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Can India become a Big Semiconductor player? KD Money Horizons & Himalaya Pramanick

KD MoneyHorizons

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Can India become a Big Semiconductor player? KD Money Horizons & Himalaya Pramanick

232 просмотра · 4 дня назад
KD MoneyHorizons
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232 просмотра · 4 дня назад
The Brutal Reality of Semiconductor Engineering: Analog vs Digital & India’s Chip Race | Kunal Sood ft. Himalaya Pramanick ​While the world obsesses over AI software, almost no one understands the physical hardware making it all possible: Analog and Power Management chips. If these disappear, smartphones fail, EVs stop running, and power grids collapse. ​In this episode of the KDmoney Podcast, host Kunal Sood sits down with Himalaya Pramanick, Senior Semiconductor Engineer with 8+ years of core industry experience. We break down the real business of silicon—from why 15-year-old analog chips still yield massive profits, to the high-stakes reality of fixing multimillion-dollar chip failures and whether India's ₹1.25 Lakh Crore Semicon Mission can realistically build physical fabs. ​Episode Highlights: ​The Invisible Hardware: What happens if analog chips vanish tomorrow? ​Analog vs. Digital Silicon: Obsolescence cycles vs. 15-year margin compounding. ​The Harsh Economics of Fabs: The real cost of building physical semiconductor plants. ​India’s Chip Roadmap: Advanced design talent vs. multi-billion-dollar foundries. ​Connect: ​Instagram: @KDmoneyhorizons ​Subscribe to KDmoney Podcast for fundamental market audits and institutional deep dives.