𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐒𝐭𝐨𝐜𝐤𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚
A semiconductor is an electrical component (electrical conductivity value) in consumer and industrial products.
🏷️𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 Semiconductors are an essential component of electronic devices, enabling advances in communications, computing, healthcare, military systems, transportation, clean energy, and countless other applications 🏷️𝐒𝐜𝐨𝐩𝐞 𝐨𝐟 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚 The future of the semiconductor manufacturing industry in India is very promising and the Indian Govt is encouraging the Semiconductor space through the PLI Scheme. India is moving towards becoming a semi-conductor hub in future by encouraging Indian and multinational companies to build the plant in India. Domestic semiconductor consumption is expected to cross $80 billion in 2026. 🏷️𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚 Honestly, we do not have pure-play semiconductor companies like AMD, NVIDIA, Intel, Samsung etc in India. These companies are at the initial stages of the Semiconductor ecosystem value chain. They partially or do not have much technological edge over the mature companies. 🏷️𝐈𝐓 ▪️Cyient – Design Solutions ▪️Tata Elxi – Design solutions ▪️HCL – Acquisition of Sankalp Semiconductors 🏷️𝐉𝐨𝐢𝐧𝐭 𝐕𝐞𝐧𝐭𝐮𝐫𝐞𝐬 ▪️Tejas Network – JV with REC, Japan ▪️ASM Tech – JV with HHV Group, UK ▪️RIR Power – JV with International Rectifiers, USA 🏷️𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 ▪️Dixon – Semiconductors Ecosystem ▪️Kaynes – Semiconductors assembly ▪️Moschip – Design services ▪️Solex – Semiconductor Furnace bodies ▪️Centum Electronics – Semiconductor Switches ▪️NXP – Semiconductors for Automotive & communication Ind 🏷️𝐎𝐭𝐡𝐞𝐫𝐬 ▪️MIC – Turnkey solutions ▪️SPEL – End market applications ▪️BEL – Forays into the Semiconductor ecosystem ▪️CG Power – Forays into the Semiconductor ecosystem ▪️Syrma – Incorporated Syrma Semicon Pvt Ltd subsidiary 🏷️𝐂𝐡𝐞𝐦𝐢𝐜𝐚𝐥𝐬 ▪️Chemcon – HDMS ▪️Ami organics – Intermediates of Electronic Chemicals (Acquisition of Baba Chemicals into Semiconductor chemicals) 🏷️𝐏𝐫𝐨𝐱𝐢𝐞𝐬 ▪️Ion Exchange – Purest water ▪️Grindwell – Silicon carbide ▪️Shivalik Bimetal – Electronic Connectors 🏷️𝐔𝐧𝐥𝐢𝐬𝐭𝐞𝐝 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 ▪️Micron ▪️Foxconn ▪️Sahasra Semiconductors Pvt. Ltd ▪️Polymatech Electronics (IPO in 2024) 🏷️𝟑 𝐂𝐡𝐢𝐩-𝐦𝐚𝐤𝐢𝐧𝐠 𝐮𝐧𝐢𝐭𝐬 𝐰𝐨𝐫𝐭𝐡 $𝟏𝟓.𝟐𝐁𝐍 𝐰𝐞𝐫𝐞 𝐠𝐢𝐯𝐞𝐧 𝐭𝐨 𝐠𝐨 𝐚𝐡𝐞𝐚𝐝 𝐛𝐲 𝐭𝐡𝐞 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐨𝐟 𝐈𝐧𝐝𝐢𝐚 CG Power + Japan's Renesas Electronics Corp + Thailand Stars Microelectronics (76 Bn INR) in Gujarat Tata + Taiwan's Powerchip (910 Bn INR) in Gujarat Tata Elxsi Semiconductor Assembly + Test Pvt Ltd (270 Bn INR) in Assam
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