# semiconductor earnings — X 热门讨论 (2026-09-17 07:21 UTC)
## @sourabhwadhwa22 (Mr. Wadhwa) · 09-16 13:18 · ♥48 ↻17 💬0 🔥 JEFFERIES’ 6 FUTURISTIC SECTORS FOR INDIA
India’s next industrial growth cycle could be driven by these 6 themes 👇
🚀 1. SPACE ➤ HAL ➤ Astra Microwave ➤ MTAR Technologies
💻 2. SEMICONDUCTORS ➤ Kaynes Technology ➤ CG Power ➤ MosChip Technologies
🖥️ 3. DATA CENTRES ➤ Bharti Airtel ➤ Anant Raj ➤ Netweb Technologies
⚡ 4. EMS / ELECTRONICS ➤ Dixon Technologies ➤ Kaynes Technology ➤ Syrma SGS Technology
☀️ 5. SOLAR ➤ Waaree Energies ➤ Premier Energies ➤ Solar Industries
✈️ 6. AEROSPACE ➤ Bharat Forge ➤ HAL ➤ Data Patterns
📌 These are theme-based stock ideas, not a ranking or a buy call.
India’s data-centre capacity is projected to rise sharply, while semiconductor investments and electronics manufacturing are also expanding. (The Financial Express)
Research the business, valuation, debt, order book and earnings growth before investing.
Which theme are you tracking most closely? 👀 https://x.com/sourabhwadhwa22/status/2100212667961262506
## @SemiconductorsX (Semiconductor Insider) · 09-16 18:31 · ♥34 ↻7 💬3 Intel just pulled its next process forward. Trial silicon is not a TSMC raid.
As per Economic Daily, CEO Lip-Bu Tan told people 14A will enter trial production in the first quarter of next year. That is earlier than the old plan.
On the earnings call it had said 14A risk production in the second half of 2027 and volume in the second half of 2028.
18A already entered volume late last year. The faster 18A-P variant is in risk production and can add up to 9% performance at the same power.
14A is the process it wants external foundry customers to buy. A faster trial helps that pitch. It does not mean those customers have moved.
Tan also called advanced packaging the “ultimate holy grail” for the next five years.
He flagged how few firms make the board material. Two sit in Japan. Two sit in Taiwan. Buyers have to put down huge prepayments to lock capacity.
A pulled-in trial is a schedule win. Yield and customers decide if it becomes a foundry win.
$INTC $TSM > 引用 @SemiconductorsX: Intel's 14A process will begin trial production ahead of schedule in Q1 next year. $INTC https://x.com/SemiconductorsX/status/2100291584231366956