Geopolitics is now measured in Nanometers. Anything with a battery or a plug has a semiconductor inside. But these chips aren’t just tech anymore, they’re shaping who becomes the next Superpower.In the 1980s, India was just two years behind the world in semiconductors. Today, we’re 12 generations behind. What went wrong?India’s top semiconductor expert, Raja Manickam, returns to The Neon Show to break it all down.We discuss how the U.S. lost the chip race it started, China’s strategic rise, and how one visionary turned Taiwan into the most valuable island in the world.Raja Manickam dives into what the $10B India Semiconductor Mission is getting right and where we may fall behind. He explains why <$5 chips might be India’s best shot, and how founders can enter semiconductors with just ₹1 Crore.This episode isn’t just about chips, it’s about who gets to shape the next decade of tech, trade, and power. From the role of the government to private capital and Mr. Raja’s own vision through his company iVP Semiconductor, this episode tells you how semiconductors are deciding India’s Future.0:00 – Trailer1:26 – Masters of Chips will rule the world8:24 – Why US is falling behind despite its head start11:22 – Does the US have the talent to win?12:54 – How Taiwan became World’s most valuable island18:51 – The US vs China dilemma for Taiwan22:21 – China’s rise is strategic, not accidental29:09 – Will India only be a chip-outsourcing hub?32:41 – Does India want to build for itself or others?34:07 – Why the US wants to kill the Chips Act38:21 – US-China chip war for global power40:16 – How can India win in <$5 chips?43:31 – Should the Indian govt give grants or take equity?45:05 – Semiconductor will not create jobs47:50 – What went wrong for India post-80s?50:11 – Why Mr. Raja returned to India52:04 – Can India democratise chips too?55:23 – How India’s govt is supporting chip startups58:06 – India’s $10B Semiconductor Mission1:03:19 – Why Raja is disappointed with Private sector1:08:48 – iVP’s ambition to be a chip giant from India1:10:47 – What’s India still missing?1:16:39 – Is India not ready for 3nm Chips?1:21:43 – How can new founders enter semiconductors?-------------​​India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

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