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Nova .(NVMI) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:32
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 .(NVMI) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:30
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 ...
华虹公司2025年Q4收入同比增长22.4% 创历史新高 产能持续高位运行
Xin Lang Cai Jing· 2026-02-12 13:41
《科创板日报》2月12日讯(记者 郭辉)华虹公司发布2025年第四季度业绩公告。 | | | | ו. ו׳׳ איז מא | | | | --- | --- | --- | --- | --- | --- | | 按技术平台划分的 | | 二零二五年 二零二五年 二零二四年 | | 二零二四年 | 同比 | | 销售收入 | 第四季度 | 第四季度 | 第四季度 | 第四季度 | | | | 千美元 | % | 千美元 | % | 千美元 | | | (未经审核) | (未经审核) | (未经审核) | (未经审核) | | | 嵌入式非易失性存储器 | 180.187 | 27.3 % | 137.184 | 25.4 % | 43.003 | | 独立式非易失性存储器 | 56,610 | 8.6 % | 46.056 | 8.5 % | 10.554 | | 功率器件 | 168.859 | 25.6 % | 164.954 | 30.7 % | 3.905 | | 逻辑及射频 | 80.424 | 12.2 % | 67.491 | 12.5 % | 12,933 | | 模拟与电源管理 | 17 ...
Nova .(NVMI) - 2025 Q4 - Earnings Call Presentation
2026-02-12 13:30
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 ...
HUHUTECH International Group Inc. Releases 2026 Letter to Shareholders from the Chair
Globenewswire· 2026-02-12 13:30
Wuxi, China, Feb. 12, 2026 (GLOBE NEWSWIRE) -- HUHUTECH International Group Inc. (Nasdaq: HUHU) (the “Company” or “HUHUTECH”), a professional provider of factory facility management and monitoring systems, today released the following letter to shareholders from Ms. Yinglai Wang, Director and Chairperson of the Board. Dear Fellow Shareholders, 2025 marks an extraordinary year in HUHUTECH’s history — a year in which we transitioned from a regional specialist to a rising global participant in the semiconducto ...
95亩!这家集成电路企业上海摘地
Xin Lang Cai Jing· 2026-02-12 12:13
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 ...
Samsung Begins Shipments of HBM4 Products
WSJ· 2026-02-12 08:22
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]
Advantest Opens Registration for International VOICE 2026 Developer Conference, May 18-20
Globenewswire· 2026-02-12 08:05
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]
港股异动 | 英诺赛科(02577)再涨近6% 旗下氮化镓功率芯片已完成谷歌AI硬件平台导入
智通财经网· 2026-02-12 07:59
市场分析指出,英诺赛科此时深度切入,意在抢占未来数据中心电源高压直流升级的战略制高点。除了 持续深化与谷歌等终端客户的合作,英诺赛科亦在与多家主流电源厂商及服务器ODM厂商紧密合作, 旨在构建完整的氮化镓数据中心供电解决方案生态。 消息面上,英诺赛科近日公告称,公司旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入, 并签订合规供货协议。此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链,彰显了英诺赛 科在技术先进性、产品性能和质量等方面在氮化镓行业的领先地位。 智通财经APP获悉,英诺赛科(02577)再涨近6%,截至发稿,涨4.41%,报61.6港元,成交额4.98亿港 元。 ...
港股异动 | 澜起科技(06809)尾盘涨超8%创上市新高 花旗看好其今明两年盈利增长
智通财经网· 2026-02-12 07:31
智通财经APP获悉,澜起科技(06809)尾盘涨超8%,高见188港元创上市新高。截至发稿,涨7.53%,报 185.7港元,成交额5.29亿港元。 消息面上,花旗研报指出,基于CPU的伺服器需求增长,智能体AI应用新发展也可能被催化,带动更多 DIMM记忆体模组使用,对该公司记忆体介面业务带来上行空间,推动今明两年盈利增长。花旗目前给 予澜起科技"买入"评级,目标价为205港元,对应今年下半年至明年上半年预测市盈率约54倍。 第一上海此前指,随着AI时代的到来,算力芯片性能高速增长,互联能力逐步成为AI算力集群的瓶 颈。公司的互联芯片业务将迎来确定性的高速发展,包括内存接口技术从DDR4往DDR5甚至DDR6升 级,以及PCIe从4.0往6.0甚至7.0提升,叠加CXL标准提出的内存池化,必将大幅提升相关接口芯片的价 值量。 ...