Bhookha_engg

चल परें हट ।।

[The Khel India @TheKhelIndia]

📸 HISTORIC PODIUM PICTURES!

Gulveer Singh won the First ever medal in 10,000m for India at the CWG 2026! 🥈

[The Times Of India @timesofindia]

#ArunachalPradesh's Nah tribal community has voiced serious concerns over alleged Chinese PLA incursions in Upper Subansiri district, claiming significant portions of their ancestral grazing and hunting lands have been occupied over the past six years.

Read more 🔗 https://t.co/L9UQV9EfDq

Download the TOI App and stay in the know 👉 https://t.co/ogFaRsVinV

#China #India #IndiaChina

[Anant Goenka @anantgoenka]

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[Rajesh Sharma @bobbylakhanpal]

@sidhant Sidhant ji

I am father of one of the three crew missing. Aditya Sharma is my son.
Please help to locate and find him.

[Bhookha_engg @bhookha_engg]

@Ayussheth Yes

[Sann @san_x_m]

His name was Akashdeep Singh.

20 years old. From Kothe Chahal village in Faridkot Punjab. He had one dream. To wear the uniform and serve India.

He joined the Indian Army under the Agnipath scheme. Posted to Jammu and Kashmir.

On April 20 2025 he returned to his post after leave. A few hours later he called his mother Karamjit Kaur.

It was their last conversation.

On May 15 2025 he was shot while on duty in Jammu and Kashmir.

His body was brought home to Faridkot.
His mother fainted at the door.

When she came to she found out her son had not been given martyr status.

He had died in uniform. With a bullet. On active duty. In a conflict zone.

But under the Agnipath scheme Agniveers do not automatically receive the same recognition as regular soldiers.

Karamjit Kaur made one decision.

She would not immerse her son’s ashes until the government declared him a martyr.

Three weeks after his cremation his ashes sat in their home in Faridkot. Every morning and every evening Karamjit Kaur and her husband Balwinder sat beside those ashes and prayed.

She said this.

He gave his life for the country but the government is not giving him the respect he deserves. Until they declare him a martyr I will not immerse his ashes.

Youth from nearby villages announced they would boycott upcoming Agniveer recruitment tests.

He was 20 years old.

He gave India his life.

India gave him a four year contract and no guaranteed martyr status.

His mother is still waiting.

Remember his name.

Agniveer Akashdeep Singh.

Follow for real stories about people India must never forget.

[कुंभकरण @_kumbhkaran]

First of all this was not a woman reservation bill. This was a bill so that wives, daughters, sisters and other women from politician's families can also get the lucrative benefits without doing anything.

Women's reservation in parliament can be given without increasing the seats too! But they wanted to increase the seats so that they don't lose their place due to women's reservation.

What else is the problem in giving 33% reservation in existing 543 Lok Sabha seats? If they really care for women, then provide reservation in existing seats. What is the problem with this?

[Akshat Shrivastava @Akshat_World]

+300 Member of Parliament means:-

1) More corruption
2) More taxes
3) More traffic jams
4) Spread of more VIP culture
5) Rise of more of their MP gang members traveling in Thars (Tharorists 😂)

Rise of MP population is inversely proportional to your quality of life.

[Raghav Wadhwa @raghavwadhwa]

₹1,60,000 crore.

That's how much has been committed to Semiconductor projects across 6 Indian states.
10 projects approved. 4 in Gujarat alone.

One facility has already started shipping chips commercially. Two more are in pilot production. And a ₹91,000 crore fab, the biggest single manufacturing investment in Indian history, just broke ground.

But here's what nobody's asking: who actually gets paid when a ₹91,000 crore factory gets built?

Not the chip company. Not yet. The factory won't produce revenue for 3 years.

The money flows first to equipment suppliers, specialty chemical makers, gas producers, EPC contractors, power infra companies, and the OSAT players who'll test what comes off the line.

I went through every approved project to map exactly where the money is going.

The Projects:

🔹Tata Electronics + PSMC (Taiwan) — ₹91,000 crore semiconductor fab at Dholera, Gujarat. 300mm wafers. 28nm mature node.
50,000 wafer starts per month.
Production target: mid-2027.
This is India's first real wafer fabrication plant.

🔹Micron Technology — ATMP facility at Sanand, Gujarat. MoU signed June 2023. Commercial production started February 2026.
Already shipping packaged DRAM and NAND memory.
India's first operational semiconductor plant.

🔹CG Semi (CG Power subsidiary) + Renesas (Japan) — India's first full-service OSAT facility at Sanand. Launched August 2025.
Covers both traditional and advanced packaging.

