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Keysight Enables SK hynix to Achieve Top-Tier OCP S.A.F.E. Evaluation for Solid-State Drive Solution
Businesswire· 2025-10-21 15:00
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) has enabled SK hynix to earn its first Open Compute Project (OCP) Security Appraisal Framework and Enablement (S.A.F.E.) recognition for a solid-state drive (SSD) solution. This accomplishment represents a pioneering industry collaboration, underscoring Keysight's commitment to empowering innovators and securing the technology supply chain. As cloud adoption accelerates and artificial intelligence (AI) workloads inten. ...
Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call
Businesswire· 2025-10-21 14:00
Oct 21, 2025 10:00 AM Eastern Daylight Time Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call Share CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will release financial results for the third quarter of 2025 on Tuesday, November 4, at 6:30 a.m. Eastern Time. Eric Vaillancourt, President and Chief Executive Officer, and Joe Bruderek, Executive Vice President and Chief Financial Officer, will host a conference call to review the company's performance at 8:30 a.m. Easte ...
Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call
Businesswire· 2025-10-21 14:00
Contacts Investor Contacts:James GentileVice President, Investor Relations Jenny YeeCorporate Access Specialist Oct 21, 2025 10:00 AM Eastern Daylight Time Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call Share CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will release financial results for the third quarter of 2025 on Tuesday, November 4, at 6:30 a.m. Eastern Time. Eric Vaillancourt, President and Chief Executive Officer, and Joe Bruderek, Executive Vice President ...
中国 A 股策略_自主可控 -资本市场的长期布局方向-China A-share strategy_ Self-reliance - a long-term play for capital markets
2025-10-21 13:32
[Table_Stock] China A-share strategy [Table_Industry] Equity Strategy Self-reliance - a long-term play for capital markets We highlight the key A-share sectors best positioned to benefit from the theme as trade tensions reignite [On TABLE_SUMMARY 10 October 2025 ] (ET), the US unveiled a new tariff rate of 100% on imports from China and imposed export controls on all key software, citing China's rare earth-related export control measures announced earlier. A spokesperson for the Ministry of Commerce of Chin ...
Options Corner: TXN Earnings Trade Example
Youtube· 2025-10-21 13:30
Time now for Options Corner. Joining us to take a deeper look at this chart is Rick Dukat, Duke of Data himself. All right, Rick, what do you notice about the trends in this one.>> Well, I mean, Texas Instruments doesn't seem to have been invited to the semiconductor party this uh this year here because SMH is up like 37%, the semiconductor ETF. TXN down about 8.2%. So, uh you know, kind of what's different about them is that they're not really the the high-end computer chip type stock here.They're more for ...
盈新发展:拟收购长兴半导体81.8091%股权
人民财讯10月21日电,盈新发展(000620)10月21日公告,公司与广东长兴信息管理咨询有限公司(简 称"长兴咨询")、张治强签署《股权收购意向协议》,拟以支付现金方式收购长兴咨询、张治强合计持 有的广东长兴半导体科技有限公司(简称"长兴半导体")81.8091%股权。交易完成后,公司预计将实现对 长兴半导体控股。长兴半导体是一家专注于存储器芯片封装测试和存储模组制造的高新技术企业。 ...
Navitas Soars 78% on NVIDIA Update: Is This Rally Sustainable?
MarketBeat· 2025-10-21 12:02
Navitas Semiconductor TodayNVTSNavitas Semiconductor$17.10 +2.44 (+16.64%) 52-Week Range$1.52▼$17.79Price Target$6.32Add to WatchlistNavitas Semiconductor NASDAQ: NVTS has been one of the hottest stocks in the market thanks to its newly established relationship with NVIDIA NASDAQ: NVDA. Navitas’s “NVIDIA bump” has been absolutely staggering, with shares up almost 750% in the past six months. Back in May, NVIDIA included Navitas on a list of suppliers that it would use to reshape power utilization in data c ...
