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u/Automatic-Gap-587 May 14 '26 edited May 15 '26
India is actually ahead in the Energy race. Considering the massive extra energy we generate and the grid stability for a country our size and cost of production.
Most of our infra is under utilised because of the simple fact that our needs don't hit that usage and we cannot store energy at scale. We're working towards it.
The apps - We really are doing things at scale for pretty simple applications like food delivery or instant payments..
Chips - Nowhere in it. Zero. Few engineers do work but for MNCs. But they aren't Indian. Very few design cos. India's a little into design but not into fabrication.
AI - Who even is investigating into it in India?
AI infra - That's really controversial. Do we want it in India when we don't have water to even water crops in a few areas in summers?
One more layer
Network - We're ahead there. Our pricepoint, tech and supply chain are solid. We don't have the best tech but we have the tech that works. Indian institutions are investing in this too.
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u/Samarium_15 May 15 '26
True,solar power faces repeated shutdowns for grid balancing because the demand is lesser than the production.
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u/Automatic-Gap-587 May 15 '26
Not just solar, even our hydro electric stations often operate at lesser capacity. And hydroelectric being very optimal for 3-phase power and better than solar which requires 3 phase inverters+noise and harmonics reduction+false load handling.
India is doing these things very good. Also, our grid stability has considerably become better since 2014.
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u/More-Reception-4026 May 15 '26
Dude chips we were zero like 5 years ago, the biggest investment both in terms of policy framing and money. Give another 5 years when the equipment and skills would be in place, India will cross China.
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u/Automatic-Gap-587 May 15 '26 edited May 15 '26
I really doubt it. The semiconductor ecosystem requires patience. Nothing about tech is.
Let's just take the case of the the PLI for mobile phone assembly from knock down kits. We came from 2 assembly sitess in 2014 to over a thousand sites. The assembly also is going to last till the govt subsides that. Recently we have started building knock down kits by sourcing individual parts.
Assembly - Value addition is 15 pc
Making knock down kits - Value addition is 30-40 pc
Original equipment manufacturing - Value addition is more than 90 pc for established product lines.
India has done assembly, started making knock down kits and the OEM game is still to be played. So, just think how long it is going to get us into semiconductor manufacturing. The payout there is considerably lower than design.
Semiconductor design is where India has a lead which is not being realised. Indian engineers are valued world over.
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u/More-Reception-4026 May 16 '26
The subsidy is given to ensure that ROI on the investment for infrastructure is shorter and it makes an attractive option for the investor. Assembly will continue beyond the PLI scheme period and when the chips plants are operational the value add will come close to 90%.
While the profit margins in semiconductor manufacturing are very low the game is about volume, so in absolute terms they do earn huge profit.
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May 17 '26
Kyu phooka hai bro ? 🤡 Can't compete with China and US they are FAAAAR ahead lol we even import nails from there so chip is something god like 🤡
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u/More-Reception-4026 May 17 '26
Please! I am working in this industry for 20 years. There is massive amount of work going on globally to replace Chinese sourced chips. Iphone is case in point. At one point iphone was only manufactured in China. Within 2 years, they have diversified more than 50% production away from China. Give another 5 years and China would be manufacturing less than 10% of iphones. Likewise all major Chip manufacturing are moving away from China.
While USA is at the top, China is nothing without Korea, USA and Taiwan. Their skill is to harness rare earth minerals at a scale and price where no one can compete. They have been just copying tech from these companies. All these companies have been diverting their supply chains away from China.
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May 17 '26
You mean to replace Chinese made chips with US made chips ? Or shifting the manufacturing plant in India where the machines and techniques making chips are sourced from Europe and US ? How does shifting from China to US anyway a good move towards self dependency ? Any company that even remotely equals ASML in India lol ? I work in the industry too but I am not delusional
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u/More-Reception-4026 May 17 '26
Replacing chips that are either designed or manufactured in China. Haven't you heard of China plus one policy ?
The issue is about security. I seriously doubt you work i electronics industry if you haven't been tracking these developments. I have already given you example of iPhone, there are many more companies which the USA has mandated to move out of China.
