Core Insights - Lattice Semiconductor Corporation specializes in low-power, field-programmable gate arrays (FPGAs) and competes with major players like Xilinx and Altera [1] Financial Performance - In Q3, Lattice reported earnings of 28 cents per share, meeting analyst expectations, with quarterly sales of $133.349 million, slightly above the anticipated $133.028 million [2][6] - The company forecasts Q4 adjusted EPS between 30 cents and 34 cents, compared to market estimates of 32 cents, with sales projections ranging from $138 million to $148 million, exceeding the expected $141.918 million [3][6] Market Outlook - Robert W. Baird set a price target of $75 for LSCC, indicating a potential upside of 12.26% from its trading price of $66.81 [2] - CEO Ford Tamer emphasized broad-based growth across various markets and expressed optimism for continued growth into Q4 and beyond, highlighting a 13% growth in revenue and non-GAAP EPS [4] Stock Performance - LSCC's current stock price is $66.84, reflecting a decrease of 8.21% or $5.98, with a market capitalization of approximately $9.15 billion [5]

Core Viewpoint - Adeia has filed two lawsuits against AMD for allegedly infringing on ten patents related to semiconductor innovations, claiming that several AMD processor models violate its patent rights [1][3]. Group 1: Lawsuits and Allegations - Adeia's lawsuits were filed in Texas federal court, alleging that AMD's processors used in desktops, laptops, and servers infringe on its patents for improved semiconductor manufacturing [1]. - The lawsuits specifically mention that AMD processors utilizing "3D V-Cache" technology, including AI chips, were developed using Adeia's patented methods [3]. Group 2: Company Background and Statements - Adeia, previously the intellectual property licensing unit of TiVo owner Xperi, became an independent company in 2022 [3]. - Adeia's CEO stated that AMD's use of its technology has significantly contributed to AMD's success as a market leader and expressed openness to a fair arrangement reflecting the value of Adeia's intellectual property [2]. Group 3: Legal Demands - Adeia is seeking unspecified monetary damages and a court order to prevent AMD from using its patented technology [4].

Core Viewpoint - Skyworks Solutions Inc. is experiencing a positive shift in investor sentiment, reflected in stock upgrades and improved earnings expectations, positioning the company for future growth in the semiconductor industry [2][3][5]. Company Overview - Skyworks Solutions Inc. specializes in analog semiconductors essential for wireless communication systems, maintaining a significant market position despite competition from firms like Broadcom and Qualcomm [1]. Stock Performance - On October 28, 2025, Citigroup upgraded Skyworks' stock from Sell to Neutral, with the stock priced at $80.26, indicating a shift in sentiment towards the company's prospects [2]. - The stock has seen a price increase of $4.42 or 5.83%, suggesting growing investor confidence [2]. - Skyworks has a Zacks Rank 2 (Buy), indicating positive expectations for its earnings and an upward trend in earnings forecasts [3]. Trading Activity - The stock's trading volume reached 11,092,432 shares, indicating significant market interest [4]. - The daily price range was between $80.17 and $90.90, showcasing volatility and potential for growth [4]. - Over the past year, the stock fluctuated between a high of $98.34 and a low of $47.93, highlighting its dynamic nature [4]. Market Capitalization - Skyworks' market capitalization is approximately $11.91 billion, underscoring its substantial presence in the semiconductor sector [5].

Milpitas, California-based KLA Corporation (KLAC) engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries. With a market cap of $139.9 billion, KLA operates through Semiconductor Process Control, Specialty Semiconductor Process, and PCB & Component Inspection segments. The semiconductor giant is set to announce its first-quarter results after the markets close on Wednesday, Oct. 29. Ahea ...

Core Viewpoint - Soitec has appointed Julie Galland as the new permanent representative of CEA Investissement on its Board of Directors, replacing François Jacq, effective immediately [1][4]. Group 1: Appointment Details - Julie Galland has been serving as the Director of Technological Research at the French Alternative Energies and Atomic Energy Commission (CEA) since January 2023 [2]. - She holds degrees from École polytechnique and has a PhD in Solid-State Physics, bringing expertise in strategic technologies related to national sovereignty, energy transition, and digital technology [2]. Group 2: Previous Experience - Prior to her role at CEA, Galland worked at the Directorate-General for Enterprise (DGE) from 2012 to 2023, focusing on sectors such as semiconductors, health, aerospace, and digital technology [3]. - She led innovation and investment policies, contributing to the structuring of industrial sectors and public policy implementation [3]. Group 3: Company Overview - Soitec is a global leader in innovative semiconductor materials, generating sales of €0.9 billion in the fiscal year 2024-2025 [4]. - The company operates in three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI, employing over 2,200 people from 50 different nationalities [4]. - Soitec has registered nearly 4,300 patents, highlighting its commitment to technological performance and energy efficiency [4].