机构:第二季度晶圆代工2.0市场营收同比增长19%
Core Insights - The Foundry 2.0 market is expected to see a 19% year-over-year revenue growth in Q2 2025, driven by advancements in process technology and packaging [1] - TSMC's new definition of Foundry 2.0 includes not only traditional wafer manufacturing but also packaging, testing, and photomask production, expanding the market size to nearly $250 billion in 2023, compared to $115 billion under the old definition [1] Group 1 - TSMC's advanced packaging revenue is approaching 10%, highlighting its significance for both the company and its clients, which led to the introduction of Foundry 2.0 to encompass the entire business process [2] - TSMC's market share increased from 31% to 38% year-over-year in Q2, benefiting from the ramp-up of 3nm production and high utilization rates of 4/5nm processes driven by AI GPU demand [2] - The OSAT segment is projected to grow from 5% to 11% year-over-year, with significant contributions from companies like ASE [2] Group 2 - The importance of advanced packaging technology is rising, with chip manufacturers expected to increasingly rely on it to enhance chip performance, positioning TSMC to maintain its leadership in both advanced process and packaging sectors [3] - IDC forecasts that the Foundry 2.0 market will reach $298 billion in 2025, marking an 11% year-over-year growth, transitioning from a recovery phase in 2024 to a growth phase in 2025 [3] - The compound annual growth rate (CAGR) for the Foundry 2.0 market is expected to be 10% from 2024 to 2029, driven by sustained AI demand and a gradual recovery in non-AI demand [3]
台积电又一座晶圆厂,将动工
半导体芯闻· 2025-10-21 10:43
如果您希望可以时常见面,欢迎标星收藏哦~ 来源 : 内容来自 technews 。 根据日本熊本当地媒体熊本日日新闻的报导指出,晶圆代工龙头台积电在日本熊本县的第二晶圆厂 建设取得重大进展。熊本县知事木村敬于日前正式宣布,针对台积电熊本第二晶圆厂的本体工程建 设,选地协定(Location agreement)将于10 月24 日正式缔结。 根据熊本日日新闻的报导,参与此次协定签订的单位包括了工厂所在地的菊阳町,以及台积电的日 本子公司JASM。至于,熊本县政府也将参与其中,以见证者的身分列席此次协定的签署仪式。此 选地协定的缔结,意味着台积电熊本第二晶圆厂即将正式开始建设。针对第二晶圆厂建设即将启动 的消息,熊本县知事木村敬表达了高度的肯定与喜悦。 *免责声明:文章内容系作者个人观点,半导体芯闻转载仅为了传达一种不同的观点,不代表半导体芯闻对该 观点赞同或支持,如果有任何异议,欢迎联系我们。 10万亿,投向半导体 芯片巨头,市值大跌 黄仁勋:HBM是个技术奇迹 Jim Keller:RISC-V一定会胜出 全球市值最高的10家芯片公司 推荐阅读 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 木村知事在发 ...
ASE and Analog Devices Announce Strategic Collaboration
Businesswire· 2025-10-21 08:00
Core Insights - ASE Technology Holding Co., Ltd. and Analog Devices, Inc. have announced a strategic collaboration involving the acquisition of Analog Devices Sdn. Bhd. and its manufacturing facility in Penang, Malaysia [1][2] - The acquisition aims to enhance ASE's global manufacturing capabilities and operational flexibility while establishing a long-term supply agreement for manufacturing services [4][6] Company Overview - ASE Technology Holding Co., Ltd. is a leading provider of semiconductor manufacturing services, focusing on assembly, testing, materials, and system designs [5] - Analog Devices, Inc. is a global semiconductor leader with over $9 billion in revenue for FY24, specializing in solutions that bridge the physical and digital worlds [7] Strategic Collaboration Details - ASE plans to purchase 100% of the equity of Analog Devices Sdn. Bhd. and its Penang facility, which spans over 680,000 square feet [2][3] - The collaboration includes co-investment in upskilling the Penang facility to meet increasing customer and supply chain demands [2][4] Future Expectations - The parties expect to finalize definitive agreements in Q4 2025, with the transaction anticipated to close in the first half of 2026, pending regulatory approvals [4][6]