印度的萬億美元夢想:從零開始打造芯片產(chǎn)業(yè)
India's Trillion-Dollar Dream: Building a Chip Industry From Scratch
譯文簡介
憑借100億美元的激勵計劃,印度正在試圖將自己定位為中國在全球供應鏈上的可靠、民主的替代者。
正文翻譯

India's Trillion-Dollar Dream: Building a Chip Industry From Scratch
印度的萬億美元夢想:從零開始打造芯片產(chǎn)業(yè)。
With a US$10 billion incentive package, India is attempting to position itself as a credible, democratic alternative to China for global supply chains.
憑借100億美元的激勵計劃,印度正在試圖將自己定位為中國在全球供應鏈上的可靠、民主的替代者。
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@jliang70
How many kilometers of bullet train has the Japanese build in Mumbai in the last few years? I can tell you no more than 10 km.
在過去的幾年里,日本人在孟買修建了多少公里的高鐵?我可以告訴你不超過10公里。
@Midhalii
Dude, you Chinese need to chill, go handle the debt crisis in China.
老兄,你們中國人要冷靜,先去處理中國的債務危機吧。
@JohnGoodman4
They are afraid of India becoming stronger.
他們害怕印度會變得更強大。
@Shourya_Hindu
u clearly have no idea of geopolitics and market india has the largest consumer market in the entire world india also has money after all india is a 17 trillion dollars economy in PPP and india is the fastest growing economy in the entire world it's a nation of great opportunities and if understood correctly then u can make a great fortune in Indian market
你顯然不了解地緣政治和市場,印度擁有全世界規(guī)模最大的消費市場,而且印度也很有錢,畢竟印度是一個購買力平價高達17萬億美元的經(jīng)濟體,印度還是世界上增長最快的經(jīng)濟體,這是一個充滿巨大機遇的國家,如果你理解正確的話,那么你可以在印度市場發(fā)大財。
@jkc3738
Except for the top 5% of the population....the remaining 95% of Indians live in a state with a GDP per capita of $1100...800 million people need food from the government...worse than most African countries...
除了前5%的富裕人口,其余95%的印度人生活在人均GDP僅為1100美元的邦,更有8億人依賴政府提供的食物,甚至比大多數(shù)非洲國家還要糟糕。
@Brian-Enel
I can't wait for India Superpower 2030
我迫不及待想見證印度在2030年成為超級大國。
@jkc3738
Economic Basics Course 1: The GDP data published by the IMF is quoted from the governments of various countries... not the IMF itself
經(jīng)濟基礎知識課程第一講:國際貨幣基金組織公布的GDP數(shù)據(jù),引用的是各國官方的數(shù)據(jù),而不是國際貨幣基金組織自己統(tǒng)計的數(shù)據(jù)。
@jkc3738
The Chinese government uses 2 sets of GDP statistics... one for local governments... one for the central government... the local government GDP is just for reference
中國官方采用兩套GDP統(tǒng)計數(shù)據(jù),一套來自地方政府,另一套來自中央政府,地方政府的GDP數(shù)據(jù)僅供參考。
@jkc3738
I don't like to use GDP to uate a country's true capabilities...China's science and technology, industrial scale and infrastructure are simply not something India can compete with...
我不喜歡用GDP來評估一個國家真正的實力,中國的科技實力、工業(yè)規(guī)模和基礎設施,根本不是印度能與之競爭的。
@MedinipuriTuka036
Nice hope I become one of the first generations to see India grow significantly.
但愿我能成為第一代見證印度取得顯著發(fā)展的人之一。
@jkc3738
Indians are planning again...
印度人又在計劃了。
@Mayangone
When I gleamed over many channels, I could see India has ambition to build facilities to refine rare earth elements, EVs, batteries, solar panel industry, fertilizers, APIs, besides chips and iPhones! I forgot, ships and fighter planes also.
當我瀏覽多個油管頻道時,不難發(fā)現(xiàn)印度雄心勃勃,除了芯片產(chǎn)業(yè)和蘋果手機之外,還打算建設生產(chǎn)設施來提煉稀土元素、發(fā)展電動汽車、電池、太陽能電池板產(chǎn)業(yè)、化肥、原料藥,哦,差點忘了,還有艦船和戰(zhàn)斗機。
@arunsar7893
More people leave China every year than they do in India. So, stop the BS and look at the data.
