Sector · Semiconductors

Semiconductor and silicon manufacturing consulting

From wafer to market – strategy for semiconductor companies entering new geographies.

Primary research in every engagement 100+ mandates delivered Go/Defer/Kill recommendation guaranteed
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Our POV · 2026

Semiconductor and silicon manufacturing consulting

Semiconductor manufacturing is undergoing its most significant geographic restructuring since the 1980s – driven by supply chain security concerns, government subsidisation programmes, and geopolitical pressure to diversify from Taiwan and China. New semiconductor fabs, assembly and test facilities, chip design companies, and semiconductor materials suppliers are all evaluating which markets to enter, which government programmes to access, and how to establish supply chain relationships in a rapidly evolving landscape.

Why now? India's India Semiconductor Mission, the Gulf's chip manufacturing ambitions, and Southeast Asia's assembly and test expansion are all creating significant entry opportunities in 2024–2028. Government subsidies of 30–50% of capital cost are available in multiple markets – but the subsidy windows and programme eligibility are time-limited.

Market Intelligence

What the data says.

Global semiconductor investment is projected to exceed $1 trillion by 2030 – with India, the Gulf, Southeast Asia, and Eastern Europe all offering significant government subsidies to attract manufacturing investment.

The assembly, test, and packaging segment is seeing the fastest geographic diversification – with Vietnam, Malaysia, and India capturing significant volume from China-based facilities.

Compound semiconductors – SiC, GaN, and III-V materials – are seeing accelerating demand from EV, 5G, and defence applications, creating new market entry opportunities for specialist manufacturers.

Chip design is increasingly distributed globally – with India emerging as a major hub for VLSI design, verification, and embedded software, attracting investment from global semiconductor companies.

Market Reality

What makes this market hard.

  • Capital intensity is extreme – semiconductor fabs require $5B–$20B+ in capital investment, making entry decisions irreversible and requiring the highest level of market validation before commitment.
  • Talent availability for semiconductor engineering is severely constrained globally – workforce planning and talent pipeline development must precede facility construction.
  • Supply chain dependencies are complex – semiconductor manufacturing requires hundreds of specialised inputs from a globally concentrated supply chain that is difficult to localise.
  • Geopolitical export controls are creating technology access constraints – advanced chip design tools, equipment, and materials face export restrictions that complicate entry into certain markets.
Our Work

What we solve for clients.

If you recognise your situation below, we can help.

Market and demand feasibility for semiconductor investment

You are evaluating a fab, ATMP facility, or chip design centre investment and need a full feasibility study covering demand, cost structure, government incentives, and financial projections.

Government programme and subsidy access

You need to understand which government semiconductor programmes you are eligible for, what the application requirements are, and how to maximise incentive value.

Customer and ecosystem partner identification

You need to identify which OEM, ODM, and EMS customers are sourcing from your target geography and what qualification requirements they have.

Chip design market entry

You are a global semiconductor company establishing a design centre in a new geography and need a talent strategy, location assessment, and ecosystem mapping.

Raising capital for a semiconductor investment

You are raising investment for a semiconductor facility or company and need a pitch book grounded in demand data, government incentive analysis, and financial projections.

Competitive landscape in semiconductor manufacturing

You need to understand how competing fabs, ATMP facilities, and design centres are positioned, incentivised, and winning customers in your target market.

Our Services

How we engage.

Every engagement is grounded in primary research and delivers a measurable outcome.

Opportunity Assessment

Validate customer demand and market opportunity for semiconductor manufacturing or design in a new geography. Covers OEM and EMS buyer interviews, government programme mapping, competitive analysis, and Go/Defer/Kill recommendation.

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Feasibility & TEV

Full technical and economic feasibility for semiconductor facility investments. Covers demand modelling, capital cost assessment, government incentive analysis, workforce planning, and bankable financial projections.

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Market Entry Execution

End-to-end market entry for semiconductor companies. Government programme engagement, customer ICP, ecosystem partner identification, and first-supply-agreement or first-customer acquisition.

