Can India Become a Global Semiconductor Hub? | Markets by Zerodha Hindi

Описание: Semiconductors are becoming critical to the global economy, and India is investing heavily to reduce its import dependence and build a domestic semiconductor ecosystem. With billions in government support and fresh investments from Indian and global companies, can India become a global semiconductor hub?
In this video, we explore:
PART 1: How the global semiconductor supply chain works and which countries dominate it.
PART 2: India’s semiconductor push, government initiatives, major investments and companies building capabilities across the value chain.

Chapters:
0:00 – Semiconductor demand & India's ambitions
0:24 – Global market size & India's import dependence
1:59 – Welcome & video structure (two parts)
2:40 – Part 1: Semiconductor supply chain explained
3:22 – Step 1: Chip Design
4:00 – Step 2: Fabrication & Manufacturing
4:40 – Step 3: Assembly, Testing & Packaging (ATP)
5:28 – Country dominance in the value chain
6:45 – Part 2: India's semiconductor landscape
7:30 – India Semiconductor Mission (SEMICON 1.0)
9:20 – SEMICON 2.0 launch & six pillars
10:00 – SemiCon India 2026 summit announcements
12:40 – Specialty chemicals & water management
13:40 – Foreign partnerships & trade agreements
14:06 – Self-reliance vs. partnerships (Foreign Secretary quote)
15:23 – Conclusion & sign-off

Link:    • Everything You Need to Know About India’s ...  

Sources:
BCG x Semiconductor Association Report-
https://www.semiconductors.org/wp-con...
EY Report on Semicon India 2.0-
https://www.ey.com/content/dam/ey-uni...
PIB’s press release on India’s Semiconductor Future-
https://www.pib.gov.in/PressReleaseDe...
ANI Article on Semicon 2026 Day 1 Details-
https://www.aninews.in/news/business/...
CSIS analysis on how the US can regain its position in Semicon Manufacturing-
https://www.csis.org/analysis/strateg...
PIB Press Release on India’s Semiconductor Revolution-
https://d2p5j06zete1i7.cloudfront.net...
Mazi Asset Management article on ASML’s monopoly-
https://www.mazi-assetmanagement.co.z...
ISM.gov brief on Semicon 1.0-
https://ism.gov.in/schemes/semicon1.0...
ISM.gov investor support-
http://ism.gov.in/investment/details
ET Article on Tata Group’s chip strategy-
https://electronics.economictimes.ind...
Financial Express Article on Kaynes $1 billion OSAT project-
https://www.financialexpress.com/busi...
ET Article on Power’s OSAT facility revenue generation potential-
https://electronics.economictimes.ind...
Financial Express Article on Gov allowing global pacts in chip design-
https://www.financialexpress.com/busi...
PIB press release on cabinet approval of Semicon 2.0
https://www.pib.gov.in/PressReleasePa...
PIB press release on India’s Semicon India Day 2 Details-
https://www.pib.gov.in/PressReleseDet...
Tata Electronics Press Release on Partnership with BESI-
https://www.tataelectronics.com/w/tat...
ET Article on how design led strategy is important for India-
https://electronics.economictimes.ind...
SC Cornell on India’s potential on becoming a Global Chip Powerhouse-
https://business.cornell.edu/centers/...
PIB Press release on DHRUV64, India’s first dual core microprocessor-
https://www.pib.gov.in/PressNoteDetai...
ET Article on India’s target of 200 chip designs-
https://swarajyamag.com/news-brief/in...
Global sources article on India’s semicon ambitions-
https://www.globalsources.com/sourcin...