Semicon 2.0: ₹1.275T Allocated, Chip Stocks Dip After Early Gains
India's semiconductor sector sees policy shift to production, with ₹1.275T allocated under Semicon 2.0. Stocks like MosChip, Kaynes, and RIR fell sharply after initial gains. ATMP/OSAT presents near-term opportunities. Firms like CG Power and Kaynes are investing, while upstream players like Jubilant Ingrevia and Gujarat Fluorochemicals diversify risks. Source: Livemint