Larsen & Toubro Limited (NSE: LT) showcased 40 semiconductor products at SEMICON 2026, including its first Silicon Carbide (SiC) chip products. The portfolio includes solutions for secure identity, intelligent surveillance, IP cameras and communication, along with a 1200V SiC MOSFET platform designed for next-generation power conversion applications. L&T Semiconductor Technologies also showcased the tape-out of a fully designed-in-India BLDC motor controller with advanced protection features. The key development is the expansion into SiC and other semiconductor products, which strengthens L&T's presence in power electronics and India's growing semiconductor ecosystem. The company plans to build a domestic portfolio across Power, Compute, Analog/Mixed Signal, IoT modules and RF products. I will watch for commercial launches, customer adoption and revenue contribution from these semiconductor products. View: Positive. The product expansion strengthens L&T's semiconductor capabilities, although the financial impact will depend on commercialisation and customer adoption.

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