
Nitish | 2% Risk Trader
803 posts

Nitish | 2% Risk Trader
@Nitish2Percent
Teaching 2% risk rule only | Mutual fund + IPO market updates | my view not advice.


📣 India - Semiconductor Industry & related stocks 📣 The Indian semiconductor industry is undergoing a structural shift. Historically, India’s strength lay almost entirely in chip design (with over 20% of the world's semiconductor design engineers located here). However, the industry is aggressively moving down the value chain into Fabrication (Fabs) and OSAT (Outsourced Semiconductor Assembly and Test) / ATMP (Assembly, Testing, Marking, and Packaging) facilities. Driven by the government's ₹76,000 crore India Semiconductor Mission (ISM), the domestic semiconductor market is projected to skyrocket from around USD 45-50 billion to USD 100-110 billion by 2030, clocking a CAGR of roughly 12-13%. Recent momentum includes massive projects rolling out in Gujarat (Sanand and Dholera), Uttar Pradesh, and a newly signed USD 3.3 billion advanced packaging substrate project in Odisha with Intel and 3D Glass Solutions. Just days ago, Tata Electronics also inked a landmark deal with global lithography leader ASML to supply equipment for its upcoming Gujarat fab. Listed Semiconductor & Ecosystem Stocks in India 👇👇 When looking at the Indian stock market, there are very few "pure-play" chip manufacturing stocks because the industry is in its infancy. Instead, the market consists of Design/IP firms, OSAT players, EMS providers, and critical ancillary/defense electronics providers. The prominent players across the value chain include: 1. OSAT, Packaging, & Manufacturing Plays ✔️ CG Power & Industrial Solutions: Through its subsidiary CG Semi, the company is establishing a major OSAT facility in Sanand, Gujarat, in partnership with global giants Renesas (Japan) and Stars Microelectronics (Thailand), investing over ₹7,600 crore over the next five years. ✔️ Kaynes Technology India: Evolving rapidly from an EMS player into an integrated tech company. Its subsidiary, Kaynes Semicon, just launched an advanced OSAT testing and packaging plant in Sanand, capable of handling an estimated 6.3 million chips per day. 2. Chip Design, Embedded Systems & Software ✔️ MosChip Technologies: A rare, established, domestic fabless semiconductor company with over 25 years of experience. They design turnkey ASICs (Application-Specific Integrated Circuits) and mixed-signal IPs, working on cutting-edge nodes ranging from 180nm down to advanced 2nm. ✔️ Tata Elxsi: Provides extensive design and engineering services for the automotive (especially EV), healthcare, and telecom sectors, heavily leveraging embedded system design and chip-level architecture. 3. Electronics Manufacturing Services (EMS) & System Integrators ✔️ Dixon Technologies: While primarily a contract manufacturer for consumer electronics, mobile phones, and laptops (including a massive contract with Lenovo), Dixon is a major beneficiary of the broader localization wave and component ecosystem expansion. ✔️ HCL Technologies: Known primarily as an IT giant, HCL operates a massive engineering and R&D services division that works closely with global semiconductor R&D spenders. They have also entered a joint venture with Foxconn for OSAT operations. 4. Public Sector & Diversified Conglomerates ✔️ Bharat Electronics Ltd (BEL): A defense PSU powerhouse expanding into civilian tech, cyber security, and advanced electronics. While not a commercial chip foundry, BEL designs and processes specialized electronic systems and rugged components for strategic defense and aerospace applications. ✔️ Vedanta Ltd: Consistently working on plans to establish a commercial semiconductor fab and display unit in India, though execution timelines are long-term given the massive capital requirements. Segment Summary. #India #Semiconductor #Indsutry

HDFCBANK The only chart that is confusing me is the below one. I really really want it to head above 200 ema on wtf this definitely will help nifty moving past ATH we need all the big guns! But this chart won’t last long in terms of rally. Let’s see!






this is my first ai short movie. (SOUND ON) this movie is about a dog, i named him brio. when i started making this movie, i had no idea what i was doing. i just thought, "let's try making a movie" and I will learn. so i started. now that i've finished it, i can see there are so many things i could have done differently. but when i started, i did not know anything, but now I do, a little. i'll take those lessons and try to implement them in my next project. i know i can do better, but i would really appreciate your support. please watch it and let me know what you think. thank you so much. also should i write a guide on how you can make ai movies?













