Equitymaster's guide to Semiconductor stocks with detailed analysis and much more. Also check out the list of Semiconductor Stocks here...
"Semiconductors are components needed for manufacturing cars, televisions, refrigerators, washing machines, personal computers, laptops, mobiles, etc.
These components are made from silicon and fit into microcircuits that power various electronic goods and components.
These little chips are so important that tens of thousands of workers must get lines that are a millionth of a meter, i.e. one micron wide, exactly right. Or else it won't work. The semiconductor chips fail.
Making a semiconductor is a 1,500-step process and takes up to 6 months. The amount of R&D involved is massive.
No wonder semiconductors play an important role in a variety of fields.
Currently, India imports almost all semiconductors. The demand is estimated to reach around US$100 bn by 2025 and the investments in India's semiconductor capacity are expected to grow multifold in the next few decades."
Jan 23, 2023
As the Tata group plans a mammoth investment of $90 billion in new industries such as electric vehicles, batteries, mobile components, semiconductors, renewables energy and e-commerce by 2027, will the new businesses take over the old?
Oct 18, 2022
How can semiconductors help find the next Infosys-like multibagger stock?
Oct 5, 2022
Supply chain disruption and high demand sent semiconductor stocks soaring in 2021. But how are they faring in 2022?
Sep 14, 2022
After months of mulling where to set up the semiconductor manufacturing plan, Vedanta has chosen Gujarat as its semiconductor hub.
Mar 11, 2022
Could these sectors drive Tata group's next leg of growth?
Dec 15, 2021
Understanding this common link could help investors take advantage of critical policy tailwinds.
Nov 12, 2022
Increased demand for EVs will lead to higher sales, which will lead to more R&D, which will lead to even better EVs being produced. This cycle will continue until all cars and bikes sold are electric.
Oct 17, 2022
These megatrends are accelerating India's rise to a leading economy.
Sep 29, 2022
For all those who believe the race to become the biggest corporate house in India is between Reliance and Adani, it might be prudent to consider this group.
May 17, 2022
Government clears Rs 760 bn PLI scheme. Which stocks will benefit?
Jan 7, 2022
Modern wars are fought with semiconductors. India's best semiconductor stocks have big tailwinds from defence and manufacturing.
Jul 27, 2021
The global semiconductor chip shortage is likely to continue till 2022 before it eases gradually.