GMS (GMS) Q4 2025 Earnings Call June 18, 2025 08:30 AM ET Company Participants Carey Phelps - VP - IRJohn Turner - President & CEOScott Deakin - SVP & CFOMichael Dahl - Managing Director Conference Call Participants David Manthey - Senior Research AnalystMatthew Bouley - Senior Equity Research AnalystBrian Biros - Equity AnalystKurt Yinger - SVP & Research Analyst Operator Greetings, and welcome to GMS Inc. Fourth Quarter Fiscal Year twenty twenty five Earnings Conference Call. At this time, all participant ...

Core Points - Graphjet Technology received a letter from Nasdaq on June 12, 2025, indicating that the suspension of trading for its Class A Ordinary Shares has been stayed pending a final decision by the Nasdaq Hearing Panel [1] - The hearing is scheduled for July 17, 2025, allowing the company's shares to continue trading on Nasdaq until that date [1] - The company was previously notified on June 4, 2025, that it was not in compliance with Nasdaq Listing Rule 5250(c)(1) due to delays in filing its Annual Report for the period ended September 30, 2024, and Quarterly Reports for the periods ended December 31, 2024, and March 31, 2025 [2] Company Overview - Graphjet Technology, founded in 2019 in Malaysia, specializes in producing graphene and graphite from agricultural waste, specifically palm kernel shells [4] - The company claims to have the world's first patented technology for recycling palm kernel shells into single-layer graphene and artificial graphite [4] - Graphjet's sustainable production methods aim to transform the global graphite and graphene supply chain [4]

Core Insights - Simpson Manufacturing Co., Inc. published its Fiscal 2024 Corporate Social Responsibility Report, highlighting its commitment to social responsibility and environmentally sustainable practices [1] Group 1: Corporate Social Responsibility Initiatives - The report includes updated ESG-related metrics for the year ended December 31, 2024 [1] - The company became a national sponsor of ACE Mentor, a nonprofit focused on introducing young people to construction trades [3] - The company extended its three-year partnership with Building Talent Foundation through 2025 [3] - Donations exceeding $125,000 were made to Habitat for Humanity International [3] - The number of scholarships increased from 100 to 120 annually, with the scholarship amount raised from $2,500 to $3,000 per awardee [3] - Employee donations totaled $202,953, with the company matching this to result in $405,906 donated to eligible nonprofit organizations, marking a 141% increase compared to the prior year [3] Group 2: Employee Engagement and Performance - The company partnered with Gallup to conduct its 2024 annual Global Employee Engagement Survey [3] - The Total Recordable Incident Rate (TRIR) was reduced to 0.99, exceeding its 2025 goal ahead of schedule [3] - The company won several innovation awards in 2024 [3] - There is a commitment to continuously improve energy, water, and waste performance [3]

近日，韩媒KIPOST报道称称，三星显示正考虑首次向中国合作企业采购OLED面板材料。 KIPOST表示，由于需要向OLED材料厂商提供部分面板开发路线图和技术信息，三星显示此前在 合作伙伴的选择上颇为谨慎，与中国OLED材料厂商的合作也因此受限。 然而，近年来中国OLED面板制造技术有较为明显的突破，与三星显示的差距逐渐缩小，加之中国 OLED材料企业在成本控制上展现出显著优势，使其在市场竞争中愈发具有吸引力。 图片来源：拍信网 最新行业传闻称，芯片制造环节成本压力传导至显示业务，三星用于Exynos 2600芯片的2nm晶 圆成本飙升或将迫使其调整策略——通过与中国厂商合作以降低生产成本。 后续若三星显示与国内OLED材料厂商成功开展合作，不仅表明国际市场对国内OLED材料的认可 度有所提升，也将加速推进国产OLED材料发展。 国产OLED材料行业持续突围 从产业格局来看，据TrendForce集邦咨询数据，2022年全球OLED材料产值已达22.3亿美元，年 增逾3成，随着品牌厂的推波助澜，至2025年产值预估约28.2亿美元。 目前，国内企业在OLED前端材料占据一定市场份额，并持续向高毛利率的OLE ...

Transparency notifications byBlackRock, Inc. In accordance with article 14, § 1 of the law of 2 May 2007 on the disclosure of major holdings, Umicore was recently notified by BlackRock, Inc. that it has successively crossed the legal threshold of 3% for the direct voting rights downwards on 5 June 2025 and then upwards on 10 June 2025. The total holding of direct voting rights and equivalent financial instruments of BlackRock, Inc. stands at 4.53% on 10 June 2025. Summary of the moves: Date on which the thr ...

