Under the competition between China and the United States in science and technology, India has fallen out of favor
Has India "lost ground"? In the science and technology competition between China and the United States, 15 semiconductor companies from the United States have invested 8 billion yuan in Vietnam.
Since the United States promulgated the "Chips Act", countries around the world have asked for their own chips, which is actually a technological contest between China and the United States, who wins, who can get a large number of followers, so the United States has been strengthening the blockade of Chinese technology.
Huawei has successively made breakthroughs in chips and systems, which in a sense broke the United States"Technological supremacy"In the past, U.S. companies focused on China, but now that the U.S.-China economic and trade relationship has changed, U.S. companies must move their production capacity to China.
The United States also gave them two choices, one is Vietnam and the other is India, because both countries have huge populations and huge cheap labor, so the United States will vigorously develop the semiconductor industry.
Since Modi's launch in 2014"Made locally"Since the project, India has been hoping to catch up with China, especially in manufacturing, and at that time American companies were not interested in that situation, although Chinese companies were also involved, but their infrastructure was"assembly plant"。
The American company chose to build a factory in India, and Modi's confidence was greatly increased, and as soon as he caught the Chinese company, he was scolded, not only fined him, but also vetoed a large amount of investment by the Chinese company, pinning all his hopes on the United States.
India is just one"Chess pieces"Although many American companies have announced the establishment of factories in India, they are only symbolically built, and it seems that the stage of issuing huge subsidies has passed, and India is the protagonist of this outlet.
According to internal information in the United States, 15 American semiconductor companies plan to set up a factory in Vietnam, with a total investment of up to 8 billion yuan. Compared to the Indian market, this approach is significantly more sincere. Although it is quite possible that the United States will become another"Traps"But U.S. companies may be more interested in Vietnam than they are in India.
In fact, Intel and Nvidia, which are large American companies, have long been cooperating in the semiconductor industry in Vietnam, and Vietnamese employees are more dedicated than Indian employees, because this is their job and the key to their future development.
In today's contest of power between the two countries, although India has the advantage, the United States has always liked to bully the weak, and the Indian market obviously does not have such conditions, even if Modi gets tens of billions of yuan in subsidies, it is not so easy to get.
Another big reason is that most of India's best genius is concentrated in the United States. Of the more than 4 million Indian-Americans, 1 million are scientists and engineers, who clearly do not want to return to their home countries and do not have the Chinese love for them.
The U.S. support for India and Vietnam is largely aimed at controlling the Chinese market, while U.S. companies only care about the present, and they don't spend too much time exploring a new market, while Biden's team is doing a good job.