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SkyWater Banks on ThermaView Platform to Revive Wafer Services Growth
ZACKS· 2025-06-16 17:40
Core Insights - SkyWater Technology's Wafer Services revenues experienced a 25% year-over-year decline in Q1 FY25 due to decreased demand from automotive customers, but a strong sequential rebound of 70% to $7.5 million was driven by the launch of the ThermaView platform [2][9] - ThermaView, SkyWater's first internally developed product platform for thermal imaging, is already being deployed by two major U.S. defense contractors, indicating its significance in mission-critical applications [3][9] - The company anticipates that ThermaView will be a key growth driver for Wafer Services through FY25, addressing a projected $9 billion market opportunity by 2027 [4][5] Financial Performance - For Q2 FY25, SkyWater expects Wafer Services revenues to be between $5 million and $6 million, reflecting ongoing demand for ThermaView [4][9] - SkyWater's shares have declined by 40.6% year-to-date, contrasting with the Zacks Electronics – Semiconductors industry's return of 3.9% [8] - The current forward 12-month price-to-sales ratio for SkyWater is 1.17, significantly lower than the industry average of 8X, making it an attractive option for value investors [10] Earnings Estimates - The Zacks Consensus Estimate for SkyWater's 2025 loss is currently at 1 cent per share, which has narrowed by 85.7% over the past 60 days, indicating a year-over-year decline of 116.67% [11] - Earnings estimates for the upcoming quarters show a projected loss of $0.17 for the current quarter, a profit of $0.09 for the next quarter, and a loss of $0.01 for the current year [12] Competitive Landscape - SkyWater faces significant competition from GlobalFoundries, which offers a wide range of process technologies and serves diverse markets, holding advantages in scale and capacity [6] - Tower Semiconductor specializes in analog, RF, and MEMS technologies, targeting high-value niches and offering customizable solutions, which positions it as a strong competitor in complex analog projects [7]
HIKMICRO Introduces HABROK 4K Multi-Spectrum Binoculars for Unmatched Twilight and Nighttime Clarity
Globenewswire· 2025-05-16 15:29
HIKMICRO announces the HABROK 4K Multi-Spectrum Binoculars, combining 4K UHD digital imaging, thermal detection, and night vision in a compact device. Designed for hunters and wildlife observers, it delivers clear, stable viewing and advanced features for reliable performance from daylight through complete darkness. Photo Courtesy of HIKMICRO HANGZHOU, China, May 16, 2025 (GLOBE NEWSWIRE) -- The launch of the HABROK 4K Multi-Spectrum Binoculars marks a new era for hunters, wildlife observers, and outdoor p ...
Teledyne Reveals FLIR MIX Multispectral Infrared Imaging Systems
ZACKS· 2025-04-09 15:00
Teledyne Technologies, Inc.’s (TDY) business unit, Teledyne FLIR Defense, recently revealed FLIR MIX Starter Kits, an enhanced multispectral imaging solution developed to improve infrared imaging detail and accuracy.Significance of TDY’s FLIR MIX FLIR MIX provides researchers and engineers with a potent new method to more accurately analyze, interpret and share complicated thermal environments by combining thermal and visible-light imaging.Its infrared imaging detects temperature fluctuations, revealing det ...