每年離開中國的人比離開印度的人還要多。所以,不要再胡扯了,看看實際數(shù)據(jù)吧。
@isleephungry
The country with the most citizens living abroad is India
居住在國外的公民數(shù)量最多的國家是印度。
@kennethkong5484
Better late than never
遲做總比不做好。
@jimmylam9846
$ 10 B is a peanut for semi industry....Chinese Govt. pumped in more than that amount every year !
對于半導體工業(yè)來說,100億美元只不過是小菜一碟,中國政府每年投入的資金都要比這個多。
@Midhalii
Semiconductors, defense manufacturing, data centers, renewable energy, EVs and AI will receive a lot of subsidies in India in the coming years. The educated youth need employment and the income levels need to improve. There is an overdependence on the service sector but now it’s time to manufacture as well.
未來幾年,半導體、國防制造業(yè)、數(shù)據(jù)中心、可再生能源、電動汽車和人工智能將在印度獲得大量補貼。受過教育的青年需要就業(yè),收入水平需要提高。印度過度依賴服務業(yè),但現(xiàn)在是時候發(fā)展制造業(yè)了。
@minilroy8774
Definitely difficult, but not impossible!
絕對困難重重,但并不是不可能。
@flamencoguy3000
China already spent hundreds of billions on the industry. Built an Euv machine already. India will have to buy from ASML
中國已經(jīng)在這個行業(yè)投入了數(shù)千億美元。已經(jīng)造出了一臺EUV光刻機。印度將不得不從阿斯麥購買光刻機。
@enlightnedsoul4124
India has great potential. India is a much stable economy and a democractic power than China. It's natural India ia rapidly growing in all aspects.
印度有巨大的潛力。相較于中國,印度是一個穩(wěn)定得多的經(jīng)濟體和民主大國。印度在各個方面都在迅速發(fā)展,這是很自然的。
@Niv-z8o
he's just jealous of india's tremendous potential. India will be the next global player, that's a certainty.
他只不過是在嫉妒印度的巨大潛力。印度必將成為下一個全球參與者,這是必然的事。
@mythbusterthe6749
Really. India GDP is calculated based on 2016 66 rupee to US dollar exchange rate. Based on today exchange rate it will more like a USD3 trillion GDP.
真的,印度的國內(nèi)生產(chǎn)總值是按2016年66盧比兌1美元的匯率計算的。按今天的匯率,它更像是只有3萬億美元的國內(nèi)生產(chǎn)總值。
@KhunYasoboyYaso-i5c
India had great potential?
印度有巨大的潛力?
@loooongtimeago
Yeah, India has been demonstrating it has tremendous potential to become the next power for 70 years.
是的,70年來,印度一直在證明它有成為下一個大國的巨大潛力。
@ze8392
China: We are a developing country; India: We are about to become a global superpower
中國:我們是一個發(fā)展中國家:印度:我們即將成為全球超級大國。
@JoyP09@JCSY1
So you are saying that India can never manufacture equipment? Only Chinese have some special gift which allows them to manufacture?
所以你是說印度永遠不會制造裝備?只有中國人,才有一些能讓他們制造裝備的特殊天賦嗎?
@neerajmeghran5797
Bharat government should focus on made in Bharat.
印度政府應該專注于印度制造。
@AbhishekKumarYadav-y4q
We should not miss 4th industrial revolution. This our chance and we must take it.
我們不能錯過第四次工業(yè)革命。這是我們的機會,我們必須抓住它。
@vinaykumar-ld3yi
Only private players in India can do this. Indian governments focus only one thing : give freebies inorder to increase population towards 200 crores.
只有印度的私營企業(yè)才能做到這一點。印度政府只關注一件事:提供免費贈品,以便讓人口增長到20億。
@MrTechroundup
No, private players themselves will not do it. It needs government support. Indian population growth is already slowing down. It will never reach 200 crores. How stupid.
不,私營企業(yè)本身不會這么做。這需要政府的支持。印度人口增長已經(jīng)在放緩。它的人口數(shù)量永遠不會達到20億,太蠢了。
@Liam_Rivers
The peak population is projected at around 170 crores. After which, it will stabilize and fall steadily.
