Core Insights - SEALSQ Corp is advancing its QS7001 Chip, designed to enhance blockchain security against quantum computing threats, with a release expected in Q4 2025 [1][8] - The QS7001 Chip utilizes NIST-compliant post-quantum cryptographic algorithms to protect digital assets and transactions [1][2] Company Overview - SEALSQ Corp specializes in developing semiconductors and post-quantum technology hardware and software solutions [9][10] - The company focuses on integrating quantum-resistant cryptography into various applications, ensuring robust protection against emerging quantum threats [9][10] Product Features - The QS7001 Chip incorporates quantum-resistant algorithms such as CRYSTALS-Kyber and CRYSTALS-Dilithium to maintain data integrity [2][7] - Key features include tamper-resistant hardware, seamless integration with existing blockchain infrastructures, and protection against digital signature forgery and smart contract manipulation [7][8] Strategic Collaborations - SEALSQ is collaborating with Hedera to integrate the QS7001 Chip into its blockchain ecosystem, enhancing transaction authentication and security [4][5] - The partnership with WeCan aims to embed post-quantum security features into its digital identity and asset infrastructure, ensuring compliance and protection for tokenized data [5][6] Industry Context - The increasing adoption of blockchain technology across various sectors necessitates quantum-secure infrastructure to protect against potential quantum attacks [3][6] - The "harvest now, decrypt later" strategy poses a real threat, prompting the need for proactive measures like the QS7001 Chip to secure historical and future data [6][8]

Core Insights - ZenaTech, Inc. is developing a drone swarm application through its subsidiary ZenaDrone, focusing on inventory management and security solutions using multiple indoor IQ Nano drones [1][3] - The drone swarm technology aims to enhance efficiency, accuracy, and automation in tasks such as inventory tracking and surveillance, significantly improving operational capabilities compared to single drones [2][4] Company Overview - ZenaTech specializes in AI drone technology, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, targeting mission-critical business applications across various sectors [7] - The company has expanded its drone design and manufacturing capabilities since 2017, serving customers in law enforcement, health, government, and industrial sectors, as well as agriculture, defense, and logistics [7] Product Details - The ZenaDrone IQ Nano is designed for autonomous operations, featuring integrated sensors and high-quality cameras, capable of performing tasks like barcode scanning and security monitoring [6] - The drone weighs 1.5 kg and has a flight time of at least 20 minutes, equipped with obstacle avoidance capabilities and designed for stability during hovering [6] Technology Advantages - Utilizing drone swarms for indoor inventory management allows for rapid scanning of thousands of tags per second, providing real-time visibility and significantly reducing manual stocktaking efforts [4] - In security applications, drone swarms can autonomously patrol large areas, detect threats, and adapt to security breaches, enhancing overall safety and reducing false alarms [5]

SEALSQ Corp (NASDAQ:LAES) Q4 2024 Earnings Conference Call March 24, 2025 10:00 AM ET Company Participants Carlos Moreira - CEO John O'Hara - CFO Conference Call Participants Matthew Galinko - Maxim Group Nehal Chokshi - Northland Capital Markets Operator Greetings, ladies and gentlemen, and welcome to the SealSQ Full Year 2024 Financial Results Earnings Conference Call. As a reminder, this conference call contains forward-looking statements. Such statements involve certain known and unknown risks, uncertai ...

Quantum Computing Inc. (NASDAQ:QUBT) Q4 2024 Earnings Conference Call March 20, 2025 4:30 PM ET Company Participants Rosalyn Christian - Investor Relations William McGann - Chief Executive Officer Chris Boehmler - Chief Financial Officer Conference Call Participants Ed Woo - Ascendiant Capital Operator Greetings. Welcome to the Quantum Computing Inc. Fourth Quarter 2024 Shareholder Update Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the ...

8.苹果本周将举行百大高管会议：AI危机将成重点话题 要闻提示 NEWS REMIND 1."二公主"姚安娜首次代言华为手机，余承东抛悬念：新机不止是手机华为，概念股集体拉涨 2. 阿里1688全面取消"仅退款"，年度活跃买家数突破1亿，联合工厂推出"源选"新业务 3. 比亚迪发布史上最快充电！闪充5分钟续航400公里，王传福：充电和加油一样快 4. 小米手机成国补最大受益人，王腾揭秘：终坚高性价比、独有的线上线下同价 5.曝刘强东现身香港科技大学，参观人工智能项目 6.百川智能两位联合创始人被曝离职，均开启AI领域创业 7.微软量子计算机研发曾遭CEO否定，成果真实性引争议 今日头条 HEADLINE NEWS 阿里1688全面取消"仅退款"，年度活跃买家数突破1亿，联合工厂推出"源选"新业务 3月17日，阿里巴巴集团旗下平台1688在"好生意大会"公布，3月下旬开始，全面取消"仅退款"。平台在处理商品品质问题的交易纠纷时，将根 据账号诚信情况来判定，符合要求的将由平台出资补贴给买家。商家无需承担相关费用，补贴完成后，商品无需退回，其他的退款申请交由商家自 主处理。 此前，快手已于去年12月2日正式终止"退 ...

