00:00The chips to start a program that has reached 320 universities. Now 400 universities.
00:08See, I mean there are datas and then the data which is updated by you.
00:12Change.
00:13So, what is one aspect which is most surprising for you and also the most promising one?
00:19When we started this program, when we started in small towns,
00:24we started to see the enthusiasm of students.
00:27In Odisha, Barampur, Assam, Shivpur, Meghalaya.
00:34You can go to any state.
00:36In every state, 400 universities are in the entire country.
00:39Even the small universities and small towns, the students are so enthusiastic.
00:45They are learning, they are getting into depth.
00:48And their chips are designed, they are tape-out,
00:51they are working on the board, they are testing.
00:54So, imagine the confidence it gives to the students.
00:57I have spoken with many students.
01:00It's life-changing.
01:02It's life-changing.
01:03Because those students, when they go into the industry,
01:07like there won't be many countries in the world
01:10where a student coming out of a university can say that I have taped out a chip.
01:16I have asked the industry in Davos.
01:20Industry could not count more than 20 universities in the entire world.
01:24And we have 400 universities where students are able to tape out.
01:28So, this is a very large scale of talent development.
01:31That gives youth satisfaction because youth is liking it.
01:35Young people are seeing a new hope in it.
01:37And they are seeing future limitations.
01:41It is there.
01:41Because the industry says that the gap of employment by the employment gap, talent gap,
01:50is about a million by 2030.
01:54Million.
01:54That's luck.
01:55Global.
01:56So, education point of view.
01:58Because when we talk about the ecosystem,
02:00we need to have education too.
02:02Exactly.
02:03That's what we are doing in the universities.
02:05That is what we are doing in the universities.
02:07400 universities.
02:08Education is going to be done.
02:09Then they will not get opportunities.
02:12Now, in Semicon 2.0, in the talent sixth pillar,
02:16we will upgrade the education to even more higher level.
02:20What other countries they learn in the master's program,
02:23will bring it in the bachelor's program.
02:26B.Tech program.
02:27System design.
02:29So, chip design.
02:30Chip on the chip.
02:30System design.
02:31That's even more difficult.
02:33So, those students who do good in chip design,
02:35will graduate them into systems design.
02:39Imagine a student coming out of B.Tech program,
02:42having done systems design.
02:45It's like phenomenal.
02:47Any interesting conversation that you had with any of the students?
02:50Many.
02:50Because they are inquisitive.
02:51They ask questions.
02:53One thing that stayed with you.
02:54Some of the questions that you have with us now,
02:57are you still remember?
02:59Many.
03:00Like, there are so many.
03:01The enthusiasm and the energy stayed with me.
03:05It is staying with you.
03:06Yes.
03:07I will move on.
03:09You have talked about a mango sapling,
03:13which needs care before it bears fruit.
03:16Correct.
03:16For critics who say India is still on legacy nodes,
03:19while the world has moved to 2 nanometer,
03:23what will you tell?
03:25Okay.
03:26So, the critics would be very benefited if they know the entire facts.
03:32If you look at the entire semiconductor universe,
03:3628 nanometer to 90 nanometers.
03:39That is 70% of the volume.
03:4170% of the volume.
03:44Right?
03:45It's not small number.
03:4670% of the volume.
03:49Most of the countries which were manufacturing semiconductors.
03:53And it's a handful.
03:54It's not more than 10 fingers.
03:57Right?
03:58They are moving rapidly out of this,
04:03this node, this segment.
04:05They are moving more and more towards 2 nanometers,
04:087 nanometers, 10 nanometers, 14 nanometers.
04:11This entire segment is being addressed by one country now.
04:16Imagine the geopolitical concentration of the supply chain,
04:22which is happening already.
04:25A million dollar machine,
04:28million dollar machine will not be out of the factory just for one dollar chip.
04:36That is the geopolitical concentration which is happening today.
04:42Who?
04:43Those who understand this.
04:45When I talk to my counterparts in Europe and my counterparts in Japan and other ministers.
04:52And US also.
04:54It's like suddenly understanding the gravity of this.
04:59And then they tell the industries that no, go to India.
05:02India.
05:02Because India has taken the right path.
05:05Absolutely the right path.
05:07That, see, it's a very complex industry.
05:10We must understand the nuances of it before we start the criticism.
05:15So those who understand, they know that this is the segment which is going to be most important segment.
05:21We will play in this segment as well as we will go.
05:24There are so many countries which have exited this segment.
05:27We will not do that.
05:28We will maintain this segment.
05:29This segment is going to serve everything that we manufacture.
05:34Cars, refrigerators, TV, mobile phone, everything.
05:40You are saying that's the very foundation of everything.
05:45Yes.
05:45It's a foundational industry.
05:47It's a foundational industry.
05:49As in, you see the most point you are watching here.
05:51Right?
05:52Listen to yourself in your home.
05:53If you have an example in your home.
05:55You have to raise your light from your morning.
05:57And you have to raise your light from your morning.
05:59You have to watch your phone.
06:00You have to watch your mobile phone.
06:01You have to practice with someone.
06:03If you have anything, you have to practice with your cooking equipment.
06:08In the kitchen, you have to practice with semiconductors.
06:10In the refrigerator, there are chips.
06:23You can't have any modern manufacturing in the world, so you have to have that industry
06:29for making sure that your manufacturing footprint keeps growing.
06:35That's actually a fascinating way of explaining it, sir.
06:39You know, many of us would not have thought about how crucial it is to have, you know, this chip
06:46is in our daily lives.
06:47It is, everything, in this camera, in this mic, everywhere there are chips, everywhere.
06:56It's like millions and millions of chips in everything that we see.
07:00One day in the car, there are about 30,000 chips. It's like that.
07:04India has trained around 85,000 semiconductor engineers. Where do you see the biggest talent gap?
07:15The big challenge that we are facing is in materials, as I said, right?
07:21Materials are very complex and that is where we need to find the right way of training our people.
07:29One of the finest companies in material manufacturing.
07:34They very clearly said that this will take at least five, six years for anybody to come up to.
07:41But we said that we have that patience and we are willing to put in that kind of effort.
07:45So material related talent is going to be the most difficult.
07:50That brings me to my final question. Looking five years ahead, you have covered a distance in five years, five
07:56years ahead.
07:57Where do you see and what, according to you, will be the single clearest marker for the success of the
08:04Semicon in India?
08:06If you have five large equipment manufacturers manufacturing in India.
08:11If we have two more advanced packaging, really advanced packaging, what we got in the first phase, one of the
08:25most advanced packaging three-dimensional glass substrate.
08:29That level, if we can get.
08:31If you have 200 deep tech startups and companies funded by VC and private equity.
08:40If you have more than one lakh trained technicians on the job, getting the jobs, getting the empowerment, then I'll
08:49feel that yes, we are successful.
08:51Mr. Vaishnav, thank you for this conversation.
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