Thank you for the summary, @shanid
I am very keen to hear the details of this acquisition. When it comes to ASM Technologies, I have always been a big believer in the strong moat that they have in the semiconductor equipment design space, which no other Indian ER&D or IT services company has managed to create. As the pure design practice keeps transitioning to more of a true design led manufacturing practice, I want to see what role this acquisition will play.
In an ideal world, I would like to see ASM Technologies (through the JV with Hind High Vacuum) design, manufacture and sell its own equipment, systems and sub-systems for semiconductor manufacturing.
Disclosure of holding: I kept buying shares in ASM Technologies from 2021 to 2023, with an overall cost basis of ₹227. I have a fairly concentrated portfolio and do not own more than 10 companies at any given time.
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