A 30-Year Gap: Can Russia Catch Up with the Leaders in Microelectronics?

Investment manager at KAMA FLOW, Alexey Pavlyuchenko, was a guest on the podcast "The Difficult Investor," where he discussed the barriers facing Russian microelectronics today—from lack of infrastructure to dependence on government support.

Topics discussed:

• Why the average budget for a chip manufacturing plant is $25 billion or even more;


• How modern fabrication plants operate, where engineers have replaced traditional workers;


• What tasks can be solved using the 90-nanometer process technology and why it’s still necessary;


• Why relying solely on self-sufficiency is not a viable strategy, and what would result from entering the open market;


• What the US, EU, Japan, and China are doing to maintain technological sovereignty.

📌 Conclusion: If Russia begins systematic work with the open market, tangible results could be achieved within 10 years.



Watch the podcast via the link.