Core Insights - The global AI Video Analytics Market is projected to grow from USD 8.30 billion in 2025 to USD 64.48 billion by 2035, with a CAGR of 22.85% from 2026 to 2035 [1][2] Market Drivers - The demand for automated monitoring, real-time danger detection, and intelligent surveillance in public and private sectors is driving market growth [2] - The integration of AI, IoT, and cloud platforms in smart cities, transportation, retail, and industrial applications enhances operational efficiency and decision-making [2] Regional Insights - North America held the largest market share at approximately 38% in 2025, attributed to advanced digital infrastructure and significant investments in smart surveillance [11] - Asia Pacific is expected to experience the fastest growth rate of about 24.20% from 2026 to 2035, driven by investments in smart city projects and AI-driven traffic management systems [12] Market Segmentation By Application - Security and Surveillance accounted for a 35% market share in 2025, driven by high demand for real-time monitoring and threat detection [5] - The Traffic and Transportation Management segment is anticipated to grow at the fastest CAGR from 2026 to 2035 [5] By Analytics Type - Video Content Analytics dominated with a 31% share in 2025, due to its capability to extract actionable insights from video data [6] - Crowd and Behavior Detection is expected to grow at the fastest CAGR from 2026 to 2035 [6] By End-User - Government & Public Safety held a 29% share in 2025, as agencies utilize AI for crime prevention and emergency response [8] - The Retail & E-commerce segment is projected to grow at the fastest CAGR from 2026 to 2035 [8] By Component - Software led with a 51% share in 2025, driven by demand for advanced analytics platforms and real-time video processing [9] - The Services segment is expected to grow at the fastest CAGR from 2026 to 2035 [9] By Deployment Mode - Cloud solutions dominated with a 59% share in 2025, providing scalable and cost-effective infrastructure for video analytics [10] - This segment is also expected to grow at the fastest CAGR from 2026 to 2035 [10] Key Players - Major companies in the AI video analytics market include IBM, Honeywell, Cisco, Axis Communications, and Hikvision among others [14] Recent Developments - Cisco launched an AI-powered Webex Contact Center to enhance video quality and analytics [15] - Genetec introduced AI-driven features in its Security Center SaaS for faster video evidence analysis [15]

Group 1: NOR Flash Market Insights - NOR Flash pricing remains stable and is expected to achieve structural growth, differentiating itself from DRAM and NAND by being less affected by storage cycle fluctuations [1] - Market demand is shifting towards higher density SPI NOR products suitable for automotive, industrial, and true wireless stereo (TWS) applications, driven by larger firmware capacity and over-the-air (OTA) upgrade needs [1] - Despite stable shipment volumes, the increase in product density and the transition to 55-40nm processes will continue to drive value growth, with NOR Flash expected to maintain revenue growth momentum through 2026 [1] Group 2: MEMS and Sensors Market Trends - The demand for low-power, high-precision, and compact MEMS and sensors is increasing due to the expansion of IoT and AI, with smart sensors becoming a mainstream trend [7] - The automotive sector will benefit significantly from the synergy of electrification, connectivity, and digitalization, with advanced driver-assistance systems (ADAS) expected to be a key driver of sensor demand by 2026 [7] - In the consumer electronics sector, there is a notable decline in the shipment volumes of products like headphones and wearables, impacting overall revenue expectations, while the demand for high-integrated, high-value MEMS microphones is increasing [7] Group 3: Power Semiconductor Market Forecast - Silicon-based semiconductors are gradually weakening in market performance due to challenges in key application areas like automotive and industrial, while wide-bandgap semiconductors are showing strong growth and are expected to contribute over 20% of total revenue by 2026 [11] - Silicon carbide (SiC) continues to expand in electric vehicle power systems, maintaining strong demand despite a slight slowdown in year-on-year growth, while gallium nitride (GaN) is anticipated to become a core growth driver as data centers seek efficient power solutions [11] - The automotive sector has surpassed industrial applications to become the largest single market for power semiconductors globally, with sales expected to increase long-term due to electrification, despite a slight decline in 2024 [17]