🔹Kaynes Semicon — ₹2,800 crore OSAT at Sanand. Planning 13 chip assembly lines.
Target: 1 billion chips per year.
Also, building a multilayer HDI PCB plant in Chennai.

🔹Tata Semiconductor Assembly (TSAT) — ₹27,000 crore assembly and testing facility at Morigaon, Assam.

🔹HCL-Foxconn JV — ₹3,706 crore chip assembly and packaging unit in Uttar Pradesh.

🔹SPEL Semiconductor — expanding IC packaging capacity. India's oldest backend semiconductor player.

Gujarat's Sanand region alone has 4 of these 10 projects. It's becoming India's first semiconductor cluster.

Now here's the part that changes how you think about this sector.

Everyone calls these "semiconductor stocks." But there are 5 completely different stages in the chain. Each has a different margin profile, different capex intensity, and a completely different risk-reward setup. Buying them all in one basket is like calling Tata Steel and TCS both "Tata stocks."

I mapped which listed company sits where.

Stage 1 — Chip Design (where 50% of the value is captured)

Lowest capex. Highest margins. India already has 20% of the global semiconductor design workforce — over 1 lakh VLSI engineers. 24 chip design projects approved under the Design Linked Incentive scheme. This is India's actual competitive moat. Not manufacturing. Design.

🔹Tata Elxsi - VLSI design, embedded systems, automotive chip software.Margins 25%+. Works with global auto and semiconductor firms. Zero fab risk.

🔹MosChip Technologies - pure-play ASIC design and mixed-signal IP. Direct exposure to global chip design outsourcing.

🔹ASM Technologies - niche semiconductor engineering services for global chip companies.

IIT Madras is also developing a 7nm SHAKTI processor targeting 2028. ARM and Intel both opened advanced design offices in Bengaluru in 2025 — ARM for 2nm AI accelerators, Intel expanding to 13,000+ engineers.

Stage 2 — Fabrication (₹91,000 crore and zero listed exposure)
A single fab costs $10–20 billion. The Tata-PSMC Dholera project is the only real one under construction. No listed pure-play exists here today.

But here's the investable angle most people miss: before a fab produces a single chip, it spends 3 years buying lithography equipment, ultra-pure gases, specialty chemicals, deionized water systems, and cleanroom infrastructure.
Budget 2025 eliminated customs duties on lithography tools and ultra-pure gases specifically for this.

ISM 2.0, launched in Budget 2026, is focused on exactly this — domestic production of semiconductor equipment and materials. The ECMS allocation was raised from ₹22,919 crore to ₹40,000 crore because demand from approved projects already exceeded the original target.

The companies supplying the fabs will generate revenue years before the fabs themselves do.

Stage 3 — OSAT / Assembly & Testing (the stage India is moving fastest on)

This is the bottleneck. You can design a chip in Bangalore and fabricate it in Taiwan, but someone needs to package, assemble, and test it. India now has 3 listed companies building real capacity here:

🔹CG Power — CG Semi's Sanand OSAT with Renesas is already operational. From power equipment company to semiconductor in 3 years. One of the most dramatic corporate pivots in Indian industrial history.

🔹Kaynes Technology — 13 assembly lines planned. 1 billion chips/year target. Also building HDI PCB capacity. 3-year stock return before correction: +495%.

🔹SPEL Semiconductor — India's only dedicated listed OSAT player. Small but irreplaceable in this chain.

Micron's Sanand plant is also ATMP — already in commercial production as of February 2026.

Stage 4 — EMS (Electronics Manufacturing Services)

They don't make chips. They make everything chips go into. Every phone, every EV, every telecom tower, every defence system. They benefit from every stage above scaling up.

🔹Dixon Technologies — India's largest EMS company. Revenue nearly doubled YoY to ₹128,357 million in Q1 FY26. Planning a $3 billion display fab. Moving from contract assembler to semiconductor-adjacent manufacturer.
🔹Syrma SGS — expanding into automotive, industrial, and semiconductor-grade PCB assembly.

Stage 5 — End-Use / Defence Integration

🔹Bharat Electronics (BEL) — signed MoU with Tata Electronics in June 2025 covering the full semiconductor chain: fab, OSAT, and chip design. Defence-grade chip demand is the stickiest, least cyclical demand in this entire ecosystem.
🔹RIR Power Electronics — 50+ years making power semiconductors. Got Odisha govt approval for ₹510 crore Silicon Carbide (SiC) fabrication facility. SiC is the compound semiconductor EV and renewable energy companies need.

