India, July 10 -- Indian semiconductor industry has a clear message to follow from global investors. IP ownership, and not services revenue, is the exit multiplier. Companies building proprietary silicon IP today are building their acquisition premium for tomorrow.

India Electronics and Semiconductor Association (IESA) organized a seminar today on M&A and growth capital opportunities in the Indian semiconductor space.

Gaurav Asthana, Managing Partner, Transjovan Capital, said today is the inflection point for the India semiconductor industry. The market size was about $45-50 billion in 2025, and is projected to reach $120 billion by 2030. We saw China+1 tailwinds, and demand pull across sectors. Now, we have ISM 2.0. Indian semiconducto...