Cabinet Okays Rs 76,000-cr Semiconductor Plan

INDIA REPORT 
Aditya Kondejkar

The India Cabinet has cleared a Rs 76,000-cr incentive plan for semiconductors that will set up more than 20 semiconductor design, components manufacturing and display fabrication units over the next six years.

A specialized and independent “India Semiconductor Mission (ISM)” was launched Dec. 29, 2021, to drive the long-term strategies for developing a sustainable semiconductor and display ecosystem in India. The ISM will act as the nodal agency for efficient and smooth implementation of the schemes on semiconductors and display ecosystem.

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On December 15, 2021, India’s Union Cabinet approved the Program for Development of Semiconductors and Display Manufacturing Ecosystem in India, with an outlay of  US$10 billion (INR 760 billion) for the development of a sustainable semiconductor and display manufacturing ecosystem in India.

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TSMC in Early Talks on Germany Plant

Erik Martin
Erik Martin

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is in early talks with the German government about potentially establishing a plant in the country, according to a senior executive.

Various factors, including government subsidies, customer demand and the talent pool, would influence its final decision, TSMC senior vice president of Europe and Asia sales Lora Ho (何麗梅) told reporters on the sidelines of a technology forum in Taipei.

The discussions come as the EU and others seek to increase domestic chip production to mitigate the risk of supply chain disruptions.

The chipmaker has not discussed incentives with Berlin or decided on a location, Ho said.

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AutoVAZ Stops Production at Tolyatti Plant

AutoVAZ stopped assembly of cars on all three production lines at its Tolyatti plant Nov. 12, because of parts shortages, according to the plant’s trade union representative.

The plant produces Lada Largus, Lada X-Ray, Renault Sandero, Logan, Lada Niva Legend, Lada Kalina, and Lada Granta.

AutoVAZ systematically stops its conveyors because of component shortages. To compensate, the OEM tries to implement 6 day work weeks, but these also were cancelled because of parts shortages.

AutoVAZ also stopped production for a corporate vacation July 26 – Aug. 15.

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TSMC Plans Plant in Japan, Operation Set for 2024

FAR EAST: JAPAN REPORT

TSMC, the world’s largest semiconductor foundry, has announced that it will build a new plant in Japan, with plans to begin construction in 2022 and mass production in 2024. The Sony Group and Denso Corporation are expected to participate in the construction of the new plant.

The new plant will produce logic semiconductors with a circuit line width of 22 to 28 nanometers. They are generally used in signal processing that requires large amounts of data, and in high-performance microcomputers used in car control. TSMC envisions the site adjacent to the Sony Group’s image sensor plant in Kumamoto Prefecture as the planned construction site.

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KAMAZ Increases Nine-Month Production 21%

KAMAZ has significantly increased production for the first nine months of 2021 versus the same period last year. Through September, the OEM produced 30,979 vehicles, up  21% from the same period in 2020, reports the company.

In September, KAMAZ made 4,067 vehicles (versus 3,676 vehicles in September 2020.

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PSR Analysis: KAMAZ has found ways to resolve the problem with components (mostly by offering simpler models), working with pent-up demand and increasing its market share.

Maxim Sakov is Market Consultant – Russia Operations, for Power Systems Research

KAMAZ Has Started Making Parts for Aurus Cars

KAMAZ will become a supplier of key parts for luxury Aurus cars. According to the OEM’s press-service, the company has started production of cylinder blocks, block heads and base plates of NAMI-4123 engines used in Aurus models.

At the moment, however, we are talking about the development of technological processes, so the parts are produced using experimental methods. Serial Aurus cars now uses imported blocks and heads. As soon as KAMAZ ensures high quality of parts, they will be substituted for imported parts.

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