SEMICON INDIA 2026
Semiconductor push, govt support driving EMS sector's growth, but valuation remains a concern: How 3 stocks with most buy calls are placed
Investor enthusiasm around the sector is visible in the performance of nine EMS stocks covered by multiple brokerages. The group has delivered an equal weighted average return of 55.3% so far in 2026, compared with 1.1% for the Nifty 500 Equal Weighted Index. Seven of the nine stocks have delivered posi tive returns, while three have gained over 100%. The analysis is based on closing prices as of 28 September 2026.
Tata Electronics triples equity investment as iPhone, chip plans expand
Tata Electronics significantly increased capital investments and debt financing for Apple iPhone manufacturing and semiconductor initiatives. The company provided ₹61,280 crore in guarantees and ₹1,017 crore in loans to subsidiaries. Equity investments surged to ₹3,727 crore largely due to semiconductor business expansion. Despite a revenue increase, net losses widened significantly to ₹1,611 crore for the fiscal year.
India's semiconductor opportunity expanding beyond fabs: Report
India's semiconductor sector is expanding beyond chip fabrication into a complete ecosystem. This growth includes chip design, materials, and advanced packaging services. The government's Semicon 2.0 program supports this expansion with significant financial outlays. Global companies are investing in India's semiconductor supply chain development and research. India aims to capture more value by developing intellectual property and product ownership.
India's semiconductor opportunity expanding beyond fabs: Report
India's semiconductor opportunity is expanding beyond chip fabrication and packaging, with the country now focusing on building a complete ecosystem covering chip design, equipment, materials, advanced packaging, research and electronics products, YES Securities said in a report on the SEMICON India 2026 conclave.
Chip majors make beeline for Semicon to build wider ecosystem with Indian talent
The government has announced the Semicon 2.0 scheme with an incentive of around Rs 1.27 lakh crore or USD 13.5 billion to build the semiconductor ecosystem. Union Minister Ashwini Vaishnaw said investment proposals worth USD 12 billion are likely to come under the new scheme for chip production.
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Rs 15,000 cr investment inflow into Karnataka to create over 2,000 jobs: Minister M B Patil
Karnataka Minister M B Patil announced an investment potential of over Rs 15,000 crore, with Lam Research investing Rs 9,298 crore and Applied Materials Rs 3,600 crore. These investments are expected to strengthen Karnataka's semiconductor supply chain capabilities. Land has been allotted for Lam Research's silicon-component manufacturing facility, while Applied Materials will expand its long-term operations at Bengaluru Signature Business Park.
Nippon Express Group eyes 3x India business by 2028, flags India’s scale as a challenge
Katsuhito Kobayashi, CEO, South Asia & Oceania Region, Nippon Express, told ET AI that while the company has secured land in Gujarat’s Dholera, it is also looking at other states.
Assam CM Himanta Biswa Sarma attends conference on 'Financing India's journey towards Viksit Bharat'
Assam Chief Minister Himanta Biswa Sarma attended the Centre’s conference on financing India’s Viksit Bharat 2047 agenda in New Delhi, where discussions focused on public investment, private capital mobilisation, fiscal discipline and Centre-State coordination. Assam’s priorities included agricultural transformation, renewable energy and macroeconomic growth.
Applied Materials sees no demand risk for India's chip push; ecosystem, infrastructure the real tests
Applied Materials India president Avi Avula told ET AI during SEMICON India 2026 that India is at the beginning of its semiconductor journey with a major potential to grow.
Odisha plans 'Silicon Valley' near Cuttack, offers 25% extra capex support for chip projects: CM Majhi
Odisha plans a new "Silicon Valley" near Cuttack to attract chip industry investments. The state will offer additional fiscal support for supply chain projects. Discussions are ongoing with several international companies for semiconductor investments. Existing projects are under construction and expansion plans are being explored.
India’s chip strategy: Build sovereign strengths, partner globally, says Vikram Misri at SEMICON 2026
India’s semiconductor self-reliance does not mean building every capability domestically, Foreign Secretary Vikram Misri said at SEMICON India 2026. He said India must develop sovereign strengths in areas such as design, packaging and manufacturing while partnering global equipment makers, material suppliers and design companies where collaboration offers greater value.
Japanese precious metals firm TANAKA sees more India orders but not rushing into local manufacturing
The Tokyo-headquartered company claims to have already received orders from Indian customers and is now tracking how quickly that business grows before deciding whether to manufacture semiconductor materials locally.
India has a once-in-a-generation semiconductor demand window: Infosys SVP Vikram Meghal
India is experiencing a "once-in-a-generation demand window" in semiconductors and must shift from "Engineered in India" to "Invent in India," according to Infosys Senior Vice President Vikram Meghal at SEMICON India 2026.
Semiconductor operations in India 'gaining strong traction' globally: BCG MD Ankush Wadhera
India is uniquely positioned as a destination to strengthen and diversify global supply chains, Boston Consulting Group (BCG) Managing Director and Partner Ankush Wadhera said, adding that setting up semiconductor operations in the country is gaining strong traction among global businesses.
