Core Insights - Impinj, Inc. will participate in upcoming investor conferences, highlighting its engagement with the investment community [1][3]. Company Overview - Impinj is a leading provider of RAIN RFID technology and a pioneer in the Internet of Things (IoT), connecting billions of everyday items to the Internet [2]. Upcoming Events - Impinj's CFO, Cary Baker, will participate in the Baird 2025 Global Industrial Conference on November 11, 2025, at 11:15 a.m. ET / 8:15 a.m. PT [3]. - Cary Baker will also participate in the UBS Global Technology and AI Conference on December 3, 2025, at 5:35 p.m. ET / 2:35 p.m. PT [3].

Qualcomm - Qualcomm shares are up 2% ahead of the earnings report and over 4% in the past month, driven by its entry into the AI data center market [1] - The core business performance is better than expected, particularly due to a nearly 90% share in the Apple iPhone 17, compared to the 70% anticipated [2] - Qualcomm's position is strengthened as competitors like Samsung are moving towards in-house solutions, and the AI data center market is seen as a significant growth driver [3] Robinhood - Robinhood shares are down about 4% this week, reflecting Bitcoin's decline, but the company is experiencing growth in its prediction market business [5] - The company is viewed as a digital proxy for trends in tokenization and has a growing number of funded accounts, currently at 27 million [5] - Despite a high valuation at 45 times earnings, Robinhood's multiple product offerings and new mortgage business are expected to drive top-line growth [6] Snap - Snap shares have decreased by 31% this year, with analysts focusing on engagement and product velocity ahead of the earnings report [6] - 72% of analysts have a hold or neutral rating on Snap, indicating a lack of confidence in the stock [7] - The company's focus on cost-cutting measures has not generated excitement, and expectations for performance are flat, leading to a cautious outlook [8] Lyft - Lyft shares are higher ahead of their results, contrasting with Uber's recent performance, which saw a 5% decline despite solid third-quarter numbers [9][10] - Lyft is perceived as having improved mobility pricing trends and potential for new partnerships, contributing to a more positive outlook compared to Uber [11] - The stock is trading at 16-17 times earnings, with a current price around $27, indicating a mixed sentiment but potential for normalization in core business trends [12]

Core Insights - Quectel Wireless Solutions has launched five new durable fiberglass antennas that support LoRa, V2X, Wi-Fi, and 5G technologies [1] Product Development - The new antennas expand Quectel's existing product range, providing options tailored to specific use cases [1] - The durable fiberglass design offers discreet and robust solutions across key wireless technologies [1]

Core Insights - Visionstate Corp. has announced a new pilot project in the U.S. with a leading facility management company, focusing on innovation and sustainability [1][2] - The pilot program will initially involve three hospital locations, with potential expansion to 15 facilities, aiming for a broader rollout upon successful completion [2][3] - The partnership is seen as a significant milestone for Visionstate, enhancing its technology's deployment in complex environments like hospitals [3][4] Company Expansion - Visionstate is expanding its presence in the U.S. market and diversifying its customer portfolio across various sectors, including healthcare, logistics, and construction [4][7] - The company has onboarded a new customer for its MIRA inspection platform, starting with 10 locations and the potential for an additional 70 [7] - Visionstate's technology is increasingly being adopted in long-term care facilities to meet evolving cleaning compliance requirements [7] Revenue Model and Strategy - Visionstate operates on a Software-as-a-Service (SaaS) revenue model, focusing on customer acquisition and market expansion to achieve critical mass [5] - The company aims to enhance operational efficiencies, reduce costs, and improve customer satisfaction through its innovative IoT solutions [8] - Visionstate's WANDA™ smart device is being utilized in various public facilities, showcasing the versatility and value of its technology [8]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Walmart has deployed inventory-tracking sensors across its supply chain through a collaboration with Wiliot, providing more data for the retailer's artificial intelligence push. Data from Wiliot's ambient Internet of Things sensors aim to help Walmart improve its supply chain efficiency, inventory accuracy and cold chain compliance via real ...

