Semicon 2.0: CG Power, Kaynes Tech, HCL Tech key chip stocks to watch, CLSA explains why

India’s semiconductor programme is entering a broader phase, with the government placing greater emphasis not just on chip manufacturing but also on packaging, equipment, materials, design, research and talent. CLSA says the second phase of the India Semiconductor Mission (ISM) has a larger financial commitment than the first phase and is designed to build capabilities across the semiconductor value chain.