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X @Bloomberg
Bloomberg· 2025-07-10 14:21
Tesla is aiming its driverless taxis for the San Francisco Bay area as the carmaker plots an expansion on the heels of last month’s limited rollout in Austin https://t.co/IcmCxdOLQa ...
Trinity Capital Inc. Provides $35 Million in Growth Capital to INSHUR as the On-Demand Economy Booms
Prnewswire· 2025-07-09 13:00
PHOENIX, July 9, 2025 /PRNewswire/ -- Trinity Capital Inc. (NASDAQ: TRIN) ("Trinity Capital"), a leading alternative asset manager, today announced the commitment of $35 million in growth capital to INSHUR, a leader in innovative insurance solutions for the on-demand economy.Operating globally, INSHUR provides commercial insurance for on-demand mobility drivers, fleet operators, and delivery platforms across the mobility and delivery sectors. The company recently surpassed 1 million policies sold in the U.K ...
Himax Technologies, Inc. Schedules Second Quarter 2025 Financial Results Conference Call on Thursday, August 7, 2025, at 8:00 AM EDT
GlobeNewswire News Room· 2025-07-08 06:00
TAINAN, Taiwan, July 08, 2025 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Thursday, August 7, 2025, at 8:00 a.m. US Eastern Daylight Time and 8:00 p.m. Taiwan Time to discuss the Company's second quarter 2025 financial results. HIMAX TECHNOLOGIES, INC. SECOND QUARTER 2025 EARNINGS CONFERENCE ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-08 02:29
Driverless Teslas going through a parking lot.Tesla is leading autonomy and this will become a normal sight. https://t.co/2Hgqaun3XW ...
芯朋微: 2025年半年度业绩预增公告
Zheng Quan Zhi Xing· 2025-07-06 16:14
证券代码:688508 证券简称:芯朋微 公告编号:2025-036 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 (二)利润总额:3,577.48 万元。归属于母公司所有者的净利润:4,392.41 万元。归属于母公司所有者的扣除非经常性损益的净利润:4,545.88 万元。 (三)每股收益 0.34 元。 三、本期业绩变化的主要原因 公司预计 2025 年半年度经营业绩较上年同期预增主要来源于营业收入的显 著增长: 一、本期业绩预告情况 (一)业绩预告期间 (二)业绩预告情况 左右,与上年同期相比,将增加 17,600 万元左右,同比增长 38%左右。 与上年同期相比,将增加 4,600 万元左右,同比增长 104 %左右。 润为 7,000 万元左右,与上年同期相比,将增加 2,400 万元左右,同比增长 53% 左右。 (三)本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 (一)营业收入:45,328.23 万元。 (1)得益于新产品门类营收大幅增长。公司"功率系统整体解决方案"的 相 ...
54家公司发布半年报业绩预告,部分预增股遭抢筹、市场聚焦TMT股
Di Yi Cai Jing· 2025-07-06 12:03
部分个股发布业绩预增公告次日迎来股价大涨,反映场内资金正围绕中报行情做文章。 A股半年报拉开大幕。Wind数据显示,有54家上市公司已发布2025年半年报业绩预告,21家预增、11家略增、4家续盈、3家扭亏、2家略减、5家首亏、1家 续亏、3家预减,另有4家不确定。 大盘上半年持续走强、题材板块炒作层出不穷的情况下,上市公司的半年度业绩表现备受关注。截至目前,有16家上市公司预计上半年净利润最高增幅超过 100%,主要来自生物医药、电子、机械设备、电力等行业,有部分个股发布公告次日迎来股价大涨,反映场内资金正围绕半年报行情做文章。 市场风格持续轮动之际,AI、半导体为代表的TMT板块陆续出炉了多份业绩预告,同比增长的业绩表现反映产业发展趋势不改。二季度以来,科技板块估 值持续消化,本次半年报的业绩兑现情况或成为投资者布局科技板块的重要信息抓手。 净利润高增股公告后股价大涨 A股向来有"靓女先嫁"的现象,较早发布业绩预告的公司通常有亮眼的业绩表现。 本周,南京商旅、孩子王、诺泰生物等19只个股发布业绩预告,其中业绩预增股达10只,华银电力(600744.SH)净利润预测同比增长4423.07%,业绩预增 幅度暂 ...
