India's $10 Billion Semiconductor 2.0 Mission to Boost These 5 Chip Stocks

India’s ambitious Semiconductor 2.0 Mission is gaining momentum as the government intensifies efforts to turn the country into a global hub for chip manufacturing and design.

As per news reports, the initiative aims to capture 5% of the global semiconductor market by 2030, backed by a $10 billion incentive package. With six major projects already approved, spanning chip fabrication, packaging, and testing, the stage is set for robust investor interest and growth across the semiconductor value chain. 

Here are 5 semiconductor-linked companies poised to benefit from the national semiconductor push: 

Kaynes Technology India Ltd: Expanding into OSAT 

Kaynes Technology, a leading electronics design and manufacturing services (EMS) provider, has strengthened its position in the chip industry through its subsidiary, Kaynes Semicon Pvt Ltd. The company is actively investing in Outsourced Semiconductor Assembly and Testing (OSAT) and advanced chip packaging. With a strong foothold in automotive, aerospace, IoT, and defense sectors, Kaynes is well-placed to ride the upcoming semiconductor wave. 

IZMO Ltd: Advancing SiP Manufacturing 

IZMO Ltd, through its arm IZMO Microsystems, is emerging as a key player in advanced System-in-Package (SiP) technologies. Its Bengaluru-based facility features 3D die stacking and fine-pitch wire bonding within a Class 1000 clean room environment. These capabilities position IZMO to cater to photonics and semiconductor demand under the Semicon 2.0 roadmap. 

MosChip Technologies Ltd: End-to-End Chip Design 

MosChip Technologies brings two decades of experience in chip design, embedded systems, and product engineering. With offerings ranging from ASIC/SoC development to analog and mixed-signal design, MosChip supports clients across automotive, consumer electronics, networking, and healthcare. Its turnkey design solutions align well with the government’s chip design focus. 

Sasken Technologies Ltd: Full-Cycle Semiconductor Support 

Sasken Technologies delivers product engineering and digital transformation services with a solid footprint in the semiconductor space. The company provides embedded systems, platform software, firmware, and hardware design, supporting every stage of the chip lifecycle. Its global clientele and deep engineering expertise make it a strong beneficiary of the policy. 

CG Power & Industrial Solutions Ltd: New Entry into Semiconductors 

Traditionally focused on electrical equipment and backed by the Murugappa Group, CG Power is making a strategic entry into semiconductor manufacturing. Leveraging its legacy in industrial engineering and scale, the company plans to invest in chip fabrication and assembly to support India’s self-reliance goals. 

Also Read: India Aims to Capture 5% of the Global Semiconductor Share by 2030. 

Conclusion 

As India unlocks funding and infrastructure under the Semiconductor 2.0 Mission, these 5 companies are strategically positioned to benefit from policy support and growing global demand. From OSAT to chip design and fabrication, investors may find compelling opportunities in these semiconductor-linked stocks. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

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