आ गई सबसे बड़ी खबर ( Rs 1250000000 😎)🔴 अब INDIA बनाएगा Semiconductor, Chips🔴 4 Stocks🔴 PM Modi🔴 SMKC

Stock Market का Commando

1 Mar 202411:32

Summary

TLDRThe script discusses India's semiconductors mission and recent government approvals for the industry. It outlines Tata Group's newly approved semiconductor fabrication plant in Gujarat in JV with Taiwan's Foxconn. Another project jointly approved by the government for Murugappa Group's CG Power and Industrial Solutions will set up a 7600 crore chip unit in Gujarat. These are seen as major boosts for India's push towards domestic manufacturing of semiconductors. Stocks discussed include Tata Power, Tejas Networks, and CG Power as potential beneficiaries through their direct and indirect exposure to local semi-conductor manufacturing.

Takeaways

📺 The video welcomes viewers to the channel and introduces the topic of discussion: the burgeoning semiconductor industry.
🕹 The semiconductor sector, crucial for the future, is experiencing massive growth due to its extensive use in various electronic gadgets.
💻 Highlighted is the high demand for semiconductors, driven by their application in smartphones, electric vehicles, laptops, and other consumer electronics.
👨‍💻 Discussed is the failed joint venture between Vedanta and Foxconn, initially valued at $19.5 billion, which was later retracted due to various challenges and political issues.
🏠 Tata Group's significant announcements related to semiconductor manufacturing in India are emphasized, showcasing a commitment to establishing fabrication plants.
🛠 The Indian government's approval of three semiconductor plants, with a combined investment of around 1.25 lakh crore, marks a major step forward for the industry in the country.
📈 Murugappa Group's CG Power gains attention due to its involvement in the semiconductor sector, impacting its stock performance positively.
🛡 The video discusses the importance of patience in investments within the semiconductor and future-oriented business sectors, emphasizing the long-term nature of such developments.
💼 Focuses on specific stocks related to Tata Group and Murugappa Group that might benefit from the semiconductor industry's growth.
💰 Provides a cautionary note on the long-term nature of returns in the futuristic segments like semiconductors, advising viewers against expecting quick profits.

Q & A

What is the key announcement related to semiconductor plants?
-The government has approved three semiconductor manufacturing plants worth about 1.5 lakh crore rupees. Two plants will be set up in Gujarat and one plant will be set up in Assam through partnerships between companies like Tata Group, Murugappa Group and state governments.
Which companies are setting up semiconductor plants?
-Tata Group is setting up a plant in Gujarat in partnership with Taiwan's Foxconn. Murugappa Group's CG Power and Industrial Solutions is setting up a plant in Gujarat.
What is the capacity of the new semiconductor plants?
-Each of the three approved plants will have the capacity to produce 30,000 crore semiconductor chips per year.
How will these plants help meet India's semiconductor demand?
-These plants will help India become more self-reliant in meeting its semiconductor demand across sectors like electric vehicles, mobile phones, defense equipment etc instead of relying on imports.
Which Tata Group companies can benefit from this development?
-Tata Group companies like Tata Investment Corporation, Tata Elxsi and Tejas Networks which operate in the technology and semiconductor space can benefit directly or indirectly.
Why did CG Power stock price increase recently?
-CG Power stock price increased after the announcement that its joint venture with Murugappa Group got approval for setting up a semiconductor manufacturing plant in Gujarat.
Does the government have any targeted timeline for these plants?
-The government has not provided any specific timeline yet, but has shown intent to expedite the process so work can start as soon as possible.
What risks are involved in investing in these sectors now?
-These plants and related businesses will take years to build and generate returns for investors. Expecting short term gains may not be realistic.
What does the future outlook for semiconductor demand seem like?
-With increasing use of electronics and chip-enabled devices, India's demand for semiconductors is expected to grow significantly in the coming years across sectors.
Will India still need to import semiconductors after these plants are operational?
-Yes, even after these plants are operational, India is still expected to rely on imports for a significant portion of its domestic semiconductor demand.

Outlines

00:00

🔍 Semiconductor Industry in India

The video starts with a warm welcome to the viewers, discussing a breaking news related to the semiconductor industry, highlighting its importance and future potential. It notes the widespread demand for semiconductors, used in various electronic devices like cell phones and electric vehicles. The narrative moves to discuss India's involvement in the semiconductor sector, starting with Vedanta's initially proposed joint venture with Foxconn worth $19.5 billion, which was later withdrawn. Despite political and logistical hurdles, the focus shifts to the Tata Group and government announcements regarding semiconductor plant setups in Gujarat and Assam, with investments reaching approximately 1.25 lakh crores. This section emphasizes the semiconductor business's massive demand and future growth prospects in India.

05:01

🚀 Investment and Market Dynamics

The second paragraph delves into the financial aspects necessary for semiconductor ventures, hinting at the involvement of major corporations like Adani, Tata, and Reliance, which possess the financial muscle to bear such high-cost projects. It provides insights into CG Power's direct involvement in the semiconductor sector, highlighting its market cap and potential for investors. The narrative suggests a cautious investment approach, emphasizing the long-term nature of returns in the future-oriented semiconductor segment. Additionally, it touches upon the importance of studying companies like CG Power and Tube Investments of India for investors interested in this booming sector.