Core Insights - The partnership between FormFactor, Inc. and Delft Circuits aims to enhance scalability and performance in quantum computing through the integration of high-density cryogenic cabling solutions [1][2][4] Company Overview - FormFactor, Inc. is a leader in precision test and measurement solutions, providing essential technologies throughout the IC life cycle, including characterization, modeling, and production testing [5] - Delft Circuits specializes in dedicated quantum hardware, focusing on high-density I/O cabling solutions for the quantum industry, and has established itself as a trusted partner for various leading organizations [6] Partnership Details - The collaboration will integrate Delft Circuits' Cri/oFlex® cabling into FormFactor's cryogenic test systems, allowing for up to 160 channels per port and a total of 1920 channels, significantly improving performance and scalability [2][8] - This integration is particularly beneficial for space-constrained environments, facilitating seamless integration in compact quantum computing setups [8] Industry Impact - The partnership is positioned to transform quantum computing interfacing by combining precision measurement with advanced cabling technology, thereby accelerating the scalability and reliability of next-generation quantum systems [4][3] - The collaboration addresses the increasing computational requirements in quantum technology, which necessitate higher channel densities [2][8]

Core Insights - The article discusses the financial performance of Rigetti Computing, highlighting both the potential and challenges within the quantum computing sector [1] Financial Performance - Rigetti reported a revenue of $5 million for the last quarter, marking a 25% increase year-over-year [1] - The company’s net loss for the quarter was $10 million, which is a slight improvement compared to a $12 million loss in the same period last year [1] Market Position - Rigetti is positioning itself as a leader in the quantum computing industry, competing with major players like IBM and Google [1] - The company has secured partnerships with various organizations to enhance its technology and market reach [1] Future Outlook - Rigetti aims to expand its quantum computing capabilities and plans to launch new products in the coming year [1] - The company is optimistic about the growing demand for quantum computing solutions across various industries [1]

Financial Data and Key Metrics Changes - For fiscal year 2024, the company reported gross bookings of $65.8 million, reflecting a 13% increase from 2023, and revenue of $59.7 million, representing a 10% increase from 2023 [8][31] - Non-GAAP gross margin improved to 86% from 83% in 2023, while non-GAAP operating income increased to $5.5 million from $4.4 million in 2023 [8][31] - Non-GAAP net income per share rose to $0.25 from $0.17 in 2023, with shares used in the calculation increasing to 26.8 million from 20 million [8][31] Business Line Data and Key Metrics Changes - In Q4 2024, TCAD bookings reached $14.3 million, up 68% year over year, while EDA bookings were $5.5 million, up 31% year over year [27][30] - For the full year 2024, TCAD bookings totaled $46.9 million, a 32% increase, while EDA bookings were $15.4 million [34] Market Data and Key Metrics Changes - In Q4 2024, Asia Pacific revenues were $9.2 million, accounting for 52% of total sales, while the Americas contributed just over $7 million, or 40% of sales [35] - For the full year, Asia Pacific revenues were $31.6 million, representing 53% of sales, with the Americas at $22.5 million, or 38% of sales [35] Company Strategy and Development Direction - The company aims to drive innovation through AI-based semiconductor design, focusing on advanced CMOS geometries and power semiconductors [9][25] - The recent acquisition of Cadence's OPC product line is expected to enhance the company's capabilities in advanced memory manufacturing and foundry operations [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the acquisition of the OPC product line, indicating it will contribute to mid-single-digit revenue by 2026 [18][38] - The company expects gross bookings for 2025 to range between $72 million and $79 million, with revenue projected between $66 million and $72 million [38] Other Important Information - The company added 46 new customers in 2024, with a focus on expanding in power and memory markets [11][92] - The company has a strong cash position, ending December with $87.5 million in cash, cash equivalents, and marketable securities [29] Q&A Session Summary Question: Clarification on the contribution of the acquisition of the Cadence OPC product line - Management indicated that the contribution is expected to be modest for 2025, with more details to be provided in future calls [41][44] Question: Guidance for operating profits and OpEx increase - Management confirmed that the increase in operating expenses is due to both the acquisition and planned growth in R&D and sales [46][47] Question: Customer acquisition and integration with existing products - Management stated that the OPC product will initially be sold as a standalone product but will be integrated into the FTCO platform over the next six to nine months [54][56] Question: Current exposure to China and revenue contribution - Management expects revenue contribution from China to remain flat, around 15% to 20% for 2025 [73] Question: Gross margin guidance and long-term targets - Management explained that gross margin fluctuations are sensitive to revenue changes and that they expect margins to improve as revenue scales [80] Question: Customer acquisition pace and quality - Management anticipates maintaining the pace of customer acquisition but emphasizes that the quality of new customers will be more significant moving forward [88][89]