证券代码：688378 证券简称：奥来德 公告编号：2025-042 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。 吉林奥来德光电材料股份有限公司（以下简称"公司"）于2024年4月19日 在上海证券交易所网站披露了公司《2023年年度报告》。经公司事后审核发现， 因部分信息有误，现对相关内容予以更正，本次更正不会对公司 2023年年度的 经营业绩造成影响。具体更正内容如下： 经核查，公司 2023 年年度报告中披露的第一大客户为天马微电子股份有限 公司及其控股子公司，合计销售额16,520.54万元存在信息列报偏差。原统计将天 马微电子股份有限公司及其控股子公司与厦门天马显示科技有限公司合并列报， 而厦门天马显示科技有限公司并非天马微电子股份有限公司的控股子公司，应分 别列示为第三大客户天马微电子股份有限公司，销售额8,806.74万元，第四大客 户厦门天马显示科技有限公司，销售额7,713.80万元。 更正前： 第三节 管理层讨论与分析 五、报告期内主要经营情况之(一)主营业务分析之2、 收入和成本分析之(7).主要 ...

Company Overview - Doman Building Materials Group Ltd. is a fully integrated national distributor in the building materials sector in Canada, founded in 1989 and headquartered in Vancouver, British Columbia [2] - The company trades on the Toronto Stock Exchange under the symbol DBM and operates multiple treating plants, planing and specialty facilities, and distribution centers across Canada and the United States [2][3] Recent Developments - The board of directors has declared a dividend of $0.14 per share, marking the 61st consecutive quarter of dividend payments, scheduled to be paid on July 15, 2025, to shareholders of record on June 30, 2025 [1] Operational Footprint - Doman operates distribution centers coast-to-coast in Canada and has multiple treating plants in the U.S., including 21 treating plants and five specialty sawmills across nine states [3] - The company also manages private timberlands and forest licenses, along with agricultural post-peeling and pressure treating through its Doman Timber operations [3]

在当今科技飞速发展的时代，热管理材料的需求日益增长，特别是在电子封装、高功率设备等领域。金属基金刚石增强复合材料，以其独特的性 能，成为了这一领域的新星。本文主要涵盖铜金刚石、铝金刚石、银金刚石三种产品。 铜金刚石是一种金刚石粉与铜合金的复合材料。采用优质人工合成金刚石粉，其具 600W/M.K 左右的热导率，和极低的热膨胀系数，合适的工艺 下，金刚石颗粒与铜合金达成冶金结合界面，则铜金刚石复合材料具有极佳的热导率与合适的热膨胀系数。 铝金刚石是由铝和金刚石组成的复合材料，是一种低热膨胀、高导热率、高强度、轻重量的优良材料。该产品作为 GaN 半导体芯片的散热部件而 受到高度关注。 银金刚石复合材料在室温下具有高达 650 W/mK 的优异导热率 , 且 CTE 接近半导体材料 , 明显大于传统封装材料如 CuW 的导热率。 金属金刚石复合材料行业目前现状分析 市场需求大幅增加 近年来，半导体产业高速发展，半导体材料对于材料重量及导热性能要求越来越高，整体上，近年来市场对金属金刚石复合材料的需求量大幅增 加。 国内企业研发投入不足与高端人才相对匮乏 国内企业在金属金刚石复合材料领域的研发资金和技术积累相对不足 ...

Core Insights - Coherent Corp. has launched a diamond-loaded silicon carbide (SiC) ceramic composite aimed at improving thermal management in advanced AI datacenters and high-performance computing (HPC) systems [1][4] Product Features - The new diamond-silicon carbide material achieves isotropic thermal conductivity exceeding 800 W/m-K, which is twice the performance of copper, the current industry standard [2] - The composite closely matches the coefficient of thermal expansion (CTE) of silicon, making it suitable for direct integration with semiconductor devices [2] Performance Benefits - The diamond-SiC material significantly enhances reliability, extends component lifetimes, and reduces cooling costs, which can account for up to 50% of a datacenter's energy consumption [3] - The composite is designed to be corrosion-resistant, electrically insulating, and mechanically robust across a wide temperature range, making it compatible with direct liquid cooling (DLC) systems [3] Applications - Key applications for this innovation include direct to chip heat spreading, microchannel cold plates, semiconductor device substrates, and other advanced solutions where traditional copper-based materials are inadequate [3]

Key Takeaways POSCO unveiled a research and development lab in Perth to boost battery materials and rare earths. The lab supports POSCO's drive for raw material localization and carbon-reducing innovations. PKX aims to advance tech in lithium, nickel and rare earths through local collaboration.POSCO Holdings (PKX) has opened the Australia Critical Minerals R&D Lab in Perth with the goal of achieving ultra-gaps in technological competitiveness in the steel, battery material, raw materials and rare earth in ...