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A BlackRock fund packed with South Korean chipmakers pulled in its biggest inflow on record on Wednesday as investors doubled down on Asia’s semiconductor rally https://t.co/gnDLYMF7sq ...

Nova (NasdaqGS:NVMI) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsGaby Waisman - President and CEOGuy Kizner - CFOMichael Mani - Equity Research AssociateMiri Segal - CEOConference Call ParticipantsCharles Shi - AnalystElizabeth Sun - Equity Research AnalystEzra Weener - AnalystMatthew Presto - AnalystShane Brett - Equity Research AnalystVedvati Shrotre - Director and Equity Research AnalystOperatorGood day, and welcome to the Nova Ltd. fourth quarter and full year 2025 financial ...

Nova (NasdaqGS:NVMI) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker8Good day, and welcome to the Nova Ltd. fourth quarter and full year 2025 financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touchtone phone. To withdraw your questi ...

Core Viewpoint - Huahong Company reported record sales revenue of $659.9 million in Q4 2025, marking a 22.4% year-over-year increase and a 3.9% quarter-over-quarter increase, with a gross margin of 13% [1][2] Financial Performance - Q4 2025 revenue reached $659.9 million, a historical high, with a gross margin of 13%, up 1.6 percentage points year-over-year but down 0.5 percentage points quarter-over-quarter [1] - The net profit attributable to shareholders was $17.5 million, a significant recovery from a loss of $25.2 million in the same quarter last year and a decrease from a profit of $25.7 million in the previous quarter [1] - For the full year 2025, total revenue was $2.4021 billion, reflecting a 19.9% year-over-year growth, with an annual gross margin of 11.8%, up 1.6 percentage points [1] Revenue Breakdown - In Q4 2025, embedded non-volatile memory sales reached $180.2 million, up 31.3% year-over-year; independent non-volatile memory sales were $56.6 million, up 22.9%; logic and RF products generated $80.4 million, up 19.2%; and analog and power management sales grew by 40.7% to $173.8 million [2] - Revenue from the Chinese market accounted for $539.3 million, or 81.8% of total sales, with a year-over-year growth of 19.6%; North American sales reached $72.8 million, up 51.3%, increasing its share from 8.9% to 11% [2] Capacity and Production - The company maintained a high capacity utilization rate of 106.1% for the year, with Q4 2025 utilization at 103.8% [3] - In Q4 2025, the shipment volume of 8-inch equivalent wafers was 1.448 million, a 19.4% increase year-over-year [3] Capital Expenditure and Strategic Moves - Capital expenditure for Q4 2025 was $633.5 million, with ongoing progress in the acquisition of a 12-inch manufacturing base in Shanghai [4] - The acquisition of a 97.5% stake in Huahong Micro has been approved, aiming for synergies in technology and operational efficiency [4] Future Guidance - For Q1 2026, the company expects sales revenue to be between $650 million and $660 million, with a gross margin forecast of 13% to 15% [5]

Nova Investor Presentation February 2026 Cautionary Statements Use of Non-GAAP Adjusted Financial Measures This presentation provides financial measures that exclude amortization of acquired intangible assets, acquisition-related expenses, inventory step-up and contingent consideration revaluation, stock-based compensation expenses, revaluation of operating lease liabilities and remeasurement of intercompany loans, amortization of debt discount and issuance costs and tax effect of non-GAAP adjustment, as ap ...

