Group 1: AI Stocks and Investment Trends - Most large AI stocks have negligible dividend yields, often below 1%, leading investors to choose between low-dividend growth stocks and higher dividend yields [1] - The Nasdaq 100 index is nearing its peak levels from 2021, with many stocks experiencing corrections due to high valuations [1] - The combination of high valuations and increasing pressure on the Federal Reserve to lower interest rates may make dividend stocks more attractive [1] Group 2: Key AI Stocks to Watch - Vishay Intertechnology (NYSE: VSH) is a major manufacturer of discrete semiconductors and passive components, crucial for AI supply chains, with a dividend yield of 2.32% and a P/E ratio of 15 times expected earnings for 2026 [1][2] - Booz Allen Hamilton (NYSE: BAH) derives 98% of its revenue from federal government contracts, with a backlog of $38 billion, and is expected to see revenue growth of 12.36% in FY2025 [3][4] - Lenovo (OTC: LNVGY) has seen a 63% year-over-year increase in its Infrastructure Solutions Group (ISG) revenue, driven by AI server sales, with a projected P/E ratio of less than 12 and a dividend yield of 3.69% [6][7]

Core Viewpoint - Most large AI stocks have negligible dividend yields, often below 1%, leading investors to choose between low-dividend growth stocks and higher dividend yields [1] - The Nasdaq 100 index is nearing its 2021 peak, with many stocks experiencing corrections due to high valuations, while the Federal Reserve faces increasing pressure to cut interest rates [1] - This combination of trends makes dividend stocks more attractive and prompts Wall Street to seek AI investment opportunities with better risk-reward ratios [1] Company Summaries Vishay Intertechnology (NYSE: VSH) - The company produces discrete semiconductors and passive components essential for power supplies, chargers, automotive applications, satellites, and AI server racks [1] - CEO Joel Smejkal noted strong order growth driven by smart grid infrastructure projects and initial AI server shipments, with a projected revenue increase of 6% to $760 million in Q2 2025 [2] - The stock has a P/E ratio of 15 times expected 2026 earnings, a price-to-sales ratio of 0.8, and a dividend yield of 2.32% [2] Booz Allen Hamilton (NYSE: BAH) - As a major government contractor, 98% of its revenue comes from the federal government, which has been a double-edged sword due to budget cuts [3] - The company has seen its backlog of uncompleted orders rise to $38 billion, a year-on-year increase of 11%, and is expected to convert these into sales and profits [3] - Revenue is projected to grow by 12.36% in FY2025, with EBITDA expected to increase by 17.83% [3] Lenovo (OTC: LNVGY) - Lenovo is a well-known player in the PC market, actively expanding its AI offerings and infrastructure solutions for large-scale data centers [5] - The ISG segment reported a record revenue of $15 billion, a 63% year-on-year increase, driven by AI servers equipped with NVIDIA H100 and AMD MI300 GPUs [5] - The stock has a projected P/E ratio of less than 12 times and offers a dividend yield of 3.69% [6]

Core Insights - Vishay Intertechnology has introduced a new series of AEC-Q101 qualified uni/bidirectional 1500 W surface-mount PAR transient voltage suppressors (TVS) designed for automotive applications, offering high temperature operation up to +185 °C [1][2] Product Features - The new Automotive Grade devices provide a 58% smaller footprint compared to SMC package TVS, which helps save board space and reduce system costs [2] - The unidirectional T15BxxA series features stable breakdown voltages ranging from 12 V to 51 V, while the bidirectional T15BxxCA series offers breakdown voltages from 12 V to 100 V [2] - Clamping capabilities are excellent, with the T15BxxA series clamping from 17.0 V to 70.1 V and the T15BxxCA series from 17.0 V to 137 V, along with very fast response times [2] Applications - The TVS devices are designed to protect sensitive electronics from voltage transients caused by inductive load switching and lightning, with typical applications including lighting, electro-mechanical brake (EMB), fuel pump control, 48 V DC/DC converters, inverters, integrated starter generators, battery management systems (BMS), vehicle control units (VCU), on-board chargers, and telematics control units (TCU) [3] Compliance and Availability - The devices meet MSL level 1 standards per J-STD-020, are RoHS-compliant, and halogen-free, with samples and production quantities currently available and lead times of 12 weeks [4] Company Overview - Vishay Intertechnology manufactures one of the largest portfolios of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical [5]