Core Insights - The relationship between AI and IoT is evolving from one-way empowerment to mutual empowerment, driven by the need for integration and technological advancements [1][2][3] Industry Overview - The IoT industry in Wuxi generated revenue of 251.78 billion yuan in the previous year, marking a year-on-year growth of 4.8%, positioning it as a national leader [1] - Wuxi's IoT industry focuses on "one sensing and two networks" (intelligent sensors, vehicle networking, and industrial internet), establishing a clear path for technological and commercial development [1] Technological Development - The integration of AI and IoT is essential for addressing challenges such as data exhaustion and the generation of false data by large models [2] - By 2025, the number of IoT terminals is expected to exceed 20 billion, with projections suggesting a future of trillions of terminals, necessitating AI's role in enhancing their capabilities [2][3] Application Scenarios - Wuxi's IoT applications are primarily in industrial internet and vehicle networking, with significant advancements in predictive maintenance, quality inspection, and flexible manufacturing [4] - The vehicle networking sector is projected to see 16.5 million new energy vehicles by 2025, with an expected vehicle networking implementation rate exceeding 80% [4][5] Market Potential - The internet's market value is anticipated to surpass 1.7 trillion yuan by 2025, while the vehicle networking sector is expected to exceed 1.2 trillion yuan, indicating substantial growth in these areas [5] Strategic Recommendations - Wuxi should leverage its first-mover advantage in IoT and continue to develop AI and IoT integration, capitalizing on its extensive application across over 300 industries [6] - The region's strengths in MEMS sensors, satellite IoT, and integrated circuits can support the development of intelligent terminals and edge computing products [6] Standardization Efforts - Wuxi has played a significant role in establishing international standards for sensor networks and IoT, contributing to about 20% of global standards and over half of national standards [6] - Standardization is crucial for industry development, as it enables normalization and scalability, which are essential for the growth of the IoT sector [6]

Core Insights - The company reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 1.857 billion yuan, a year-on-year growth of 33.60%, and net profit at 571 million yuan, up 109.55% [1] - For the first three quarters of 2025, the company achieved a revenue of 4.904 billion yuan, reflecting a 15.05% increase, and a net profit of 1.263 billion yuan, which is a 25.04% increase [1] Business Performance - The company maintains a leading position in its two main businesses: special integrated circuits and smart security chips, with special integrated circuits accounting for over 50% of revenue and smart security chips over 40% in the first three quarters of 2025 [2] - The company has over 800 types of special integrated circuit products, with analog chips making up 40-50% and digital chips 50-60% of the revenue from this segment [2] Market Position - In the smart security chip sector, the company ranks highly in the domestic and global markets for SIM card chips, financial IC card chips, and other related products [3] - The company launched the world's first open architecture security chip, E450R, in June 2025, setting a new benchmark for financial security applications [3] Industry Opportunities - The integrated circuit industry is supported by favorable policies and is expected to grow significantly due to advancements in AI, IoT, big data, and cloud computing [4] - The global semiconductor market is projected to reach $728 billion in 2025, with a year-on-year growth of 15.4%, driven primarily by logic and memory chips [4] Future Outlook - The company plans to focus on market demand and capitalize on domestic substitution opportunities, while also expanding into emerging markets such as AI and low-altitude economy [5] - The company aims to prepare for future orders and expand market share in Q4 2025 and beyond, with a commitment to enhancing its R&D capabilities [5]

