India’s semiconductor sector is gearing up for a breakout, thanks to the Union Cabinet’s approval of a ₹4,595 crore plan on August 12, 2025, under the India Semiconductor Mission (ISM). With new projects in Odisha, Punjab, and Andhra Pradesh, the stage is set for a chip manufacturing revolution. Here are six semiconductor stocks to track in early September 2025, ready to ride this wave of opportunity.
1. SPML Semiconductor
SPML Semiconductor is emerging as a key player in India’s chip ecosystem, focusing on advanced packaging solutions. The ISM’s new ₹1,943 crore 3D Glass packaging unit in Odisha, backed by Intel and Lockheed Martin, aligns with SPML’s expertise. This stock could see strong upside as India’s packaging capabilities expand.
2. Surana Telecom
Surana Telecom, known for telecom and power cables, is diversifying into semiconductor applications. With the ISM’s focus on advanced packaging for telecom devices, Surana’s role in supporting 5G and IoT infrastructure makes it a compelling pick for September investors.
3. Dixon Technologies
Dixon Technologies, a leading electronics manufacturer, is a major beneficiary of India’s semiconductor push. Its expertise in producing consumer electronics aligns with the ₹468 crore Andhra Pradesh packaging plant for mobile devices. Dixon’s stock is poised for growth as local chip production ramps up.
4. CG Power
CG Power, a veteran in electrical equipment, is expanding into semiconductor manufacturing through its subsidiary CG SEMI Pvt. Ltd. With an MoU signed with the ISM in January 2025, CG Power’s focus on power electronics for EVs and renewables positions it as a top stock to watch.
5. ABB India
ABB India, a global leader in automation and power technologies, is leveraging India’s semiconductor boom for industrial applications. The Punjab plant’s focus on high-power discrete devices like MOSFETs and IGBTs aligns with ABB’s portfolio, making it a solid investment choice for September.
6. Bharat Electronics
Bharat Electronics (BEL), a defense electronics giant, is set to benefit from the Odisha SiC fab’s focus on defense applications. With missiles and telecom towers among the targeted use cases, BEL’s stock could soar as India strengthens its chip supply chain for national security.
Seize the Semiconductor Surge
The ₹4,595 crore ISM plan is a game-changer, with India’s 10 approved semiconductor projects now totaling ₹1.6 lakh crore in investments. These six stocks are well-positioned to capitalize on the growing demand for chips in defense, telecom, and clean energy. Stay updated via BSE India or NSE for the latest stock performance and IPO news.
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