10:02

🌐 Tata Group's Strategic Moves in the Semiconductor Space

The final paragraph focuses on the Tata Group's strategic investments in the semiconductor industry, particularly through its control over Tejas Networks. It discusses the potential for these companies to perform well in the future despite current losses, suggesting a positive outlook for long-term investors. The government's approval of semiconductor plants, including Tata's ventures, signifies a significant boost to the industry. The video concludes by reiterating the importance of patient investment in the semiconductor sector, underlining the government's supportive stance and the promising future of companies like CG Power and Tejas Networks within the Tata Group's ecosystem.

Mindmap

Keywords

💡Semiconductor

Semiconductors, often referred to as chips, are materials with electrical conductivity between conductors (usually metals) and non-conductors or insulators (such as most ceramics). In the video, semiconductors are highlighted as a cornerstone of future-oriented businesses, indicating their critical role in the development and functionality of electronic gadgets like cellphones, electric vehicles, laptops, etc. The script emphasizes the massive growth and high demand for semiconductors in various sectors, showcasing their ubiquitous importance in modern technology.

💡Vedanta

Vedanta is mentioned in the context of early discussions in India regarding semiconductor ventures, highlighting a planned but later retracted joint venture with Foxconn, worth around 19.5 billion dollars. This instance illustrates the complexities and political nuances involved in establishing semiconductor manufacturing facilities, reflecting on the challenges and initial steps taken by Indian companies in the semiconductor industry.

💡Tata Group

The Tata Group's involvement in semiconductor manufacturing is a key focus of the video, indicating a significant announcement related to their entry into the semiconductor sector. This move is portrayed as a major step towards establishing semiconductor fabrication plants in India, in partnership with a Taiwanese company, showcasing the Tata Group's commitment to contributing to India's technological and industrial advancement in the semiconductor space.

💡Fabrication Plant

A semiconductor fabrication plant, or 'fab', is a factory where devices like integrated circuits are manufactured. The video discusses India's first semiconductor fabrication plant initiative by the Tata Group, emphasizing the government's approval and the significant investment involved. This highlights the strategic importance of establishing local manufacturing capabilities for semiconductors to meet domestic and global demand.

💡Investment

The term 'investment' in the video refers to the financial commitment by businesses and the government towards establishing semiconductor manufacturing units. The mention of investments, such as the 19.5 billion dollars for the Vedanta-Foxconn joint venture and the substantial amount allocated for Tata Group's semiconductor plants, underscores the economic scale and potential impact of these projects on the industry.

💡Government Approval

Government approval is highlighted as a crucial step for the commencement of semiconductor manufacturing projects in India. The script mentions the government's green light for three semiconductor plants, including those initiated by the Tata Group, illustrating the role of regulatory and policy support in facilitating technological and industrial development.

💡Murugappa Group

The Murugappa Group's announcement related to the semiconductor sector is discussed as a coincident significant development alongside Tata Group's initiatives. This involvement further illustrates the growing interest and investment in the semiconductor industry within India, showcasing the diverse corporate engagement in this high-potential sector.

💡CG Power

CG Power, associated with the Murugappa Group, is mentioned in relation to its role in the semiconductor industry. The company's share performance and strategic plans for semiconductor facilities highlight the financial market's response to industrial ventures in this sector, reflecting investor confidence and the anticipated growth in the semiconductor market.

💡Market Demand

The script refers to the increasing market demand for semiconductors, driven by their essential use in electronic devices, electric vehicles, defense, and consumer electronics. This demand underscores the strategic importance of investing in semiconductor manufacturing, reflecting the global and domestic need for these critical components.

💡Future-oriented Businesses

Future-oriented businesses, as mentioned in the video, refer to industries and sectors anticipated to experience significant growth and innovation, such as the semiconductor industry. The emphasis on semiconductors as part of these businesses highlights the expectation of their pivotal role in technological advancement and economic development.

Highlights

Announcement of Rs 1.54 lakh crore investment approval for 3 semiconductor plants in India

Tata Group setting up semiconductor fabrication plant in joint venture with Taiwan's company

Government approves three semiconductor units of Tata Group - two units to be set up in Gujarat and one unit in Assam

Estimate cost of one semiconductor fabrication plant is Rs 91,000 crore

The plants aim to produce 300 crore semiconductor chips per year

Huge demand exists from sectors like electric vehicles, mobile phones, laptops etc

Work on setting up the semiconductor plants expected to start soon

Along with Tata Group, Murugappa Group also announces Rs 7,600 crore investment in joint venture with CG Power for setting up semiconductor fabrication plant in Gujarat

Share price of CG Power rose rapidly due to the news of joint venture for semiconductor plant

Building the semiconductor fabrication plants expected to take years, profits will take time to realize

Tata Investment Corporation Limited can benefit indirectly from Tata Group's semiconductor play

Tejas Networks is another Tata Group company connected to semiconductors, long term potential exists but involves high risk currently

Government green signal finally given for setting up semiconductor plants, massive investments of Rs 1.54 lakh crore approved

Tata Group and Murugappa Group (CG Power) to benefit in long term from semiconductor investments

Setting up semiconductor manufacturing plants will take time, profits will take years to realize