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X @The Wall Street Journal
The Wall Street Journal· 2025-07-12 14:01
The White House has an explanation for the nearly $2 trillion of manufacturing-related projects announced since the start of the year. It’s the Trump Effect. https://t.co/TeFof3pulT ...
First Phosphate powers 100% North American batteries – ICYMI
Proactiveinvestors NA· 2025-07-11 19:58
Core Insights - First Phosphate Corp. has achieved a significant milestone in establishing a North American supply chain for lithium iron phosphate (LFP) batteries [1][5] - The company successfully produced commercial-grade LFP battery cells using 100% North American-sourced critical minerals, emphasizing domestic manufacturing independence in the energy storage sector [2][5] Company Developments - The production of LFP battery cells has been a three-year pilot project, starting with igneous phosphate rock from the company's property in Saguenay–Lac-Saint-Jean, Quebec [6] - The company plans to develop a phosphate mine by 2029, with a feasibility study currently underway [6] - The process involves producing phosphate concentrate, which is reacted with sulfuric acid to yield purified phosphoric acid, crucial for industrial applications [6] Supply Chain and Partnerships - The iron phosphate used in the batteries is sourced from the Bégin-Lamarche property, while lithium carbonate is obtained from Century Lithium in Nevada, and graphite is provided by Nouveau Monde Graphite in Quebec [7] - The company has partnered with Ultion Technologies in Nevada for the manufacturing of LFP battery cells, which are suitable for small mobility applications and can scale for large energy storage and electric vehicles [8] Future Plans - The company aims to transition from pilot to commercial scale production, with the LFP cathode plant expected to be operational by late 2026 or 2027, and the mine and phosphoric acid plant by 2029 or 2030 [8] - The goal is to produce fully North American LFP battery cells primarily from Quebec on a commercial scale by the end of the decade [8] Industry Context - The development of LFP technology originated in North America, with historical partnerships involving universities and research centers, but production shifted to China over the past two decades [9] - The recent achievement marks a reclaiming of energy storage independence for North America, showcasing the potential for domestic manufacturing using local critical minerals [9]
技术到产业全链路打通:会员单位与中关村论坛共建创新生态
Huan Qiu Wang· 2025-07-11 12:55
【环球网科技综合报道】2025年,中关村论坛再度以北京为舞台,向世界全方位展示科技创新领域的最新硕果。这里不仅是顶尖科技合作交流的"会客 厅",更是全球科技界瞩目的前沿科技"风向标"。在本届论坛中,各会员单位构建成创新共同体,与论坛自身形成了双向赋能,共同营造出共建共享、协 同发展的创新生态,形成了良性循环。世界500强企业的全球资源网络、专精特新企业的技术锐度、金融机构的资本助力,通过论坛的协同机制迸发出几 何乘数效应,形成技术深度融合、成果高效转化、全球规则有序制定的一体化发展范式。 如今中关村论坛早已突破传统会议边界,不仅承载着"科技强国"的国家使命,还成为孕育着创新的沃土,以敏锐的洞察力和前瞻性的视野,勾勒着未来产 业发展的崭新蓝图。在这里,每一次技术握手都有机会重塑全球科技版图,每一场跨界对话都是人类智慧的创新共鸣! 今年,中关村论坛会员单位横跨人工智能、生物医药、绿色低碳、智能制造、金融科技等多个前沿领域,展现出科技驱动与创新融合的鲜明特征。会员单 位呈现互补共融的多元格局,覆盖全球化巨头与垂直领域新锐力量,既囊括阿斯利康、腾讯等世界500强企业,凭借资源整合优势主导行业标准制定;又 集聚智谱华章 ...
Integer Appoints Michael Coyle to Board of Directors
Globenewswire· 2025-07-10 20:52
~ New Director Brings Extensive Medical Device Industry Leadership and Technology Experience to Integer Board ~ PLANO, Texas, July 10, 2025 (GLOBE NEWSWIRE) -- Integer Holdings Corporation (NYSE: ITGR), a leading global medical device contract development and manufacturing organization (CDMO), today announced it has appointed Michael Coyle to its Board of Directors. Coyle brings more than 40 years of leadership in the medical device industry to Integer and joins the Board as a member of the Audit Committee, ...
MKS Named by Time as One of America's Best Mid-Sized Companies
Globenewswire· 2025-07-10 20:00
ANDOVER, Mass., July 10, 2025 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), (“MKS”), a global provider of enabling technologies that transform our world, was recognized today as one of America’s Best Mid-Sized Companies for 2025 by Time and Statista, Inc. “It is a great honor for MKS to be recognized as one of our nation’s best mid-sized companies,” said John T.C. Lee, President and Chief Executive Officer of MKS. “To provide our customers with the most advanced technology, products and services, we rely on ...