預計人口峰值在17億左右。此后人口將趨于穩(wěn)定并穩(wěn)步下降。
@desiputtar89
Yes, anything privately-run in India is efficient.
是的,在印度,任何私營企業(yè)的效率都很高。
@aswinraj8453
Making chips requires millions of litres of ultra-pure water for cleaning wafers at every step of the process. Cities or regions without a reliable and clean water source will struggle to support a semiconductor fab.
芯片制造流程的每一步,都需要數(shù)百萬升的超純水來清洗晶片。缺乏可靠清潔水源的城市或地區(qū),很難支撐半導體工廠。
@quizzzz377@aswinraj8453
It is not water bro it is technology and skill. If water and those are the only issues USA would be making all it's chips in US itself rather than taking it from tsmc.
這不是水的問題,兄弟,這是技術和技能的問題。如果水和這些是唯一的問題,那美國早就在本土自己制造所有的芯片了,而不是從臺積電那里拿走芯片。
@captainjcsw-qq8zb
Now search how much rain happens in assam , Water is the last thing that is scarce in this place
現(xiàn)在搜一下阿薩姆邦有多少降雨量,水是這個地方最不稀缺的東西。
@IceDraconis20
Why do you think we scrapped the Indus water treaty?
你以為我們?yōu)槭裁匆獜U除《印度河用水條約》?
@Liam_Rivers
They should set-up those chip manufacturing plants in Meghalayas if they want the cleanest water in the world.
如果他們想要世界上最干凈的水,就應該在梅加拉亞邦興建這些芯片制造廠。
@quizzzz377@Liam_Rivers
To be honest the rains in meghalaya are too excess and it is not a stable climate. If there is stabilty of climate in Northeast it would have been semiconductor hub of India.
說實話,梅加拉亞邦的降雨量太多了,而且氣候也不穩(wěn)定。如果東北部氣候穩(wěn)定,它就會成為印度的半導體中心。
@DarkSunBlackStar
In order to move into the semiconductor industry, one has to have advanced foundational infrastructure, which India is lacking. And Indians are smart, but their antics are incompatible with the rest of the world. I wish India all the best, and not take shortcuts.
為了進入半導體行業(yè),必須有先進的基礎設施,而這正是印度所欠缺的。印度人很聰明,但他們的滑稽行為與世界其他地方格格不入。我祝愿印度一切順利,不要走捷徑。
@YouReadMyName
The problem with India is that it keeps trying to get into already crowded and over-supplied industries, instead of high-profit margin industries. This is why its economy will always be bad.
印度的問題在于,它總是試圖涉足那些已經(jīng)飽和以及供應過剩的行業(yè),而不是高利潤的行業(yè)。這就是它的經(jīng)濟狀況一直不好的原因。
@DarkSunBlackStar@YouReadMyName
There is also the fact that they thought they are intelligent enough to skip the learning processes that are required, and go straight to profits. The Chinese didn't do that, they copied, they failed, they try again, and they improved. No one can skip the processes.
還有一個事實是,他們自認為足夠聰明,可以跳過必要的學習過程,直接獲取利潤。中國人沒有這樣做,他們復制,他們失敗了,他們再試一次,他們改進了。沒有人可以跳過這個過程。
@maveRickduh-rk4io
India needs many chip fab units.
印度需要很多芯片工廠。
@Encolas
You guys finally fixed the AI voice
你們終于把人工智能的聲音修好了。
@kushagravlogs5627
India had never a chance to manufacture semiconductor. India would failed badly if it invest in semiconductor
印度根本沒有機會制造半導體。如果投資半導體,印度肯定會慘遭失敗。
@okman9684
India already has a fab in mohali Punjab which makes chips for indian satellites
印度在旁遮普邦的莫哈里已經(jīng)有一家工廠了,專門為印度衛(wèi)星生產(chǎn)芯片。
@srisri1932
We need companies like ASML & TSMC
我們需要像阿斯麥和臺積電這樣的公司。
@prakashjondhale2100
What happen when maharashtra comes in semiconductor manufacturing ?
當馬哈拉施特拉邦涉足半導體制造業(yè)時會發(fā)生什么?
