Archive · 23 Sep 2025
India's Semiconductor Push: 4 Stocks to Watch Amid DLI 2.0
India is investing heavily in making its own computer chips, which are important for things like phones and cars.
The government is offering money to companies that design and make these chips in India.
Four companies are seen as good choices to invest in.
These companies are involved in different parts of the process, from designing the chips to putting them together.
However, the market is competitive, and valuations are high, which investors should consider.
India is focusing on semiconductor manufacturing.
The Design Linked Incentive (DLI 2.0) scheme incentivizes local chip design and packaging.
Moschip Technologies, Tata Elxsi, L&T Technology Services, and Kaynes Technology are key players.
These companies are involved in chip design, testing, and manufacturing.
Valuations for these companies are currently high.
- Who
- India, global chipmakers, and four key Indian companies.
- What
- India's push in semiconductor manufacturing through DLI 2.0.
- When
- Ongoing with focus on future.
- Where
- India.
- Why
- To build a strong semiconductor ecosystem and capitalize on global demand.
- DLI 2.0 Focus
- Semiconductor chipsets for consumer electronics
- Moschip Technologies
- Semiconductor and system design company
- Tata Elxsi
- Design and technology services for chipmakers
- L&T Technology Services
- Engineering services provider, focused on chip design
- Kaynes Technology
- Integrated electronics manufacturing with OSAT ambitions