The Space Manufacturing Race
Bloomberg Technology· 2025-07-10 19:42
The money. What will you use it for. Oh, we have big plans.The series series is great because it allows us to open up our biologics lab down the street, and the entire purpose of that is to prepare biologics formulations so medicines for flight in outer space. And the entire purpose of this is microgravity allows us to create new drug formulations that otherwise would be impossible to create on Earth. That's the whole purpose of BARDA.And so with this series funding, we're able to build out a large lab spac ...
Daymond John: Margin pressure from tariffs is still to come
CNBC Television· 2025-07-10 15:24
talk some more about how retailers are dealing with some of these tariffs. Joining us this morning, FUBU founder and CEO and Shark Tank investor Damon John is with us along with CEO of supply chain company the Atlas Network, Kareem Kafuri here at Post 9. Gentlemen, good to see you both.Thanks for the time. Damon, I'll start with you. We actually have some Fed officials right now on the tape saying that the margin pressure from tariffs is still to come.I wonder if that's what you're viewing from from where y ...
X @Bloomberg
Bloomberg· 2025-07-10 13:35
An ex-ASML employee is sentenced to three years in Dutch prison for sharing confidential information from several chip manufacturing companies with Russia https://t.co/YiozXRqcgQ ...
《2025年北京市重点实验室申报指南》发布,聚焦智能制造与装备等关键领域(附申报建议及案例)
仪器信息网· 2025-07-10 04:08
1. 申报重点领域 北京市重点实验室的布局将紧密围绕北京国际科技创新中心建设,重点支持以下领域: 新一代信息技术(如人工智能、大数据、5G/6G通信等); 智能制造与装备(如工业互联网、智能机器人、高端装备制造等); 新材料(如高性能材料、纳米材料、新能源材料等); 新能源(如清洁能源、储能技术、碳中和相关技术等)。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们 的推送。 7月9日, 北京市科学技术委员会、中关村科技园区管理委员会联合发布了《2025年北京市重 点实验室申报指南》(京科机发〔2025〕135号), 正式启动本年度北京市重点实验室申报 工作 。2025年北京市重点实验室申报工作紧密围绕北京国际科技创新中心建设的重点任务, 聚焦本市重点产业方向和前沿科技领域。申报领域 涵盖新一代信息技术、 医药健康、智能制 造与装备、新材料、新能源、农业科技 、智慧城市等关键领域。 ( 文 末 附 申 报 案 例 ) 医药健康(如生物医药、医疗器械、精准医疗等); 智能制造与装备作为核心方向之一,将重点关注工业自动化、智能检测、数字孪生、工业软件 等 ...
SKYT Gross Margin Rises on Wafer Services Rebound: Is it Sustainable?
ZACKS· 2025-07-09 16:45
Core Insights - SkyWater Technology (SKYT) achieved a significant turnaround in profitability in Q1 2025, with non-GAAP gross profit increasing to $14.8 million from $13.4 million, resulting in a gross margin of 24.2%, a 730-basis-point improvement year over year [2][10] - The launch of ThermaView in January 2025 has driven a 70% sequential increase in Wafer Services revenues, reaching $7.5 million, indicating a shift in SkyWater's product mix towards new offerings [3][10] - Management anticipates continued growth in Wafer Services throughout 2025, supported by customer ramps and a growing innovation pipeline, alongside the recent acquisition of Fab 25 to expand manufacturing capacity [4][10] Financial Performance - SkyWater expects both GAAP and non-GAAP gross margins to remain in the 23%-27% range for the full year 2025, with potential for further upside due to improved cost control and a more disciplined tools mix [5][10] - The Zacks Consensus Estimate for 2025 revenues is projected at $307.15 million, reflecting a 10.26% decline from 2024, while the estimated loss is pegged at 1 cent per share, indicating a sharp decline of 116.67% year-over-year [12] Competitive Landscape - GlobalFoundries (GFS) reported $1.6 billion in Q1 2025, significantly outpacing SkyWater, with strengths in strategic partnerships and AI-related semiconductor manufacturing [6] - ON Semiconductor (ON) focuses on intelligent power and sensing solutions, leveraging a vertically integrated model that provides cost advantages, particularly in the growing EV market [7] Share Price and Valuation - SkyWater shares have declined 23.3% year to date, contrasting with a 7% return in the broader Zacks Computer and Technology sector and a 13.4% rise in the Electronics – Semiconductors industry [8] - Currently, SkyWater is trading at a forward 12-month Price/Sales ratio of 1.48X compared to the industry's 8.6X, with a Value Score of B [11]