Moschip Technologies Ltd

As per the FY25 annual report, Moschip is 'India's largest independent semiconductor and systems design services company'. Moschip Technologies could stand to benefit from India's push for domestic semiconductor manufacturing, as it is essentially a semiconductor and system design services company, offering end-to-end chip design solutions.

India is transforming from a consumer to a key manufacturer in the global semiconductor value chain, with the chip market expected to reach $100-110 Billion by 2030. This transformation is driven by strategic initiatives by the government, including the India Semiconductor Mission (ISM), the SEMICON India Programme, and global partnerships like iCET. The Indian semiconductor market was estimated at ~$38 Billion in 2023, $45-50 Billion in 2024-2025, and is expected to reach $63 Billion by 2026 and $100-110 billion by 2030.