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India’s Rs 1.27 lakh cr chip push needs more than fabs. 2 stocks supplying the missing pieces
India’s chip push is creating a second wave of opportunities in materials and components. With imports still dominating key segments, these two engineering plays are targeting the semiconductor supply-chain shift.
Meanwhile, the ₹1.27 lakh crore ISM 2.0 has focused on chip design, advanced packaging, semiconductor equipment, materials, chemicals and other essential inputs. This matters because India’s dependence on imports extends well beyond semiconductors th... [8731 chars]
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