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.

Semiconductor push should be followed through

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…