Rs 1.27 lk cr Semicon 2.0: 1 ships chips, 3 build moats — CG Power, Kaynes, Dixon & Tata Elxsi
- Posted on September 2, 2026
- By Financial Express
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- 1 min read
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Rs 1.27 lk cr Semicon 2.0: 1 ships chips, 3 build moats — CG Power, Kaynes, Dixon & Tata Elxsi
India’s Semicon 2.0 push is creating four very different semiconductor plays: CG Power is already shipping chips, Kaynes is building OSAT and PCB capacity, Dixon is deepening components, while Tata Elxsi is taking the engineering route.
