India's semiconductor ecosystem to see gradual value creation over 3-5 years: report

India's semiconductor ecosystem is expected to move through project commissioning, customer qualification and yield stabilisation over the next three to five years, according to 360 ONE Capital. Chip demand in the country is projected to grow from about $56 billion in 2025 to more than $117 billion by 2030, a roughly 16% CAGR.

• India chip demand to rise from $56B in 2025 to over $117B by 2030
• 12 approved ISM projects represent more than $18 billion in investment
• ISM 2.0 ecosystem could catalyse over $35 billion more
• Near-term gains seen in construction, equipment, gases and chemicals