India’s new semiconductor policy, dubbed Semicon 2.0, has already seen close to ₹1 lakh crore of capital inflow, said IT Minister Ashwini Vaishnaw in a Delhi briefing.
The minister laid out six pillars—policy certainty, talent development, design capability, infrastructure, financing mechanisms, and global partnership—to make India a trusted global value‑chain partner.
Analysts point to the policy’s potential to lift domestic fabs and IP firms, noting that companies like SMC and Marvell India could see valuation gains as funding streams materialise.
The government will unveil further funding arrangements in the upcoming finance bill, and investors are keeping a close eye on how the policy translates into concrete capital commitments.