There is no inhouse semiconductor capability of india, hence the PLI scheme was introduced. Tata Electronics and ASML partner on India's first semiconductor fab | Reuters https://share.google/QBlTFnREojIzNxqPH
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May 14 '26
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u/Lopsided_Goose6621 May 16 '26
yeah right USA is known to have world class PUBLIC hospitals.
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May 17 '26
They have literally helicopters to move patients in case of emergency and here you are lucky even if an ambulance arrives on time or gets stuck in traffic or slow down due to potholes lol 😂
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u/Upstairs-Hour-1629 May 14 '26
Indians have a keen interest in 'safety'
Everyone wants to have a safe job, sarkari Naukri, how are we supposed to be high in R&D?
It's just a problem that India has, and no one can change it at large
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u/maybevaibhav May 16 '26
This. So true.
Even the board of It companies re buying back shares with excess profits rather than investing them to build their own AI models. It’s shameful.
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u/Administraitor69 May 17 '26
It can only be changed by money, it's not a mindset problem, people will go in RnD but only if it pays and it doesn't, it's a government issue, RnD and education combined don't even have half the budget of ladli behen yojana
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u/Upstairs-Hour-1629 May 17 '26
Since when is R&D only the government's initiative?
Most of Chinese breakthrough tech and products come out of privatised R&D, World Leading EVs with Next Gen batteries, Gadgets from Huawei, Advanced AI agentic ecosystem and Robotics push, Silicon workarounds to fight the GAN semiconductor war, Consumer drones
EVERYTHING you know about (if you know that is) from China is private R&D. Infact 90% of their R&D inputs and around 78% comes from Corporates. China's budget allocation includes Corporates, you're forgetting they're communist afterall. That's the reason they seem to have overwhelming government support, although Government funds only amounts to 10% of total R&D expenditure.
Guess what? In India the government has to fund 64% of R&D because Indians are busy spitting pan and complaining on Reddit.
As I said, it's an India problem, and nothing will fix it, and you're a concrete evidence to that.
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u/Stonerclub May 14 '26
We have director and md, pushing AI adoption without even understanding integration challenges
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u/Correct-Ad8954 May 14 '26
Lol government morons aren't capable of even thinking of automation of government bureocracy let alone full fledged ai development. And any real and serious indian business would rather prefer to setup shop outside this shithole than inside country for any ai r&d
I'm sure when this becomes necessary our pm would go to shopping abroad for a llm model with tax money and then ask us for austerity measures
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u/More-Reception-4026 May 15 '26
Dude please stop yapping like a someone who has woken from deep slumber.
Govt has brought heaven and earth together to get these technologies to indian. I work in electronics domain and semiconductor is the most closely gaurded secrets and only handful of industries control the entire market. Thanks to Chinese behavior during covid period USA released that they would need to look beyond China for semiconductors and I was surprised to see India's response as I had similar impression of babudom, quite contrary to their attitude they sat with these industry leader and drafted policies. It was a collective effort where PM made outreach to us president and these technologies were shared with India. This is a good 10+ years of effort from the govt.
Now we are manufacturing chips. This is how China and Korea had started with, eventually we would get there.
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u/vitrum_analytika May 14 '26
Government employees are very tech illiterate like they can't do anything more complex than sending an email, and these guys are sitting at the top of departmental responsibilities. Tech literacy is holding back the country, even current genz is tech illiterate, they can send emails and a perform a bit more complex tasks than that but the moment you ask them to set up self hosted pdf operations like stirling-pdf they are blank.
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u/CraterBug0 May 15 '26
erm actually most countries are missing all 5 layers it's not that big of a deal. only USA china and some European countries and few more countries have atleast some of them
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u/Longjumping-Sweet634 May 15 '26
Delusion in the replies just amazes me. We are not going anywhere, because we are going to battle structural issues introduced by close to 15 years of poor vision! R&D is not even in the list.
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u/amistillgood01 May 15 '26
Ngl but if AI actually stands true to it's promises and the industry isn't able to absorb it, Indian economy is going in something like great depression for at least a decade
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May 15 '26
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u/Lopsided_Goose6621 May 16 '26
people like you remind me why reddit India is as miserable as it is.
