随着半导体投资计划规模达到135亿美元,印度芯片类股上涨

路透中文
Sep 18
BUZZ-随着半导体投资计划规模达到135亿美元,印度芯片类股上涨

9月18日 - ** 印度的“半导体计划2.0”预算高达135亿美元,高于此前计划的80亿美元

** 半导体股上涨;Avalon AVAL.NS 涨幅超10%,Syrma SYRM.NS 上涨7.8%,Cyient DLM CYIT.NS 上涨4%,Kaynes KAYN.NS 上涨1%

** Kaynes签署了两份关于先进封装组装和测试的谅解备忘录

** 科塔克表示,政府审批、融资安排以及营运资本强度的改善仍是该公司发展的关键

** 该机构补充称,Avalon和Cyient将成为印度芯片生态系统发展的主要受益者,在电源盒组装领域具有发展潜力

** Syrma将与韩国Shinhyup Electronics成立合资企业,建设印刷电路板制造工厂,预计将于2027财年投产

** 摩根大通表示,政府正着力推进芯片行业改革,新增了两家商业化工厂,投资承诺涵盖化学品、晶圆和基板等领域

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