With new customers and increasing localisation plans, Rossell is positioning itself to benefit from the semiconductor industry’s next major expansion cycle.
Rossell Techsys is stepping up its presence in the semiconductor industry, leveraging its expertise in aerospace and defence electronics to win business from major global semiconductor equipment manufacturers.
According to CEO Senthil Balasubramanian, the company has already onboarded one leading semiconductor equipment maker and is currently in the process of adding another major US-based customer. He said Rossell’s strong track record in highly regulated aerospace and defence programmes has helped it establish credibility in adjacent sectors such as semiconductors and space.
The company expects its semiconductor and space businesses to become increasingly important contributors to future growth. While aerospace and defence currently account for the majority of revenue, Rossell anticipates a larger share coming from non-aerospace segments in the coming years.
Balasubramanian believes the semiconductor industry is entering a prolonged growth phase, driven by surging investments in artificial intelligence infrastructure, advanced computing systems and data centres. Based on industry discussions and market trends, he expects this expansion cycle to continue over the next three to four years.
Rossell specialises in the design and manufacture of electronic wire harnesses used in aerospace, defence, semiconductor and space applications. As semiconductor equipment makers expand production capacity to meet rising demand for AI-related chips, the company sees significant opportunities to deepen its engagement with global customers.
To strengthen its position in emerging opportunities, Rossell has also secured DTA and MRO licences, enabling it to participate more actively in India’s growing semiconductor, defence and space ecosystems.
On the supply chain side, the company currently relies largely on US-based suppliers due to the requirements of defence programmes. However, it plans to increase localisation in its semiconductor and space businesses, where sourcing flexibility is greater and more Indian suppliers can be integrated into the value chain.
