As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positioned to evolve from a global chip design hub into a full-stack semiconductor ecosystem. However, it cautions that execution challenges remain and maintains a cautious stance on select semiconductor-related stocks.

India is significantly boosting its semiconductor ambitions with a Rs 1.25 lakh crore allocation for India Semiconductor Mission 2.0, a substantial increase from its predecessor.…

India's semiconductor ambitions hinge on developing skilled engineers and innovation hubs to bridge the gap between education and industry needs.