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.
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