By Admin 
India’s semiconductor Sapna is now reaching the new phase. The government has further strengthened its goals under ‘Semicon 2.0’, which targets to achieve 5 per cent stake in global chip production by 2030.
In 2021, India declared an incentive package of $ 10 billion (about Rs 83,000 crore) to develop its semiconductor ecosystem. Now this fund is being allocated and 5 projects related to chip fabrication, OSAT and ATMP have been approved under this scheme.
5 companies can benefit the most
The government aims to attract global chip companies as well as promote domestic players. If everything goes according to the plan, then big opportunities can open for investors in India’s semiconductor value chain. There are 5 stocks that can benefit from this change.
1. IZMO
IZMO is known for interactive marketing and visualization technology in the automotive sector, but now it is also making a grip in the semiconductor packaging.
Why special?
IZMO’s subsidiary, IZMO Microsystems, 3D packaging and System-in-Package (SIP) provides solutions.
Its 10+ global clients include automotive, aerospace and renewable energy sector.
In Q3Fy25, the company’s revenue increased by 16.8 per cent to Rs 58.7 crore, although the Ebitda margin was reduced to 14.1 per cent as the company is investing in semiconductor packaging.
IZMO AI is also working on new products like EV software and virtual retailing.
Stock Performance: IZMO shares have seen a jump in the last 1 year.
2. Moschip Technologies
Moschip Technologies is an important part of India’s semiconductor design ecosystem. Why special?
20+ years of experience, expert in ASIC, SOC and VLSI design.
The government’s design linked incentive (DLI) is taking advantage of the scheme.
In July 2024, an order of Rs 50,000 crore was received from C-DAC to design HPC chip based on 5 nanometer technology.
In October 2024, AI/Ml Design of RENESAS joined the partner network.
Focus on RISC-V architecture and HPC processor development.
Stock Performance: Moschip shares were seen to be seen in last year.
3. Cyient
Cayient is now emphasizing semeconductor design with 30+ years of experience in engineering and technology solutions.
Why special?
Its new subsidiary is working on Cyient Semiconductor, Chip Design and Asic Development.
300+ works with global clients (30 percent of the world’s top 100 innovators).
DET business revenue in FY25 was $ 688 million.
Stock Performance: Cyient’s share performed well last year.
4. HCL Technologies
HCL Technologies, one of the top IT companies in India, is now trying his hand in semiconductor design and testing.
Why special?
ER & amp; d (Engineering Research and Development) segment recorded 5.5 per cent growth in FY25.
Partnership with companies like NVIDIA and Google.
Work on chip validation and IOT solutions through AI Labs.
The company’s revenue in FY25 stood at $ 13.84 billion.
Stock Performance: HCL Tech shares saw stability last year.
5. Tata Electronics (Unlisted)
This company of TATA Group is building India’s first commercial semiconductor fabrication plant (Dholera, Gujarat).
Why special?
This project of Rs 91,000 crore will produce 50,000 wafers per month.
Focus on OSAT (Assembly, Testing) and Foundry Services.
Plan of expansion with global partnerships.
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