This podcast provides an overview of the burgeoning semiconductor market in India, highlighting its rapid growth from $50 billion in 2025 to an anticipated $110 billion by 2030. It emphasizes the Indian government's significant support through the Indian Semiconductor Mission, which offers up to 50% project cost funding for approved companies. The podcast then details ten companies approved for this scheme as of August 2025, specifically focusing on two publicly listed entities, CG Power and Kaynes Technologies, and an unapproved but promising conglomerate, Larson and Toubro (L&T), discussing their individual semiconductor ventures, financial strategies, and current valuations.