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Podcast: India's Recurring Dream

India has a recurring dream of a volume semiconductor manufacturer, but they have been unable to fulfil that dream. What or who is to blame? Is it the lack of basic utility infrastructure? Is it the politicians? Or is it the lack of domestic industries that consume semiconductors?
Podcast: Peter Clarke's Semiconductor Observer
Podcast: Peter Clarke's Semiconductor Observer

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By Peter Clarke

It is almost always the same. The scene is misty but there is a large compound bounded by high fences around a large, modern-looking, almost window-less shell of a building; its skin punctured only by a glass-façade entrance. Hundreds of people work there making something valuable. The name on the front of the building changes but essentially the scene is always the same. And then India wakes up and it is still not a volume semiconductor manufacturer and another half-decade has slipped by. 

Yes, India has a recurring dream – or perhaps we should say that India’s politicians’ have a recurring dream – but they have been unable – so far – to fulfill that dream. What or who is to blame? 

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Peter Clarke, a veteran reporter and analyst covering the global electronics industry, is a contributing editor for The Ojo-Yoshida Report.

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