The Semicon 2.0 Opportunity Map

The flagship follow-on to our Semicon 2.0 Signal and Executive Briefing. As India's ₹1.27 lakh crore Semicon 2.0 shifts the semiconductor mission from anchor fabs to the complete ecosystem, this report maps the eight industrial opportunity streams the policy opens — sizing each, scoring India's readiness, and identifying where the buildable openings (and the SME-scale plays) sit across the stack, from quartz to chip.