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Jackpot for THESE 5 companies as India set to become Semiconductor Powerhouse, Modi government plans to attract..., domestic players to...
Jackpot for THESE 5 companies as India set to become Semiconductor Powerhouse, Modi government plans to attract..., domestic players to...

India.com

time5 days ago

  • Business
  • India.com

Jackpot for THESE 5 companies as India set to become Semiconductor Powerhouse, Modi government plans to attract..., domestic players to...

(Representational image: New Delhi: The Narendra Modi government is planning to capture a 5 percent share in global chip production by 2024 under 'Semicon 2.0'. In 2021, India announced a USD 10 billion (approximately ₹83,000 crore) incentive package to develop its semiconductor ecosystem. Now, the funds have begun to be allocated, and five projects related to chip fabrication, OSAT, and ATMP have been approved under this scheme. 5 Companies Likely to Benefit the Most The main motive of the Indian government is not only to attract global chip companies but also to boost domestic players. If the government manages to implement the plan accordingly, major investment opportunities could open up in India's semiconductor value chain. Here are five stocks that could benefit from this transformation: 1. IZMO IZMO is known for interactive marketing and visualization technology in the automotive sector. Over the years, it has also made inroads into semiconductor packaging. 2. MosChip Technologies MosChip is a key player in India's semiconductor design ecosystem. 3. Cyient With over 30 years of experience in engineering and technology solutions, Cyient is now emphasizing semiconductor design. 4. HCL Technologies One of India's top IT companies, HCL Technologies is now expanding into semiconductor design and testing. 5. Tata Electronics (Unlisted) This Tata Group company is building India's first commercial semiconductor fabrication plant in Dholera, Gujarat. These companies, both listed and unlisted, are well-positioned to gain from India's ambitious semiconductor roadmap.

India set to rule semiconductor sector as Modi govt..., companies to benefit most include..., not Mukesh Ambani's Reliance, Narayana Murthy's Infosys
India set to rule semiconductor sector as Modi govt..., companies to benefit most include..., not Mukesh Ambani's Reliance, Narayana Murthy's Infosys

India.com

time02-06-2025

  • Business
  • India.com

India set to rule semiconductor sector as Modi govt..., companies to benefit most include..., not Mukesh Ambani's Reliance, Narayana Murthy's Infosys

(Representational image: New Delhi: India's semiconductor dream is now entering a new phase. The government has strengthened its goals under 'SemiCon 2.0′, aiming to achieve a 5% share in global chip production by 2030. In 2021, India announced an incentive package of $10 billion (approximately Rs 83,000 crore) to develop its semiconductor ecosystem. This fund has begun to be allocated, and five projects related to chip fabrication, OSAT, and ATMP have been approved under this scheme. The government's goal is to attract global chip companies while also promoting domestic players. If everything goes according to plan, significant opportunities could open up for investors in India's semiconductor value chain. 1. IZMO is known for interactive marketing and visualization technology in the automotive sector, but it is now also making its mark in semiconductor packaging. IZMO's subsidiary, Izmo Microsystems, provides 3D packaging and System-in-Package (SiP) solutions. Its 10+ global clients include the automotive, aerospace, and renewable energy sectors. The company is investing in semiconductor packaging. IZMO is also working on new products like AI, EV software, and virtual retailing. 2. MosChip Technologies is an important part of India's semiconductor design ecosystem. With over 20 years of experience, it specializes in ASIC, SoC, and VLSI design. It is taking advantage of the government's Design Linked Incentive (DLI) scheme. In July 2024, an order worth Rs 50,000 crore was received from C-DAC to design an HPC chip based on 5-nanometer technology. In October 2024, it joined Renesas' AI/ML design partner network. It is focusing on RISC-V architecture and HPC processor development. 3. Cyient, with over 30 years of experience in engineering and technology solutions, is now focusing on semiconductor design. Its new subsidiary, Cyient Semiconductors, is working on chip design and ASIC development. It works with 300+ global clients. In FY25, DET business revenue was $688 million. 4. HCL Technologies, one of India's top IT companies, is now venturing into semiconductor design and testing. It recorded a growth of 5.5% in the ER&D (Engineering Research and Development) segment in FY25. Partnerships with companies like NVIDIA and Google. The company's revenue in FY25 was 13.84 billion dollars. 5. Tata Electronics, a Tata Group company, is constructing India's first commercial semiconductor fabrication plant (Dholera, Gujarat). This 91,000 crore rupee project will produce 50,000 wafers per month. Focus on OSAT (Assembly, Testing) and foundry services. Plans for expansion with global partnerships.

izmo Microsystems Partners with IIT Madras for Cutting-Edge Photonic Chip Packaging Solutions
izmo Microsystems Partners with IIT Madras for Cutting-Edge Photonic Chip Packaging Solutions

