Top Tweets for #Tdps
レコ発6週目は、初！沖縄！
楽しみです！
6/20(sat)@那覇市カラーズ
17時open/start
2000円/1drink order
6/21(sun)@沖縄市レミーズ
15時open/start
2000円
#tdps
#deadpanspeakers
#TDPS: TD Power single biggest strategic plan is venturing into large generator manufacturing.
Nikhil Kumar (May 2026 Concall): "When we put up the large generator capability in 2012, '13, we had put up the complete capacity for manufacturing the stator line, but we had limited the investments in the rotor side because of the drop in the market demand 15 years ago. Now we need to make up that gap."
But why now?Let's understand through a flow diagram.
Why Large Generators Up to 200 MW?
│
├── 🏭 Historical Gap: Rotor capacity was never completed (2012)
│
├── 📈 AI Data Centers: Shifting to larger generators for efficiency
│
├── 💰 Economics: Larger = more efficient = preferred by end-users
│
├── 🏗️ Combined Cycle & SMRs(Used in Nuclear): New applications needing large generators
│
├── 🔄 OEMs Doubling Capacity: Every new turbine needs a matching generator
│
├── 🏆 Competitive Gap: Few players; supply constrained; TDPS can fill it
│
├── ✅ Prototype in Hand: Already have NPI order from a global OEM
│
└── ⏰ Urgency: Machine tool lead times are 15-16 months already
The market for larger generators (above 50 MW) is dominated by a few global players:
Siemens: "The global leader by far"
Baker Hughes: After acquiring Brush, very big in this business
Mitsubishi, Fuji Electric, Toshiba: Japanese majors
These are the same companies making turbines AND generators. As they focus on their own turbine production amid the demand boom, there is a supply gap for independent, high-quality generator manufacturers.
TDPS, with its Siemens license agreement (from 2012) to produce 2-pole generators up to 250 MVA, is well-positioned to fill that gap.
Also, INNIO (a key customer) plans to triple capacity, and TDPS has signed a capacity commitment agreement with them extending to 2030. As these OEMs build larger turbines/engines, they need larger generators to match.
There is no dearth of orders. Only thing that matters is execution and delivery.
今夜！
-AMAZING MADNESS-
THE DEAD PAN SPEAKERS
[ Citizen's Lights ] レコ発
2026 5/30(SAT)
盛岡Crates
OPEN/START PM 18：00〜
ADV ¥3000(+1D)
DOOR ¥3500(+1D)
THE DEAD PAN SPEAKERS(Tokyo)
TORO(Tokyo)
diflakto(Akita)
HIMARAYA ROCK
妖精マリチェル
RAPPA
GANDH-X
#tdps
#deadpanspeakers
![DeadPanSpeakers's tweet photo. 今夜！
-AMAZING MADNESS-
THE DEAD PAN SPEAKERS
[ Citizen's Lights ] レコ発
2026 5/30(SAT)
盛岡Crates
OPEN/START PM 18：00〜
ADV ¥3000(+1D)
DOOR ¥3500(+1D)
THE DEAD PAN SPEAKERS(Tokyo)
TORO(Tokyo)
diflakto(Akita)
HIMARAYA ROCK
妖精マリチェル
RAPPA
GANDH-X
#tdps
#deadpanspeakers https://t.co/wnH6n0F4ri](https://pbs.twimg.com/media/HJhnpEHbsAAbuvi.jpg)
今週土曜！エレクトロ・ロックバンド「THE DEAD PAN SPEAKERS」がnewアルバムを引っ提げて静岡清水ZOUにやって来ます！迎撃するローカル陣も強力、バッチバチ方向で。見逃すなよ！
https://t.co/nMAfIEX9N8
@DeadPanSpeakers @guitarmango
#thedeadpanspeakers
#deadpanspeakers
#tdps
▽ご予約受付開始▽
■DEAD PAN SPEAKERS / New Life(7")
エレクトロ・ロックバンド、THE DEAD PAN SPEAKERS。
17年振りのサード・フルアルバム”Citizen’s Lights”よりの7インチアナログシングルカットが登場！
ご予約は以下リンクより！
https://t.co/Nr4wTvqaUS
レコ発ワンマンライブ
e+(イープラス)でも発売中です！
https://t.co/m9nLfrnfds
THE DEAD PAN SPEAKERS New Album
「Citizen's Lights」 Release ONE-MAN LIVE
日時：2026年6月28日（日）OPEN 12:00 / START 12:30
場所：下北沢SHELTER
#tdps
#deadpanspeakers
デッドパンのニューマーチ出来ました。ロゴTです！！
発売はリリースツアーから！！
#deadpanspeakers
#tdps
スケジュールはこちらコメントで。
詳細ページはこちら。
https://t.co/LMYICwTVLb
QRコードも。
In remembrance of @tcdps Trooper James Burns who was shot and killed in the line of duty. #forthefallen #TDPS
デッドパンのナオミが歌うカバー曲、Depeche Modeのカバー曲”New Life”7インチ…出ちゃいます！
#transonicrecords
#7inch
#tdps
#deadpanspeakers
#depechemode
TRANSONIC RECORDSから、”Citizen’s Lights”より2曲、7インチアナログシングルカットもリリースします！
Depeche Modeの名曲”New Life”と、ミニマル・インスト・バンドサウンドの”Maltiple Cells”を収録
予約受付中
https://t.co/IXqtiV8t81
6.28@下北沢シェルターのライブ会場でも先行発売します！
週末のライブはコチラ！
"Barren Womb ＆ SNUB Japan Tour"
2026年4月25日(土) OPEN 15時半 START 16時 3000+1d
@西横浜EL PUENTE
Barren Womb(from NOR)
SNUB(from AUS)
pandagolff
THE DEAD PAN SPEAKERS
HYLKO
怪我童子
#tdps
#deadpanspeakers
本日発売！
THE DEAD PAN SPEAKERS、17年ぶりのサード・フルアルバム“Citizen’s Lights”
ご購入はこちらから！
https://t.co/4ynInUKQQN
その他サイトでもご購入いただけます。
https://t.co/RHuchIxKcA
インタビューも公開中
https://t.co/sJ6i0wdbPL
#tdps
#deadpanspeakers
いよいよ明日発売です！
THE DEAD PAN SPEAKERS、17年ぶりのサード・フルアルバム“Citizen’s Lights”
ご購入はこちらから！
https://t.co/2ymtpk0ytw
#tdps
#deadpanspeakers
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