印度半导体产业发展态势与前景

Development Trends and Prospects of India’s Semiconductor Industry

印度是美国渲染价值观对立、炒作供应链安全,以构筑所谓“民主技术联盟”的重要拉拢对象。出于自身产业转型、渔利中美战略竞争、强化供应链韧性的需要,印度多措并举,积极发展本国半导体产业,在完善半导体产业生态系统方面取得一定进展。但受制于自身支撑性条件不足、对中国供应链依赖较深、美国帮扶程度存在变数等因素,印度半导体产业发展任重道远。美印在半导体产业链领域的合作,或使中国面临产业链上下游“双向承压”的挑战。

By exaggerating the conflict of values and hyping up the issue of supply chain security,the United States is pushing forward the so-called“democratic technology alliance”based on a geopolitical agenda.As an important target of the US charm offensive,India has taken multiple measures to actively develop its own semiconductor industry.The moves aim to facilitate the country’s industrial transition and strengthen the resilience of its supply chain,while taking advantage of the US strategic competition against China.India has made some progress in improving the ecosystem of its semiconductor industry,but due to constraints such as insufficient supporting conditions,uncertainties in the degree of assistance from the US,and its own supply chain dependence on China,India’s semiconductor development still has a long way to go.Despite this,the US squeeze in the upstream of the supply chain and the catch-up of India in the downstream of the supply chain may put China’s semiconductor industry under simultaneous pressure in both directions.