India’s $10 Billion Semiconductor Plan | Neelkanth Mishra Explains | SparX

In this episode of SparX, we speak with Neelkanth Mishra one of the leading voices of India Semiconductor Mission. He talks about India’s semiconductor journey from the origins of the Semiconductor Mission to the realities of execution and global competition. He breakdown how the semiconductor ecosystem works, why entry barriers are so high, and what India’s roadmap looks like today. The conversation also explores Micron’s entry into India, early implementation learnings, India’s geopolitical advantage, and the question of whether the country can truly challenge global leaders like NVIDIA. If you’re looking for a clear, grounded understanding of India’s semiconductor ambitions beyond the headlines, this SparX conversation offers context, realism, and long-term perspective. 0:00 – 1:42 Introduction 1:43 – 3:34 Neelkanth's journey in Semiconductors 3:35 – 11:46 India's Semiconductor Mission 11:47 – 14:44 Semiconductor Manufacturing Process 14:45 – 17:44 Objective of Semiconductor Mission 17:45 – 18:50 Early days of Semiconductor Mission implementation 18:51 – 21:08 Entry of Micron in India 21:09 – 26:30 Early Implementation Challenges 26:31 – 30:34 First Implementation Results 30:35 – 32:28 Current State Global Semiconductor Industry 32:29 – 35:41 India's Semiconductor Roadmap 35:42 – 37:41 Entry Barriers in Semiconductor Industry 37:42 – 41:09 India's Geopolitical Advantage 41:10 – 44:10 India's Emerging Companies 44:11 – 47:50 Can India Challenge NVIDIA? 47:51 – 51:56 Why India Can't Be Aatmanirbhar 51:57– 52:46 Outro