Key Takeaways IRDM reported Q2 EPS of $0.20, down from $0.27, due to last year's one-time $19.8M gain not recurring.Q2 revenue grew 8% to $216.9M, beating estimates, led by gains in service, equipment and engineering.IRDM cut 2025 service revenue growth view to 3-5% amid subscriber losses and PNT revenue delay.Iridium Communications ((IRDM) reported earnings per share (EPS) of 20 cents for the second quarter of 2025, missing the Zacks Consensus Estimate by 13%. The bottom line compared unfavorably with the ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自半导体行业观察综合。 今天，芯片行业发生了多起收购。 首先，Tenstorrent 今日宣布，收购 Blue Cheetah Analog Design，这是一家专注于构建高度定制化 模拟混合信号 IP 的初创公司。Blue Cheetah 一直是 Tenstorrent 的重要供应商，为其基于 chiplet 的产品开发并提供先进的互连方案。此次收购是继去年 Tenstorrent 宣布将 Blue Cheetah 的 die-to- die 互连 IP 授权用于其 AI 和 RISC-V chiplet 解决方案之后的又一举措。 Blue Cheetah 拥有丰富的模拟混合信号专业知识，将对 Tenstorrent 路线图上现有的 Chiplet 解决方 案产生重大影响。先进的互连和其他模拟/混合信号组件已被证明对 AI 系统的性能和效率至关重要， 收 购 Blue Cheetah 将 这 些 关 键 能 力 引 入 Tenstorrent 。 此 次 收 购 进 一 步 加 速 了 Tenstorrent 的 Chiplet 愿景，即创建一个 ...

Commercial Aerospace - Globalstar is expanding its second-generation direct-to-device (D2D) satellite constellation to provide network coverage for Apple devices, with Apple set to pay up to $1.1 billion to enhance iPhone's non-ground network connectivity [1] - The commercial aerospace sector is experiencing rapid development in reusable rockets and low-orbit satellite constellations, marking a dual turning point for China's commercial aerospace industry [1] - The low-orbit satellite launch acceleration is driving a comprehensive upgrade of the "satellite manufacturing-launch-application" chain, with low-orbit communication satellites being a significant future trend [1] Military Industry - The China Weaponry Equipment Group has received approval for a restructuring that will separate its automotive business into an independent central enterprise, which will not significantly impact the normal operations of related companies [2] - Analysts expect military industry orders to see a turning point by 2025, driven by new technologies and products aimed at enhancing equipment performance or reducing costs [2] - The restructuring is anticipated to lower the asset-liability ratio of the weaponry group to below 50%, enhancing financing cost advantages and increasing the expectation of asset securitization [2] Foldable Phones - Huawei's new tri-fold smartphone is expected to debut in the second half of the year, featuring an upgraded processor and imaging capabilities, while the first-generation model has seen strong sales [3] - The MateXT tri-fold phone, released in September 2024, achieved significant sales success, with all models selling out immediately and second-hand prices reaching up to 68,000 yuan [3] - The new tri-fold model is expected to generate renewed interest in the market, benefiting companies within the supply chain [3] Metformin - A study from the University of California, San Diego, found that women with type 2 diabetes taking metformin have a 30% higher chance of living to 90 years or older compared to those using sulfonylureas [4] - Metformin is being recognized for its potential anti-aging properties, with mechanisms including improved insulin sensitivity and cellular repair [4] Data Elements - The National Data Bureau announced the establishment of 10 national data element comprehensive pilot zones in various regions to support the development of data markets and enhance the integration of the digital and real economies [5] - The pilot zones aim to explore data value release paths and stimulate market growth, potentially creating an additional 100 trillion yuan in asset scale once data assets are recognized [5]

2024年实现从传统IP到IP2.0的战略转型。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 芯耀辉科技股份有限公司 （以下简称 " 芯耀辉 "）于3月28日正式同国泰君安 签署辅导协议，正式启动 A 股 IPO进程。 成立于 2020年的 芯耀辉 专注 半导体 IP研发和服务、赋能芯片设计和系统 应用， 通过自主研发 IP 产品，以响应快速发展的芯片和应用需求，全面赋能芯片设计 ，并 致力于服务数字社会中的数据中 心、智能汽车、高性能计算、 5G、物联网、人工智能和消费电子等各个领域。 截 至 目 前 ， 芯 耀 辉 提 供 的 一 站 式 完 整 IP 平 台 解 决 方 案 包 括 PCIe 、 Serdes 、 DDR 、 HBM 、 D2DUSB、MIPI、HDMI、SATA、SD/eMMC、Foundation IPs，以及Interface IP Controllers 等，覆盖了最前沿的协议标准。 2024年， 芯耀辉实现了从传统 IP到IP2.0的战略转型 —— 通过一站式完整 IP平台解决方案实现了 全面升级，不仅提供高 ...