The tremendous growth potential of Indian semiconductor stocks has made them an increasingly relevant topic in the financial world lately. The global semiconductor market is expected to reach $1 trillion by 2030, with India having the potential to lead across all three 3 main pillars in the supply chain, i.e., from manufacturing equipment, to supplying materials and chemicals, and providing R&D services and talent base.
Therefore, India’s semiconductor stocks offer investors a strong investment opportunity as the demand for electronic gadgets, automobiles, and power generation grows globally. In this blog, we’ll explore the top 10 semiconductor stocks to invest in 2025 and the pros of investing in this growing industry.
What are Semiconductor Stocks?
Semiconductor stocks are shares of companies that manufacture and market semiconductors. These companies are significant in numerous other sectors, such as technology, automobiles, healthcare, etc. The major milestone for India in this sector is the launch of the first made-in-India semiconductor, Vikram 32-bit processor.
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Top 10 Semiconductor Stocks to Invest in 2025
- HCL Technologies Ltd
- Bharat Electronics Ltd
- Vedanta Ltd
- CG Power & Industrial Solutions Ltd
- Dixon Technologies (India) Ltd
- Kaynes Technology India Ltd
- Tata Elxsi Ltd
- Moschip Technologies Ltd
- ASM Technologies Ltd
- RIR Power Electronics Ltd
Overview of Best Semiconductor Stocks to Invest in India
1. HCL Technologies Ltd
HCL Technologies is a global IT and engineering services company, and it is also present in the semiconductor sector. It provides engineering support across the semiconductor lifecycle, from chip design to post-silicon testing. HCL has also partnered with global chip makers to set up innovation labs and training programs, helping strengthen India’s semiconductor capabilities.
2. Bharat Electronics Ltd
BEL is a government-owned electronics and defense company with a long history in semiconductors, dating back to the 1960s. Today, it produces semiconductor-based products for defense and aerospace applications and actively works on boosting India’s semiconductor ecosystem through collaborations and technology development.
3. Vedanta Ltd
Vedanta, primarily a natural resources company, is stepping into the semiconductor space through its subsidiary. It is planning to set up semiconductor and display chip manufacturing plants in India, aiming to make the country a hub for high-tech electronics production.
4. CG Power & Industrial Solutions Ltd
CG Power is known for its electrical and industrial solutions, and has made a bold move into the fast-growing semiconductor sector through its subsidiary, CG Semi. The company has launched India’s first end-to-end OSAT (Outsourced Semiconductor Assembly and Test) facility in Sanand, Gujarat, marking a major step in chip manufacturing.
5. Dixon Technologies (India) Ltd
Dixon is India’s largest electronics manufacturing services (EMS) provider. It handles everything from product design to full-scale manufacturing. Dixon is investing heavily in a new display chip plant in Noida, which is supported by government initiatives under the India Semiconductor Mission, positioning itself as a key player in India’s electronics ecosystem.
6. Kaynes Technology India Ltd
Kaynes is an integrated electronics manufacturer providing end-to-end solutions, including design, testing, and assembly. Its semiconductor subsidiary, Kaynes Semicon, is preparing for commercial production at its new facility in Sanand, Gujarat, expected to start operations in January 2026.
7. Tata Elxsi Ltd
Tata Elxsi focuses on design and technology services across industries like automotive, healthcare, and communications. It provides advanced solutions for semiconductor design using AI, machine learning, and functional safety practices, ensuring chips and systems are reliable and efficient.
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8. Moschip Technologies Ltd
Moschip is a semiconductor company specializing in analog and mixed-signal solutions. With offices in India and the US, it offers engineering and product development services, helping clients innovate and create cutting-edge semiconductor products.
9. ASM Technologies Ltd
ASM Technologies offers engineering services for embedded systems and semiconductors. It provides support across the entire semiconductor manufacturing process, from design and etching to testing, making it a key partner for chip makers.
10. RIR Power Electronics Ltd
RIR Power Electronics is building a silicon carbide (SiC) semiconductor manufacturing plant in Bhubaneswar, Odisha. This technology is critical for high-performance electronics like electric vehicles and renewable energy systems, making RIR an important player in India’s emerging semiconductor industry.
Latest Performance of Top 10 Semiconductor Stocks
Here is the performance of the top 10 semiconductor stocks, which you can explore in 2025:
*(Data as on September 5, 2025)
Overview of the Semiconductor Industry in Indian Market
India has always aspired to be the global hub for semiconductors. India’s semiconductor market is set to cross $55 billion by 2026 and $100 billion by 2030, driven by robust demand in smartphones, automotive, and 5G IoT, and backed by strong government support.
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Advantages and Risks Associated with Investing in Semiconductor Stocks
Advantages:
- In the upcoming years, it is expected that the Indian semiconductor market will rise significantly.
- Indian semiconductor companies might provide lower values than their global counterparts.
- Industry growth is being aided by government-sponsored programmes like “Digital India” and “Made in India.”
Disadvantages:
- Supply chain interruptions and trade disputes may impact production.
- Chip demand is affected by the industry’s sensitivity to economic downturns.
- Margin pressure can come from heated competition from well-established players.
How to Start Investing in Semiconductor Stocks?
SMC is your strategic partner, guiding you through the complexities of the semiconductor industry and transforming your search for financial success into an exciting and fulfilling journey. We are committed to transforming your quest for financial success into an exciting and rewarding journey.
Start your journey in 4 easy steps with us:
- Go to the SMC Global Securities website or simply download the SMC ACE App.
- Open a free demat account.
- Start investing.
Conclusion
Investing in semiconductor stocks is a fascinating opportunity for growth-oriented investors due to the surge in demand for innovative technologies. Investing strategically in Indian semiconductor stocks, which have the potential to yield significant profits given the ongoing rise in chip demand, makes them an appealing asset to any diversified portfolio.
Author: All Content is verified by SMC Global Securities.
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