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Power Integrations Extends Flyback Topology to Enable 440 W, Offering Simpler Alternatives to Resonant Power Designs
Businesswire· 2026-03-23 21:45
Power Integrations Extends Flyback Topology to Enable 440 W, Offering Simpler Alternatives to Resonant Power Designs Mar 23, 2026 5:45 PM Eastern Daylight Time Power Integrations Extends Flyback Topology to Enable 440 W, Offering Simpler Alternatives to Resonant Power Designs Share New TOPSwitchGaN ICs more than double power output, reducing system cost, complexity, and design time The new TOPSwitchGaN™ flyback IC family extends the power range of flyback converters to 440 W—well beyond the limits that trad ...
AEVA: Significant Customer Wins, But Too Much Is Priced In (NASDAQ:AEVA)
Seeking Alpha· 2026-03-23 16:38
Aeva Technologies, Inc. ( AEVA ) is a LiDAR startup company that was founded by several ex-Apple engineers. In contrast to other LiDAR suppliers that provide standard 3D Time of Flight LiDARs, Aeva provides a Frequency Modulated Continuous Wave (FMCW) 4D LiDAR solution, whichOperating from the manufacturing heart of Asia, The Straits Strategist aims to provide a distinct, on the ground perspective on the hardware and technology sectors. Particularly, The Straits Strategist aims to provide coverage over comp ...
What’s Behind Applied Materials, Inc. (AMAT)’s AI Push
Yahoo Finance· 2026-03-23 16:02
Applied Materials, Inc. (NASDAQ:AMAT) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 10, Applied Materials, Inc. (NASDAQ:AMAT) presented at the Cantor Fitzgerald Global Technology & Industrial Growth Conference, highlighting its strategic vision in the changing semiconductor landscape. The company outlined the growing demand for AI systems, which is projected to accelerate growth across its leading-edge logic, DRAM, and advanced packaging markets. Although concerns related to lag ...
Is Elliott's stake in Synopsys stock your cue to buy?
Invezz· 2026-03-23 15:37
Is Elliott's stake in Synopsys stock your cue to buy? Is Elliott's stake in Synopsys stock your cue to buy? Stock market Author Wajeeh Khan Mar 23, 2026, 15:37 PM The investment by Elliott Investment Management is seen as a positive signal for Synopsys shares, given the firm's track record of targeting companies it believes are undervalued. Jesse Cohn, a managing partner at Elliott, underscored this view, stating: "As AI drives a step change in chip complexity and capital investment, Synopsys is uniquely po ...
Chipmaker Pops on News of Billion-Dollar Investment
Schaeffers Investment Research· 2026-03-23 14:50
Chipmaker Synopsys Inc (NASDAQ:SNPS) is up 4.4% to trade at $438.88 this morning, after the Wall Street Journal reported that Elliott Investment Management has taken a multibillion-dollar stake in the company. The investment group is said to have a keen outlook on the tech name's financial performance to better reflect its value.SNPS has failed to break above a $450 ceiling since early February. Today's jump has the stock testing with its year-over-year breakeven level, though SNPS is still down 6% in 2026. ...
Nano Labs to Announce Second Half of Fiscal Year 2025 Financial Results on March 30, 2026
Globenewswire· 2026-03-23 12:00
HONG KONG, March 23, 2026 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) (the “Company,” “we,” or “Nano Labs”), a leading Web 3.0 infrastructure and product solution provider, today announced that it will report its unaudited financial results for the six months ended December 31, 2025 before the U.S. market opens on Monday, March 30, 2026. The Company will host an earnings conference call to discuss its financial results at 8:30 am U.S. Eastern Time (8:30 pm Hong Kong Time) on March 30, 2026. For participa ...
寒武纪(688256):利润同比扭亏,存货增长匹配高需求
ZHESHANG SECURITIES· 2026-03-23 11:56
利润同比扭亏,存货增长匹配高需求 ——寒武纪 2025 年报点评 投资要点 ❑ 公司业绩大幅增长,利润同比扭亏 公司 2025 年实现营业收入 64.97 亿元,同比增长 453.21%;利润端扭亏为盈,归 母净利润 20.59 亿元,扣非归母净利润 17.70 亿元。2025Q4 单季度实现营收 18.90 亿元,同比增长 91.05%,环比增长 9.44%;归母净利润 4.55 亿元,同比增 长 67.03%。 ❑ 研发投入力度持续,存货高增长匹配订单需求 执业证书号:S1230525100002 gaoyuyang01@stocke.com.cn 费用端持续优化结构,期间费用率 25.06%,同比下降 98.16pcts。研发投入力度 保持强劲,研发费用 13.51 亿元(yoy+11.10%),研发费用率 20.79%,研发人员 数占比 80.13%,同比增加 4.52pcts。存货方面,公司为匹配订单需求备货充足, 截至报告期末存货账面价值为 49.44 亿元,期末资产总额占比 36.79%,较 Q3 末 (37.29 亿元)增加了 12.15 亿元。存货增长的主要原因系原材料增加。 ❑ AI 算力 ...
Tower Semiconductor and Coherent Demonstrate 400Gbps/lane Data Transmission with a Silicon Modulator in a Production-Ready Sipho Process
Globenewswire· 2026-03-23 11:00
The demonstration uses a silicon MZM without use of exotic materials targeting next-generation 3.2T optical transceivers MIGDAL HAEMEK, Israel, March 23, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions and Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced a breakthrough demonstration of 400 Gbps/lane data transmission using a silicon modulator built in a production-ready silicon photonics (SiPho) process. This achieve ...
AI May Disrupt Millions of Jobs. These 3 Stocks Could Be Big Winners.
The Motley Fool· 2026-03-23 07:45
Billionaire Vinod Khosla, the first venture capital investor in ChatGPT creator OpenAI, recently predicted that today's five-year-olds won't need to get jobs when they grow up. They might not have a choice. Khosla believes that AI will be able to perform 80% of all jobs. Not everyone thinks that an AI-driven jobs apocalypse is on the way. For example, the World Economic Forum estimates that AI will displace 92 million jobs but create 170 million new jobs. Morgan Stanley (MS +1.84%) predicts that AI could af ...
未知机构:国联民生电子普冉股份全资收购SHM惊喜不断领导好普冉周-20260323
未知机构· 2026-03-23 02:05
财报方面,受益NOR涨价及MCU业务拓展,公司Q4实现同环比大幅增长。 此外,公司全资收购SHM草案发布,利基存储布局完善,建议积极关注! 【国联民生电子】普冉股份:全资收购SHM,惊喜不断 领导好!普冉周末发布25年度业绩报告及#购买资产草案公告。 1全资收购SHM、跻身全球SLC、MLC龙头 公司拟以发行股份、可转换公司债券及支付现金的方式购买诺亚长天剩余49%股权。 本次交易完成后, ➠诺亚长天#估值为5.73亿元,25年SHM营收13.5亿元,归母净利润1.66亿元,25年PE不到3.5x 225Q4业绩改善明显、单季创历史新高 扣除SHM业绩并入影响,公司 ➠SHM于25Q4并入收入约2.1亿元,归母净利润0.14亿元 ➠扣除后,公司25Q4实现营收6.76亿元,YoY+55%,QoQ+28% ➠归母净利润1.24亿元,YoY+97%,QoQ+644% 3NOR+SLC+MLC格局改善,涨价趋势明显 ➠据产业调研,26Q1 NOR价格环比涨幅超30%,Q2有望继续涨20%+ ➠三星退出MLC市场,铠侠停产部分SLC及产品,2DNAND格局持续优化,SKH有望凭借产能优势 1全资收购SHM、跻身全球S ...