经济观察网快辑半导体(QUIK)股价在2月12日出现下跌，主要受技术进展与市场预期的短期博弈、半导 体板块整体调整压力、公司基本面仍处投入期以及当日交易数据印证抛压等因素影响。 公司在2月11日的业绩电话会议上披露，其SRH FPGA测试芯片已完成设计文件交付，预计在2026年第 一季度初完成实物交付。尽管这一进展被Lake Street分析师视为积极信号(2月9日首予"买入"评级，目标 价10美元)，但市场可能对"实物交付尚未完成"与"收入确认需至2026年初"的时间差存在谨慎情绪，部 分资金选择在利好公布后获利了结。 板块变化情况 2月12日，美股半导体板块整体表现疲弱，板块指数下跌。同期纳斯达克指数下跌，道琼斯指数下跌， 科技股普遍承压。这种行业性的调整对个股形成拖累，快辑半导体难以独善其身。 公司基本面 尽管公司预计2026年收入将显著增长(SRH FPGA相关店面收入可能占总收入10%)，但当前财务数据仍 显示其处于投入阶段：市盈率(TTM)为负值，反映盈利尚未改善。在板块资金流向分化时，这类尚未盈 利的公司更容易受到流动性波动影响。 资金面情况 股票近期走势 从实时行情看，2月12日快辑半导体开盘 ...

QuickLogic Corporation to Exhibit and Present at Chiplet Summit 2026 [Accessibility Statement] Skip NavigationSAN JOSE, Calif., Feb. 11, 2026 /PRNewswire/ -- QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) IP and ruggedized FPGAs and chiplet solutions, today announced it will exhibit and deliver a technical presentation at Chiplet Summit 2026, the industry's premier conference focused on chiplet architectures, advanced packaging, and heterogeneous integration.Chiplet Summit 2026 ...

SAN JOSE, Calif., Feb. 5, 2026 /PRNewswire/ -- QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) IP and ruggedized FPGAs and Endpoint AI solutions, today announced that it has scheduled a conference call to discuss its fourth quarter and full year fiscal 2025 financial results on Tuesday, March 3, 2026. Date: Tuesday, March 3, 2026Time: 5:30 p.m. ET/2:30 p.m. PTDial-in: Toll Free: 1-877-407-0792; International: 1-201-689-8263Passcode: No passcode neededReplay: (844) 512-2921; Pass ...

Core Insights - QuickLogic Corporation has received orders for its Strategic Radiation Hardened FPGA Development Kit, which includes test chips fabricated on GlobalFoundries' 12 nm process technology [1][2] Group 1: Product Development - The SRH FPGA Development Kit is designed to meet the requirements of large Defense Industrial Base customers with ongoing programs [2] - The delivery of the SRH FPGA Dev Kit is scheduled for late Q1 2026 [1] Group 2: Company Overview - QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions [3] - The company combines advanced technology with open-source tools to provide customizable, low-power solutions across various markets including industrial, aerospace, consumer, and computing [3]

Core Viewpoint - QuickLogic (QUIK) is a semiconductor company that has been under observation, with initial coverage starting in early 2024 when the stock was priced at $13 [1]. Group 1 - The company operates within the semiconductor industry, which is characterized by rapid technological advancements and competitive dynamics [1].

Core Insights - QuickLogic (QUIK) is a semiconductor company that has been under observation, with initial coverage starting in early 2024 when the stock was priced at $13 [1] Company Overview - QuickLogic operates within the semiconductor industry, focusing on innovative solutions and technologies [1]

