HONG KONG, July 03, 2025 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) (“we,” the “Company” or “Nano Labs”), a leading Web 3.0 infrastructure and product solution provider in China, today announced the purchase of 74,315 Binance Coin (BNB) tokens through the OTC (Over-The-Counter) format at an average price of approximately US$672.45, with a total transaction value of about US$50 million. Following this transaction, the Company’s cumulative reserve of mainstream digital currencies, including Bitcoin and BN ...

Key Takeaways MRVL shares have dropped 30.9% YTD, underperforming peers like AVGO, QCOM, and AMBA. Lower margins from custom AI chips and China-related risks weigh on MRVL's performance. MRVL sees 76% YoY growth in data center revenue and forecasts 42% sales growth for fiscal 2026.Marvell Technology (MRVL) shares have plunged 31% year to date, underperforming the Zacks Electronics - Semiconductors industry and its peers, including Broadcom (AVGO) , Qualcomm (QCOM) and Ambarella (AMBA) .While Broadcom and ...

Core Insights - Applied Materials (AMAT) has achieved a gross margin of 49.2% in Q2 of fiscal 2025, marking the highest level since Q4 of fiscal 2000, driven by a favorable product mix and strong demand for high-margin solutions [1][10] - The demand for semiconductors, particularly in AI and high-performance computing (HPC), is increasing, positively impacting AMAT's leading-edge logic foundry solutions [2] - AMAT's Sym3 Magnum etch system has generated over $1.2 billion in revenue since its launch in February 2024, highlighting its importance in developing high-aspect-ratio structures for AI and HPC workloads [3] Financial Performance - AMAT's memory segment, particularly advanced DRAM technologies, is projected to grow significantly, with revenues from advanced DRAM customers expected to increase by more than 40% in fiscal 2025 [4] - For Q3 of fiscal 2025, AMAT anticipates a gross margin of 48.3%, indicating sustained strength in margins due to ongoing demand for high-performance computing and AI [5] - The company trades at a forward price-to-sales ratio of 4.94X, which is lower than the industry average of 8.5X, suggesting potential valuation upside [11] Competitive Landscape - AMAT faces competition from Lam Research (LRCX) and ASML Holding (ASML) in areas such as 3D DRAM architectures and EUV lithography, with both competitors experiencing growth in gross margins [6] - Lam Research is projecting a gross margin of 49.5% for the upcoming quarter, which would set a new record if achieved [7] Market Performance - AMAT's shares have increased by 13.3% year-to-date, outperforming the Electronics - Semiconductors industry, which has grown by 11.5% [8]

The shift from HPC to AI is redefining infrastructure. Are you ready? Join DDN’s top technical minds for a live, no-fluff roundtable on what it really takes to support next-gen AI workloads. What You'll Learn: - How AI workloads differ from HPC — and what that means for infra - Strategies for scaling across hybrid and converged environments - Lessons from the field + live Q&A with DDN experts Follow us: ⭕ LinkedIn: https://www.linkedin.com/company/ddn ⭕ X: https://twitter.com/DDNintelligence ⭕ Instagram: ht ...

Enabling the Future Amkor Technology Investor Presentation May 2025 © 2025 Amkor Technology, Inc. 1 Disclaimer Non-GAAP Measures This presentation contains certain measures that are not defined terms under U.S. generally accepted accounting principles ("GAAP"). These non-GAAP measures should not be considered in isolation or as a substitute for, or superior to, measures of liquidity or performance prepared in accordance with U.S. GAAP and may not be comparable to calculations of similarly titled measures by ...

HONG KONG, June 24, 2025 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) ("we," the "Company" or "Nano Labs"), a leading Web 3.0 infrastructure and product solution provider in China, today announces that it has entered into a convertible notes purchase agreement (the “Agreement”) under which the Company has agreed to issue, and several investors have agreed to subscribe for, a convertible promissory notes in the aggregate principal amount of US$500 million (the “Notes”). The Notes will mature in 360 days fo ...

Joining me right now is the CEO of Bit Farms, Ben Gon. Thank you very much for joining us here at Bitcoin 2025. Thank you for having me.It's great to be here. A lot of excitement in the air. Bitcoin hit a new record last week, just under $112,000.Record attendance here. 35,000 people. That's a bump from 25,000 people last year when the conference was in Nashville.So, I see that Vidit Farms is actually a sponsor of the event, and I'm wondering what prompted you to be a key participant of Bitcoin 2025 here in ...

KLA (KLAC) 2025 Conference June 03, 2025 04:20 PM ET Speaker0 Okay, excellent. All right, good afternoon everyone. Thank you for joining us for this session. I'm Vivek Arya from BofA Semiconductor Semiconductor Equipment Research team. Really delighted to have the team from KLA join us, Bren Higgins, Chief Financial Officer. And as usual, I'll go through my fireside questions, but please feel free to raise your hand if you would like to bring something up. But really welcome to you, Brent. Really glad that ...

Canaan (CAN) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Company Participants Gwyn Lauber - Director - Investor RelationsNangeng Zhang - Chairman & CEOJames Cheng - Chief Financial OfficerMichael Donovan - Equity Research AssociateBill Papanastasiou - Vice President Conference Call Participants Kevin Cassidy - Senior Research AnalystMike Grondahl - Head of Equity sales, Trading & Research - Senior Research AnalystNick Giles - Senior Research AnalystJoe Flynn - Senior Research Analyst Operator Ladies and ...

Canaan (CAN) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to Canons Inc. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the management prepared remarks, we will have a question and answer session. Please note that this event is being recorded. Now I'd like to hand the conference over to your speaker today, Ms. Gwynne Lauber, Investor Relations Director of the co ...