Kaynes Tech May Triple Its Semiconductor Investment Under ISM 2.0, Says JPMorgan As India's Chip Capacity Gets Booked
21 Sept 2026 · NDTV Profit
JPMorgan also noted that Kaynes, CG Power, Micron, CDIL and Suchi Semicon are already exporting chips while also supplying the domestic market.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
- Sector exposure: Power.
In this story
Related coverage
KP Energy locked at 5% upper circuit on 9-MW wind power project contract
Tata Motors PV, Maruti Suzuki, Ashok Leyland, auto stocks drop up to 3% as RBI signals rate cuts are ‘off the table’
Air Power And International Camaraderie In Action: Indian Air Force Shares Tarang Shakti Exercise Video
Tata Sierra vs Kia Seltos: One SUV claims 21.26 kmpl, but there’s a twist
Adani Power gains 2% after signing pact for 770-MW hydropower project in Bhutan