ISM 2.0 Is Live with ₹1.28 Lakh Crore: A Closer Look at Where the Investments Are Flowing

Introduction : India's semiconductor ambition has entered a new phase. With the Government of India approving India Semiconductor Mission (ISM) 2.0, backed by an overall outlay of approximately ₹1,27,500 crore (US$15.3 billion), the discussion has shifted from whether India can build a semiconductor manufacturing ecosystem to where the investments are actually flowing and which technology segments are expected to benefit the most. While much of the media attention continues to focus on...