Silvaco Group (NasdaqGS:SVCO) Q4 2025 Earnings call March 12, 2026 05:00 PM ET Speaker5Good afternoon, welcome to Silvaco's fourth quarter fiscal year 2025 conference call. All participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. Please note this event is being recorded. I would now like to turn the conference over to Chris Zegarelli, Chief Financial Officer for Silvaco. Please proceed.Speaker1Thank you. Joining me on the call today is Wally ...

Core Viewpoint - Axcelis Technologies, Inc. has appointed David Ryzhik as Interim Chief Financial Officer following the departure of James Coogan, who is leaving for a CFO opportunity in a different industry [1][3]. Group 1: Leadership Transition - David Ryzhik, previously Senior Vice President of Investor Relations and Corporate Strategy, will assume the role of Interim CFO effective March 12, 2026 [1][3]. - James Coogan will remain with the company until April 24 to ensure a smooth transition [1]. - The company will engage a leading executive search firm to find a permanent CFO [1]. Group 2: Leadership Confidence - President and CEO Russell Low expressed confidence in Ryzhik's ability to lead during this transition, citing his deep knowledge of the business and strong relationships with financial stakeholders [3]. - Ryzhik aims to continue the momentum at Axcelis and focus on executing the company's strategy and integration planning with Veeco [3]. Group 3: Background of David Ryzhik - Ryzhik has over 20 years of experience in finance and investor relations, having served in various roles including Vice President of Investor Relations at MKS Instruments and Senior Equity Research Analyst at Susquehanna International Group [4]. - He holds an MBA in Financial Management and a Bachelor's in Finance and Accounting from Pace University's Lubin School of Business [4]. Group 4: Company Overview - Axcelis Technologies, Inc. has been providing innovative solutions for the semiconductor industry for over 45 years, focusing on ion implantation systems critical to IC manufacturing [5].

Tech stocks and "dip†don't go together in this environment. However, stocks like Booz Allen Hamilton (NYSE:BAH), Reddit (NYSE:RDDT), and Arm Holdings (NASDAQ:ARM) are indeed deeply discounted at the moment, and it's worth taking a deeper look at them. Not every tech stock fits neatly into what the market thinks is ideal. This means if a tech company didn't push AI hard enough in their earnings calls or had a bad quarter, that's reason enough for Wall Street to shave off a large chunk of that stock's premium ...

Keysight Introduces 220 GHz Lightwave Component Analyzer to Validate Next-Generation Optical Transceiver TechnologyMar 12, 2026 11:00 AM Eastern Daylight Time# Keysight Introduces 220 GHz Lightwave Component Analyzer to Validate Next-Generation Optical Transceiver TechnologyShare---New analyzer accelerates design and validation of 1.6/3.2 Tb/s optical transmitter and receiver components to advance next- generation high-speed optical interconnectsThe Kevsight N4378A 220 GHz Lightwave Component Analyzer enabl ...

Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) is moving steadily toward commercialization of its B-TRAN-enabled products, following a series of strategic partnerships and agreements. Last month, the company announced a multi-year cooperation with Lazzen to design and sell circuit protection products, including solid-state circuit breakers, battery disconnect units, and EV contactors, with Lazzen’s first B-TRAN-enabled breaker expected to target AI data center customers. The company also signed a letter of intent ...

截至目前，公司总股本421,685,170股，扣除公司回购专用证券账户所持本公司股份36,600股后，实际可参与利润分配的股数为421,648,570 股，以此计算， 寒武纪此次合计拟派发现金红利6.32亿元（含税） ，占2025年度归属于上市公司股东净利润的比例为30.71%。 报告显示，第四大股东章建平持仓增加40.84万股至681.49万股，占流通比例1.62%，按今日收盘价1099元，章建平持仓金额近75亿元。 寒武纪公告称，公司2025年度首次实现盈利，A股股票简称将于2026年3月16日起取消特别标识U，由"寒武纪-U"变更为"寒武纪"，股票代码 688256保持不变。 记者丨张嘉钰 编辑丨曾静娇 3月12日晚间，寒武纪(688256.SH)发布2025年年度报告，公司实现营业收入64.97亿元，同比增长453.21%；归属于上市公司股东的净利润 20.59亿元，同比扭亏为盈， 同比增长555.24% 。公司拟向全体股东每10股派发现金红利15.00元（含税），以资本公积金向全体股东每10股转 增4.9股。 | 截止日期 | | 2025-12-31 | 2024-12-31 | 2023-12- ...

VersionsEnglish$Cashtags$MRVLHashtags#AI#DSP#Marvell#OFC#Optica#PAM4#connectivity#datacenter#infrastructure#interconnects#optical#semiconductor- --### ContactsMedia Contact: George Millington pr@marvell.comSocial Media ProfilesMarvell on LinkedInMarvell on X above the mid-point of the Company's guidance provided on December 2, 2025. GAAP net income for the fourth quarter of fiscal 2026 was $396.1 million, or $0.46 per diluted share...Back to Newsroom### Marvell Technology, Inc.NASDAQ:MRVL---Release Marvell ...

Marvell Ushers In the 1.6T Era with Expanded Optical DSP Platform Portfolio, Redefining AI Data Center End-to-End ConnectivityMar 12, 2026 9:02 AM Eastern Daylight Time# Marvell Ushers In the 1.6T Era with Expanded Optical DSP Platform Portfolio, Redefining AI Data Center End-to-End ConnectivityShare---Multi- generational, Industry-leading DSPs, Advanced SerDes and Industry's Broadest End-to-End Connectivity Portfolio Position Marvell as the Driving Force in Next- gen AI InfrastructuresSANTA CLARA, Calif.-- ...

Moving into Rapid Commercial Engagement Alchip’s 2nm test chip Alchip’s 2nm test chip targets a gate all-around transistors structure Taipei, Taiwan, March 12, 2026 (GLOBE NEWSWIRE) -- Alchip Technologies, Inc., the AI infrastructure and high-performance ASIC leader, today revealed significant development in its commercialization of 2nm customer devices. The company announced that it’s in design for a full reticle 2nm design and has multiple designs in tape out. It has also refined its groundbreaking 2nm ...

Company Overview - Power Solutions International (PSIX) reported full-year 2025 revenue of $722.4 million, representing a 52% year-over-year increase, with net income rising 65% to $114 million [1] - The company experienced a significant stock decline of 36% in one month, attributed to margin compression from scaling manufacturing capacity to meet high demand for data center backup power products [1] Financial Performance - Q4 2025 revenue was $191.2 million, exceeding consensus estimates by nearly 20% [1] - Full-year 2025 results showed annual revenue growth of 51.78% year-over-year, with net income increasing by 64.53% to approximately $114 million [1] - Q4 gross margins decreased to 21.9% from 29.9% the previous year due to manufacturing capacity ramp-up [1] Strategic Actions - The company acquired MTL Manufacturing & Equipment for $11.1 million to vertically integrate steel fabrication and enhance supply chain performance [1] - Management is executing cost reduction actions and has expanded its revolving credit facility to $135 million to address financial concerns [1] Market Sentiment - Jim Cramer views the stock's significant drop as a "terrific entry point," emphasizing that the underlying data center demand remains strong [1] - Institutional investors are accumulating shares at lower valuations, with notable purchases from Mercuria Capital and Hel Ved Capital [1] - The analyst consensus remains at "Moderate Buy" with an average price target of $108.84, while the trailing P/E ratio is approximately 10x [1]