SAN JOSE, Calif., July 29, 2025 /PRNewswire/ -- QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) IP and ruggedized FPGAs and Endpoint AI solutions, today announced that it has scheduled a conference call to discuss its second quarter fiscal 2025 financial results on Tuesday, August 12, 2025.Date: Tuesday, August 12, 2025Time: 5:30 p.m. ET/2:30 p.m. PTDial-in: Toll Free: 1-877-407-0792; International: 1-201-689-8263Passcode: No passcode neededReplay: (844) 512-2921; Passcode: 13755 ...

Semiconductor giant Qualcomm Inc. NASDAQ: QCOM is set to report earnings on Wednesday, and it couldn’t come at a more pivotal moment. The stock has been in a quiet but steady uptrend since April, gaining nearly 30% while flying under the radar compared to more explosive names like NVIDIA Corp NASDAQ: NVDA or Advanced Micro Devices Inc NASDAQ: AMD. QUALCOMM TodayQCOMQUALCOMM$161.05 +2.65 (+1.67%) 52-Week Range$120.80▼$182.64Dividend Yield2.21%P/E Ratio16.40Price Target$183.95Add to WatchlistTrading right ar ...

Advanced Micro Devices (NASDAQ: AMD), a rival to Nvidia (NASDAQ: NVDA), has received a bullish endorsement from BofA Securities, which maintained its ‘Buy’ rating and raised its price target from $175 to $200.The new target represents an increase of about 15% from AMD’s last closing price of $173. Notably, the semiconductor giant ended the previous session up over 4% and has rallied 11% over the past week.AMD one-week stock price chart. Source: FinboldThe price revision comes ahead of the company’s earnings ...

Group 1: Baker Hughes and Chart Industries Acquisition - Baker Hughes is nearing a $13.6 billion cash deal to acquire Chart Industries, valuing Chart at $210 per share, which represents a 22% premium over its Monday closing price [3] - This acquisition would replace an earlier agreement between Chart Industries and Flowserve, which had announced an all-stock merger valued at approximately $19 billion including debt [3] - The acquisition is expected to enhance Baker Hughes' presence in liquefied natural gas, nuclear energy, and data centers, thereby strengthening its industrial and energy technology division [4] Group 2: Cadence Design Systems - Cadence Design Systems has agreed to plead guilty to violating export laws and will pay over $140 million to the U.S. government for illegally selling semiconductor design technology to a Chinese military-associated entity [4][5] - The illegal sales occurred between 2015 and 2021, involving a front company linked to China's National University of Defense Technology, which was previously blacklisted by the U.S. Department of Commerce [5] Group 3: Warner Bros. Discovery - Warner Bros. Discovery has announced new names for its businesses, with the streaming and studios segment to be called "Warner Bros." and the networks segment to be named "Discovery Global" [6] - David Zaslav will serve as president and CEO of Warner Bros., while a chief financial officer for the business is yet to be appointed [7] - The networks business will encompass various entertainment, sports, and news television brands globally, including CNN and TNT Sports [7]

格隆汇7月28日丨复旦微电(688385.SH)公布，公司拟与复旦大学签署《技术服务合同》，委托复旦大学 研究开发超大规模FPGA布局布线技术并提供相应的技术支持，合同金额350万元人民币。本合同经公 司董事会审议通过后，与复旦大学签署生效。 ...

HSINCHU, Taiwan, July 29, 2025 (GLOBE NEWSWIRE) -- ChipMOS TECHNOLOGIES INC. (“ChipMOS” or the “Company”) (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services (“OSAT”), today announced that it will report second quarter 2025 results and host a conference call after the close of trading on the Taiwan Stock Exchange on Tuesday, August 12, 2025. Investors and analysts are encouraged to participate using the dial-in phone number note ...

Core Viewpoint - The article emphasizes the significant role of storage technology in the advancement of AI applications, highlighting the need for innovation in storage systems to meet the diverse requirements of AI-driven scenarios [1][2]. Group 1: Event Overview - The Global Memory Innovation Forum (GMIF2025) will be held on September 24-25, 2025, at the Shenzhen Bay Renaissance Hotel, focusing on the themes of storage technology trends, AI application implementation, and industry chain collaboration [2][5]. - The event aims to gather key representatives from various sectors of the storage industry, including AI application companies, storage manufacturers, and equipment suppliers, to discuss innovative paths and ecosystem building in the AI era [2][6]. Group 2: Key Topics of Discussion - The forum will address the trends and iterative paths of storage technology, exploring new opportunities arising from AI application scenarios [6]. - It will focus on the performance, power consumption, capacity, and size requirements of storage systems driven by diverse AI applications such as AI PCs, AI smartphones, and autonomous driving [6]. - Discussions will also cover the restructuring of supply chains in the post-globalization era, emphasizing the need for enhanced collaboration between upstream and downstream players in the storage industry [6]. Group 3: Participant Distribution - The participant distribution includes 30% from end application manufacturers (e.g., servers, AI smartphones), 48% from storage-related manufacturers (e.g., original manufacturers, module manufacturers), 12% from equipment/material/software manufacturers, and 10% from other sectors such as investment institutions and media [11][12]. Group 4: Awards and Recognition - The forum will continue to recognize outstanding companies in the storage industry across five categories: Industry Contribution Award, End Application Award, Solution Award, Technology Innovation Award, and Market Service Award [19][20].

