印度的万亿美元梦想:从零开始打造芯片产业
India's Trillion-Dollar Dream: Building a Chip Industry From Scratch
译文简介
凭借100亿美元的激励计划,印度正在试图将自己定位为中国在全球供应链上的可靠、民主的替代者。
正文翻译

India's Trillion-Dollar Dream: Building a Chip Industry From Scratch
印度的万亿美元梦想:从零开始打造芯片产业。
With a US$10 billion incentive package, India is attempting to position itself as a credible, democratic alternative to China for global supply chains.
凭借100亿美元的激励计划,印度正在试图将自己定位为中国在全球供应链上的可靠、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.
在过去的几年里,日本人在孟买修建了多少公里的高铁?我可以告诉你不超过10公里。
@Midhalii
Dude, you Chinese need to chill, go handle the debt crisis in China.
老兄,你们中国人要冷静,先去处理中国的债务危机吧。
@JohnGoodman4
They are afraid of India becoming stronger.
他们害怕印度会变得更强大。
@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
你显然不了解地缘政治和市场,印度拥有全世界规模最大的消费市场,而且印度也很有钱,毕竟印度是一个购买力平价高达17万亿美元的经济体,印度还是世界上增长最快的经济体,这是一个充满巨大机遇的国家,如果你理解正确的话,那么你可以在印度市场发大财。
@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仅为1100美元的邦,更有8亿人依赖政府提供的食物,甚至比大多数非洲国家还要糟糕。
@Brian-Enel
I can't wait for India Superpower 2030
我迫不及待想见证印度在2030年成为超级大国。
@jkc3738
Economic Basics Course 1: The GDP data published by the IMF is quoted from the governments of various countries... not the IMF itself
经济基础知识课程第一讲:国际货币基金组织公布的GDP数据,引用的是各国官方的数据,而不是国际货币基金组织自己统计的数据。
@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
中国官方采用两套GDP统计数据,一套来自地方政府,另一套来自中央政府,地方政府的GDP数据仅供参考。
@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...
我不喜欢用GDP来评估一个国家真正的实力,中国的科技实力、工业规模和基础设施,根本不是印度能与之竞争的。
@MedinipuriTuka036
Nice hope I become one of the first generations to see India grow significantly.
但愿我能成为第一代见证印度取得显著发展的人之一。
@jkc3738
Indians are planning again...
印度人又在计划了。
@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.
当我浏览多个油管频道时,不难发现印度雄心勃勃,除了芯片产业和苹果手机之外,还打算建设生产设施来提炼稀土元素、发展电动汽车、电池、太阳能电池板产业、化肥、原料药,哦,差点忘了,还有舰船和战斗机。
@arunsar7893
More people leave China every year than they do in India. So, stop the BS and look at the data.
每年离开中国的人比离开印度的人还要多。所以,不要再胡扯了,看看实际数据吧。
@isleephungry
The country with the most citizens living abroad is India
居住在国外的公民数量最多的国家是印度。
@kennethkong5484
Better late than never
迟做总比不做好。
@jimmylam9846
$ 10 B is a peanut for semi industry....Chinese Govt. pumped in more than that amount every year !
对于半导体工业来说,100亿美元只不过是小菜一碟,中国政府每年投入的资金都要比这个多。
@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.
未来几年,半导体、国防制造业、数据中心、可再生能源、电动汽车和人工智能将在印度获得大量补贴。受过教育的青年需要就业,收入水平需要提高。印度过度依赖服务业,但现在是时候发展制造业了。
@minilroy8774
Definitely difficult, but not impossible!
绝对困难重重,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
中国已经在这个行业投入了数千亿美元。已经造出了一台EUV光刻机。印度将不得不从阿斯麦购买光刻机。
@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.
印度有巨大的潜力。相较于中国,印度是一个稳定得多的经济体和民主大国。印度在各个方面都在迅速发展,这是很自然的。
@Niv-z8o
he's just jealous of india's tremendous potential. India will be the next global player, that's a certainty.
他只不过是在嫉妒印度的巨大潜力。印度必将成为下一个全球参与者,这是必然的事。
@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,印度的国内生产总值是按2016年66卢比兑1美元的汇率计算的。按今天的汇率,它更像是只有3万亿美元的国内生产总值。
@KhunYasoboyYaso-i5c
India had great potential?
印度有巨大的潜力?
@loooongtimeago
Yeah, India has been demonstrating it has tremendous potential to become the next power for 70 years.
是的,70年来,印度一直在证明它有成为下一个大国的巨大潜力。
@ze8392
China: We are a developing country; India: We are about to become a global superpower
中国:我们是一个发展中国家:印度:我们即将成为全球超级大国。
@JoyP09@JCSY1
So you are saying that India can never manufacture equipment? Only Chinese have some special gift which allows them to manufacture?
