Rs 10 lakh cr semiconductor bet isn’t just about chips: 3 ‘other’ stocks investors could miss
India’s semiconductor story is moving beyond chip factories. The India Semiconductor Mission (ISM) has already set the foundation for domestic chip manufacturing and packaging. With ISM 2.0, the focus is widening to equipment, materials and other parts of the semiconductor supply chain. This matters for chemical companies.
Every semiconductor requires specialised chemicals at multiple stages of manufacturing. According to Aether Industries’ management, India’s semiconductor and electronics market is expected to double from roughly $50 billion today to $110 billion (around ₹10 lakh crore) by 2030. This growth could drive demand for specialised semiconductor chemicals.
