BANGKOK, June 03, 2025 (GLOBE NEWSWIRE) -- Fabrinet (NYSE: FN), a leading provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, today announced that its management will present virtually at the Rosenblatt Securities 5th Annual Technology Summit. The Fabrinet presentation is scheduled for Tuesday, June 10, 2025 at 11:00 a.m. EDT (8:00 a.m. PDT). A live webcast, as well as a replay, will b ...

Core Insights - Analog Devices, Inc. is recognized as a highly respected and quality franchise in the analog semiconductor space, particularly in signal conversion and processing [1] - The company has undergone significant transformation over the past 15 years, focusing on high-value applications and rationalizing its product portfolio [1] - Analog Devices has implemented a hybrid manufacturing strategy that provides flexibility and supports margins during downturns [1] - The company is actively pursuing inorganic growth opportunities to enhance its franchise and growth potential [1] - There is a shift towards more aggressive capital return strategies compared to previous years, indicating a positive outlook for shareholder returns [1]

New retail technology production line in North Canton, Ohio helps ensure continuity and localized delivery for domestic customersNORTH CANTON, Ohio, May 29, 2025 /PRNewswire/ -- Diebold Nixdorf (NYSE: DBD), a world leader in transforming the way people bank and shop, has recently extended its U.S.-based production capabilities by establishing a new retail technology line at its North America manufacturing facility in North Canton, Ohio. Diebold Nixdorf has extended its U.S.-based production capabilities ...

Core Insights - NSF has become the preferred certification body for Xometry's Thomasnet, enabling suppliers to earn certifications from NSF's extensive portfolio [1][9] - The collaboration aims to enhance supply chain resilience and flexibility for manufacturers amid ongoing supply chain pressures [2][9] - Thomasnet connects over 500,000 suppliers across the US and Canada, serving diverse industrial sectors and facilitating connections between buyers and suppliers [4][6] Industry Impact - The agreement highlights the increasing importance of supplier certifications in manufacturing, industrial, and B2B sectors, particularly in the context of supply chain disruptions [2][3] - NSF's certifications cover a wide range of globally recognized standards, including ISO 9001, IATF 16949, AS9100, and others, which are critical for maintaining quality and safety in various industries [2][5] - The partnership will promote NSF certifications as essential tools for American manufacturers to grow their businesses and strengthen domestic sourcing strategies [2][9] Company Overview - NSF has over 40,000 clients in 110 countries and has been dedicated to improving public health and safety for more than 80 years [5] - Xometry's AI-powered marketplace and Thomasnet platform are digitizing the manufacturing industry, providing resources for manufacturers to grow and enabling buyers to access instant pricing and lead times [6][4] - The collaboration will also focus on promoting certifications like Cybersecurity Maturity Model Certification (CMMC), which is increasingly required for U.S. Department of Defense contracts [9]

Core Insights - Intel and AMD are leading semiconductor companies competing in the CPU market, focusing on AI and advanced chip technologies [1][3] - Intel is shifting from a PC-centric business model to data-centric sectors, including AI and autonomous driving, while AMD is evolving from a consumer-PC chip provider to an enterprise-focused company [1][2] Intel's Position - Intel is investing in expanding its manufacturing capacity as part of its IDM 2.0 strategy, aiming to strengthen its presence in the AI sector with its Xeon 6 processors designed for large AI workloads [4] - The company has received $7.86 billion in funding from the U.S. Department of Commerce to support semiconductor manufacturing projects, which will enhance innovation and growth [5] - Despite its strengths, Intel faces challenges due to its significant revenue dependence on China and increasing competition from domestic chipmakers and NVIDIA in the GPU market [6] AMD's Position - AMD is enhancing its AI market presence with the MI300 series accelerator family, which supports large language model training and generative AI workloads [7] - The company is leveraging 7-nanometer process technology to deliver advanced chips more rapidly, strengthening its competitive position against Intel in the commercial and server markets [8] - AMD is experiencing strong enterprise adoption and cloud deployments, although it faces competition from Intel in traditional computing and from NVIDIA in the GPU market [9][10] Financial Estimates - The Zacks Consensus Estimate for Intel's 2025 sales indicates a year-over-year decline of 4.3%, while EPS is expected to grow by 323.1% [11] - In contrast, AMD's 2025 sales are projected to grow by 23.3%, with EPS rising by 22.7% [12] Valuation and Performance - Over the past year, Intel's stock has declined by 33.8%, while AMD has lost 33.2%, against the industry's growth of 14.1% [13] - From a valuation perspective, Intel's shares trade at a price/sales ratio of 1.74, significantly lower than AMD's 5.48 [15] - Despite both companies expecting earnings improvement in 2025, AMD shows a healthier long-term earnings growth expectation of 24.5% compared to Intel's 10.5% [17]