Core Viewpoint - HUHUTECH International Group Inc. is transitioning from a regional specialist to a global player in the semiconductor infrastructure sector, capitalizing on the expected growth of the global semiconductor market, projected to approach $1 trillion in 2026 [1][7]. Group 1: Achievements in 2025 - The company established new subsidiaries in the United States, Germany, and Singapore, enhancing its presence in key semiconductor ecosystems [3]. - The U.S. subsidiary secured its first order of approximately $3 million shortly after establishment, validating the company's technical expertise [3]. - In Japan, the company launched the Kumamoto Warehousing and Logistics Center and the Hiroshima Project Office, enhancing supply chain support and operational synergy [4]. - HUHUTECH achieved a 10.9% increase in total revenue for the first half of fiscal year 2025, with Japan accounting for 60.9% of total revenue, up from 47.6% the previous year [5]. Group 2: Strategic Outlook for 2026 - The focus for 2026 will shift from geographical expansion to operational reinforcement, aiming to establish long-term service partnerships with key semiconductor industry players [6]. - The company plans to align growth with major facility expansions in regions like Arizona, Kumamoto, Dresden, and Singapore [6]. - HUHUTECH intends to increase investment in research and development to enhance high-purity gas conveyor systems through greater integration of intelligence and digitalization [8]. Group 3: Innovation and Technology - The company is leveraging digital twin technology to build virtual simulation systems for predictive maintenance, ensuring reliability in semiconductor infrastructure [9]. - HUHUTECH is committed to staying ahead of technological advancements to maintain competitiveness in the evolving semiconductor landscape [9].

星标⭐选址960，第一时间收获最新推送 作者 I 宋溪 选址960 全文1209字，约需3分钟 临近年关，上海嘉定区定向出让了今年第二幅工业用地。 2月10日，上海市公共资源交易中心显示，嘉定工业区（北区）JDSB0301、JDSB0302、JDSB0303单元70-18C地块出让，出让面积6.3万平 方米（约95亩），出让价格9466万元，竞得人为上海集成电路装备材料产业创新中心有限公司。 | | 地块基本信息 | | --- | --- | | 地块名称: | 嘉定区嘉定工业区 (北区) JDSB0301、JDSB0302、JDSB0303单元70-18C地块 | | 四至范围: | 东至娄陆公路,南至西黄姑塘,西至地块边界,北至地块边界 | | 出让人: | 上海市亮定区规划和自然资源局 | | 出让方式: 挂牌 | | | 所屋区域: 嘉定区 | | | 土地用途: 工业用地 | | | 出让面积(m²): 63105.43 | | | 容积率: 2.0 | | | 出让年限: 工业用地:50年 | | | | 交易结果 | | 竞得价(万元): 9466.0 | | | 竞得人: | 上海集成电路装 ...

Core Viewpoint - The South Korean technology giant has announced that it is the world's first company to mass produce and ship the industry's highest-performance HBM4 products [1] Company Summary - The company is recognized for its leadership in the production of high-performance memory products, specifically HBM4 [1] Industry Summary - The announcement signifies a significant advancement in the memory technology industry, highlighting the company's innovative capabilities and competitive edge [1]

Core Insights - Advantest Corporation is hosting the VOICE 2026 Developer Conference from May 18-20, 2026, in Scottsdale, Arizona, focusing on its SoC test platforms [1][7] Event Details - The conference will feature over 80 technical presentations across 10 tracks, including a new Silicon Photonics track [2] - A Technology Kiosk Showcase will display various Advantest test solutions, including system-level tests and data infrastructure solutions [2] - A Partner's Expo will showcase innovative semiconductor test solutions from Advantest's strategic partners [2] Keynote Speakers - Notable speakers include Navid Shahriari from Intel Foundry, David McCann from Amkor Technology, and Risto Puhakka from TechInsights, who will discuss technology trends and industry outlook [3] Workshop Day - A Workshop Day on May 21 will offer hands-on sessions with Advantest's RF test solution, the Wave Scale RF20ex, and an AI/ML workshop focusing on AutoML for machine learning integration [5] Sponsorship Opportunities - Various sponsorship packages are available for companies interested in participating in VOICE 2026, with details accessible on the conference website [6] Company Overview - Advantest is a leading manufacturer of automatic test and measurement equipment for semiconductors, involved in applications such as 5G, IoT, and AI [8] - The company conducts R&D to address emerging testing challenges and develops advanced test-interface solutions [8]