所以你是说印度永远不会制造装备?只有中国人,才有一些能让他们制造装备的特殊天赋吗?
@neerajmeghran5797
Bharat government should focus on made in Bharat.
印度政府应该专注于印度制造。
@AbhishekKumarYadav-y4q
We should not miss 4th industrial revolution. This our chance and we must take it.
我们不能错过第四次工业革命。这是我们的机会,我们必须抓住它。
@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.
只有印度的私营企业才能做到这一点。印度政府只关注一件事:提供免费赠品,以便让人口增长到20亿。
@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,私营企业本身不会这么做。这需要政府的支持。印度人口增长已经在放缓。它的人口数量永远不会达到20亿,太蠢了。
@Liam_Rivers
The peak population is projected at around 170 crores. After which, it will stabilize and fall steadily.
预计人口峰值在17亿左右。此后人口将趋于稳定并稳步下降。
@desiputtar89
Yes, anything privately-run in India is efficient.
是的,在印度,任何私营企业的效率都很高。
@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,都需要数百万升的超纯水来清洗晶片。缺乏可靠清洁水源的城市或地区,很难支撑半导体工厂。
@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.
这不是水的问题,兄弟,这是技术和技能的问题。如果水和这些是唯一的问题,那美国早就在本土自己制造所有的芯片了,而不是从台积电那里拿走芯片。
@captainjcsw-qq8zb
Now search how much rain happens in assam , Water is the last thing that is scarce in this place
现在搜一下阿萨姆邦有多少降雨量,水是这个地方最不稀缺的东西。
@IceDraconis20
Why do you think we scrapped the Indus water treaty?
你以为我们为什么要废除《印度河用水条约》?
@Liam_Rivers
They should set-up those chip manufacturing plants in Meghalayas if they want the cleanest water in the world.
如果他们想要世界上最干净的水,就应该在梅加拉亚邦兴建这些芯片制造厂。
@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.
说实话,梅加拉亚邦的降雨量太多了,而且气候也不稳定。如果东北部气候稳定,它就会成为印度的半导体中心。
@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.
为了进入半导体行业,必须有先进的基础设施,而这正是印度所欠缺的。印度人很聪明,但他们的滑稽行为与世界其他地方格格不入。我祝愿印度一切顺利,不要走捷径。
@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.
印度的问题在于,它总是试图涉足那些已经饱和以及供应过剩的行业,而不是高利润的行业。这就是它的经济状况一直不好的原因。
@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.
还有一个事实是,他们自认为足够聪明,可以跳过必要的学习过程,直接获取利润。中国人没有这样做,他们复制,他们失败了,他们再试一次,他们改进了。没有人可以跳过这个过程。
@maveRickduh-rk4io
India needs many chip fab units.
印度需要很多芯片工厂。
@Encolas
You guys finally fixed the AI voice
你们终于把人工智能的声音修好了。
@kushagravlogs5627
India had never a chance to manufacture semiconductor. India would failed badly if it invest in semiconductor
印度根本没有机会制造半导体。如果投资半导体,印度肯定会惨遭失败。
@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经有一家工厂了,专门为印度卫星生产芯片。
@srisri1932
We need companies like ASML & TSMC
我们需要像阿斯麦和台积电这样的公司。
@prakashjondhale2100
What happen when maharashtra comes in semiconductor manufacturing ?
当马哈拉施特拉邦涉足半导体制造业时会发生什么?
@anonemous
Only happens in Bollywood movies
只会发生在宝莱坞的电影里。
@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,你错了,因为我们不会在科技领域引领世界,因为如果你看看数据,你会发现,印度排名前十的芯片设计师都是北印度说印地语的人,
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 .
但我们的印度同胞对我们的语言有问题,根据他们的说法,说印地语的人正在把语言强加给他们,很多印度人正等着来你们的国家,请接受我们以及我们高超的技能吧。
@nidhinvinod4981
Slow and steady will definitely win the race
稳扎稳打一定会赢得比赛。
@ysscorpiangaming8059
We will divert indus and other river water for water requirement
我们会引印度河以及其他河流的水来满足用水需求。
@kushagravlogs5627
India can't do it in next 50 years.
印度在未来50年内都难以做到。
@prastagus3
Ambition is one thing. Fulfilling it is another. It cannot be done under current Modi led Hindu system
雄心壮志是一回事。实现它又是另外一回事。在莫迪领导的印度教体制下,这是不可能做到的。
@ZiyunZheng
india, chip. I just can not combine these 2 words together.
印度,芯片。我就是无法将这两个词关连在一起。
@lightfromnorth-h2o
indian have many DREAMS. Tejas fighter jets, Arjun tanks, space programs, Make in India...
印度人有很多梦想。光辉战斗机、阿琼坦克、太空计划、印度制造……
@喜欢-w9q
Modi works for his employer and deserves to be rewarded.
