Bengaluru, Dec. 10 -- India's semiconductor sector is accelerating on policy push and demand, with a market size around US$45-50 billion by 2025 and a path to US$100-110 billion by 2030. The Rs 76,000 crore Semicon India program anchors fabs and ATMP units, led by Tata-PSMC and Micron, catalysing jobs and supply-chain depth as electronics output nears Rs 9.8 lakh crore in 2024.

Kaynes Technology's stock has plunged nearly 50% over the past two months, erasing about Rs 25,000 crore in market value. However, the shares rebounded sharply today, rising 15% to Rs 4,356, lifting its market capitalisation to Rs 29,062.87 crore, signalling a partial recovery amid renewed investor interest.

Recently, Kotak Institutional Equities flagged discrepa...