๐’๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ ๐’๐ญ๐จ๐œ๐ค๐ฌ ๐ข๐ง ๐ˆ๐ง๐๐ข๐š

 A semiconductor is an electrical component (electrical conductivity value) in consumer and industrial products.

๐Ÿท️๐€๐ฉ๐ฉ๐ฅ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ Semiconductors are an essential component of electronic devices, enabling advances in communications, computing, healthcare, military systems, transportation, clean energy, and countless other applications ๐Ÿท️๐’๐œ๐จ๐ฉ๐ž ๐จ๐Ÿ ๐’๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ๐ฌ ๐ข๐ง ๐ˆ๐ง๐๐ข๐š 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. ๐Ÿท️๐‚๐ฎ๐ซ๐ซ๐ž๐ง๐ญ ๐ฌ๐œ๐ž๐ง๐š๐ซ๐ข๐จ ๐ข๐ง ๐ˆ๐ง๐๐ข๐š 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. ๐Ÿท️๐ˆ๐“ ▪️Cyient – Design Solutions ▪️Tata Elxi – Design solutions ▪️HCL – Acquisition of Sankalp Semiconductors ๐Ÿท️๐‰๐จ๐ข๐ง๐ญ ๐•๐ž๐ง๐ญ๐ฎ๐ซ๐ž๐ฌ ▪️Tejas Network – JV with REC, Japan ▪️ASM Tech – JV with HHV Group, UK ▪️RIR Power – JV with International Rectifiers, USA ๐Ÿท️๐’๐ž๐ฆ๐ข๐œ๐จ๐ง๐๐ฎ๐œ๐ญ๐จ๐ซ ๐„๐œ๐จ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ ▪️Dixon – Semiconductors Ecosystem ▪️Kaynes – Semiconductors assembly ▪️Moschip – Design services ▪️Solex – Semiconductor Furnace bodies ▪️Centum Electronics – Semiconductor Switches ▪️NXP – Semiconductors for Automotive & communication Ind ๐Ÿท️๐Ž๐ญ๐ก๐ž๐ซ๐ฌ ▪️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 ๐Ÿท️๐‚๐ก๐ž๐ฆ๐ข๐œ๐š๐ฅ๐ฌ ▪️Chemcon – HDMS ▪️Ami organics – Intermediates of Electronic Chemicals (Acquisition of Baba Chemicals into Semiconductor chemicals) ๐Ÿท️๐๐ซ๐จ๐ฑ๐ข๐ž๐ฌ ▪️Ion Exchange – Purest water ▪️Grindwell – Silicon carbide ▪️Shivalik Bimetal – Electronic Connectors ๐Ÿท️๐”๐ง๐ฅ๐ข๐ฌ๐ญ๐ž๐ ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ▪️Micron ▪️Foxconn ▪️Sahasra Semiconductors Pvt. Ltd ▪️Polymatech Electronics (IPO in 2024) ๐Ÿท️๐Ÿ‘ ๐‚๐ก๐ข๐ฉ-๐ฆ๐š๐ค๐ข๐ง๐  ๐ฎ๐ง๐ข๐ญ๐ฌ ๐ฐ๐จ๐ซ๐ญ๐ก $๐Ÿ๐Ÿ“.๐Ÿ๐๐ ๐ฐ๐ž๐ซ๐ž ๐ ๐ข๐ฏ๐ž๐ง ๐ญ๐จ ๐ ๐จ ๐š๐ก๐ž๐š๐ ๐›๐ฒ ๐ญ๐ก๐ž ๐†๐จ๐ฏ๐ž๐ซ๐ง๐ฆ๐ž๐ง๐ญ ๐จ๐Ÿ ๐ˆ๐ง๐๐ข๐š 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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