Скачать или смотреть Semiconductor Sector Analysis - Part 1 | MosChip, SPEL, Kaynes, CG Power, Sasken & ASM Tech

In this video, I’m sharing an in-depth analysis of the semiconductor sector in India, covering 12 semiconductor-related stocks.

On multiple requests from subscribers, this video discusses the share price performance of MosChip which derives a lot of revenue from semi-conductor business, and i’ll discuss some latest news related to SPEL Semiconductor stock, which has been making its share price jump a lot recently. Along with this, 4 more stocks and updates related to them.

I also cover what semiconductors are, the complex chip manufacturing process, and discuss key Indian companies involved in the design, assembly, and testing stages.

This is part 1 of the Series, focusing on company fundamentals and their semiconductor exposure.

✅ Semiconductor Sector in India
✅ Manufacturing Process of Semiconductor Chips
✅ MosChip Share Analysis
✅ SPEL Semiconductor Latest news
✅ Kaynes Tech and their growth story
✅ ASM Technologies & what they do?
✅ Sasken Technologies
✅ CG Power’s entry into the semiconductor business

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Stock Covered in Part 1 - MosChip, SPEL Semiconductor, Kaynes, ASM Technologies, Sasken & CG Power
Stocks Covered in Part 2 - MIC Electronics, Syrma SGS, Dixon Tech, IXMO, Polyma, Tejas Net & US Stocks and ETFs (Video coming soon)
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⏱ Timestamps:

00:00 - Intro
01:48 - What is a Semi-conductor?
04:01 - Stages of Development in a Semiconductor
06:57 - Moschip
09:37 - SPEL Semiconductor Ltd
11:19 - Kaynes
14:27 - ASM Technologies
17:01 - Sasken Technologies
20:28 - CG Power
22:54 - Part 1 - End (Conclusion)

Correction:
13:52 Kaynes Orderbook is 7,500 crore and not 75,000 crores.

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⚠️ Disclaimer:

Rohit Tripathi is registered with SEBI as an Individual Research Analyst vide Registration number INH000022543 dated August 6, 2025, and provides Research Analyst services to his clients. The content shared here is purely for knowledge purposes and should not be treated as investment advice or opinion of any kind. Neither Rohit Tripathi nor any associated marketing agents shall be held liable for losses incurred by viewers acting upon this content.

Investments in securities are subject to market risks, and investors are advised to read all related documents carefully before investing. Registration granted by SEBI and certification from NISM do not in any way guarantee the performance of the intermediary or assure returns.

Any views or suggestions expressed on specific positions must not be considered as advice, and Rohit Tripathi shall not be liable for any losses arising from reliance on such opinions. Further, no representation, warranty, or guarantee is made regarding the accuracy, completeness, or timeliness of information (including news, prices, statistics, or analysis) provided, and no liability shall arise for any decision made on such information. The securities mentioned are only for illustration purposes and are not recommendatory.

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Resource Credits - Canva Pro, Envato Elements, PixaBay, PixaHive.
Research Tools - Screenr, TickerTape, Groww, Google Finance, and Google News

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