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
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.