Semicon 2.0 Won't Be A Cakewalk | The Reason Why
NDTV Profit 2 hrs ago·22 Sept 2026, 6:40 am
The Union Cabinet has cleared Semicon 2.0, the second phase of India’s semiconductor push, with a budget of roughly Rs 1,27,500 crore. The package is aimed at strengthening chip design, manufacturing and the broader ecosystem through incentives, infrastructure and research support.
For investors, the move underscores a strategic effort to cut reliance on imported chips and to attract global players to set up operations in India. Companies that supply equipment, raw materials or services to semiconductor fabs could benefit from higher domestic demand and potential partnerships.
Key things to watch include the rollout of specific incentives, timelines for fund release, and any announcements of foreign firms or joint ventures joining the programme. State‑level implementation plans and regulatory clearances will also shape how quickly the sector gains momentum.
Key takeaways
- Category: Sector.
- Flagged as a high-impact, market-moving story.
Why it matters
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