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GTM Execution-as-a-Service

GTM for semiconductor materials, equipment, and services companies. OEM and fab customer outreach, distribution channel development, and first-revenue milestone tracking.

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Pitchbook & Fundraising

Investor-ready pitch books for semiconductor investments. Demand-validated market sizing, government incentive analysis, financial model, and investor identification across semiconductor-focused PE and sovereign funds.

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AI Consulting

AI use-case prioritisation in semiconductor manufacturing – from yield optimisation and defect detection to supply chain forecasting and automated quality control.

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Why GreyRadius.

Primary research-led

80% of our insight comes from first-party interviews with buyers, competitors, and regulators – not secondary data that everyone else has.

Expert-led, AI-enabled delivery

Our AI layer compresses research timelines by 60% and surfaces pattern-matching from 200+ prior mandates – so you get faster, deeper answers.

Outcomes, not reports

We measure success by first contracts signed, capital raised, and markets entered – not deliverables produced. Every mandate has a milestone.

200+

Projects delivered

100+

SaaS & tech clients

80%

Primary research-led

4

Countries / offices

Not sure where to start?

Our free diagnostic tells you which service fits your situation

Answer 3 questions about your business stage and market entry goal. Takes 90 seconds. We will tell you which GreyRadius service applies and what a first engagement would look like.

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Free. No commitment. No sales pitch in the first call.

100+

mandates delivered since 2017

30+

primary expert interviews per engagement

4

geographies – India, Gulf, Southeast Asia, Africa

8+

years of emerging market engagements

What clients say

The buyer research GreyRadius conducted was better than anything our sales team had gathered in 18 months. We now know exactly which verticals to prioritise and how to position against incumbents.

VP Sales

Enterprise integration platform · North American GTM strategy

We had internal estimates for the conveyor routes, but GreyRadius found a third route we hadn't considered – one that cut projected capex by 18%. That alone justified the engagement.

VP Operations

Coal Mining Group · Infrastructure feasibility study, India

Case Studies

Mandates we've run.

Semiconductors · Market Entry

Market entry for a semiconductor fabless company into South Asia

OEM interviewsEcosystem mappedGTM plan
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Semiconductors · Feasibility

Feasibility for a chip-testing facility in the Gulf

Demand studyRegulatory reviewCost model
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Semiconductors · GTM

GTM for a semiconductor IP licensing business in Southeast Asia

Licensee pipelineFirst contractsRevenue model
View all case studies →
FAQ

Common questions.

Does GreyRadius work with integrated device manufacturers or also fabless and ATMP companies? +

All segments. We work with IDMs, fabless companies, foundries, and ATMP operators across market entry, feasibility, and fundraising.

What semiconductor markets does GreyRadius cover? +

India, Southeast Asia, and the Gulf – markets with active government semiconductor programmes and growing manufacturing ecosystems.

How long does a semiconductor market entry engagement take? +

Typically 8–12 weeks given the complexity of government programme mapping, customer qualification research, and financial modelling.

Can GreyRadius support government programme applications for semiconductor investments? +

We map the programme landscape, assess eligibility, and help prepare the market analysis components – formal applications are submitted by the company.

Stay informed

Market intelligence for Semiconductors leaders.

GreyRadius research notes, market entry signals, and sector briefs – delivered weekly. No fluff.

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When you get in touch

What happens after you contact us

1

Discovery call

30 minutes. We learn your situation. You learn how we work.

Within 48 hours

2

Engagement scoped

Scope, research plan, and outcomes agreed before work begins.

Week 1

3

Primary research

30+ expert interviews. Buyers, regulators, distributors, competitors.

Weeks 2–5

4

Recommendation delivered

Go/Defer/Kill with the primary evidence your board needs to act.

Week 6–8

Ready to enter this market?

Choose the option that matches where you are right now. No commitment required at any stage.

Starting out

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Evaluating options

See how we structure an engagement

Download our one-page overview – scope, timeline, deliverable format, and what primary research produces.

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Ready to start

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Typical first response within 4 business hours.

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