The Hidden Beneficiaries of India's Semiconductor Push

Everyone is focused on semiconductor fabs. The real opportunity could lie in the companies enabling them. Chip manufacturing requires ultra-clean environments, precision engineering, specialty chemicals, industrial gases and uninterrupted power. As India's semiconductor ecosystem takes shape, the supporting ecosystem could grow faster than the fabs themselves. Companies like

, , , , , and Syrma are well positioned to benefit from this multi-year investment cycle.