India Semiconductor
Intelligence
Map the global semiconductor value chain, identify Indian beneficiaries, compare valuations, analyze technicals, and generate company-level investment decisions — in one workspace.
Raw materials to finished electronics
Top by composite score
Fundamental + technical + valuation + exposure
Cheapest segment
Median valuation vs own history
Specialty chemicals trade at a discount to 5-year medians while semicon-grade qualification cycles position them as a multi-year tailwind.
Policy in motion
Active and upcoming Indian schemes
- ActiveIndia Semiconductor Mission (ISM 1.0)₹76.0k cr · MeitY
- AnnouncedISM 2.0Outlay TBD · MeitY
- ActiveElectronics Components Manufacturing Scheme (ECMS)₹40.0k cr · MeitY
- ActiveDesign Linked Incentive (DLI) Scheme₹1.0k cr · MeitY
- ActiveChips to Startup (C2S) Programme₹230 cr · MeitY
Supply-chain segments
Click any segment to see Indian companies, capability map and beneficiaries.
Raw Materials
Silicon, silicon carbide, copper, aluminium, ceramic substrates and specialty minerals that feed into wafer fabrication and packaging.
Chemicals & Gases
Ultra-high purity gases, photoresists, etchants, solvents, fluorochemicals and cleaning chemicals used at every stage of fab and OSAT operations.
UPW
Ultra-pure water systems for fabs, OSAT, displays and precision electronics. Includes reverse osmosis, ion exchange, recycling and effluent treatment.
Cleanrooms
Contamination-controlled manufacturing environments with tightly regulated temperature, humidity, particle count, pressure and vibration.
Design / IP
RTL design, verification, SoC architecture, ASIC design, RF and analog design, embedded systems and IP licensing.
Equipment Components
Precision components, motion stages, vacuum parts, dicing, grinding, slicing tools, automation and inspection sub-systems for fab and OSAT equipment.
Fab / Foundry
Wafer manufacturing where transistors are patterned onto silicon or compound semiconductor wafers. Capital-intensive and yield-sensitive.
OSAT / ATMP
Outsourced semiconductor assembly and test: dicing, packaging, wire bonding, flip chip, advanced packaging and final test of finished chips.
PCB / PCBA
Printed circuit boards and assembled boards that integrate chips, passives and connectors into functional electronic systems.
EMS
Electronics manufacturing services: PCB assembly, full product assembly, testing, packaging and lifecycle support for OEM customers.
Power Semis
Devices controlling high-voltage and high-current applications: EVs, renewables, industrial automation, railways, defence, data centers.
End Markets
Final products that consume chips: smartphones, EVs, telecom equipment, industrial electronics, defence electronics, consumer appliances.
Logistics
Specialized transport, storage and handling of high-purity chemicals, gases and sensitive semiconductor inputs and outputs.
Power & Infra
Substations, EPC, industrial power infrastructure, gas and water systems for fabs, semiconductor parks and large electronics campuses.