Core Viewpoint - Samsara Inc (NYSE: IOT) shares are testing a critical support level of $32, which has previously held firm on three occasions, indicating potential for a rebound as the new year begins [2][3]. Price Action and Historical Context - The $32 price zone has been a significant support level, with previous bounces occurring in April and August of the last year, leading to rallies of up to 55% following each test [3]. - The stock's return to this level raises questions about whether historical patterns will repeat, as buyers have consistently stepped in at this price point [3]. Technical Analysis - A triple bottom pattern is forming, which occurs when a stock tests the same support level three times without breaking lower, suggesting a critical standoff between buyers and sellers [4]. - Despite the concerning drop back to $32, the stock's history of bouncing back from this level indicates strong demand from investors willing to accumulate shares [6]. Recent Performance and Market Sentiment - Following the latest earnings report, the stock attempted to rally but failed to maintain those gains, leading to a return to the $32 level [5]. - The relative strength index (RSI) is currently near oversold territory, indicating that selling pressure may be stretched, which could lead to a potential upward movement [6][7]. Investor Outlook - The overall technical backdrop appears supportive, with strong demand at the low $30s and oversold conditions suggesting a favorable risk-reward scenario for bullish investors [6][7].

Core Viewpoint - Impinj's stock fell 7% despite the company hinting it might exceed analyst expectations for Q4 sales, with guidance suggesting sales between $90 million and $93 million, while analysts expect less than $92 million [1][3]. Group 1: Sales and Earnings Guidance - Impinj updated its Q4 sales guidance, indicating it expects to report revenue towards the high end of its range [1][7]. - The company noted that its adjusted EBITDA will be above the midpoint of its previous guidance of $15.4 million to $16.9 million, but did not provide a GAAP earnings figure [4]. Group 2: Analyst Expectations and Stock Valuation - Analysts predict a GAAP loss of $0.35 per share for 2025, with a non-GAAP profit expected. They forecast a return to positive earnings of $0.62 per share this year, which would be less than half of what Impinj earned in 2024 [5]. - The stock is projected to be valued at more than 300 times forward earnings, which analysts suggest is excessively high, leading to a recommendation for investors to sell [5].

Core Insights - The Internet of Things (IoT) player has raised its profit and revenue forecasts, indicating positive growth expectations, but investors were anticipating even higher results [1] Group 1 - The company has increased its profit forecast, reflecting confidence in its operational performance [1] - Revenue projections have also been raised, suggesting a strong demand for its IoT products and services [1] - Despite the positive adjustments, investor sentiment remains cautious as they were looking for more substantial growth figures [1]

Group 1 - Samsara Inc (NYSE:IOT) is currently trading at $33.60, reflecting a 23% year-over-year decline and has experienced five consecutive weekly losses since reaching a high of $45.60 on December 5 [1][2] - The stock is testing a historically bullish long-term trendline, which could indicate potential for recovery [1][2] - IOT is within 3% of its 40-month moving average, having closed above this trendline for the past five months, with historical data suggesting an average gain of 20% one month after similar signals and a 66.7% average gain three months later [3] Group 2 - Short interest in IOT has increased by 3%, with 23.51 million shares sold short, representing nearly 7% of the total available float, indicating potential for a short squeeze [7] - The stock's Schaeffer's Volatility Index (SVI) is at 42%, ranking in the low 14th percentile of annual readings, suggesting low volatility expectations among options traders [8] - The Schaeffer's Volatility Scorecard (SVS) is 70 out of 100, indicating that the stock has historically realized higher volatility than what options pricing suggests [8]

As filed with the Securities and Exchange Commission on January 12, 2026 Registration No. 333-291410 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Braiin Limited (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) Australia 6770 98-1850021 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 28 ...

Group 1 - The company held its 30th meeting of the sixth board of directors on January 12, 2026, where all 7 directors were present and the meeting complied with relevant laws and regulations [2] - The board approved a proposal to increase capital for its wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd. (Dawi Chuangxin), by 140 million RMB, and subsequently, Dawi Chuangxin will increase capital for its wholly-owned subsidiary, Chip Exchange Technology Hong Kong Limited (Chip Exchange Hong Kong), by 2 million USD [3][7] - After the capital increase, Dawi Chuangxin's registered capital will rise from 30 million RMB to 170 million RMB, and Chip Exchange Hong Kong's registered capital will increase from 1 million USD to 2.1 million USD [3][7] Group 2 - The capital increase is aimed at enhancing the company's competitiveness in the semiconductor storage market, which is experiencing growth due to rising demand driven by advancements in big data, AI, IoT, and 5G technology [12] - The company has established an efficient global delivery network leveraging Hong Kong's logistics advantages, which supports both domestic and international customer needs [12] - The capital increase will strengthen the subsidiary's financial capacity and support its business expansion, aligning with the company's long-term strategic goals [12]