芯朋微(688508.SH)预计上半年净利同比增长104%左右 新产品门类营收大幅增长
Ge Long Hui A P P· 2025-07-06 08:01
格隆汇7月6日丨芯朋微(688508.SH)公布,经财务部门初步测算,2025年半年度,预计实现营业收入为 63,000万元左右,同比增长38%左右。预计实现归属于母公司所有者的净利润为9,000万元左右,同比增 长104%左右。预计实现归属于母公司所有者的扣除非经常性损益的净利润为7,000万元左右,同比增长 53%左右。 (1)得益于新产品门类营收大幅增长。公司"功率系统整体解决方案"的相关多元化战略得到有效落 地,DC-DC、Driver、Discrete、Power Module等产品线新品持续推出,其业务成长速度均明显高于AC- DC产品线增长,使得公司可为原有整机应用客户持续提供更多新门类半导体产品套片,同时这些新门 类产品仍聚焦应用于客户功率系统,因而具有很高的技术和商务协同效应,能为客户带来越来越强大的 整体性能和成本优势,FAE服务效率也得到提高;成果反映在公司非AC-DC品类半年度营收同比大幅提 升70%以上,显著超过了公司在AC-DC品类26%左右的半年度营收增长率,彰显公司新品类更大业务增 长潜力。 (2)得益于新市场有力拓展。公司近三年来重点投入研发的工业应用领域的芯片业务乘风直上, ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-04 20:41
Driverless Tesla https://t.co/fxt4MMVzFT ...
Navitas' GaN Power ICs Gaining Traction: What's Fueling It?
ZACKS· 2025-07-04 15:06
Core Insights - Navitas Semiconductor (NVTS) is a significant player in the next generation of power semiconductors, particularly in GaN technologies, which are driving innovation and growth in the semiconductor market [1][2] - The GaN semiconductor device market is projected to grow at a compound annual growth rate of 6.1% from 2023 to 2028, attracting investments from major tech firms like NVIDIA and Tesla [1] - Navitas' GaN business revenues increased over 50% year-over-year in 2024, indicating strong momentum across various high-growth markets [3][8] Company Performance - Navitas has achieved over 180 GaN charger design wins in 2024 and supplies all top 10 global smartphone manufacturers, showcasing its strong position in the Mobile & Consumer segment [3][8] - The company is expanding into emerging markets through strategic partnerships, such as with Transsion in Africa and Jio in India [3] - In the Electric Vehicle sector, Navitas secured its first design win with Changan Auto for an onboard charger, featuring 6kW/L power density and 96% efficiency [4] Product Development - Navitas is set to launch new 80 - 120V GaN devices in 2025, targeting the 48V DC-DC converter market [4] - The company introduced bidirectional GaN ICs for solar applications, with the first use case expected in solar microinverters by late 2025 [4] Competitive Landscape - Power Integrations' GaN business is also experiencing growth, contributing to a 15% year-over-year revenue increase in Q1 2025, with a focus on high-voltage applications [5] - STMicroelectronics is expanding its GaN technology through a partnership with Innoscience to accelerate development and manufacturing [6] Stock Performance - Year-to-date, Navitas' stock has surged 79.3%, outperforming the industry and S&P 500 growth rates of 13.4% and 5.4%, respectively [7] - The stock trades at a forward 12-month price-to-sales (P/S) ratio of 15.0X, significantly higher than the industry average of 7.5X [9] Financial Estimates - The Zacks Consensus Estimate for NVTS' loss per share has decreased over the past 60 days, indicating a potential shift in financial outlook [10]
Will Tesla's Worst-Ever Q2 Vehicle Sales Drop Shake its ETFs?
ZACKS· 2025-07-04 15:00
Tesla Inc. (TSLA) reported a decline in global deliveries once again for the second quarter of 2025, marking its second consecutive quarterly drop. This has deepened concerns about sliding demand and rising competition in the global EV race. However, Tesla shares have risen 5% following the weak delivery report, underscoring its solid growth prospects (read: How to Find Attractively Priced Growth Stocks). This has put ETFs with a substantial allocation to this luxury carmaker in focus. These include Simpl ...