26 May 2025 | 11:04PM HKT TechNet China 2025: Black Sesame (2533.HK); AD / ADAS rising trend in China to drive growth ahead We hosted Black Sesame (2533.HK, Not Covered) management on May 22 at our TechNet Conference China 2025 in Shanghai. Management remains positive on 2025, aiming for double digit revenues growth in 2025, riding on the growing AD / ADAS trend in China, and the company continues to expect car OEMs to rely on supply chain that is more efficient and cost effective compared to developing chi ...

Li Auto (LI) Q1 2025 Earnings Call May 29, 2025 08:00 AM ET Company Participants Janet Zhang - Director of Investor RelationsTie Li - CFO & Executive DirectorYan Xie - Chief Technology OfficerBin Wang - VP - Investment BankingPaul Gong - Executive Director Conference Call Participants Tim Hsiao - AnalystYingbo Xu - AnalystTina Hou - AnalystJing Chang - Analyst Operator Ladies and gentlemen, thank you for standing by for Lee Auto's First Quarter twenty twenty five Earnings Conference Call. At this time, all ...

Li Auto (LI) Q1 2025 Earnings Call May 29, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by for Lee Auto's First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in listen only mode. Today's conference call is being recorded. I will now turn the call over to your host, Ms. Janet Zhang, Investor Relations Director of Li Auto. Please go ahead, Janet. Speaker1 Thank you, Kelly. Good evening, and good morning, everyone. Welcome to Li Auto's first q ...

2025 年展望：2025 年 5 月，黑芝麻宣布其 A1000 SoC 搭载于东风新款车型（链接）—— 东风风神 007 的 2025 款。凭借 A1000 SoC 的 58 TOPS 计算能力，东风风神 007 配备了 20 多项智能驾驶辅助功能、 高速公路导航和 LAPA（远程自动泊车辅助）。随着中国 AD/ADAS 趋势的发展以及与中国主要 OEM 的密切合作，管理层旨在进入更多主要 OEM 的供应链，并在 2025 年实现两位数的收入增长。 竞争动态：管理层对其在汽车芯片组方面的实力保持乐观，并认为汽车 OEM 自行开发芯片组并非易 事，因为开发芯片组设计、神经网络处理单元（NPU）和工具包需要时间，而且单个汽车 OEM 的销量 较小，可能难以覆盖开发成本。在软件方面，公司继续与合作伙伴开发算法，如旷视科技、 Deeproute.ai、大疆等。通过第三方软件供应商，公司还可以更好地了解软件市场，客户可以更灵活地 选择软件 / 算法。 关键要点 黑芝麻（2533.HK）是一家 AD/ADAS 系统级芯片（SoC）供应商，为汽车 OEM 客户提供多种产品， 包括 A1000/A1000L/A1000 P ...

（原标题：福瑞泰克的"库存"，汽车供应链的病灶） 5月23日，福瑞泰克更新了招股书，披露了2024年全年财务数据。2024年福瑞泰克实现营业收入12.83亿 元，同比增长41.4%，再次站上了高速成长的轨道。但如果仔细审视这家本土高级驾驶辅助系统 （ADAS）供应商的招股书，就会发现表面风光背后隐藏着深层次的风险与焦虑。 招股书数据显示，福瑞泰克对于少数头部客户的依赖程度正在快速提升。2024年，公司最大客户的收入 占比达到59.4%，而前五大客户的合计占比更高达91.2%。 如此集中于单一客户的营收结构，在中国智能汽车产业链中颇为罕见。这一最大客户是国内新能源车企 的龙头，其生产决策、采购节奏，往往会直接影响整个智能驾驶供应链。 这种高度集中化的客户结构，在市场高速增长时能带来可观的规模红利。2024年，福瑞泰克的FT Max 与FT Ultra两大产品线贡献了公司超过90%的收入，这说明主流车型对本土化ADAS解决方案的需求在 快速增加。 然而头部客户强大的议价能力和采购模式，让供应链企业不得不承受巨大压力。 2024年，为应对供应链不确定性，国内巨头车企曾要求包括福瑞泰克在内的供应链企业提前进行大量备 ...

In connection with the subscription period for Terranet AB’s rights issue of units, which runs from May 27 to June 11, 2025, the company invites shareholders and other interested parties to a digital investor meeting. The meeting will be held via Microsoft Teams on June 3, 2025, at 14:00 CEST. During the session, Terranet’s CEO Lars Lindell will present the company’s latest progress, including the development of BlincVision, plans for the launch of the Minimum Viable Product (MVP), and continued collaborati ...

Arbe Robotics (ARBE) Q1 2025 Earnings Call May 20, 2025 08:30 AM ET Company Participants Miri Segal-Scharia - Investor RelationsKobi Marenko - CEO, Co-Founder & DirectorKarine Pinto-Flomenboim - Chief Financial Officer Conference Call Participants George Gianarikas - Managing Director and Senior AnalystSuji Desilva - Managing Director, Senior Research AnalystMatthew Galinko - SVP & Senior Research Analyst Operator Good day, and welcome to the Arbe Robotics First Quarter twenty twenty five Earnings Results C ...

On Maj 19th 2025, Terranet AB (publ) will release its Interim report for the first quarter 2025. On the same day at 10 a.m. CET, the company’s CEO Lars Lindell and CTO Pierre Ekwall will provide an update on the operations in a webcast. The event will be broadcast digitally and is open to the public. The presentation will be held in English. Via the webcast, there is an opportunity to ask written questions. Link to the webcast: https://terranet.events.inderes.com/q1-report-2025A recording of the presentatio ...

16 May 2025 | 12:05AM HKT Greater China Semis: Apr: IC import/ export value +11.1%/ +20.2% YoY Semiconductor total revenues: The Mar 2025 data was up 9% YoY, or 2.3% MoM (vs. +6.6% YoY in Feb 2025, 27% YoY in Mar 2024), implying the steady recovery from the 5.3% YoY growth in Jan 2025. China semiconductor total revenue YoY growth continued and revenue was up to US$15.4bn in Mar 2025 (vs. US$14.1bn in Mar 2024). DOI for the electronics industry was 53 days in Mar 2025, around the level of the historical aver ...

魁北克市，加拿大, May 15, 2025 (GLOBE NEWSWIRE) -- LeddarTech® Holdings Inc.（以下简称“LeddarTech”，Nasdaq：LDTC）是一家人工智能驱动的软件公司，因其在高级驾驶辅助系统 (ADAS) 和自动驾驶 (AD) 领域的创新而享有盛誉。公司现欣然宣布推出全新一代仿真平台 LeddarSim™，旨在缩小虚拟测试与实际部署之间的差距。 LeddarSim 通过对驾驶场景（包括摄像头、雷达和激光雷达输入）进行突破性的多模态神经重建，成功弥合了真实环境与仿真之间的长期鸿沟，为 ADAS 和 AD 技术开发树立了新标杆。 该平台能够实时生成传感器级精度的真实驾驶场景渲染，逼真还原现实世界的复杂性与动态变化，打造出高保真环境，助力开发者在贴近实际的条件下训练、测试与验证感知模型。 预计将为汽车原始设备制造商和一级供应商带来以下益处： 加快产品上市时间：LeddarSim 支持 ADAS/AD 工程师在虚拟环境下对数百万个可配置场景进行重建和测试，从而显著缩短开发周期，并加快验证速度。降低成本，不降质量：LeddarSim 在不牺牲准确性的前提下提供经 ...