The big picture:

India's semiconductor market: ~$50 billion today. Projected $100 billion by 2030. $300 billion by 2035.

Government outlay: ₹76,000 crore under ISM 1.0. ISM 2.0 just launched. ECMS raised to ₹40,000 crore.
By 2029, India expects to design and manufacture chips for 70–75% of domestic applications.

India has been a chip consumer for 30 years. What's happening now — across Dholera, Sanand, Morigaon, and Noida — is the first serious attempt to become a chip producer.

But the value chain isn't one trade. It's five different trades with five different risk profiles.

->Design captures 50% of the value at 25%+ margins.
->OSAT is the bottleneck where India is moving fastest.
->Fabrication is where ₹91,000 crore is going but listed exposure is zero.
->EMS benefits from everything above it scaling.
->And the equipment/materials suppliers — the companies ISM 2.0 was literally designed to create — might be the most underappreciated layer of all.

Most people buying "semiconductor stocks" don't know which stage of the chain they're betting on.

Now you do.

[Deepika Narayan Bhardwaj @DeepikaBhardwaj]

WHY IS THIS CASE NOT ON PRIME TIME NEWS YET ??? A MAN KILLED OVER REPORTING CORRUPTION

APRIL 1 : Transporter Asgar Ali & Ravi Mohan hold press conference in Agra against GST officer Nivedita Singh alleging corruption, unlawful demands, illegal custody of goods & false case after they filed official complaint

APRIL 4 : ASGAR ALI IS DEAD

Look at CCTV footage of the car that hit Asgar. Clearly a well planned Murder. His family is now running from pillar to post to get justice

Sources inform that this tussle started in Nov 2025 when Nivedita Singh got their truck confiscated. Nothing happened as long as they kept fulfilling her alleged demands. But when it became excessive, they lodged complaint on IGRS portal. Soon after they were apparently booked in a molestation case.

Finally they held a press conference last week detailing the torture. It led to proper enquiry also being initiated at CMs office.

Asgar's family alleges they were getting constant threats to take the complaint back immediately thereafter or be ready for dire consequences.

Within a day dead body of Asgar was found outside his Goddown

He was wearing the same T shirt he wore at the press conference

THIS IS ABSOLUTELY SHOCKING

Source : @madanmohansoni

Please kindly see @ShivAroor @RubikaLiyaquat @AdityaRajKaul @SinghPramod2784 @navikakumar @republic @bhupendrachaube @AajGothi @ShamsTahirKhan

[Royal Singh 🦁 @Royalsinghz3]

India's Fast Breeder Cold-Reactor Reactor Hits Criticality Milestone at Kalpakkam 🥶. It absorbs neutrons to produce more Plutonium-239 than the reactor consumes 💀

[నమస్తే Boss 🥂 @Sainathgoud_07]

How a single movie can have so many bangers 💉🩸😵‍💫

[Kapil @kapsology]

Sacks of burnt currency notes were found at the residence of a Delhi High Court judge.

It has been a year.

The judge is still serving as a High Court judge in Allahabad.

Meanwhile, the Supreme Court imposed a lifetime ban on the academics who wrote a chapter on corruption in the Indian judiciary.

“The clapping should not stop.”👏👏

[Netflix India @NetflixIndia]

Khush to bahot hoge aap, trailer kal aa raha hai 🥰⚖️

#MaamlaLegalHaiOnNetflix

[amit kilhor @amitkilhor]

Astha Jain rank 9 of UPSC 2025 is first fraud of the year .

Last year she became IPS, rank 186, but as general candidate.

For IPS bante hi gareebi aa gyi and this year she got rank 9 , as EWS.

Why is UPSC and Govt have their head up their bums.? Why no action ever on frauds?

[amit kilhor @amitkilhor]

First fraud IAS of the year - Astha Jain. Last year IPS bani general category se, fir IPS bante hi gareebi aa gyi, and EWS ho gyi. Is saal gareebi se rank 9.

#amitkilhor #kilhor #asthajain #upsc

[Bhookha_engg @bhookha_engg]

@bestworstvideos @ikpsgill1 36

[𝒵𝒾𝓀✯ @_Gottalovezik]

when you finally do your laundry and all your top-tiers clothes are back

[Sr Peters @SrPeters]

Imagine being Trump:

> Netanyahu tells you to attack Iran

> You refuse

> Mossad drops a teaser from Epstein files labeling you a pedophile

> You attack Iran

> Netanyahu pushes for a false flag against the GCC

> You refuse

> Today, files drop: You raped a 13yo girl.

[Delhi Capitals @DelhiCapitals]

When your name is Salt but your competition is Bapu in March. 🥶