@anonemous
Only happens in Bollywood movies
只會發(fā)生在寶萊塢的電影里。
@RishiSaha-k4s
No bro you r wrong because we r not going to lead the world in tech, because if you look at Data, indias top 10 Chip designers are North Indian Hindi speaking people,
不,兄弟,你錯了,因為我們不會在科技領域引領世界,因為如果你看看數(shù)據(jù),你會發(fā)現(xiàn),印度排名前十的芯片設計師都是北印度說印地語的人,
but our fellow Indian people have problems with our language , according to them Hindi people are imposing language on them , many indians are waiting to come to your country, please accept us with our High skills .
但我們的印度同胞對我們的語言有問題,根據(jù)他們的說法,說印地語的人正在把語言強加給他們,很多印度人正等著來你們的國家,請接受我們以及我們高超的技能吧。
@nidhinvinod4981
Slow and steady will definitely win the race
穩(wěn)扎穩(wěn)打一定會贏得比賽。
@ysscorpiangaming8059
We will divert indus and other river water for water requirement
我們會引印度河以及其他河流的水來滿足用水需求。
@kushagravlogs5627
India can't do it in next 50 years.
印度在未來50年內(nèi)都難以做到。
@prastagus3
Ambition is one thing. Fulfilling it is another. It cannot be done under current Modi led Hindu system
雄心壯志是一回事。實現(xiàn)它又是另外一回事。在莫迪領導的印度教體制下,這是不可能做到的。
@ZiyunZheng
india, chip. I just can not combine these 2 words together.
印度,芯片。我就是無法將這兩個詞關連在一起。
@lightfromnorth-h2o
indian have many DREAMS. Tejas fighter jets, Arjun tanks, space programs, Make in India...
印度人有很多夢想。光輝戰(zhàn)斗機、阿瓊坦克、太空計劃、印度制造……
@喜歡-w9q
Modi works for his employer and deserves to be rewarded.
莫迪為他的雇主工作,應該得到獎勵。
@lesliecheung1478
In terms of investment, $10 billion is a drop in the ocean for semiconductors. TSMC is investing $165 billion on 1 plant in the US. With hardly any background in chip building, India expects to join near the top for chip building with just $10 billion.
就投資方面而言,100億美元對半導體來說只不過是滄海一粟。臺積電在美國投資1650億美元建設一家工廠。在芯片制造方面幾乎沒有任何背景的印度,預計僅用100億美元的投資規(guī)模,躋身芯片制造的前列。
@Whatandbut
we still dreaming to have toilets,keep dreaming,
我們還在夢想著有廁所可用,繼續(xù)做夢吧。
@kushagravlogs5627
India is day dreaming. Indian chip designer do low level of work for American companies.
印度是在做白日夢。印度芯片設計師是在為美國公司做低水平的工作。
@Right99999
Congress government could start this in 2000s but congress was busy scaring hindus and appeasing Muslims in vote bank politics
國大黨政府本來可以在21世紀初開始這樣做的,然而國大黨卻忙于恐嚇印度教徒,在票倉政治中安撫穆斯林。
@Zlaland
If there is game of talking in Olympic thn india will win gold
如果奧運會上有談話比賽,那么印度將贏得金牌。
@varvoom
India should focus on designing a better bullock cart, as there are many bulls available in India.
印度應該專注于設計更好的牛車,因為印度有很多公牛。
@meritocracy168
If you need something to talk about, go for India. If you need something to be done, go for China. Many multi-national companies have learned their hard and bitter lessons after setting up their manufacturing facilities in India. Good luck for the new attempt!
如果你要聊點什么,那就去印度吧。如果你要做點什么,那就去中國吧。許多跨國公司在印度設立制造工廠后,都得到了慘痛的教訓。祝你的新嘗試能有好運。
@fireverse0718
Yes cause unlike C, india can't just snatch the land off its people without permission. Land acquisition is the longest part of the process in infrastructure. C can literally ignore the rights of its people and take all they have all for their gain. Democracy isn't quick, but it's stable because it can follow the proper steps and actually work bottom up.
