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Before SEMICON India: $1.4 Billion Equity Has Already Voted on India's Chip Narrative

Signal

About $1.4 billion in cumulative equity has gone into 281 Indian semiconductor-related companies, roughly half of it since 2025, days before SEMICON India 2026 opens in New Delhi. Investor cheques are a harder signal than policy outlays of whether design, OSAT, materials and equipment stories are actually investable.

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