Themes / Electronics System Design & Manufacturing (ESDM) / Specialised Power Electronics & Semi Packaging (SME)
Specialised Power Electronics & Semi Packaging (SME)
ISM capital subsidies for compound semiconductor + ATMP at SME scale
smesemiconductorsemerginghigh-barrier
Theme scorecard
Measures whether this idea is investable today by blending cohort quality, valuation cushion, and price momentum. It is a research filter, not advice.
Theme
14
Stretched
Quality
3
Valuation
7
Momentum
51
Positive MoS
0%
P/E 130.0 · ROCE 11%
Thesis
A tiny cohort of SME/micro plays with real semiconductor heritage — diffusion-stage power semiconductors (RIR), fabless ASIC design (MosChip), and legacy IC packaging. Technical barriers are extremely high; 2-3 listed names have relevant IP. Data is thin (Screener does not cover all SME names), so theme exposure requires deeper individual research.
- ▸ISM subsidies for compound semiconductors + ATMP
- ▸Technical barriers = 2-3 player oligopoly even at SME scale
- ▸Diffusion-stage power semis + fabless ASIC are the scarce IP pockets
- ▸Thin Screener coverage — name-by-name due diligence required
Top picks · ranked by U-Score within this cohort
#1MOSCHIPSmall
Moschip Technologies Limited
IT
WATCHLIST
Fabless semiconductor company — ASIC + mixed-signal IP design
MoS: -351.3%Piotroski: 8/9ROCE: 11%P/E: 130.0D/E: 0.22
36
U-Score
₹212.22
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#2RIRMicro
RIR Power Electronics Ltd.
Power
Only private Indian firm manufacturing power semiconductors from diffusion stage
—
U-Score
Open →