INDIA'S $44 BILLION Semiconductor Industry Is BOOMING: Top Semiconductor Stocks | Wright Research

India is on the path to becoming a global powerhouse in semiconductor manufacturing, driven by robust government initiatives and strategic international partnerships. In this video, we explore the country's ambitious growth in the semiconductor sector, the India Semiconductor Mission, and key investments from global leaders like Micron, Tata Electronics, and PSMC.
Key Highlights:
🌟 India’s semiconductor market is projected to reach USD 110 billion by 2030, creating over 6 million jobs.
🌟 The India Semiconductor Mission (ISM) is fueling growth with USD 10 billion in government support, offering substantial subsidies and incentives.
🌟 India’s contribution to global semiconductor design talent is already significant, with plans to train an additional 85,000 professionals.
🌟 Major investments and collaborations with companies like Micron and Tata Electronics are set to transform India’s role in the global semiconductor value chain.
🌟 We also dive into the complex semiconductor value chain and highlight Indian companies to watch in this booming industry.
📈 Challenges & Opportunities: While there are challenges in building a comprehensive semiconductor ecosystem, India’s strategic focus on mobile and PCBA assembly has laid a strong foundation. With ongoing government support and international collaboration, India is poised to play a pivotal role in the trillion-dollar global semiconductor industry.
🛠️ Government Initiatives: From the India Semiconductor Mission to the Production-Linked Incentive (PLI) Scheme, learn how the government is creating a conducive environment for semiconductor manufacturing and innovation.
Read the full blog here: www.wrightrese...
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🙋‍♂️ About us: Wright Research is an AI powered investment advisory and research firm that uses quantitative research and machine learning to create stable Equity & Mutual Fund investment options that generate return potential across different market conditions. The investment products are available for retail investors as Robo-advisory portfolios. Optimize your portfolio and work towards your financial goals with our bundles, designed with the power of Data Science.
Wright Research was incorporated in November 2019 as Wryght Research & Capital Private Limited and is a SEBI registered corporate investment advisor (INA100015717) and a Registered Portfolio Manager (INP000007979).

[@WrightResearchHQ]

Interested in learning more about the Indian Semiconductor sector? Check our detailed analysis here > www.wrightresearch.in/blog/the-growth-of-indias-semiconductor-industry-to-110-billion-dollar-by-2030/

[@mohangoswami9495]

Excellent presentation with very meaningful contents, Keep it up, you r having very bright future. God bless you

[@WrightResearchHQ]

Thank you so much 🙂

[@kumarhv1963]

excellent narration ,and very useful. as an investor .More about data centers, robotics desired.

[@WrightResearchHQ]

Glad you liked it!

[@shrinivaspatil2043]

Excellent analysis and great insight

[@WrightResearchHQ]

Much appreciated!

[@vinilg1]

Excellent presentation thank you 🙏

[@WrightResearchHQ]

You are very welcome

[@somsubhradanda7050]

Thanks madam for valuable information

[@WrightResearchHQ]

It's my pleasure

[@rkdash2006]

excellent content

[@WrightResearchHQ]

Glad you think so! Appreciate it!

[@sambasivam_sathyamoorthy]

Nicely narrated- story has come out very well. very nice

[@WrightResearchHQ]

Thank you very much!

[@thomassequera1343]

Thank you ma'am for providing us with invaluable information about semiconductor industry in India.

[@WrightResearchHQ]

Thanks for watching! Glad you liked it! :)

[@ramareddy3583]

Very nice,, And also I'm interested in future upcoming oming businesses ❤❤❤

[@WrightResearchHQ]

Thank you!

[@shivamarora9588]

Great analysis, thank you very much

[@WrightResearchHQ]

Thanks!

[@raghavvendra]

Xcellent information 🎉 thanks alot🎉

[@WrightResearchHQ]

Glad it was helpful. Most welcome 😊

[@susantahazra3110]

❤❤❤thanks mam😮😮😮

[@WrightResearchHQ]

Most welcome 😊

[@chongyeeyap9586]

It is easy to talk for that India is world Champ ! but it is very difficult to do !

[@somsubhradanda7050]

Yes

[@WrightResearchHQ]

Working on it! 😅

[@subbareddybadvel3117]

Thank you so much and excellent, most valuable information for further investment to get benefited. I want to join community. Please guide me

[@WrightResearchHQ]

Sure. Please sign up on our website to get our weekly newsletters!

