Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Wentworth - President and CEOCasey Ryan - Director of ResearchCharlie DiBona - VP and CFOJordan Darrow - Founder and PrincipalMichael Legg - Managing Director of Equity ResearchConference Call ParticipantsDavid Marsh - Equity Research AnalystDavid Williams - Senior Equity Research AnalystGeorge Marema - Research AnalystNone - AnalystOperatorGood afternoon, everyone, and welcome to Data I/O's Fourth Quarter ...

New York, New York--(Newsfile Corp. - February 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GSI Technology Inc. (NASDAQ: GSIT) resulting from allegations that GSI Technology may have issued materially misleading business information to the investing public.SO WHAT: If you purchased GSI Technology securities you may be entitled to compensation without payment of any out of pocket fees or costs through a ...

Key Takeaways Photronics Q1 EPS rose 17% Y/Y to 61 cents, beating estimates as revenue increased 6%.PLAB IC sales grew 7% Y/Y on high-end demand; FPD gained on China IT market strength.Photronics guided Q2 revenue of $212M-$220M with operating margin seen at 22%-24%.Photronics (PLAB) reported first-quarter fiscal 2026 non-GAAP earnings of 61 cents per share, which beat the Zacks Consensus Estimate by 12.96% and increased 17.3% year over year.Revenues of $225.1 million increased 6.1% year over year and 4.3% ...

证券代码：688783 证券简称：西安奕材 公告编号：2026-003 西安奕斯伟材料科技股份有限公司 2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以西安奕斯伟材 料科技股份有限公司（以下简称"公司"）2025年年度的定期报告为准，敬请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 ■ 注：1.本报告期初数同法定披露的上年年末数。 2.以上财务数据及指标未经审计，最终结果以公司2025年年度的定期报告为准。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，可能与公司2025年年度报 告中披露的数据存在差异，具体数据以公司2025年年度定期报告为准，敬请投资者注意投资风险。 特此公告。 西安奕斯伟材料科技股份有限公司董事会 1、报告期的经营情况、财务状况 根据国际半导体产业协会（SE ...

Core Insights - NVIDIA's shares rose by up to 3% in after-hours trading following a strong earnings report that exceeded analysts' expectations for both revenue and earnings [1] - The company provided a fiscal first-quarter 2027 revenue guidance of $78 billion, surpassing the consensus estimate of $69.25 billion, indicating robust growth prospects [9] Financial Performance - In the fourth quarter of fiscal 2026, NVIDIA's earnings exceeded consensus estimates by 6.6%, marking an 82% increase year-over-year, while revenues surpassed expectations by 4.1%, rising 73% from the previous year [4] - The data center segment generated $11 billion in revenue, driven by strong performance from Blackwell and Blackwell Ultra [5] - The Gaming segment saw significant advancements, with professional visualization revenues exceeding $1 billion for the first time, up 159% year-over-year [6] Strategic Partnerships and Innovations - NVIDIA announced a multiyear partnership with Meta for large-scale deployment of NVIDIA CPUs and GPUs, and expanded its collaboration with AWS [7] - The company introduced several new technologies, including the NVIDIA Rubin platform and NVIDIA G-SYNC Pulsar, during the fiscal fourth quarter [8] Market Outlook - Analysts project an average price target of $255.55 for NVIDIA, suggesting a potential upside of 32.5% from the last closing price of $192.85 [2] - Despite anticipated strong demand in the gaming segment, NVIDIA expects supply constraints to pose challenges in the first quarter of fiscal 2027 [9] ETF Investment Opportunities - Several ETFs with significant exposure to NVIDIA include: - Vanguard Information Technology ETF (VGT) with an 18.04% weight in NVDA and a 27.8% gain over the past year [12][13] - Strive U.S. Semiconductor ETF (SHOC) with a 19.25% weight in NVDA and an 84.2% increase over the past year [14] - VanEck Semiconductor ETF (SMH) with an 18.70% weight in NVDA and an 86.3% rise over the past year [15] - VanEck Fabless Semiconductor ETF (SMHX) with a 21.46% weight in NVDA and a 56.9% gain over the past year [16]

中证报指出，HBF技术旨在填补HBM与SSD之间的存储层级空白，为AI推理时代提供兼具高带宽与大 容量的创新存储解决方案，预计2027-2028年将集成至英伟达、AMD及谷歌产品，2038年市场规模有望 超越HBM。HBF技术的标准化标志着AI存储架构进入新阶段，随着AI推理需求爆发，能够同时提供 HBM与HBF全栈存储解决方案的厂商将获得战略优势。' 公司方面，据中证报表示，A股相关概念股有赛腾股份 、雅克科技等。 据众证报报道，2月26日，SK海力士宣布与闪迪公司联合举办"HBF规格标准化联盟启动会"，正式发布 面向AI推理时代的下一代存储器解决方案HBF（High Bandwidth Flash）的全球标准化战略。据介绍， HBF作为介于HBM和固态硬盘之间的新型存储阶层，可满足AI推理场景对容量扩展性与能效的双重需 求。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 ...

报告期内经营业绩变化的主要原因：1、受部分下游客户需求波动影响，公司芯片量产业务收入下滑， 导致公司营业收入下降;2、受项目情况及收入结构等变化影响，公司毛利率同比下降;3、为进一步巩固 公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工作，2025年度研发费用同比 增长。 灿芯股份(688691.SH)发布2025年度业绩快报，报告期内，公司实现营业总收入72,535.26万元，较上年 同比减少33.43%;实现归属于母公司所有者的净利润-11,506.33万元，归属于母公司所有者的扣除非经常 性损益的净利润-12,539.75万元。 ...

格隆汇2月26日丨灿瑞科技(688061.SH)在投资者互动平台表示，公司的智能传感器芯片下游应用领域广 泛，目前已经应用于消费级的扫地机器人，没有应用于人形机器人，公司将密切关注机器人相关行业的 机会，拓展相关的商业机会。 ...

Thursday, Qnity reported fourth-quarter earnings per share of 82 cents from sales of $1.2 billion. Wall Street was looking for earnings per share of 63 cents from sales of $1.2 billion. ...

据介绍，安徽神玑是国内首家研发5nm车规芯片、并首家做到规模化商用的公司。"神玑NX9031"芯片 性能位居国内车载芯片首位。自2024年投产以来已累计出货超15万套，成功部署在蔚来品牌的全系车型 上。本轮融资之后，神玑公司还将推出面向下一代智能驾驶的超强性能芯片以及多款其他领域的芯片。 凤凰网科技讯2月26日，蔚来宣布芯片子公司安徽神玑技术有限公司完成首轮股权融资协议签署，融资 金额超22亿元人民币，投后估值近百亿。本轮融资汇集了合肥国投、合肥海恒、IDG资本、中芯聚源、 元禾璞华等多家产业资本和行业头部机构。 ...