Core Viewpoint - ASML Holding N.V. is a leading player in the semiconductor industry, with strong stock performance and positive earnings expectations, supported by Deutsche Bank's upgraded price target [1][5]. Group 1: Stock Performance - ASML's stock closed at $962.61, reflecting a 1.17% increase from the previous session, outperforming major indices like the S&P 500, Dow, and Nasdaq [2]. - Over the past month, ASML's stock surged by 28.13%, significantly exceeding the Computer and Technology sector's 7.4% gain and the S&P 500's 2.87% increase [2][5]. - Currently trading at approximately $973.93, ASML's stock has fluctuated between a low of $966.23 and a high of $975.64 during the day [4]. Group 2: Earnings Expectations - ASML's upcoming earnings report is anticipated on October 15, 2025, with expected earnings of $6.36 per share, indicating a year-over-year growth of 9.66% [3]. - Revenue is projected to reach $8.81 billion, reflecting a 7.34% increase compared to the same quarter last year, suggesting continued strong performance [3][5]. Group 3: Analyst Ratings - Deutsche Bank reaffirmed its "Buy" rating for ASML, increasing the price target from EUR 700 to EUR 900, indicating strong confidence in the company's future performance [1][5].

Core Viewpoint - Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) have reached an all-time high of $286.00, indicating strong market performance and investor confidence in the company [1] Company Summary - TSMC's stock price has achieved a record level, reflecting its significant position in the semiconductor industry and potential growth prospects [1]

Core Viewpoint - Aeluma, Inc. successfully completed a public offering, raising approximately $25.4 million, which strengthens its financial position and supports its strategic initiatives towards commercialization [1][2]. Financial Highlights - The public offering consisted of 1,955,000 shares at a price of $13.00 per share, including 255,000 shares from underwriters' option [1]. - The gross proceeds from the offering were approximately $25.4 million before expenses [1]. - Following the offering, Aeluma's cash balance is projected to be $39.2 million as of June 30, 2025 [2]. Strategic Initiatives - The net proceeds from the offering will be utilized for expanding business development, advancing manufacturing processes, and general working capital [3]. - Aeluma's CEO highlighted the commercial potential across target markets, indicating that interest in their technology is at an all-time high [2]. Company Overview - Aeluma specializes in high-performance photonic and electronic technologies, focusing on scalable manufacturing for mass market microelectronics [5]. - The company's technology has applications in various sectors, including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum [5]. - Aeluma operates advanced R&D and manufacturing capabilities for semiconductor wafer production and rapid prototyping [5].

Core Viewpoint - Aeluma, Inc. has announced a public offering of 1,700,000 shares at a price of $13.00 per share, expecting gross proceeds of approximately $22.1 million before expenses [1][2]. Group 1: Offering Details - The offering includes a 30-day option for underwriters to purchase an additional 255,000 shares at the public offering price [1]. - Craig-Hallum is the sole book-running manager, with The Benchmark Company, LLC acting as co-manager for the offering [2]. - The offering is made under a shelf registration statement filed with the SEC, which was declared effective on August 8, 2025 [3]. Group 2: Use of Proceeds - Aeluma plans to use the net proceeds for expanding business development efforts, advancing manufacturing processes, and for working capital and general business purposes [2]. Group 3: Company Overview - Aeluma specializes in high-performance photonic and electronic technologies, combining compound semiconductors with scalable manufacturing for mass market microelectronics [5]. - The company's technology has applications in various sectors including mobile, AI, defense, aerospace, robotics, automotive, AR/VR, and quantum [5]. - Aeluma operates advanced R&D and manufacturing capabilities for semiconductor wafer production and quick-turn chip fabrication [5].

Company Overview - Texas Instruments Incorporated (TI) is a global semiconductor company that designs, manufactures, and sells analog and embedded processing chips for various markets including industrial, automotive, personal electronics, enterprise systems, and communications equipment [3]. Upcoming Event - Rafael Lizardi, Senior Vice President and Chief Financial Officer of TI, will speak at the Citi 2025 Global TMT Conference in New York City on September 4, 2025, at 8:10 a.m. Eastern time [1]. - The conference will include a Q&A session where Lizardi will address questions from analysts and investors, discussing TI's business outlook and strategies for key markets [1]. Business Strategy - TI aims to address key markets for its analog and embedded processing technologies, positioning the company for growth through innovation and affordability in semiconductor technology [1].