莫迪为他的雇主工作,应该得到奖励。
@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.
就投资方面而言,100亿美元对半导体来说只不过是沧海一粟。台积电在美国投资1650亿美元建设一家工厂。在芯片制造方面几乎没有任何背景的印度,预计仅用100亿美元的投资规模,跻身芯片制造的前列。
@Whatandbut
we still dreaming to have toilets,keep dreaming,
我们还在梦想着有厕所可用,继续做梦吧。
@kushagravlogs5627
India is day dreaming. Indian chip designer do low level of work for American companies.
印度是在做白日梦。印度芯片设计师是在为美国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
国大党政府本来可以在21世纪初开始这样做的,然而国大党却忙于恐吓印度教徒,在票仓政治中安抚穆斯林。
@Zlaland
If there is game of talking in Olympic thn india will win gold
如果奥运会上有谈话比赛,那么印度将赢得金牌。
@varvoom
India should focus on designing a better bullock cart, as there are many bulls available in India.
印度应该专注于设计更好的牛车,因为印度有很多公牛。
@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!
如果你要聊点什么,那就去印度吧。如果你要做点什么,那就去中国吧。许多跨国公司在印度设立制造工厂后,都得到了惨痛的教训。祝你的新尝试能有好运。
@fireverse0718
Yes cause unlike china, india can't just snatch the land off its people without permission. Land acquisition is the longest part of the process in infrastructure. China 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,因为不像中国,印度不能在未经许可的情况下从民众手中夺走土地。土地征用是基础设施建设过程中最耗时的部分。中国完全可以无视民众的权利,为了他们的利益,拿走民众所有的东西。民主虽然进度不快,但它是稳定的,因为它能遵循正确的步骤,实际上是在自下而上地发挥作用。
@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
中国政府的所有拆迁,都会支付巨额赔偿金,所有中国人都盼着被拆除,我在中国生活了6年,我的妻子是中国人,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
印度大多数人生活贫困,但他们却为自己的民主感到自豪,真正的民主是让民众过上富足的生活,而不是让普通民众来决定如何治理国家。
@JohSebBac
India next superpower 2026
2026年,印度将成为下一个超级大国。
@misterbig9025
As Indian I disagree
作为印度人,我不同意。
@goonhoongtatt1883
I won't put my money on this plan.
我不会把钱投到这个计划上。
@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.
看来你住在比哈尔邦吧,兄弟。大多数一线城市会通过切断居民用电,来向工业输送能源。工业用电和居民用电是不一样的。如果有需要,我们会在克什米尔修大坝,专门用来生产芯片。
@shivgupta8997
India's population is about 4 times of pakistan and its gdp is 11 times almost , says a lot , similar with bangladesh too !
印度的人口大约是巴基斯坦的4倍,国内生产总值几乎是巴基斯坦的11倍,很多人都说和孟加拉国差不多。
@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
人口与GDP无关。按照这个逻辑,中国的人口是美国的5倍,但它的经济规模仍然小于美国。
@pefsgk5092
India has serious credibility issue. Just ask Samsung, Vodafone.
印度有严重的信誉问题。问问三星,沃达丰,就知道了。
@asungot2069
they cannot build a fab in india, indian body odour will surely comtaminate the wafers
他们不能在印度建半导体工厂,印度人的体味肯定会污染晶片的。
@nickgoh8947
Only Bollywood can save India — after all, laughter is the best medicine.
只有宝莱坞才能拯救印度,毕竟笑声是最好的良药。
@52singhaakashrajkumar92
I see you are a Robot too many comments how much you got paid bro we can pay you double that amount
我看你是个机器人,你发的评论这么多,兄弟,你赚了多少钱,我们可以给你双倍的钱。
@korloff4955
This guy is 100% Indian and this type self bragging is belong only Indians
这个家伙百分之百是印度人,这种自我吹嘘的风格只属于印度人。
@lotharlaishram765
Need more job creation, More factories = more jobs
需要创造更多的就业机会,更多的工厂等于更多的工作岗位。
@misterbig9025
But in the end, foreign investors end up making loss after moving into India.
但最终,外国投资者在进入印度之后,都是以亏损而告终。
@HugoM-p4l
please build a proper toilet first
请先建一个像样的厕所。
@kocheng176
Modi’s India can keep on daydreaming forever!
莫迪领导下的印度可以一直做白日梦。
@anilsinghkec
Instead of Gujarat it should have been in uttarakhand which has abundance of water. Modi should think like PM instead of CM now
半导体工厂应该建在水资源丰富的北阿坎德邦,而不是古吉拉特邦。莫迪现在应该以总理的身份去思考问题,而不是像首席部长那样思考。
@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.
没错,但莫迪不能代表印度。我知道莫迪是一个激进、没文化的总理。但印度会变得更强大。当前的政权迟早会下台,印度会再次崛起。