Core Viewpoint - The semiconductor industry is facing significant challenges due to three negative factors: the end of the tariff war's pull-in effect, weaker-than-expected recovery in end-user applications, and continued pressure from the appreciation of the New Taiwan Dollar. [1] Group 1: Market Dynamics - Major IC design companies are expected to significantly reduce wafer foundry production volumes in the second half of the year due to market pressures. [1] - The semiconductor industry is primarily supported by AI demand, with TSMC being the biggest beneficiary, while companies involved in mature process foundries are under considerable pressure. [1] Group 2: Competitive Landscape - The uncertainty surrounding tariffs and China's official subsidy policies have led customers to pull in orders ahead of time, diminishing the benefits of early order placements as the U.S. implements equal tariffs globally starting August 1. [1] - The trend of U.S. restrictions on China remains unchanged, with China actively developing mature processes, increasing competition in mature semiconductors and niche memory sectors. [1] Group 3: Company Strategies - Companies like UMC and GlobalFoundries continue to face competition from China's 12-inch mature processes, leading to cautious order placements and a negative impact on capacity utilization in the second half of the year. [1] - To mitigate geopolitical risks, these companies are establishing new factories overseas and increasing local partnerships, which enhances their competitive capabilities and leads to a moderate increase in orders from de-risking strategies. [1]

Core Viewpoint - The "Bay Chip Award" is a prestigious recognition in the semiconductor industry, focusing on the entire semiconductor supply chain, aiming to honor outstanding contributions in technology breakthroughs, product innovation, and ecosystem building [1][49]. Group 1: Award Overview - The Bay Chip Award is established by the Bay Area Semiconductor Industry Ecosystem Expo Committee, highlighting the achievements of domestic and international companies in the semiconductor sector [1][49]. - The award ceremony will take place on October 15, 2025, in Shenzhen, gathering top industry players to celebrate excellence [49][77]. Group 2: Participating Companies - As of July 23, 2025, 115 industry leaders have registered for the award, showcasing strong industry presence [1]. - Notable participating companies include: - Ningbo Jiangfeng Electronic Materials Co., Ltd., a leading supplier of ultra-pure materials for semiconductor manufacturing, achieving significant breakthroughs in technology and production [4]. - Suzhou Nordson Electronic Equipment Co., Ltd., part of Nordson Corporation, which generates over $2.1 billion in annual revenue and provides comprehensive testing and inspection solutions for semiconductor clients [6]. - Beijing Jingyi Automation Equipment Technology Co., Ltd., specializing in high-end semiconductor equipment, including temperature control and wafer handling devices [12]. Group 3: Industry Contributions - Companies like Tianjin Green Ling Gas Co., Ltd. have over 20 years of experience in producing high-purity electronic specialty gases, significantly contributing to the semiconductor manufacturing process [14]. - Shanghai Huanming Supply Chain Co., Ltd. focuses on integrated circuit supply chain services, establishing logistics centers across 17 cities to support the semiconductor industry [17]. - Shenzhen Anke Technology Co., Ltd. is recognized for its innovative semiconductor testing technology, enhancing testing efficiency and reducing costs for clients [24]. Group 4: Award Categories - The award includes several categories such as: - Enterprise Award, recognizing companies with core technologies and continuous innovation capabilities [53]. - Technology Innovation Award, honoring entities with leading technologies and significant industry impact [55]. - Industry Service Award, acknowledging contributions to the semiconductor supply chain and innovative financial services [59].

Core Viewpoint - The article discusses advancements in the manufacturing of two-dimensional indium selenide (InSe) semiconductor wafers, highlighting their potential to overcome limitations of traditional silicon-based technologies in next-generation integrated circuits [2][3]. Group 1: Technological Advancements - The demand for computing power driven by AI and IoT applications is pushing traditional silicon transistor technology to its physical limits, necessitating the development of new semiconductor materials [3]. - InSe is recognized for its superior properties, including low electron effective mass and high thermal velocity, making it a strong candidate to surpass silicon limitations [3]. - A novel "solid-liquid-solid" growth strategy has been developed to achieve high-quality InSe wafer production, addressing a critical bottleneck in its industrial application [3]. Group 2: Performance Metrics - The produced 2-inch InSe wafers exhibit excellent electrical performance, achieving an average mobility of 287 cm² V⁻¹ s⁻¹ and a subthreshold swing as low as 67 mV/dec [3]. - The key parameters of ultra-short channel devices (below 10 nm) fabricated from InSe significantly outperform the current leading technology at Intel's 3 nm node [3]. Group 3: Industry Implications - The successful fabrication of high-quality two-dimensional semiconductors is expected to drive advancements in high-performance, low-power computing and communication technologies [3]. - The research is anticipated to play a crucial role in emerging fields such as artificial intelligence, autonomous driving, and smart terminals [3].