Core Insights - The evolution of integrated circuits (IC) and system-on-chip (SoC) technologies is leading to a diverse combination of processing elements that optimize current workloads while preparing for future demands [2] - Programmable components like FPGAs and DSPs are becoming essential as they allow for hardware upgrades without the need for expensive new devices, addressing the rapid pace of technological advancements [2][3] - The integration of AI into DSPs is enhancing their adaptability and performance, particularly in handling the increasing complexity of analog signals in modern SoCs [6][7] Group 1: Programmable and Reconfigurable Technologies - The shift from simple choices between ASIC, FPGA, and DSP to a combination of various processor types reflects the need for flexibility in design [2] - FPGAs offer high programmability, allowing complete design changes, while other components provide limited configurability [5] - The emergence of CGRA technology offers a balance between FPGA and GPU capabilities, providing flexibility and efficiency for specific tasks [4] Group 2: AI and DSP Integration - AI is playing a crucial role in addressing the challenges posed by increasing analog content in SoCs, enabling dynamic calibration and optimization of DSPs [6][7] - DSPs are evolving to handle not just numerical computations but also analog signal processing, which increases their complexity and parallelism [6] - The integration of AI engines within FPGAs allows for synchronized execution of DSP tasks, enhancing overall system performance [9][12] Group 3: Chiplets and eFPGA Solutions - Chiplets provide a flexible solution for rapidly changing application scenarios, allowing for easy upgrades without redesigning the entire SoC [13] - Embedded FPGAs (eFPGAs) offer reconfigurability but may increase area costs, necessitating careful design considerations [14] - The market is experiencing volatility, prompting companies to accelerate chip development cycles to adapt to evolving requirements [15] Group 4: Future Trends and Software-Defined Products - The trend towards software-defined and AI-driven products necessitates hardware that can support software changes, highlighting the importance of programmability in semiconductor design [16] - Companies are increasingly investing in compiler technologies to ensure that software development aligns with hardware capabilities, facilitating rapid updates and feature enhancements [16]

Core Insights - QuickLogic Corporation has announced an increase in the scope of its Prime U.S. government contract for the development of Strategic Radiation Hardened (SRH) FPGA technology, now including GlobalFoundries' 12LP fabrication process, raising the total ceiling value to $88 million over multiple years [1][3] Group 1: Contract Details - The total contract ceiling has been increased to approximately $88 million over the span of multiple years [3] - The project is sponsored by the Department of Defense's Trusted and Assured Microelectronics (T&AM) Program, with the Naval Surface Warfare Center (NSWC) Crane serving as the Government's technical lead [1] Group 2: Company Developments - QuickLogic has completed the design and tape out for an FPGA test chip that will be fabricated by GlobalFoundries on its 12LP process [2][3] - The company specializes in embedded FPGA (eFPGA) Hard IP, discrete FPGAs, and endpoint AI solutions, focusing on low-power, customizable solutions for various markets including aerospace and defense [2]

Core Insights - QuickLogic Corporation's eFPGA Hard IP has been selected by the University of Saskatchewan's STARR-Lab for the next generation StarRISC Rad-Tolerant RISC-V Microcontroller, enhancing its role in radiation-tolerant open-hardware innovation for space and research applications [1][2] - The project is partially supported by Globalfoundries' University Research Program and will utilize GF 12nm FinFET technology, allowing for the prototyping and evaluation of custom logic blocks and algorithms on a radiation-tolerant device [1][2] - QuickLogic can deliver eFPGA Hard IP on any new process node within four to six months, with customer-specific variants available in just weeks, supported by its proprietary Australis IP Generator [2] Company Overview - QuickLogic Corporation is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, focusing on delivering customizable, low-power solutions for various markets including industrial, aerospace, consumer, and computing [5] - The company emphasizes its commitment to supporting the space community with eFPGA IP, aligning with the innovative work being done at STARR-Lab [2][5] Research Lab Overview - The Semiconductor Technology and Rad-Effects Research Lab (STARR-Lab) at the University of Saskatchewan focuses on studying radiation effects in microelectronics and device reliability, with a diverse team engaged in research from conception to real-world testing [4]

Core Insights - QuickLogic Corporation's eFPGA Hard IP has been selected by Idaho Scientific to enhance its cryptographic solutions, emphasizing the importance of agile and secure ASIC and SoC designs [1][2] - The partnership aims to develop advanced hardware-based cryptographic solutions that can adapt quickly to emerging threats, particularly in mobile, IoT, infrastructure, and defense systems [2] Company Overview - QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, ruggedized FPGAs, and endpoint AI solutions, combining advanced technology with open-source tools for customizable, low-power applications [3] - Idaho Scientific has been focused on developing security solutions for critical infrastructure since January 2015, showcasing a commitment to enhancing cybersecurity [3] Product and Technology Highlights - QuickLogic's eFPGA Hard IP allows for rapid iteration of cryptographic techniques without multiple tapeouts, reducing design risk and costs while accelerating development schedules [1][2] - The company can deliver eFPGA Hard IP on new process nodes within four to six months, with customer-specific variants available in weeks, facilitated by the proprietary Australis IP Generator [2]