Link to DNA of Tech image: "With all the change currently facing our industry, we must remain flexible and resilient to deliver for our customers," said Kim Buhl, vice president of the North America Purchasing Group at DENSO. "We can only do this with the help of our suppliers. So, this year, as we congratulate those who have performed exceptionally in creating new value for DENSO, we also thank our entire supplier network. We call on each partner to continue to take on new challenges, and opportunities, wi ...

Core Insights - Vishay Intertechnology, Inc. has launched a new industrial-grade 3/8 inch square single-turn cermet trimmer, the Vishay Sfernice M61, featuring various pin configurations and adjustment styles for optimized PCB placement [1][2] Product Features - The M61 offers a resistance range of 10 to 2 M and operates within a temperature range of -55 °C to +125 °C, with a low temperature coefficient of 100 ppm/°C [2] - It is fully sealed to endure standard board wash processing and has a power rating of 0.5 W at +85 °C, making it suitable for industrial applications such as welding equipment, power tools, 3D printers, and HVAC systems [2] Availability - Samples and production quantities of the M61 are currently available, with lead times of 15 weeks [3] Company Overview - Vishay Intertechnology manufactures a vast portfolio of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical [4]

Core Viewpoint - Vishay Intertechnology, Inc. has launched a new tricolor LED, the VLMRGB6122, which delivers a luminous intensity of 2800 mcd at 20 mA, suitable for various automotive and consumer applications [1][2]. Group 1: Product Features - The VLMRGB6122 LED features separate anode and cathode connections for red, green, and blue chips, allowing for individual control and color mixing within the CIE 1931 color space [1]. - The device utilizes advanced AllnGaP and InGaN technologies, providing 70% higher brightness compared to previous generations while maintaining a 22% lower profile than competing products [2]. - It operates over a wide temperature range from -40 °C to +110 °C, which is 25 °C higher than standard solutions, and has Class B1 corrosion robustness [3]. Group 2: Technical Specifications - The luminous intensity specifications for the VLMRGB6122 are as follows: - Red: Min. 710 mcd, Typ. 900 mcd, Max. 1400 mcd - Green: Min. 1800 mcd, Typ. 2200 mcd, Max. 2800 mcd - Blue: Min. 280 mcd, Typ. 320 mcd, Max. 450 mcd [4]. - The forward voltage at 20 mA is specified as: - Red: Min. 1.75 V, Typ. 1.95 V, Max. 2.75 V - Green: Min. 2.5 V, Typ. 2.75 V, Max. 3.5 V - Blue: Min. 2.5 V, Typ. 3.0 V, Max. 3.5 V [4]. Group 3: Availability and Compliance - Samples and production quantities of the VLMRGB6122 are currently available, with lead times of 17 weeks [6]. - The LED is AEC-Q102 qualified, RoHS-compliant, halogen-free, and categorized per reel for luminous intensity, color, and forward voltage [3].

Core Viewpoint - Vishay Intertechnology has introduced three new Gen 3 silicon carbide Schottky diodes designed for high voltage applications, featuring a compact SlimSMA HV package that enhances efficiency in power designs [1][2]. Group 1: Product Features - The new diodes include the 1 A VS-3C01EJ12-M3 and the 2 A VS-3C02EJ07-M3 and VS-3C02EJ12-M3, which offer low capacitive charge and a minimum creepage distance of 3.2 mm [1][2]. - These devices maintain a low capacitive charge down to 7.2 nC regardless of temperature, resulting in faster switching speeds and reduced power losses [3]. - The MPS structure of the diodes allows for a reduced forward voltage drop down to 1.30 V, contributing to improved efficiency [3]. Group 2: Applications - Typical applications for these diodes include bootstrap, anti-parallel, and PFC diodes for DC/DC and AC/DC converters in server power supplies, energy generation and storage systems, industrial drives and tools, and X-ray generators [4]. - The devices are designed to operate at high temperatures of up to +175 °C, making them suitable for demanding environments [4]. Group 3: Compliance and Availability - The diodes are RoHS-compliant and halogen-free, with a Moisture Sensitivity Level of 1 according to J-STD-020 [5]. - Samples and production quantities of the new SiC diodes are currently available, with lead times of 14 weeks [8]. Group 4: Company Overview - Vishay Intertechnology is recognized as one of the largest manufacturers of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, and medical [9].

