India Semiconductor Mission — Tata ISMC Micron CG Power
India's India Semiconductor Mission (ISM) has approved ₹76,000+ Crore in investments. Tata Electronics' fab in Dholera, Micron's OSAT unit in Gujarat, CG Power's chip assembly in Sanand, and Tower Semiconductor's tie-up with Adani are creating India's first semiconductor ecosystem.
Stocks in this theme · India electronics & semiconductor
7 companies in this theme — showing top 7 by market cap.
| Symbol | Company | Price | Mkt Cap | ROE | P/E |
|---|---|---|---|---|---|
| HCLTECH | HCL Technologies | ₹1,237.25 | ₹3,34,535 Cr | — | — |
| CGPOWER | CGPOWER | ₹835.4 | ₹1,27,266 Cr | 47.3% | 89.31 |
| DIXON | DIXON | ₹11,233 | ₹66,743 Cr | 21.7% | 178.69 |
| AMBER | Amber Enterprises India | ₹7,469.95 | ₹26,298 Cr | — | — |
| KAYNES | Kaynes Technology India | ₹3,253.35 | ₹21,687 Cr | — | — |
| TATAELXSI | Tata Elxsi | ₹3,405.1 | ₹21,174 Cr | — | — |
| MOSCHIP | MosChip Technologies | ₹243.5 | ₹4,735 Cr | — | — |
Research Coverage
- CG Power, Tata Elxsi, and Dixon: listed semiconductor beneficiaries
- Semi equipment supply chain: who supplies India's fabs?
- Chip packaging vs chip design vs wafer fab: where India is positioned
- EMS companies: Dixon, Kaynes, Amber Enterprises as assembly plays
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Frequently Asked Questions
Will India become a major chip manufacturer?
India is starting with OSAT (packaging/testing), moving to foundry. Full leading-edge chip manufacturing (like TSMC) is a 10–15 year journey requiring massive talent and supply chain development.
Which listed stocks benefit from India's semiconductor mission?
CG Power (chip assembly with Renesas), Dixon Technologies (EMS), Kaynes Technology, Tata Elxsi (design services), and Cyient (chip design).