A18 pro iPhone 16 pro chip

🇮🇳 India’s Leap into Advanced Chip Design
7 nm → 5 nm → 3 nm

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🚀 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.

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🧠 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.

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🏗️ 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.

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🌏 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.

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⚠️ 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 |

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📅 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

🖥️ 🇨🇳 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

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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

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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.

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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.

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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

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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

As per rumours

If this were the iPhone 17 pro, what would you think?

🏭 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

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🎯 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.

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🏷️ 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

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📅 Status

- ✅ Draft ready with ministry inputs
- ⏳ Launch expected soon; tied to Union Budget 2025–26
- 🏛 Governance body to monitor and fast‑track decisions

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📊 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

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⚠️ 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

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🔭 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

ChatGPT vs. Copilot GPT-5: The difference is huge!

IPhone 17 Air Sky Blue

HDFC Bank Now Increased Minimum Balance Criteria For New Savings Account Customer

- ₹25,000 For Urban and Semi-Urban
- ₹10,000 For Rural Account

6% or ₹600 is Penalty For Non-Maintenance

ICICI Bank Reduced Minimum Balance Requirement To ₹15,000 From Recently Hiked ₹50,000

Revised Details in image