Yahoo

time25-03-2025

  • Business
  • Yahoo

izmo Microsystems Partners with IIT Madras for Cutting-Edge Photonic Chip Packaging Solutions

BANGALORE, India, March 25, 2025 /PRNewswire/ -- izmo Microsystems, a division of izmo, Inc parent - izmo Ltd. (NSE: IZMO) is proud to announce its role as the exclusive industry partner with IIT Madras in a groundbreaking project at the Centre for Programmable Photonic Integrated Circuits and Systems (CPPICS), Center of Excellence (CoE), led by Prof. Bijoy Das. The CoE-CPPICS has been established on 1st January 2021 in the Department of Electrical Engineering, IIT Madras with a substantial seed funding of Rs. 2,665 Lakhs from the MeitY, Govt. of India and in-kind contribution of Rs. 325 Lakhs from the izmo Microsystems Bengaluru. This recognition and funding has been possible because of 14 years (since 2006) of R&D work by the Integrated Optoelectronic Research Group led by Prof. Bijoy Krishna Das in the area of silicon photonics technology. The partnership focuses on the design, development, and advanced packaging of programmable photonic processor core using Silicon Photonics Technology, a pioneering step in the evolution of photonic computing and communication. The immediate aim of the centre is to provide better solutions for microwave and quantum photonics applications. Prof. Bijoy Krishna Das mentioned "izmo Microsystems has been a key partner in advancing photonic chip packaging for CPPICS R&D program at IIT Madras. Their expertise in System-in-Package (SiP) solutions has played a vital role in scaling our chip-scale microwave and quantum photonics applications. As the CPPICS team develop large-scale multipurpose programmable photonic processor, we are jointly committed to innovate energy-efficient system-in-package solutions for ever increasing silicon photonics market" As part of this collaboration, izmo Microsystems is further leveraging its expertise in System-in-Package (SiP) solutions to provide a state-of-the-art packaging solution for the photonic chip, covering design, fabrication, and testing. This initiative aligns with India's growing focus on semiconductor and photonics innovation, positioning the country at the forefront of next generation computing technologies. "We are honored to collaborate with IIT Madras on this ambitious project," said Dinanath Soni, Head of izmo Microsystems Division of izmo Ltd. "The development of the programmable photonic chip marks a significant leap in photonic integration, and izmo Microsystems is committed to providing cutting-edge SiP packaging solutions to ensure its success. This partnership underscores our dedication to driving silicon photonics and semiconductor advancements, enabling high-performance, scalable solutions for future applications." Global Market for Silicon Photonics The global silicon photonics market is experiencing explosive growth, projected to reach $4.6 billion by 2027 with a compound annual growth rate exceeding 23%. This surge is driven primarily by the increasing demand for high-speed data transmission in data centers and cloud computing infrastructure, where traditional copper interconnects face fundamental limitations. Major technology companies and telecommunications providers are heavily investing in silicon photonics to address bandwidth bottlenecks and energy efficiency challenges. The Asia-Pacific region, particularly India and China, is emerging as a significant growth area for silicon photonics manufacturing and implementation, complementing established markets in North America and Europe. Industry analysts predict silicon photonics will become an essential technology for next-generation computing architectures, including AI accelerators, neuromorphic computing systems, and quantum computers, further expanding market opportunities. Applications of Silicon Photonics Silicon photonics technology is revolutionizing a wide range of industries by enabling faster data transmission, lower power consumption, and miniaturization of optical components. Key applications include: High-speed data centers and telecommunications, where photonic chips enhance optical interconnects for greater bandwidth and lower latency. AI and machine learning, leveraging silicon photonics for optical computing to accelerate deep learning and neural networks. Quantum computing, where photonic integration plays a critical role in quantum communication and secure data processing. Biomedical imaging and sensing, enabling more precise optical diagnostics and high-resolution imaging for healthcare. Industry Leadership in Photonic Packaging izmo Microsystems brings specialized expertise in high-precision photonic chip packaging, integrating active auto-alignment, advanced optical imaging, and detector systems with custom substrate and package design. Their solutions include fiber-in and fiber-out architectures, high-speed RF integration, and precision positioning technologies, ensuring superior performance for next-generation communication, AI, and quantum computing applications. About izmo Microsystems izmo Microsystems is a leading provider of System-in-Package (SiP) solutions for advanced semiconductor and photonic applications. The company specializes in high-precision chip packaging, photonic integration, and microelectronics assembly, serving industries such as telecommunications, AI, quantum computing, and high-speed networking. For more information, visit Media Contact izmo, Inc Marcommarcomm@ View original content: SOURCE izmo inc. Sign in to access your portfolio

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