Core Insights - Fluence Energy, Inc. is enhancing its U.S. manufacturing capabilities for battery energy storage systems, supported by federal tax credits aimed at bolstering domestic production [1][3][4] - The company has expanded its manufacturing footprint in the U.S. since 2022, sourcing battery cells from a Tennessee facility, which is the first in the U.S. to produce LFP battery cells for utility-scale applications [3][4] - Fluence's initiatives are aligned with the growing demand for energy storage solutions and aim to strengthen the U.S. supply chain while contributing to regional economic growth [4][6] Group 1 - Fluence hosted U.S. Senator John Curtis at its Utah manufacturing facility, highlighting the strategic benefits of domestic energy production [1][2] - Senator Curtis emphasized the importance of energy tax credits in driving innovation and economic development in Utah [3] - The company is committed to onshoring production of major components for its grid-scale battery systems to meet U.S. demand [3][4] Group 2 - Fluence's solutions are designed to create a more flexible and reliable power grid, supporting the U.S. energy security goals [4][6] - The company has successfully contracted and managed gigawatts of projects across nearly 50 markets, showcasing its leadership in the energy storage sector [6] - The visit from Senator Curtis underscores the impact of federal policies on local manufacturing investments [4]

MILWAUKEE, May 27, 2025 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced that Volga, a Rockwell Systems Integrator Partner and Brazil-based manufacturer of electrical panels and automation systems, reduced control panel wiring time by 66% using Rockwell Automation's newly released EtherNet/IP™ In-cabinet Solution. The result highlights how ethernet-enabled technology can help manufacturers more e ...

Williams-Sonoma CEO Laura Alber told CNBC's Jim Cramer how the company is dealing with the effects of President Donald Trump's tariff hikes."We've been busy," she said. "And we've also been reminded, you know, it's important to have that flexible mindset, but also to have options in sourcing, and particularly with our big programs, to have...different alternatives."The home goods and furniture outfit owns several retail brands alongside its namesake, including Pottery Barn and West Elm. It posted quarterly ...

 Presentations by leading siRNA CDMOs, Bachem, Nitto Avecia, and ST Pharm, highlight performance and transferability of Codexis double-stranded RNA ligases Management to host conference call today at 8 am Eastern Time to discuss data REDWOOD CITY, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Codexis, Inc. (NASDAQ: CDXS), a leading provider of enzymatic solutions for the efficient and scalable manufacturing of complex therapeutics, presented data at the TIDES USA annual meeting in San Diego, California. Codexis’ ...

Group 1: Market Overview - The S&P 500 index has shown a solid recovery, remaining flat for 2025 despite earlier sell-offs that nearly led to a bear market [1] - Some stocks have rebounded significantly, trading at new highs, while others remain at substantial discounts, presenting long-term investment opportunities [2] Group 2: Advanced Micro Devices (AMD) - AMD's stock reached a lifetime high in March 2024 but has since declined by 46% due to disappointing sales growth and margins for its AI processors [4][6] - Despite Nvidia's significant lead in high-end AI processing hardware, AMD can still achieve strong returns without needing to surpass Nvidia [5][8] - AMD's Q1 earnings report showed a gross margin of 50%, an increase from 47% year-over-year, driven by sales from data center processors [6] Group 3: PTC Inc. - PTC's stock price has decreased by 8% in 2025 and 16% from its all-time high, attributed to deteriorating near-term market conditions [9] - The company's CAD and PLM software are central to the digitization of manufacturing, with growth potential linked to advancements in AI and digital twins [10] - PTC's management has revised its ARR growth guidance for 2025 down to 7%-9% but raised its full-year free cash flow (FCF) guidance to $840 million-$850 million [12] - The underlying FCF, adjusted for realignment costs, is projected at $864 million, resulting in an attractive multiple of 22 times FCF for a company with high-single-digit ARR growth [13]