Weekend musings from our principle Nitin Shakdher after visiting Semicon India 2024: Two of our invested companies continue to progress in the field of electronic manufacturing & semi conductor industry. Kaynes Technology India Limited has announced Kaynes Semi Con: a subsidiary that will set up the osat plant in Gujarat. Syrma SGS Technology Limited has incorporated Syrma Semicon and is gearing up for the entry in the semi conductor industry for maybe design or osat. More developments: Tata Electronics will set up India’s first mega semiconductor fab plant in Gujarat. Micron will also set up a mega semiconductor fab plant in Gujarat. Many smaller Indian companies in the process of setting up design or osat plants for the semi conductor industry. Promising companies to look out for in electronics manufacturing: ZETWERK Electronics The future for an investor does lie in the ‘chip’ #semiconindia #chipmanufacturing #fab #design #osat #greencapital #singlefamilyoffice
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