Rohit Ahuja
Rohit Ahuja

@rahuja671

11 Tweets 20 reads Jul 24, 2024
Global Semiconductor market opportunity to exceed $1 Trillion by 2030.
India Semiconductor Market opportunity may surge to $150 Billion+ by 2030.
India's electronic manufacturing is likely to grow at great pace in next few years.
Semiconductor a long story.
#semiconductor
- Integrated Circuits dominates the market.
- India is catching up in semiconductor value chain.
In March 2024, Cabinet approved a massive $15.2 billion investment in 3 semiconductor plants.
Semicon India Program - To attract incentive support to companies that are engaged in
Semiconductor, Display, Sensor Fabs
Silicon Photonics
Semiconductor Packaging(ATMP/OSAT)
Micron setting up a semiconductor unit with capex of ₹22k cr.
PLI schemes
manufacturingtodayindia.com
Surge in demand for AI and gen AI applications comes with proportional increase in computing demand.
Growing market for AI Semiconductors with advancement in deep learning, AI powered devices etc.
Semiconductors various Use cases summed up 👇
Memory
Microprocessors
GPU(High growing)
Integrated Circuits
Analog chip
Mixed circuit etc.
Huge opportunity in Data Center chip market.
Electronic System Deisgn & Manufacturing(ESDM) industry in India is committed to reach $300 billion worth of electronics manufacturing & exports by 2025-2026.
Margins profile for the companies working in Electronic Design nd manufacturing vary from category to category and sector as well.
Semiconductors power secure communication systems used by armed forces for command, control, & coordination during missions, rely on high-performance chips capable of encryption data transmission in harsh environments.
Radar System
UAVs & Drones
Electronic Warfare Systems
Semiconductors are the brains behind the operation of EVs, enabling them to perform at their best.
In Electric Vehicles(EV) electronics and semiconductors playing a pivotal role at their core.
Various listed players in Indian market which are working in Semiconductor industry -
Syrma SGS
Avalon
Kaynes Tech
Dixon
Moschip
Aimtron Electronics
Vinyas Innovative Tech
No Recommendation
All data for study purpose.

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