Semicon 2.0 Ecosystem
The eight upstream semiconductor streams beyond fab and OSAT — materials, chemicals, equipment, precision manufacturing, advanced packaging, testing, fab automation and industrial software. Together ~65% of value-chain value and ~78% of the gross-margin pool. Techadyant models a
EcosystemSemiconductors
Proprietary scores
Strategic profile
Industrial importance3/5
Initial score derived from current Atlas ecosystem coverage.
Strategic importance2/5
Initial score derived from relationship breadth and entity type.
Import dependency2/5
Domestic entity; dependency must be resolved at component/process level.
Knowledge graph
Mapped relationships
- part ofSemiconductor Materials (opportunity stream)- One of the eight upstream Semicon 2.0 streams.
- part ofSemiconductor Industrial Software (opportunity stream)- Most asymmetric stream; repurposes India IT base.
- part ofSemiconductor Testing (opportunity stream)- One of the eight upstream Semicon 2.0 streams.
- part ofSemiconductor Fab Automation (opportunity stream)- One of the eight upstream Semicon 2.0 streams.
- part ofSemiconductor Precision Manufacturing (opportunity stream)- One of the eight upstream Semicon 2.0 streams.
- part ofSemiconductor Advanced Packaging (opportunity stream)- Value-capture layer; large pool.
- part ofSemiconductor Chemicals (opportunity stream)- One of the eight upstream Semicon 2.0 streams.
- related toIndia Semiconductor Mission- Semicon 2.0 is the second phase of the India Semiconductor Mission.
- part ofSemiconductor Equipment (opportunity stream)- Largest stream by opportunity.
- Beneficiary ofScheme for Promotion of Manufacturing of Electronic Components and Semiconductors- Semicon 2.0 formalised under the electronic-components and semiconductor scheme.
- supportsSPECS- 25 percent capex incentive for eligible units.
- supportsElectronics Component Manufacturing Scheme- Supports component manufacturing and capital equipment.
- supportsSemicon 2.0- Cabinet-approved framework; outlay ~INR 1.27 lakh crore.