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![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.2K followers
Created: 2025-07-19 15:47:19 UTC

💻 India's Semiconductor Chips – From Vision to Reality
The “Made in India” chip movement is real. Government-backed PLI, global chip wars, and a $300Bn electronics roadmap are fueling this silent revolution.

🧵 Let’s break down the HOT STOCKS powering this megatrend 👇

1️⃣ Dixon Technologies | EMS Giant Gearing for Chip Assembly
▪️ Expanding into chip packaging (OSAT) through Dixon-Tower JV
▪️ Strong PLI tailwinds in electronics & LED segment
▪️ Scaled execution + clean balance sheet = top EMS play

➡️ Turning contract manufacturing muscle into semiconductor leverage

2️⃣ Kaynes Technology | Chip-to-Product Integrator
▪️ Among India’s few OSAT-ready players (chip testing & assembly)
▪️ Setting up advanced ATMP unit in Telangana
▪️ Already serving auto, aerospace & medical device chip needs

➡️ Design-led, IP-driven EMS model with semiconductor adjacency

3️⃣ MosChip Technologies | Pure-Play Fabless Semiconductor
▪️ Only listed Indian company designing SoCs & ASICs
▪️ Offers turnkey design services for US, EU clients
▪️ Pushing into RISC-V, automotive, and 5G chip IPs

➡️ India’s closest to a homegrown chip designer with global revenues

4️⃣ Tata Electronics (Unlisted) | India’s National Champion in Making
▪️ Setting up a ₹91,000 Cr fab in Dholera (with Powerchip Taiwan)
▪️ Partnering in advanced packaging, OSAT & design ecosystems
▪️ Will anchor India’s semiconductor self-sufficiency push

➡️ Tata Group’s scale + state support = strategic semiconductor bet

5️⃣ Cyient Ltd | Engineering R&D Backbone for Global Chipmakers
▪️ Offers chip design, validation & VLSI services to global majors
▪️ Acquired Citec & Celfinet to boost ESDM & telecom chip play
▪️ ~₹2,000 Cr ER&D revenues with exposure to aerospace & semicon

➡️ R&D-focused IP player riding the fabless + 5G value chain

6️⃣ CG Power | Backdoor Semiconductor Play via Renesas-TVS JV
▪️ Renesas & CG setting up ₹7,600 Cr OSAT facility in Sanand
▪️ Part of Japan-India electronics corridor push
▪️ Strong power systems & auto electronics synergy

➡️ A legacy infra giant now tapping into India’s silicon future.

🚫 No Recommendation.

![](https://pbs.twimg.com/media/GwO0TgFXcAAdr7L.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946597731382014438/c:line.svg)

**Related Topics**
[surge](/topic/surge)
[dixon technologies](/topic/dixon-technologies)
[stocks](/topic/stocks)
[roadmap](/topic/roadmap)
[electronics](/topic/electronics)
[$300bn](/topic/$300bn)
[pli](/topic/pli)
[india](/topic/india)

[Post Link](https://x.com/Anvith_/status/1946597731382014438)