The semiconductor value chain: 4 high-growth stocks winning without making a single chip
India is aiming to become a global semiconductor hub.
In the Union Budget 2026–27, the government announced India Semiconductor Mission 2.0 with a Rs 1,000 crore push to deepen domestic capability in chip manufacturing, design and materials. This is part of a larger effort to build a complete value chain in India, from fabrication to assembly and testing.
Industry estimates suggest India’s semiconductor market could reach $100–110 billion by 2030 as demand rises across sectors.