Company Overview - Vishay Intertechnology, Inc. is a leading manufacturer of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical [4]. Upcoming Financial Results - Vishay will release its fiscal second quarter results for the period ending June 28, 2025, before the market opens on August 6, 2025 [1]. - A conference call to discuss these financial results is scheduled for August 6, 2025, at 9:00 a.m. ET [2]. Conference Call Details - Participants can pre-register for the live conference call via a provided link, after which they will receive a dial-in number and unique PIN [2]. - A live audio webcast of the conference call, along with a PDF copy of the press release and quarterly presentation, will be available on the Investor Relations section of the Vishay website [3]. - A replay of the conference call will be accessible approximately one hour after the call and will remain available for 30 days [3].

Core Insights - Vishay Intertechnology, Inc. has introduced a new AEC-Q200 qualified NTC immersion thermistor, the NTCAIMM66H, designed for liquid-cooled automotive systems, featuring a fast response time of 1.5 seconds to temperature changes [1][3]. Product Features - The NTCAIMM66H is housed in a stainless steel 316L casing with lead-free brass and features 0.35 mm² AWG22 insulated lead wires, capable of withstanding a traction force greater than 30 N [2]. - The device offers a resistance of 10 kΩ at +25 °C with a tolerance of ± 2 %, and a beta value (B25/85) of 3984 K with a tolerance of ± 0.5 % [3]. - It has a maximum power dissipation of 100 mW and operates within a temperature range of -40 °C to +125 °C [3]. Applications - The thermistor is suitable for temperature measurement and control in various applications, including HEV/EV on-board chargers, charging plugs and sockets, solar heating systems, energy storage systems, and industrial drives [3]. Customization Options - Vishay offers customization for the NTCAIMM66H, including different cable lengths, gauges, and conductor plating to meet specific application needs [3]. Company Overview - Vishay Intertechnology is a major manufacturer of discrete semiconductors and passive electronic components, serving various markets such as automotive, industrial, computing, and telecommunications [4].

Core Viewpoint - Vishay Intertechnology, Inc. has expanded its CHA series of AEC-Q200 qualified thin film chip resistors, introducing new devices in the 0402 case size, which deliver stable high frequency performance up to 50 GHz under harsh environmental conditions [1][2]. Product Features - The CHA0402 resistors are available with resistance values ranging from 10 Ω to 500 Ω and maintain high frequency stability even after rigorous AEC-Q200 tests, validated by their ΔR and Z/R measurements [1][2]. - These resistors exhibit very low internal reactance and a nearly flat Z/R curve up to 50 GHz, making them suitable for a wide range of applications [2]. Applications - The CHA series is ideal for various applications including automotive ADAS, LIDAR, connectivity, 4D radar systems, LEO satellites, space communication systems, medical imaging machines, and 5G/6G telecommunications equipment [3]. Technical Specifications - CHA0402 resistors have a limiting voltage of 37 V, rated power of 300 mW at +70 °C, and a temperature coefficient of ± 100 ppm/°C, with an option for ± 50 ppm/°C available upon request [3]. Development Support - To facilitate development, S-parameter data for electronic simulation and 3D models for Ansys® HFSS™ and Modelithics Microwave Global Models™ are provided, along with design kits [4]. Compliance and Availability - The resistors are RoHS-compliant, halogen-free, and Vishay Green, available in waffle pack and tape and reel packaging, with samples and production quantities currently available and lead times of 20 weeks [4]. Company Overview - Vishay Intertechnology, Inc. is a leading manufacturer of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, telecommunications, and medical [5].