[@tkdhanesh01]

Can you do on the renewable energy with emphasis on solar and wind

[@WrightResearchHQ]

We have a video already on Green Energy. You can check it out here > kzbin.info/www/bejne/pYnWi2mVnd-prqM

[@Udaydangra]

Also post photos of the processes to get clear picture of the entire value chain

[@WrightResearchHQ]

You can check out our detailed blog on the topic for more information on this sector > www.wrightresearch.in/blog/the-growth-of-indias-semiconductor-industry-to-110-billion-dollar-by-2030/

[@natures_1234]

tqs

[@WrightResearchHQ]

Thanks!

[@aunbahadur8794]

YES

[@WrightResearchHQ]

😀

[@SujatOO1]

Any small case themed on semiconductors??

[@WrightResearchHQ]

We are looking at a few semiconductor stocks for our existing smallcases. We don't have a specific semiconductor themed smallcase. :)

[@SujatOO1]

@@WrightResearchHQ thankyou so much for your response.

[@venkateshnarayana6296]

Please make a video on cybersecurity stocks.

[@WrightResearchHQ]

We have shared this with the team!

[@ashupatidar8221]

Mam can you make a video on how india self depend on raw material of electronic and many more products and how can we develop such raw material and (msme) local manufactures get benefit from this

[@WrightResearchHQ]

Definitely interesting. Will ask the team to look at it.

[@sumitbhargava8558]

Please cover data centre as an industry

[@WrightResearchHQ]

We have covered that earlier. You can check it out here > kzbin.info/www/bejne/h2exlneZmtF8Z6c

[@bharathr8006]

Is there any portfolio from Wright Research focusing on the Semiconductor sector?

[@WrightResearchHQ]

Not at the moment.

[@RAVIKUMAR-yh5dz]

Hi Mam, Any new small case in this sector?

[@WrightResearchHQ]

Not at the moment. You can check out our existing smallcases however :))

[@vishweshtripathi1016]

I would like to know your views on chemical & pharmaceutical industries. These industries are very difficult to invest in.

[@WrightResearchHQ]

Thanks for the suggestion. We will share this with the team for further analysis.

[@rounak308]

Could you create a portfolio update video for smallcases and discuss growth trends similar to PMS? I haven’t seen many updates on Wright Research smallcases. I’ve already subscribed to two smallcases.Looks like we are focusing only on PMS.

[@WrightResearchHQ]

We do Live sessions on the Smallcase youtube channel usually. We are planning to do another on in due course.

[@sadikmahammad2543]

Madam, please cover Recycling ♻️ sector.

[@WrightResearchHQ]

Interesting. We will get to it as well.

[@amanmemon814]

Mere Paas wright momentum ka subscription hai mujhe ek aur wright research ka smallcase subscription lena hai to konsa lun jis me stocks me overlap Na ho wright new india or wright innovation or wright smallcaps

[@WrightResearchHQ]

All 3 of New India, Innovation and Smallcaps have limited overlap with each other and with Momentum portfolio.

[@adityaambikesh4411]

Please create a small case for this one too.

[@WrightResearchHQ]

Not at the moment. But we are looking at the sector.

[@sandeepsinghvi352]

Is polymatic is in osat space

[@ahababu224]

polymatech is another biggest multibagger . it not yet lisyed but if lists i gonna keep my entire money . even by taking loans

[@WrightResearchHQ]

Not listed.

[@malaymukherjjee5883]

Auto AI industry, specialty chemical like Himadri, Deepak

[@WrightResearchHQ]

Interesting.

[@trilokhff2661]

What about HCL technologies?

[@WrightResearchHQ]

Could be interesting.

[@anilpudota290]

Taken profit from Kaynes. Bullish on CG power, Cyient, L& T

[@WrightResearchHQ]

😄

[@Derivatives_Hunter]

Tata electronics- not listed yet !

[@Mansoor-it7qy]

Tata elxi

[@WrightResearchHQ]

🙏

[@75555sk]

Logistics

[@WrightResearchHQ]

:)

[@sun4659]

Nice to hear madam but try to post in Hindi it will help to reach more of people

[@WrightResearchHQ]

Good point. Thanks for sharing!

[@maheshramaiah6520]

How to buy Tata electronics stock? What is the name code to buy?

[@WrightResearchHQ]

Tata Electronics is a privately listed entity. But definitely worth watching out for.

[@sandeepgoyat-j3y]

I Have in CG power

[@WrightResearchHQ]

🙏

[@Akolkar2]

Madam semiconductos main raw material provided by china ,total plant project will require at least 5 years if sufficient good teamwork national and international will produce best result .

[@WrightResearchHQ]

Definitely it will take time to develop the market.

[@Amutha-j4t]

👌✋️🙏

[@WrightResearchHQ]

🙏

[@sidrathulmuntaha]

E Waste and waste water treatment pls

[@WrightResearchHQ]

Team is working on it. Thanks for the ask.

