Can India Become a Global Semiconductor Hub? | Markets by Zerodha Hindi

Semiconductors are becoming critical to the global economy, and India is investing heavily to reduce its import dependence and build a domestic semiconductor ecosystem. With billions in government support and fresh investments from Indian and global companies, can India become a global semiconductor hub? In this video, we explore: PART 1: How the global semiconductor supply chain works and which countries dominate it. PART 2: India’s semiconductor push, government initiatives, major investments and companies building capabilities across the value chain. Chapters: 0:00 – Semiconductor demand & India's ambitions 0:24 – Global market size & India's import dependence 1:59 – Welcome & video structure (two parts) 2:40 – Part 1: Semiconductor supply chain explained 3:22 – Step 1: Chip Design 4:00 – Step 2: Fabrication & Manufacturing 4:40 – Step 3: Assembly, Testing & Packaging (ATP) 5:28 – Country dominance in the value chain 6:45 – Part 2: India's semiconductor landscape 7:30 – India Semiconductor Mission (SEMICON 1.0) 9:20 – SEMICON 2.0 launch & six pillars 10:00 – SemiCon India 2026 summit announcements 12:40 – Specialty chemicals & water management 13:40 – Foreign partnerships & trade agreements 14:06 – Self-reliance vs. partnerships (Foreign Secretary quote) 15:23 – Conclusion & sign-off Link:    • Everything You Need to Know About India’s ...   Sources: BCG x Semiconductor Association Report- https://www.semiconductors.org/wp-con... EY Report on Semicon India 2.0- https://www.ey.com/content/dam/ey-uni... PIB’s press release on India’s Semiconductor Future- https://www.pib.gov.in/PressReleaseDe... ANI Article on Semicon 2026 Day 1 Details- https://www.aninews.in/news/business/... CSIS analysis on how the US can regain its position in Semicon Manufacturing- https://www.csis.org/analysis/strateg... PIB Press Release on India’s Semiconductor Revolution- https://d2p5j06zete1i7.cloudfront.net... Mazi Asset Management article on ASML’s monopoly- https://www.mazi-assetmanagement.co.z... ISM.gov brief on Semicon 1.0- https://ism.gov.in/schemes/semicon1.0... ISM.gov investor support- http://ism.gov.in/investment/details ET Article on Tata Group’s chip strategy- https://electronics.economictimes.ind... Financial Express Article on Kaynes $1 billion OSAT project- https://www.financialexpress.com/busi... ET Article on Power’s OSAT facility revenue generation potential- https://electronics.economictimes.ind... Financial Express Article on Gov allowing global pacts in chip design- https://www.financialexpress.com/busi... PIB press release on cabinet approval of Semicon 2.0 https://www.pib.gov.in/PressReleasePa... PIB press release on India’s Semicon India Day 2 Details- https://www.pib.gov.in/PressReleseDet... Tata Electronics Press Release on Partnership with BESI- https://www.tataelectronics.com/w/tat... ET Article on how design led strategy is important for India- https://electronics.economictimes.ind... SC Cornell on India’s potential on becoming a Global Chip Powerhouse- https://business.cornell.edu/centers/... PIB Press release on DHRUV64, India’s first dual core microprocessor- https://www.pib.gov.in/PressNoteDetai... ET Article on India’s target of 200 chip designs- https://swarajyamag.com/news-brief/in... Global sources article on India’s semicon ambitions- https://www.globalsources.com/sourcin...