leather Scheme : ₹4 lakh cr turnover • ₹1.1 lakh cr exports • 22 lakh jobs
Toys Action Plan : Global hub positioning, cluster & quality focus
---
📅 Status
- ✅ Draft ready with ministry inputs
- ⏳ Launch expected soon; tied to Union Budget 2025–26
- 🏛 Governance body to monitor and fast‑track decisions
---
📊 Potential Impact
- Cost Competitiveness — reduce factory‑gate costs
- Job Creation — in employment‑heavy sectors
- Strategic Depth — localised clean‑tech supply chains
👀Proposed KPIs
Factory‑Gate Cost Index : Benchmark competitiveness
Time‑to‑Commission : Approvals → production speed
Domestic Value Addition : Local content in clean‑tech
Export Intensity : % output exported
MSME Credit Flow : Depth of financial access
Skills Conversion Rate : Training → job placement in ≤90 days
---
⚠️ Key Risks & 🔑 Mitigation
Centre–State friction : SLA‑bound compacts + performance grants
Policy overlap : Rationalise PLIs & cluster schemes
Standards gap : BIS–IEC/ISO alignment + lab upgrades
Skills mismatch : OEM‑designed curricula, productivity metrics
Capex without demand : Anchor‑buyer pacts & procurement pipelines
---
🔭 Watchpoints
- Official NMM mandate & powers
- Final list of targeted sectors & tools
- Clean‑tech DVA thresholds
- State participation in SLA compacts
- Public KPI dashboards from launch
- Integration with PLIs, FTAs, logistics policy
❤1