Thread by @CaVivekkhatri

🚨 BREAKING: India just took its biggest-ever leap in the global chip race.

4 new semiconductor plants approved
₹1.6 lakh crore total investment
24 billion chips/year capacity in the pipeline

From zero fabs in 2021 to a manufacturing powerhouse - this move could quietly rewrite the rules of tech, trade, and national security.

📌 Here’s what you’ll learn from this thread:
➜ The full list of India’s 10 approved chip projects
➜ Why this is a high-stakes geopolitical power move
➜ The impact on AI, EVs & defense
➜ Real examples from Odisha to Gujarat
➜ How to spot the stocks set to win big

Let’s break it down 👇

📢 Before we begin…

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1️⃣ The Reality Check - Why Chips Matter

No chips = no AI.
No EVs.
No defense systems.

➜ 90% of the world’s semiconductors are made in just 3 countries.
➜ A single war, sanction, or earthquake could paralyse supply chains worth trillions.

India is building a strategic insurance policy and a wealth engine.

2️⃣ The ₹1.6 Lakh Crore Masterplan

Since 2021, under the India Semiconductor Mission (ISM):
➜ ₹1,60,000+ crore committed
➜ 6 states covered
➜ 10 mega projects
➜ 24 billion chips/year target

First chips: in 2–3 months
Full capacity: in 2–3 years

3️⃣ The Aug 12, 2025 Approvals - A Different League

Odisha: SiCSem → India’s 1st SiC fab (EVs, missiles) - ₹2,067 Cr

Odisha: 3D Glass Solutions → Advanced glass packaging - ₹1,943 Cr

Andhra: ASIP Tech → High-end packaging (S. Korea JV) - ₹468 Cr

Punjab: CDIL → Discrete power semis - ₹117 Cr

4️⃣ Example - Why SiC (Silicon Carbide) is a Gamechanger

➜ 3x more efficient than silicon
➜ Survives extreme heat - perfect for missiles & EV inverters
➜ Used in Tesla, US Navy systems

Impact: Bhubaneswar’s SiCSem fab will cut EV inverter costs by up to 20%.

5️⃣ The Full Chip Map of India - 2025

📍 Gujarat - Tata, Micron, CG Power, Kaynes
📍 Assam - Tata ATMP
📍 UP - HCL–Foxconn
📍 Odisha - SiCSem, 3D Glass
📍 Andhra - ASIP Tech
📍 Punjab - CDIL

This isn’t just Gujarat - it’s a nationwide network.

6️⃣ Where’s the First Big Impact?

India’s chip capacity will soon hit 24B/year.
Where will it have the biggest impact first?

7️⃣ The Geopolitics Behind This

➜ Taiwan = 63% of global chipmaking
➜ China is accelerating fabs under state control
➜ US is reshoring production under CHIPS Act

India’s semiconductor expansion = China+1 hedge for global supply chains.

8️⃣ Jobs, Skills & Talent Pipeline

By 2026:
➜ 1 million jobs (300k in manufacturing)
➜ 60,000 students trained
➜ 278 institutions + 72 startups supported

From being a design back-office → to a full-stack chip nation.

9️⃣ The Economic Ripple Effect

Every $1B semiconductor fab = 3–4x GDP multiplier.

Why? Because chips fuel:
➜ Exports (high-margin goods)
➜ Defense independence
➜ Energy efficiency in EVs & renewables

🔟 Fastest Ramp-Up in History

South Korea took ~8 years to go from design to fab exports.

India: 4 years.

By Dec 2025:
➜ First indigenous 28–90nm chips will ship.
➜ 3nm design capabilities emerging in parallel.

1️⃣1️⃣ The Next 90 Days = Critical

Once a fab ships its first chips, it gets locked into global supply contracts for years.

Miss this timing, and competitors (Vietnam, Malaysia) take the slot.

1️⃣2️⃣ Stocks in the Ecosystem (not tips - just examples)

➜ Dixon Tech - ATMP & EMS
➜ BEL - Defense semis
➜ CG Power - Power semis
➜ Kaynes Tech - ISM-approved packaging
➜ Archean Chemicals - SiCSem parent
➜ HCL Tech - Chip design
➜ Tata Elxsi - Auto & AI design

1️⃣3️⃣ Example - Dixon’s Growth Story

2023–25:
➜ Stock up 100%+
➜ Entering chip packaging via PLI
➜ Customers across smartphones → AI edge devices

1️⃣4️⃣ Investor Angle

If you had to bet on ONE chip-linked theme in India today, what would it be?

1️⃣5️⃣ Bookmark This

By 2030, India could own:
➜ 10–15% of global chip packaging & compound semi capacity
➜ $100B+ semiconductor market share
➜ Strategic independence in AI, EVs, and defense

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📜 SEBI Disclaimer

This is for educational purposes only.
No part is investment advice.
“Investment in securities market is subject to market risks. Read documents carefully.”

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