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  3. semiconductor stocks

Semiconductor Stocks

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  • Semiconductor Sector Stocks
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Maharashtra signs 67 MoUs worth Rs 8.5 lakh crore
Maharashtra signs 67 MoUs worth Rs 8.5 lakh crore: What the investment pipeline means

Cortex Data Centres and Pi-Semicon plan investments of Rs 60,990 crore and Rs 40,000 crore, creating 10,000 and 12,750 jobs…

Updated: October 3, 2026 12:29 IST
Meghalaya bets on AI, GCCs in new IT policy; Shillong Tech Park gets Rs 121 cr AI centre
From Tech Park expansion to AI CoE: How Meghalaya plans to attract GCCs and tech firms

Meghalaya could benefit as technology and business-process jobs expand beyond tier-1 cities. Bakshi cited the state’s English-speaking workforce as an…

Updated: October 2, 2026 07:03 IST
Odisha is betting big on AI data centres, clean energy & steel
Rs 2.45 lakh cr, 50k jobs: How Odisha is betting big on AI data centres, clean energy & steel

Data centres, Information Technology and IT-enabled services lead the investments, with four projects worth around Rs 1.43 lakh crore.

Updated: September 24, 2026 11:25 IST
India's semiconductor push faces new risks.
India’s semiconductor push faces new risks: How can government secure supply chain?

IESA President Chandak said India should reduce dependence on any single country, company or technology source for critical semiconductor inputs.…

Updated: September 22, 2026 12:06 IST
Karnataka's semicon push
How Karnataka’s 7 new semiconductor deals are set to give a boost to chip startups

Karnataka minister Priyank Kharge said the new agreements bridge key gaps from early-stage ideas to manufacturing and funding.

Updated: September 22, 2026 09:58 IST
Semiconductor ecosystem: India wants to build chip companies, not just fabs
India wants to build chip companies, not just fabs. Here’s the funding challenge

India’s semiconductor push will need long-term public support, specialised funds and patient domestic capital to help chip startups move from…

Updated: September 19, 2026 18:43 IST
Tata Electronics big semicon push.
Tata Electronics strengthens Dholera semiconductor ecosystem with 7 strategic MoUs at Semicon

Structured as MoUs, the deals bring together global tech leaders, Indian research bodies and ecosystem partners to address critical gaps…

Updated: September 18, 2026 18:31 IST
India semiconductor, chip manufacturing, investment proposals, semiconductor program, Ashwini Vaishnaw, Tata Electronics, Applied Materials, Lam Research, chip design, talent development
$12 billion semiconductor bet: Semicon 2.0 draws fresh investment proposals

India has received $11-12 billion in investment proposals, aiming to build a supplier ecosystem and create nearly 100,000 jobs in…

September 17, 2026 21:34 IST
SEMICON 2.0 begins in Delhi today.
SEMICON 2.0: Building a resilient chip ecosystem from ‘silicon to systems’ – What to expect?

SEMICON 2.0: The programme is designed to support important technologies and strengthen domestic capabilities in areas critical to national security,…

Updated: September 17, 2026 12:35 IST
How is India laying the foundations of a home-grown chip ecosystem?
How is India laying the foundations of a home-grown chip ecosystem?

Under the first phase of the semiconductor incentive plan, the government has approved 12 projects with cumulative investments of around…

Updated: September 19, 2026 17:58 IST
India's Rs 47 cr 'Electropreneur 2.0' programme.
India’s next hardware heroes may come from Dehradun & Mandi — Not just Bengaluru

Electropreneur 2.0 has a Rs 47-crore outlay to nurture 500 ESDM startups, with a focus on talent beyond metro cities…

Updated: September 11, 2026 07:37 IST
USD 3.5 tn vision: Gujarat bets big on AI, chips and green energy to power 2047 growth
USD 3.5 tn vision: Gujarat bets big on AI, chips and green energy to power 2047 growth

Tata Electronics is developing a Rs 91,000-crore semiconductor fab at Gujarat’s Dholera, while Micron’s Sanand unit involves Rs 13,000 cr,…

Updated: September 6, 2026 11:16 IST
Data Centres.
$800 billion opportunity? How data centres are fueling India’s vision 2047

India’s data centre industry sees a USD 700–800 billion investment opportunity as the government moves to resolve bottlenecks related to…

Updated: September 3, 2026 14:21 IST
Semicon 2.0 India semiconductor stocks CG Power Kaynes HCL Tech
Semicon 2.0: CG Power, Kaynes Tech, HCL Tech key chip stocks to watch, CLSA explains why

Semicon 2.0 expands India’s semiconductor push with a larger outlay and wider ecosystem support. CLSA flags CG Power, Kaynes Technology…

September 2, 2026 11:07 IST
Semicon 2.0 India semiconductor stocks CG Power Kaynes Dixon Tata Elxsi
Rs 1.27 lk cr Semicon 2.0: 1 ships chips, 3 build moats — CG Power, Kaynes, Dixon & Tata Elxsi

India’s Semicon 2.0 push is creating four very different semiconductor plays: CG Power is already shipping chips, Kaynes is building…

Updated: September 3, 2026 10:47 IST
How clean energy and 5G are driving India’s next data centre boom
How clean energy and 5G are driving India’s next data centre boom

Ashwini Vaishnaw highlighted India’s progress in telecommunications as around 90 per cent of the country now has access to 5G,…

Updated: August 21, 2026 16:44 IST
Macquarie ISM 2.0 semiconductor stock picks in India
SEMICON India 2026: 3 plants running, more coming by year-end – Inside the $200 billion chip opportunity ahead

The semiconductor event, jointly organised by the India Semiconductor Mission, MeitY and SEMI, will take place from September 17–19, 2026.

Updated: August 20, 2026 20:10 IST
Semiconductor push: Rs 40 crore-fuelled ‘VIHAAN’ chip hits first-pass silicon success, eyes 2027 production
India’s semiconductor push: Rs 40 crore-fuelled ‘VIHAAN’ chip hits first-pass silicon success, eyes 2027 production

The government aims to build a complete semiconductor ecosystem, spanning chip design, manufacturing, advanced packaging, equipment, materials, R&D and skilled…

Updated: August 16, 2026 16:08 IST
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CAMS, HDFC AMC over BSE, CDSL: Nuvama lists top 2 picks amid weak market
CAMS, HDFC AMC over BSE, CDSL: Nuvama lists top 2 picks amid weak market
Market

Nuvama sees selective resilience among market-linked firms despite a 5.2% quarterly Nifty decline. Strong SIP inflows may support AMCs, and it prefers CAMS and HDFC AMC for their valuations and expected profit growth. CDSL benefits from a surge in IPO fundraising and demat additions, while BSE faces weaker options turnover and uncertainty over regulation.

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