Core Insights - Solitron Devices, Inc. reported a decline in revenue for the first quarter of fiscal 2026, consistent with the previous quarter, due to delays in order fulfillment. The company anticipates a sales increase by the end of the second quarter and a more stable revenue level in the third quarter [1][4] Financial Performance - Net sales decreased by 32% to approximately $2.70 million in the first quarter of fiscal 2026 compared to $3.97 million in the same quarter of fiscal 2025 [7] - Net bookings increased by 37% to $2.80 million in the first quarter of fiscal 2026, up from $2.04 million in the prior year [7] - The backlog rose by 94% to $18.26 million at the end of the first quarter of fiscal 2026, compared to $9.41 million at the end of the first quarter of fiscal 2025 [7] - The company reported a net loss of $0.34 million, or $0.16 per share, for the first quarter of fiscal 2026, compared to a net income of $0.59 million, or $0.28 per share, for the same quarter in fiscal 2025 [7][8] Investment Activities - The company invested $1.65 million for a 6.4% stake in CBE LLC, which acquired a 25% interest in CrossingBridge Advisors for $25.9 million. This investment is expected to yield a royalty of approximately 14.9% of CrossingBridge's revenue [3] Market Opportunities - The U.S. Air Force has requested an increase in AMRAAM production from 1,200 to 2,400 units annually by 2028, which is significant as AMRAAM is the largest defense program supplied by Solitron. However, this increase requires Congressional approval [4] - The company is seeing increased interest in new product development, particularly in silicon carbide, and has developed various prototypes for testing [5][4]

Core Viewpoint - Vishay Intertechnology has introduced three new Gen 3 silicon carbide Schottky diodes designed for high voltage applications, featuring a compact SlimSMA HV package that enhances efficiency in power designs [1][2]. Group 1: Product Features - The new diodes include the 1 A VS-3C01EJ12-M3 and the 2 A VS-3C02EJ07-M3 and VS-3C02EJ12-M3, which offer low capacitive charge and a minimum creepage distance of 3.2 mm [1][2]. - These devices maintain a low capacitive charge down to 7.2 nC regardless of temperature, resulting in faster switching speeds and reduced power losses [3]. - The MPS structure of the diodes allows for a reduced forward voltage drop down to 1.30 V, contributing to improved efficiency [3]. Group 2: Applications - Typical applications for these diodes include bootstrap, anti-parallel, and PFC diodes for DC/DC and AC/DC converters in server power supplies, energy generation and storage systems, industrial drives and tools, and X-ray generators [4]. - The devices are designed to operate at high temperatures of up to +175 °C, making them suitable for demanding environments [4]. Group 3: Compliance and Availability - The diodes are RoHS-compliant and halogen-free, with a Moisture Sensitivity Level of 1 according to J-STD-020 [5]. - Samples and production quantities of the new SiC diodes are currently available, with lead times of 14 weeks [8]. Group 4: Company Overview - Vishay Intertechnology is recognized as one of the largest manufacturers of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, and medical [9].

ab Global Research owered by UBS Evidence Lab YES P 23 June 2025 Semiconductors UBS Evidence Lab inside: Semis Distributor Tracker - more positive indicators UBS Enhanced Semis Distributor Tracker #9 Data from the ninth edition of our UBS Enhanced Semis Distributor Tracker (> Access dataset) provides further evidence of reassuring pricing trends and that inventory in the channel continues to head towards healthier levels. Pricing was flat to up LSD% across all subcategories, likely due to mix and the pocket ...