[@dottie1708]

are you planning to include any of these in your smallcase portfolios? if not then why the discussion. it would be more beneficial if you discuss about the sectors n stocks which you think should be in your portfolio and share the logic belhind it. just discussing sectors at a time wont be of much help to your subscribers.Instead discussing your broad ideology of investment and discussing your strategies would help subscribers to stay invested with you.

[@WrightResearchHQ]

The team is continuously analyzing different sectors. The objective here is to share our thoughts on specific sectors, topics, broader market themes based on the trends and patterns we are seeing.

[@mohendraborah1452]

Good knowledge, but of no use as you are not including these stocks in your smallcases

[@WrightResearchHQ]

The team is continuously analyzing different sectors. The objective here is to share our thoughts on specific sectors, topics, broader market themes based on the trends and patterns we are seeing.

[@mohendraborah1452]

@@WrightResearchHQ Sir your Alpha Prime smallcase was due for rebalance today but what happened. You are still holding to underperforming stocks increasing loses.

[@vinitkulkarni4197]

Madam can explain in hindi also

[@WrightResearchHQ]

Yes working on it.

[@vinitkulkarni4197]

@@WrightResearchHQ thank Madam

[@Huhmungus]

You missed moschip

[@WrightResearchHQ]

👍

[@PrasanthPj-o2x]

Moschip is best

[@WrightResearchHQ]

Interesting.

[@vivek5000]

Why havent you discussed about Polymatech which is currently India's largest semi-conductor manufacturer?

[@thelayman6189]

That company is not listed on the stock markets.

[@WrightResearchHQ]

Not listed.

[@firststep9686]

Business means Gujarat 😊nt good fr overall Bharat..

[@WrightResearchHQ]

It will definitely impact the wider Indian market as well.

[@vibhor305]

Are you going to rebalance existing portfolios with these semi conductor stocks?

[@WrightResearchHQ]

We are looking at the sector.

[@bhausahebsurnar2879]

Alredy have tata elxsi​@@WrightResearchHQ

[@srinivasmadabushi1526]

SC FOUNDRIES Tata electronic Taya elexii OSAT Testing 6million chips testing KAYNES tech MIcron not listed ESDM intel property Tata elxi Sasken compund ndisrete semicon manfg CG power Equipment STARLITE LINDE 6."Assrbly n testing TATA electronic in Assam

[@WrightResearchHQ]

😀

[@vijaykrishna4041]

Are you available in FB

[@sushsich479]

1.5 Trillion ₹ Not $ 😁

[@WrightResearchHQ]

🙏

[@ddb0831]

If you can’t speak unaccented English, stick to Hindi or another Indian language.

[@chandrukrishnan6445]

What accent should she use, American? British? That is very silly. If you can't post intelligent messages, stick to not messaging.

[@ddb0831]

@@chandrukrishnan6445 No, it is mot silly at all. If you are not a native speaker of a language, don’t use it for public discourse. Every language has its proper “accent”. English is the dominant language in Britain and America so either one is better than an Indian trying to speak English. The Indian accent is horrible and probably the worst in the world. Even in Africa, the educated class speak better, clearer, crisper English than Indians.

[@ddb0831]

@@chandrukrishnan6445 What is the problem with Indian English accent? Indian English speakers often encounter challenges with consonant sounds due to differences between their native languages and English. This includes difficulties in adapting to rhotic sounds, final consonants, and vowel-consonant combinations.Dec 29, 2023 How to overcome Indian accent? Practicing pronunciation is an important component of accent reduction, but it is not the only component. Rhythm is an underrated, but key part of sounding like a native English speaker. Watch movies and mimic how the actors are speaking. Pay special attention to which words they stress in a sentence.Feb 21, 2023

[@ddb0831]

@@chandrukrishnan6445 There are plenty of excellent English language speakers and writers in India. Learn from them rather than being overly sensitive to constructive criticism. For example, Shashi Tharoor, Shereen Bhan, Arnab Goswami, Karan Thapar, Rahul Kanwal, Palki Sharma and many more. All these people speak proper English and their conversations can be understood worldwide.

[@chandrukrishnan6445]

@@ddb0831 But they have accents, just not the accent of this lady anchor

[@amanmemon814]

Mere Paas wright momentum ka subscription hai mujhe ek aur wright research ka smallcase subscription lena hai to konsa lun jis me stocks me overlap Na ho wright new india or wright innovation or wright smallcaps

[@WrightResearchHQ]

All 3 of New India, Innovation and Smallcaps have limited overlap with each other and with Momentum portfolio.