Booop

313 posts

Booop

Booop

@Booophook

انضم Aralık 2024
22 يتبع8 المتابعون
Booop
Booop@Booophook·
Some good acquisitions by Indian companies in recent times- 1. TATA acquisition of iveco with their engine business, making it 4-5 th largest truck manufacturer in the world, 2. Bajaj acquisition of KTM, 3. SUN pharma acquisition of Organon, making it into top 20 pharma company.
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Defence Decode®
Defence Decode®@DefenceDecode·
T12 shotgun by 🇮🇳Bengaluru-based arms manufacturer #SSSDefence, it is a 12-gauge, gas-operated, magazine-fed platform built for CUAS roles while retaining versatility for conventional use. Specs: • 12-gauge, gas-operated • Magazine-fed • 20” nitrided barrel Key features: • Drop-in trigger (rare for military shotguns) • Ambidextrous controls • 7075-T6 rugged construction • Multi-position stock with cheek rest Future variants are expected to integrate suppressor solutions.
Defence Decode® tweet media
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Booop
Booop@Booophook·
@nano_arun Well cyient acquired a company which has a 50m$ revenue . CG has reported expected 50m$ revenue from axiro in FY26. L&T semi reported that they expect 50-100m$ dollar by FY27, but unlike previous 2, their business is more greenfield.
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arun mampazhy
arun mampazhy@nano_arun·
@Booophook Even for those 3, has there been any news or indication of the actual numbers so far ?
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arun mampazhy
arun mampazhy@nano_arun·
In comments, some one posted youtube.com/watch?v=XLVA-g… I took a quick look 1) I din't see/hear any revenue no:s 2) ~1:39:20 , AV says 24 companies getting DLI is a big thing (Target in PR was 100 out of which 20 earning >1500 cr etc) Honest discussion or changing goalposts ?
YouTube video
YouTube
arun mampazhy@nano_arun

Screenshot is from pib.gov.in/PressReleasePa… dated 15 Dec 2021. @GoI_MeitY @AshwiniVaishnaw - pls tell us how close are we to ">20 Indian fabless companies with >Rs 1500 crore revenue" (even if not annually, in combined 5 yrs) ? How about an honest discussion in SEMICON 2026 ?

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Booop
Booop@Booophook·
My mate ran away from all that just to be forced into it .
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Booop
Booop@Booophook·
There is a tiger finally found a place to live his life, far from the hassles of jungle companionship, far from earthly desires. It reached the only peninsular state without any tiger to make it home. But the forest department doesn't like it, they want it to have a tigress.
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Booop
Booop@Booophook·
@RuntimeBRT That passion in his speech.
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Runtime
Runtime@RuntimeBRT·
Arctus Aerospace built the AX1 in 150 days. With a team of 10 people. It's a 200 kg Earth observation UAV that can fly for 10 hours at 20,000 feet. Here's Runtime's conversation with Shreepoorna S Rao, the founder of Arctus Aerospace.
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Booop
Booop@Booophook·
@pk00202500 Yes but they had some R&D openings, and money is also in T1000.
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Pk
Pk@pk00202500·
@Booophook very difficult
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Pk
Pk@pk00202500·
first up massive news !! secondly 8K TPA is a good start for a country than made only ~400/yr......i have several reasons to pt out to why T700 will be the focus eventhough NAL's CF-1 is comparable with T300 standard modulus .............1/n
Field Marshall Bkchodgang@theanonlurker

Challo, first real confirmation that Reliance carbon fiber facility in Surat, Gujarat is actually under construction. A yookay firm got equipment orders + another local EPC company last month. This facility will have capacity 20000 tons/yr CF, ~10% of global capacity.

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Booop
Booop@Booophook·
@pk00202500 The fact that new suzuki plant in Kharkhoda and upcoming one in Gujarat each will have more capacity than that highly publicized BYD plant. When they talk about BYD they conveniently club every business together battery, EMS, semi, Bus, car to make it look bigger.
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Booop
Booop@Booophook·
With the acquisition of Organon, Sun pharma will likely become 30th largest pharma company in the world by revenue.
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Booop
Booop@Booophook·
@nano_arun @Eveosian If its HBM or advance packaging like 3D or chiplet then it should be done, otherwise their is little reason to approve such a big project now.
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Booop
Booop@Booophook·
@nano_arun Actually GaN fab is very important from the military point of view as It is very crucial for radars. And in the article they have mentioned that, the government has asked them to look into this.
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arun mampazhy
arun mampazhy@nano_arun·
May be a good idea now that Kaynes would have started making money from OSAT Tech partner and location for GaN fab will be interesting to watch out for moneycontrol.com/technology/kay…
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Booop
Booop@Booophook·
@nano_arun @neelkanthmishra Not sure, but I know that Adani also wanted tower to have more skin in the game, which led to some internal discord. So beggars can't be choosers may not have come from them. But yes Tower similar to PSMC didn't want to put their own money.
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arun mampazhy
arun mampazhy@nano_arun·
Push Tata to advance node (since they are hoped to have a pilot 28nm line by 2029 hopefully and in prod by 2030ish) and get another Mature node fab (with some specialization) is still a possibility, but 1 L cr may not be enough if lot more supply chain aspects are supported
Booop@Booophook

@nano_arun Yes, I always hoped for a SMIC, grace like setup. Where one will push for advanced nodes and another one as backup with mature node capacity.

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Booop
Booop@Booophook·
@nano_arun Yes, they were made to wait for too long. But never too late to get a technology licence as Israel may favour having a production line in India, far from conflict zone.
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Booop
Booop@Booophook·
@nano_arun @bheemmz I don't think any new osat of tata, micron scale(2-3b$) will be approved. Any new osat approved will be smaller capacity and very specific technology focused, like the 3DGS. I remember wipro is also looking to enter osat.
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arun mampazhy
arun mampazhy@nano_arun·
@bheemmz OSAT support % will be reduced (almost for sure) Fab I am not sure, I guess even if the 50% is offered (+20-25% from state), the question is who. 2nm/3nm fab (or through 16 & 7) as extension of Tata 28nm may be more like $15b - and that is what GoI may incentivise (% tb seen).
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Booop
Booop@Booophook·
@nano_arun Yes, I always hoped for a SMIC, grace like setup. Where one will push for advanced nodes and another one as backup with mature node capacity.
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arun mampazhy
arun mampazhy@nano_arun·
@Booophook True, options may have been less. Let us hope they will have a multi-layer (one layer specifically for the facility, the rest can be more generic) protection implemented
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