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Summary of Diodes (DIOD) 2025 Conference Call Company Overview - Diodes is a leading supplier of analog and discrete semiconductor solutions, serving various end markets including automotive, industrial, compute, communications, and consumer [3][4] - The company has been profitable for 33 consecutive years and reported $1.3 billion in revenue for 2024 [4] Market Segments and Performance - Diodes has consistently exceeded its goal of generating 40% of revenue from automotive and industrial segments, achieving a combined 42% in recent quarters [5][7] - The automotive segment has grown at a CAGR of 22% since 2013, with content per car increasing from $28 in 2013 to $213 in 2025 [6] - The computing segment is the largest, growing 27% from the previous quarter [7] Inventory and Demand Insights - Current inventory levels are slightly above the normal range of 11 to 14 weeks, but there has been a decrease in both internal and channel inventory [13][14] - The company expects a stronger second half of 2025, with indications of recovery in demand across various segments, particularly automotive and industrial [17][19] Pricing Strategy and Market Position - Diodes has focused on long-term relationships with customers rather than short-term pricing gains, which has resulted in a solid market position [23][25] - Pricing trends are stabilizing, with a historical model of 1.5% to 2% quarterly price erosion [27] Competition and Market Dynamics - Competition from local Chinese suppliers remains, but there is a belief that consolidation will occur in the market [30][32] - Diodes is focusing on differentiated, higher-end products to maintain competitiveness in the Chinese market [33] Product Development and Innovation - The company introduced over 300 new products for the automotive segment last year, with ongoing development in power management and silicon carbide technologies [16][56] - The Pericom product line is expanding into automotive and industrial applications, with a focus on timing and signal integrity products [49][50] Gross Margin and Production Strategy - The company is working to improve gross margins through increased internal production and a better product mix, with a current hybrid model of 55% internal and 45% external production [63][64] - Focus on higher-margin products in automotive and industrial segments is expected to enhance overall margins [65] Conclusion - Diodes is well-positioned for growth with a strong focus on innovation, customer relationships, and strategic market positioning, particularly in the automotive and industrial sectors [25][65]

Core Viewpoint - Vishay Intertechnology, Inc. reported a first-quarter 2025 loss of 3 cents per share, which met the Zacks Consensus Estimate but was a decline from the previous year's earnings of 22 cents per share. Revenues of $715.2 million exceeded the Zacks Consensus Estimate by 0.74%, but represented a 4.2% year-over-year decline [1][2]. Financial Performance - The company's first-quarter adjusted EBITDA was $54.5 million, a decrease of 40.3% year over year, with an adjusted EBITDA margin contracting by 460 basis points to 7.6%. The operating margin fell to 0.1% from 5.7% in the year-ago quarter [6]. - Revenues from various segments showed mixed results: - MOSFETs generated $142.1 million, down 7.2% year over year [4]. - Diodes brought in $141 million, declining 5.4% year over year [4]. - Optoelectronics revenues increased by 4.1% to $51.2 million [4]. - Resistors fell 4.6% to $179.5 million [5]. - Inductors decreased by 5.2% to $84.1 million [5]. - Capacitors saw a slight decline of 0.4% to $117.4 million [5]. Stock Performance - The weak first-quarter performance led to a 9.8% drop in the company's share price, with a year-to-date decline of 28.4%, significantly underperforming the Zacks Computer and Technology sector's decline of 8.7% [2]. Guidance - For the second quarter, Vishay Intertechnology anticipates revenues of $760 million (plus or minus $20 million), with a Zacks Consensus Estimate of $738.4 million, indicating a year-over-year fall of 0.38%. The expected gross profit margin is 19.0% [9].

Vishay Intertechnology (VSH) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Company Participants Peter Henrici - EVP - Corporate DevelopmentJoel Smejkal - President & CEODavid McConnell - Executive VP & CFOPeter Peng - Equity Research Conference Call Participants Ruplu Bhattacharya - Analyst Operator Good day, and thank you for standing by. Welcome to the Vishay Intertechnology First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' prese ...

Vishay Intertechnology (VSH) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Company Participants Peter Henrici - EVP - Corporate DevelopmentJoel Smejkal - President & CEODavid McConnell - Executive VP & CFOPeter Peng - Equity Research Conference Call Participants Ruplu Bhattacharya - Analyst Operator Good day, and thank you for standing by. Welcome to the Vishay Intertechnology First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' prese ...

Vishay Intertechnology (VSH) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to Speaker1 the Vishay Intertechnology First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising that your hand is rais ...

1Q 2025 Earnings Conference Call May 7, 2025 © VISHAY INTERTECHNOLOGY, INC. ALL RIGHTS RESERVED. NOTES ON FORWARD-LOOKING STATEMENTS Comments in this presentation other than statements of historical fact may constitute forward-looking statements. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "project," "intend," "could," "should" or other similar words or expressions often identify forward-looking statements. Such statements are based on current expectation ...