Financial Data and Key Metrics Changes - Revenues in Q4 2024 were $2.3 million, down from $3.4 million in Q4 2023, indicating a decline in revenue [15] - Gross margins in Q4 2024 were 44%, significantly lower than 75% in Q4 2023, primarily due to lower margin revenues from a contract with the UK's NQCC [16] - Total operating expenses (OpEx) in Q4 2024 were $19.5 million, slightly down from $19.7 million in the same period of the prior year [17] - Net loss for Q4 2024 was $153 million, or $0.68 per share, compared to a net loss of $12.6 million, or $0.09 per share, in Q4 2023 [17] - Cash, cash equivalents, and available-for-sale investments totaled $217.2 million as of December 31, 2024 [18] Business Line Data and Key Metrics Changes - Rigetti sold its first Novera QPU to Montana State University in December 2024, marking a significant milestone in sales to academic institutions [7] - An additional Novera sale occurred in Q4 2024 to the UK government, indicating growth in government sales [8] Market Data and Key Metrics Changes - The collaboration with Quanta Computer, which includes a $35 million investment in Rigetti shares and a commitment of over $250 million for hardware development, is expected to strengthen Rigetti's market position [6][28] - The US government is expected to increase funding for quantum computing, with a bipartisan bill proposing $2.5 billion over five years, which could benefit Rigetti [30][34] Company Strategy and Development Direction - Rigetti aims to leverage its partnership with Quanta to enhance its superconducting quantum computing capabilities and expand its market presence [5][6] - The company is focused on R&D milestones, with plans to scale its systems to over 100 qubits by the end of 2025, while maintaining a strong emphasis on error rate reduction [13][39] - Rigetti's open modular architecture is seen as a competitive advantage, allowing for easier integration of third-party innovations [121] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding government funding initiatives and their potential impact on future sales and contracts [34][36] - The company remains focused on R&D, with expectations that commercial sales will not significantly increase in the near term, projecting a timeline of four to five years before commercial viability [39][40] Other Important Information - Rigetti launched its 84-qubit Ankaa-3 system in December 2024, achieving significant milestones in gate fidelity [9][10] - The company is exploring advanced technologies such as fiber optics for signal transmission to enhance scalability and performance [96][98] Q&A Session Summary Question: Can you help us understand the Quanta partnership? - The partnership with Quanta was initiated about a year ago, focusing on leveraging their manufacturing capabilities and financial investment to enhance Rigetti's quantum computing technology [22][24][28] Question: What is the status of government funding? - A bipartisan bill proposing $2.5 billion for quantum computing is expected to be signed soon, with funding likely to benefit DOE labs and Rigetti [30][34] Question: How does the cash position affect R&D and sales? - Rigetti has approximately $500 million available for investment over the next five years, which should support R&D without the immediate need for additional cash raises [36][39] Question: Can you discuss the QPU sale to Montana State University? - The sale was part of Rigetti's strategy to build a quantum ecosystem for research applications, focusing on fundamental understanding rather than commercial competition [45][46] Question: What is the scaling approach for reaching 100 qubits? - Rigetti plans to use a tiling approach to scale its systems, with a target of demonstrating 36 qubits by mid-2025 and over 100 qubits by the end of the year [85][92] Question: How does Rigetti differentiate itself from competitors? - Rigetti's open modular architecture allows for easier integration of third-party innovations, which is a significant advantage over competitors with more closed systems [121]

行情速递 ①主板领涨，骏亚科技(+10.04%)/武汉凡谷(+10.04%)/云鼎科技(+10.03%)/泰豪科技 (+10.02%)/好上好(+10.02%)/ ②创业板领涨，辰安科技(+20.01%)/ 元道通信(+20.00%)/ 本川智能(+20.00%)/ ③科创板领涨，有研硅 (+14.64%)/芯原股份(+11.21%)/迅捷兴(+10.02%)/ ④活跃子行业，SW通信应用增值服务(+5.58%)/SW其他通信设备(+5.28%)/ 国内新闻 ①艾邦VR产业资讯，广达/意法半导体合作/发布AR智能眼镜参考设计/采用 意法半导体的STM32U5系列微控制器/旨在帮助眼镜制造商快速开发和部署 具有低功耗与高清现实的"Light AR"眼镜模型/ ②半导体工程师，北京设立1000亿元政府投资基金/支持人工智能和机器人 产业发展/北京目前拥有约2400家人工智能相关企业/占全国的四成/其中独 角兽企业36家/占全国超半数/ ③半导体技术天地，IC通路商大联大宣布/为强化业务布局/扩展资通讯供应 链服务范畴/将以每股现金25元新台币公开收购方式取得华经51%股权/ ④半导体投资联盟，自变量机器人完成Pr ...