Core Insights - AUTOMEX Penang 2025 marks a significant milestone in Malaysia's industrial evolution, showcasing over 200 global brands in automation and smart manufacturing [1][6][11] - The event is a strategic collaboration with the Malaysia Semiconductor Industry Association (MSIA), emphasizing innovation and growth in the automation and semiconductor sectors [7][8] Event Overview - AUTOMEX Penang 2025 is held from November 4-6, 2025, at the Setia SPICE Convention Centre, covering an area of 5,500 square meters and expected to attract over 5,000 trade visitors [4][5] - The exhibition has evolved from a trade show into a strategic industry institution, connecting technology providers with local SMEs and multinational corporations [14][17] Industry Impact - The event supports Malaysia's National Semiconductor Strategy (NSS) and New Industrial Master Plan 2030 (NIMP 2030), aiming to position Malaysia as a global hub for high-value, high-technology industries [9] - Penang contributes nearly 30% of Malaysia's electrical and electronics exports and has attracted over RM30 billion in approved manufacturing investments in 2024 [10][11] Future Vision - The theme of the Silicon Malaysia Conference 2025, 'Made by Malaysia', reflects the ambition to lead in manufacturing, design, and innovation [8] - The Penang State Government is investing in Technical and Vocational Education and Training (TVET) and smart city infrastructure to prepare 150,000 Malaysians for high-value roles by 2030 [13]

Core Insights - The relationship between the Internet of Things (IoT) and Artificial Intelligence (AI) is evolving from a one-way empowerment to a two-way empowerment, creating a complete intelligent entity that enables a new era of interconnectedness [2][4] - IoT serves as the foundational base for the next wave of AI development, with the term AIoT accurately describing the integration of AI and IoT [4][5] Group 1: Importance of IoT in AI Development - IoT is crucial for the rapid advancement of AI, supported by three foundational bases: information, physical, and biological [4] - The development of large model technologies has highlighted the importance of IoT in areas such as robotics, autonomous driving, and connected vehicles [5][6] Group 2: Balancing Certainty and Probability - IoT seeks certainty in the physical world, while AI operates on probabilistic models that may lead to inaccuracies; a balance is necessary [8] - The integration of probabilistic models with established models and databases is essential for achieving accuracy in critical areas [8] Group 3: Recommendations for AIoT Integration - Wuxi has been a pioneer in IoT development since 2009 and should leverage the latest AI technologies, including edge computing, to enhance efficiency and reduce latency [9] - The potential for "Artificial Intelligence+" is significantly larger than the core aspects of AI, emphasizing the importance of application in driving growth [10]

Core Insights - The 2025 World Internet of Things Expo has commenced in Wuxi, featuring nearly 400 exhibitors, a significant increase from the previous year [1] - The exhibition spans three days and focuses on "intelligent perception - network connection - vertical empowerment," showcasing a comprehensive view of IoT technology [1] Industry Trends - The first day of the exhibition highlighted a strong sense of "newness," with a high volume of attendees engaging with various exhibits [2] - Notably, 20% of the participating companies are first-time exhibitors, and over 50% are from outside the region, including numerous leading IoT companies and over 20 Fortune 500 firms [4] Technological Innovations - The exhibition features advanced technologies such as terahertz technology, which is crucial for future 6G communications, showcased by Huatai Jiguang [2] - North Micro Sensors presented a range of intelligent sensor products, including inertial measurement systems and optical gyroscopes, catering to high-precision navigation needs [3] Market Expansion - The IoT industry is increasingly targeting broader markets such as commercial aerospace and low-altitude economies, with companies like Beijing Guodian Gaoke showcasing satellite IoT data communication services [5] - The integration of AI with IoT is emphasized, with companies like LingShu Intelligent presenting AI solutions for industrial applications [4] Consumer Engagement - The exhibition introduced a "Smart Life Pavilion" focusing on smart home, smart driving, and health care, enhancing consumer interaction with IoT technologies [6] - Innovative products like the AI-powered beverage dispenser and automated driving experiences were highlighted, showcasing the practical applications of IoT in daily life [7] Collaboration and Networking - Since 2016, the expo has seen participation from 3,300 exhibitors, including 87 Fortune 500 companies and 322 unicorns, with over 2 million attendees [8] - The event facilitates collaboration through various supply-demand matching activities, aiming to enhance industry innovation and cluster development [8]