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.
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.
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.
Every engagement is grounded in primary research and delivers a measurable outcome.
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.
Learn more →Full technical and economic feasibility for semiconductor facility investments. Covers demand modelling, capital cost assessment, government incentive analysis, workforce planning, and bankable financial projections.
Learn more →End-to-end market entry for semiconductor companies. Government programme engagement, customer ICP, ecosystem partner identification, and first-supply-agreement or first-customer acquisition.
Learn more →GTM for semiconductor materials, equipment, and services companies. OEM and fab customer outreach, distribution channel development, and first-revenue milestone tracking.
Learn more →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.
Learn more →AI use-case prioritisation in semiconductor manufacturing – from yield optimisation and defect detection to supply chain forecasting and automated quality control.
Learn more →80% of our insight comes from first-party interviews with buyers, competitors, and regulators – not secondary data that everyone else has.
Our AI layer compresses research timelines by 60% and surfaces pattern-matching from 200+ prior mandates – so you get faster, deeper answers.
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
Semiconductors · Market Entry
Semiconductors · Feasibility
Semiconductors · GTM
All segments. We work with IDMs, fabless companies, foundries, and ATMP operators across market entry, feasibility, and fundraising.
India, Southeast Asia, and the Gulf – markets with active government semiconductor programmes and growing manufacturing ecosystems.
Typically 8–12 weeks given the complexity of government programme mapping, customer qualification research, and financial modelling.
We map the programme landscape, assess eligibility, and help prepare the market analysis components – formal applications are submitted by the company.
GreyRadius research notes, market entry signals, and sector briefs – delivered weekly. No fluff.
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Primary research. AI-enabled analysis, expert-reviewed. Outcomes-based delivery – across India, Southeast Asia, Gulf, Europe.