L&T’s chip arm unveils 40 products, debuts first silicon carbide chip for EVs and power systems at SEMICON India 2026
LTSCT unveiled 40 products at SEMICON India 2026, showcasing its new silicon carbide platform for the first time. The company also presented its first fully designed-in-India BLDC motor controller. These innovations span secure identity, surveillance, and power electronics applications. The new products aim to support India's growing semiconductor ecosystem and technological sovereignty.
India’s semiconductor journey ‘pretty strong’, Semicon 2.0 offers policy continuity: Tata Electronics CEO
India's semiconductor journey appears strong with government policy continuity and significant investments. Tata Electronics is building a fabrication plant in Dholera and an assembly facility in Assam. These projects involve a combined investment of fourteen billion dollars for global industries. The company is securing numerous suppliers and partners to build a domestic ecosystem. These initiatives aim to establish India's semiconductor manufacturing capabilities at a grassroots level.
India must move beyond semiconductor engineering to own products, capture innovation value: Infosys' Vikram Meghal
India should focus on owning entire products and capturing innovation value. The nation has a unique demand window for global product development. Opportunities exist in domestic market products and global engineering services. Medical device consumption and product development spending are projected to rise significantly. Strategic patience and long-term investments will drive higher value capture for India.
ETSA winner Theranautilus heads to human trials; JSW One’s IPO plans
Happy Friday! Theranautilus is set to begin human trials of its nanorobot-based dental tech soon. This and more in today’s ETtech Morning Dispatch.
SEMICON India 2026: Chip away into the whole ecosystem, policy should look beyond fab units
India's semiconductor policy must now focus on the entire ecosystem beyond fabrication units. The nation should strategically dominate select points along the global chip supply chain. Incentives should secure localisation for critical materials and equipment production. Government procurement and institutional testing capacity will support local vendors. Developing a skilled workforce through apprenticeships is essential for future growth.
Karnataka woos investors at Semicon India; Euler Motors among firms in talks
With Samsung Electronics already operating research and development facilities in Karnataka and having a presence in the semiconductor sector, Patil said the state had proposed that the company consider setting up manufacturing operations in Karnataka.
From phones to fabs: India is building its semiconductor muscle
India's semiconductor strategy is widening from fabs to a complete ecosystem. The nation is building capabilities across design, packaging, and manufacturing. Significant government investment supports this comprehensive semiconductor value chain development. This push aligns with a growing electronics manufacturing base and global supply chain shifts. The focus is on connecting all pieces to become a durable global participant.
Global industry leaders back India's chip ecosystem push under ISM 2.0 at Semicon India 2026
Speaking to on the sidelines of Semicon India 2026, industry executives and academic experts pointed out that India's targeted push beyond core fabrication to supply chains, talent creation, and international partnerships is drawing global interest, with three hundred international firms participating at the summit.
India positioned to lead global semiconductor drive from the front: Intel
India is positioned to lead global semiconductor expansion, according to an Intel executive. The country's vast talent pool and academic innovation fuel this significant growth. India already contributes twenty percent of the global chip design workforce. Over 355 universities offer advanced semiconductor and VLSI design programs. Intel plans to collaborate further on India's semiconductor journey.
India sees $11–12 bn chip investment interest under Semicon 2.0: Ashwini Vaishnaw
The government’s second-phase semiconductor push will focus on design, equipment and materials, fabs, advanced packaging, R&D and talent development.
India now has five semiconductor units in production, ISM 2.0 to build wider ecosystem: MeitY secretary
India now has five semiconductor units operational and producing chips. The India Semiconductor Mission's second phase will build a broader domestic ecosystem. This expansion focuses on developing capabilities across the entire chip value chain. SEMICON India 2026 shows significant international interest in India's chip ambitions. Over 600 companies and 40,000 delegates are attending the event.
SEMICON India 2026: India’s chip story has moved from files to factories, says PM Modi
India's semiconductor sector is now moving towards commercial production. Prime Minister Modi inaugurated SEMICON India 2026, highlighting this significant shift. The government is encouraging more private sector investment in research and development. India aims to become a preferred global destination for chip manufacturing. Further reforms are being introduced to widen participation in the sector.
Semicon India 2.0 targets 200 chip design startups, 1 lakh technicians, Ashwini Vaishnaw says
Semicon India 2.0 aims to support 200 chip design startups and companies. This initiative will also develop one lakh new semiconductor technicians and industry-ready talent. The program focuses on six pillars, including chip design, equipment, fabs, and research. India has already achieved its initial engineer training target ahead of schedule. The government is now expanding its focus to technicians and factory-floor workforce development.
Kaynes Tech, Syrma SGS, MosChip, others rally up to 10% as PM Modi set to inaugurate Semicon 2026
Semiconductor stocks, including Kaynes Technology, Syrma SGS Technology and MosChip Technologies, rallied up to 10% as investor attention turned to India’s semiconductor ecosystem ahead of Prime Minister Narendra Modi’s inauguration of Semicon India 2026.
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