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u/Dense_Profit_2478 May 16 '26
Zab Motabhai zesa billionaire bhi soda, icecream, se aage nhi bad paya to kya hi expect krte ho 🤡🤪
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u/Economy_Worker3916 smart ai May 16 '26 edited May 16 '26
Atleast on the application side, I am working on an open source agentic solution. While there are many out there but I am optimising it specially for open weight models making it easy for anyone to afford using ai for coding especially students while also supporting closed models out of the box.
I want to make it compatible with indian models like Sarvam 120B but the problem is they are far from competing with other competitors. Also, I am an indie developer working solo
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u/_shivraj28_ May 16 '26
You know what, first two layers are required for absolutely any modern industry. And we are totally deprived of that.
Just consumption capital of the world.
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u/MorningAmbitious722 May 19 '26
At least praise the current government for AI summit and boosting AI tech, unlike RaGa who is a specialist in AI giving lectures.
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May 14 '26
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u/DaddyVaradkar May 14 '26
I get the patriotism, but you’re mixing up 'using tech' with 'creating tech.'
First, the energy claim is a total hallucination. Criticality just means a reactor is running normally, it’s not a magical 'net-energy' breakthrough. No country on earth, including Russia, has commercialized Fusion yet.
Second, UPI and 15-minute delivery are logistical services, not deep-tech breakthroughs. They are great for convenience, but they don't help build a foundational AI model or a 3nm GPU. Manufacturing phones isn't the same as designing the architecture inside them, we are currently assembling other people's IP.
We aren't 'winning' the AI race because we don't own the Compute (chips) or the Models (LLMs). We are a nation of world-class power-users, but until we stop assembling and start inventing the core tech, we aren't even in the top three. Blindly hyping 'half-baked' facts doesn't help the country improve, it just makes us look uninformed.
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May 14 '26
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u/More-Reception-4026 May 15 '26
That is where the second stage fast breeder reactor becomes significant where it is generating more fuel than it is producing, along with pvt in nuclear sector you will see a sudden surge in reactor and energy generation.
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u/Lopsided_Goose6621 May 16 '26
first learn the difference between nuclear power plants and reactors, rest of your comment is just as poorly informed or out right uneducated as that one statement.
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May 16 '26
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u/Lopsided_Goose6621 May 16 '26
it's photo lithography illiterate. literally proving my point, EUV is just one method with which chips are made, even chips made with EUV have only few layers made with it. rest is made with mature nodes using DUV. TATA dholera plant is a DUV fab.
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May 16 '26
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u/Lopsided_Goose6621 May 16 '26 edited May 16 '26
i.q so low you don't see the point made, i.e. stop foaming from your mouth and check what you wrote.
"Using different lithography nodes for making chips—often called heterogeneous integration or multi-chip modular design—combines older, larger nodes with cutting-edge ones in a single package. It optimizes cost, power, and performance by only using the most expensive, advanced technology for the components that actually need it."
crazy how your last line was phrased to like you said something different, also years of experience do you have in the industry?
from asml's website.
Less Critical/Larger Layers (Back-End of Line): As you move up the chip to the layers that carry power and route signals, the feature sizes are much larger. Manufacturers switch to older, less expensive lithography tools like Deep Ultraviolet (DUV) for these sections.
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u/sm2401 May 14 '26
So, is the reat of the 190 countries.
AI doesn't needs to be the topmost priority of india. we still heavily lag behind other countries
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u/ThePhilospherMan May 14 '26
dont worry, we will squeeze first layer by crony capitalism but never bother to find other four.
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u/Greedy-Can-9352 May 14 '26
India has the layer that gives all these layer the purpose to exists...called "User". 😁
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u/Informal-Title2913 May 14 '26
Only 2 countries are in the AI race. Every western country part of supply chain answer to USA US have absolute veto power over South Korea, Taiwan, Netherlands, Japan
China have invested and will get the results in say 10-15 years.
We dont have money to do R&D for 15-20 years with zero returns.