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."
Mar 10, 2026
In this video, we explain why semiconductors have become one of the most important building blocks of the global economy and 3 mutual funds that focus on the semiconductor ecosystem.
Apr 17, 2025
Take a look at the best performing stocks of 2025 so far.
Jan 3, 2025
As India's semiconductor industry gears up to become number one in the world, these companies could benefit the most.
Jun 7, 2024
Apart from semiconductors, the company's products find application in electric vehicles (EVs) as well as drones.
Mar 14, 2024
To manufacture semiconductors, high purity gases are critical. And this company is already tapping into the opportunity.
Mar 4, 2024
These Tata companies are the forefront of the semiconductor revolution.
Oct 29, 2023
Semiconductor industry is one of the sectors thriving to contribute to India's success story and has recently gained traction all around the world. Consequently, semiconductor stock are currently in the news.
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?
Jul 1, 2025
Semiconductor stocks in India are back in focus. Which ones should you have on your watchlist? Find out...
Apr 12, 2025
US tariff exemption on chips sets the stage for these five Indian stocks to shine.
Jul 11, 2024
Apart from semiconductors, this company caters to hi-tech medical equipment, aerospace, networking consumer electronics, etc.
Apr 27, 2024
To scale up renewable energy generation in India, this company is looking to open more centres in India.
Mar 7, 2024
From semiconductors to electric vehicles, this corporate house is tapping emerging trends, and its new strategy might just pay off. Continue reading...
Nov 18, 2023
This smallcap stock is up over 75% in 2023 and looks set for some more momentum after its green hydrogen and semiconductor foray. Take a look...
Jul 18, 2023
The Indian semiconductor industry stands at the cusp of transformation, poised for significant growth and influence on the global stage.
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.
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