Core Insights - Jabil Inc. and Sanmina Corporation are leading players in the electronics manufacturing services (EMS) industry, with Jabil being a prominent provider of EMS solutions globally [1][2] - The EMS industry is expected to grow significantly due to digital transformation, AI investments, and IoT adoption [3] Jabil Insights - Jabil has a diverse product portfolio and strong presence in various sectors, including AI data center infrastructure, automotive, and renewable energy [4] - The AI data center market is projected to grow from $13.62 billion in 2025 to $60.49 billion in 2030, with a compound annual growth rate of 28.3% [5] - Recent acquisitions, such as Hanley Energy Group and Mikros Technologies, have enhanced Jabil's capabilities in data center power management and thermal management [6] - Jabil operates a robust supply chain network across 100 locations in 30 countries, which enhances its reliability and scalability [7] - Jabil faces competition from companies like Celestica and Flex, but its strategic initiatives position it well for competitive advantage [7] Sanmina Insights - Sanmina emphasizes innovation and product diversification, working closely with customers to adapt to future manufacturing needs [8] - The company has developed a connected manufacturing process that improves decision-making by providing real-time data from global factories [10] - Sanmina has faced supply chain disruptions due to geopolitical issues but is working to strengthen its supply chain and is launching a new facility in Houston, TX [11] - The company is gaining traction in cloud and AI infrastructure markets, although competition from other EMS players remains a concern [12] Financial Performance - Sanmina's 2025 sales and EPS estimates imply year-over-year growth of 72.2% and 59.6%, respectively, with stable EPS estimates over the past 60 days [13] - Jabil's 2025 sales and EPS estimates indicate year-over-year growth of 8.8% and 18.46%, with a 4.52% upward trend in EPS estimates over the past 60 days [15] - Over the past year, Sanmina's stock has increased by 92.2%, while Jabil's has risen by 47.3% [16] - From a valuation perspective, Sanmina's shares trade at a forward P/E ratio of 15.11, compared to Jabil's 18.49 [17] Investment Outlook - Both companies are expected to benefit from net sales growth driven by AI proliferation, but Sanmina faces ongoing supply chain challenges [19] - Jabil's strategic acquisitions and product innovations position it favorably in the AI hardware supply chain, making it a more attractive investment option with a Zacks Rank 2 (Buy) [19][18]

Core Viewpoint - Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is expected to report strong fourth-quarter 2025 results, with earnings per share (EPS) estimated at $2.76, reflecting a 23.2% year-over-year increase [1][8]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter earnings is $2.76 per share, revised upward by 4 cents in the past week [1]. - TSM anticipates revenues between $32.2 billion and $33.4 billion, with the consensus estimate at $32.63 billion, indicating a 21.4% increase from the previous year [2]. Earnings History - TSM has a strong earnings surprise history, having outperformed the Zacks Consensus Estimate in the last four quarters, with an average beat of 6.3% [3]. Market Position and Demand Drivers - The company is benefiting from a robust industry rebound, particularly due to the growing demand for artificial intelligence (AI) applications, which has significantly influenced semiconductor demand [6]. - TSM's leadership in advanced chip technologies, including 7nm, 5nm, and 3nm processes, has been crucial for its growth, particularly in high-demand sectors [7][9]. Technological Advancements - TSM's innovative 3nm Fin Field-Effect Transistor (FinFET) technology is a key growth driver, especially in high-performance computing (HPC) and smartphone markets [9]. - The company's investments in next-generation technologies are expected to support continued growth and market leadership [7]. Geopolitical and Operational Challenges - Rising operational costs from overseas expansions in Arizona, Japan, and Germany are likely to impact gross margins negatively [11][21]. - Geopolitical tensions, particularly between the U.S. and China, pose risks to TSM's revenue growth due to potential export restrictions and supply chain disruptions [20]. Stock Performance and Valuation - TSM shares have appreciated 60.7% over the past year, outperforming the Zacks Computer and Technology sector's 29.8% rise [12]. - Currently, TSM trades at a forward 12-month P/E of 27.88, which is a premium compared to the sector average of 26.38 [13]. Investment Outlook - Despite TSM's strong position in the semiconductor industry and its exposure to AI demand, short-term headwinds and geopolitical issues suggest a cautious investment stance [22][23].