是的,因為不像C,印度不能在未經(jīng)許可的情況下從民眾手中奪走土地。土地征用是基礎設施建設過程中最耗時的部分。C完全可以無視民眾的權利,為了他們的利益,拿走民眾所有的東西。民主雖然進度不快,但它是穩(wěn)定的,因為它能遵循正確的步驟,實際上是在自下而上地發(fā)揮作用。
@zifanniu5156@fireverse0718
All demolitions by the Chinese government pay out huge amounts of compensation, all Chinese desire to be demolished, I have lived in China for 6 years and my wife is a Chinese, the land in India is concentrated in the hands of the land lords, not in the hands of Indian commoners, your arrogance is laughable
中國政府的所有拆遷,都會支付巨額賠償金,所有中國人都盼著被拆除,我在中國生活了6年,我的妻子是中國人,印度的土地集中在地主手中,而不是印度平民手中,你的傲慢真可笑。
@zifanniu5156@fireverse0718
The majority of people in India live in poverty, yet they are proud of their democracy, true democracy is about making the people live in abundance, not letting the common people decide how the country is to be governed
印度大多數(shù)人生活貧困,但他們卻為自己的民主感到自豪,真正的民主是讓民眾過上富足的生活,而不是讓普通民眾來決定如何治理國家。
@JohSebBac
India next superpower 2026
2026年,印度將成為下一個超級大國。
@misterbig9025
As Indian I disagree
作為印度人,我不同意。
@goonhoongtatt1883
I won't put my money on this plan.
我不會把錢投到這個計劃上。
@quizzzz377
Looks like you are living in Bihar bro. Most of the tier 1 cities send energy to industries by cutting residential power. Industrial and residential power is not the same. If needed we will make a dam in kashmirm, only for chips.
看來你住在比哈爾邦吧,兄弟。大多數(shù)一線城市會通過切斷居民用電,來向工業(yè)輸送能源。工業(yè)用電和居民用電是不一樣的。如果有需要,我們會在克什米爾修大壩,專門用來生產(chǎn)芯片。
@shivgupta8997
India's population is about 4 times of pakistan and its gdp is 11 times almost , says a lot , similar with bangladesh too !
印度的人口大約是巴基斯坦的4倍,國內(nèi)生產(chǎn)總值幾乎是巴基斯坦的11倍,很多人都說和孟加拉國差不多。
@D_402S
Population has nothing to do with GDP. By that logic, China's population is 5 times of the US and it's economy is still lesser than the US
人口與GDP無關。按照這個邏輯,中國的人口是美國的5倍,但它的經(jīng)濟規(guī)模仍然小于美國。
@pefsgk5092
India has serious credibility issue. Just ask Samsung, Vodafone.
印度有嚴重的信譽問題。問問三星,沃達豐,就知道了。
@asungot2069
they cannot build a fab in india, indian body odour will surely comtaminate the wafers
他們不能在印度建半導體工廠,印度人的體味肯定會污染晶片的。
@nickgoh8947
Only Bollywood can save India — after all, laughter is the best medicine.
只有寶萊塢才能拯救印度,畢竟笑聲是最好的良藥。
@52singhaakashrajkumar92
I see you are a Robot too many comments how much you got paid bro we can pay you double that amount
我看你是個機器人,你發(fā)的評論這么多,兄弟,你賺了多少錢,我們可以給你雙倍的錢。
@korloff4955
This guy is 100% Indian and this type self bragging is belong only Indians
這個家伙百分之百是印度人,這種自我吹噓的風格只屬于印度人。
@lotharlaishram765
Need more job creation, More factories = more jobs
需要創(chuàng)造更多的就業(yè)機會,更多的工廠等于更多的工作崗位。
@misterbig9025
But in the end, foreign investors end up making loss after moving into India.
但最終,外國投資者在進入印度之后,都是以虧損而告終。
@HugoM-p4l
please build a proper toilet first
請先建一個像樣的廁所。
@kocheng176
Modi’s India can keep on daydreaming forever!
莫迪領導下的印度可以一直做白日夢。
@anilsinghkec
Instead of Gujarat it should have been in uttarakhand which has abundance of water. Modi should think like PM instead of CM now
半導體工廠應該建在水資源豐富的北阿坎德邦,而不是古吉拉特邦。莫迪現(xiàn)在應該以總理的身份去思考問題,而不是像首席部長那樣思考。
@manikantbindass
True...but modi is not india. I know madi is a radicalised and uneducated PM. But india will grow stronger. The current regime definitely will go and india will rise again.
沒錯,但莫迪不能代表印度。我知道莫迪是一個激進、沒文化的總理。但印度會變得更強大。當前的政權遲早會下臺,印度會再次崛起。