Key Takeaways CDNS stock is up 24% in three months, nearing its 52-week high amid AI tailwinds. CDNS is poised to gain as clients boost investment in AI-driven automation and next-gen designs. 2025 revenue guidance is raised to $5.15B-$5.23B, with non-GAAP EPS now forecasted between $6.73 and $6.83.Cadence Design Systems (CDNS) stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09.  Image Source: Zacks Investme ...

同时，深圳将加快EDA工具推广应用，推动本土EDA工具的研发与应用，提升自主可控能力。在突破 核心设备及配套零部件、关键制造封装材料领域，聚焦光刻机、光刻胶等"卡脖子"难题，加大研发投 入，推动本土化进程。此外，《若干措施》还致力于提升高端封装测试水平，加速化合物半导体成熟， 完善产业链的各个环节。 《若干措施》提出，充分发挥市场配置资源的决定性作用和企业的市场主体地位，以支持研发、专项资 助、推广应用等普惠性政策引导产业链上下游对接，推动形成稳定高效的协同发展机制。 《若干措施》强调，要在关键核心领域发挥新型举国体制优势，强化政府引导，不断激发市场活力和社 会创造力，加大科技创新投入，把政府、市场、社会的作用有机结合起来。为强化资金保障，总规模50 亿元的深圳市半导体与集成电路产业投资基金"赛米产业私募基金"，已于5月完成工商登记注册。深圳 市发改委相关负责人介绍，该基金将主要投向深圳市半导体与集成电路重点项目、细分龙头企业及对完 善产业链具有重大作用的项目，着力构建"自主可控、高效协作、紧密配套"的本地化产业链供应链。 近日，记者从深圳市发展和改革委员会获悉，《深圳市关于促进半导体与集成电路产业高质量发展 ...

Latest achievements highlight over 60 years of space heritage and commitment to high-reliability, radiation-tolerant technology for next-generation satellite and avionics systems.CHANDLER, Ariz., July 10, 2025 (GLOBE NEWSWIRE) -- Continuing to support the evolving needs of space system developers, Microchip Technology (Nasdaq: MCHP) has announced two new milestones for its Radiation-Tolerant (RT) PolarFire® technology: MIL-STD-883 Class B and QML Class Q qualification of the RT PolarFire RTPF500ZT FPGA and ...

智通财经7月9日讯（记者 梁祥才）受益于行业景气度逐步改善，公司订单量迅速回升，火炬电子 （603678.SH）预计上半年业绩同比增长超五成。 今日盘后，火炬电子发布公告，预计上半年实现归属于上市公司股东的净利润约2.47亿元-2.80亿元，同 比增长约50.36%-70.45%；扣除非经常性损益的净利润约2.35亿元-2.70亿元，同比增长 51.26%-73.79%。 财报显示，今年Q1火炬电子实现归母净利润1.07亿元，同比增长约43.60%。据此计算，Q2公司净利润 约为1.4亿元到1.73亿元，同比增长55.57%到92.24%。 近日，有业内资深人士向智通财经记者表示，进入7月，军工上市公司业绩预喜或将频现，在2024年经 历"十年'最差'中报"后，未来基本面和情绪面修复可期，当前行业整体已看不到更多利空或者潜在利 空。从节奏上来看，业绩有望逐季度环比提升，预计下半年业绩好于上半年。 对于业绩增长原因，火炬电子表示，上半年公司所属电子元器件领域迎来积极转变，行业景气度逐步改 善，市场需求呈现增长态势。受此影响，公司订单量迅速回升，有力带动了当期收入大幅攀升；同时， 公司新材料板块在年度内取得稳健发 ...

SAN JOSE, Calif., July 9, 2025 /PRNewswire/ -- QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) Hard IP, ruggedized FPGAs, and endpoint AI solutions, today announced its participation in the 2025 IEEE Nuclear and Space Radiation Effects Conference (NSREC), taking place July 14 – 18 in Nashville, Tennessee. The company will exhibit at Booth #407, showcasing its radiation-tolerant, reprogrammable logic solutions built for space and high-reliability environments.Learn how QuickLogic' ...

Core Viewpoint - The 62nd DAC showcased numerous new exhibitors for 2025, particularly emerging EDA startups that are addressing the complexities of modern chip design through innovative methods, with a strong emphasis on artificial intelligence to enhance design and verification efficiency [1][2]. Group 1: AI in Design Verification - Bronco AI focuses on AI for design verification regression analysis, automating repetitive tasks and generating detailed scripts for debugging processes, which helps reduce organizational friction and improves onboarding for new team members [3]. - ChipAgents claims that their AI-driven chip design environment can enhance RTL design, debugging, and verification efficiency by tenfold, allowing designers to convert concepts into precise specifications using simple language prompts [4][5]. Group 2: Project Management and Collaboration - DSM Pro Engineering is developing a comprehensive RTL-to-GDSII chip design project management system that centralizes project metadata in a programmable SQL database, facilitating collaboration between project managers and engineers [6]. - ITDA Semiconductor offers a drag-and-drop visual designer for SoC systems, enabling users to create and optimize designs quickly, with a focus on power control and clock management [7]. Group 3: Accelerating Verification and Design - MooresLabAI is creating a proxy AI framework to accelerate verification processes, significantly reducing verification time and overall time-to-market [8][9]. - Rise Design Automation aims to enhance RTL design and verification, providing a multi-language toolset that allows users to start from high-level designs and optimize them into RTL, improving simulation speed and design iteration [9][10].

Adaptive computing enables users to build the exact processing pipeline for their needs. With CPUs and GPUs, the compute pipeline is fixed. You can program with the instruction set, but cannot change how the instructions are implemented.With adaptive computing, you can build custom instruction sets and then control how each instruction is pipelined, potentially saving memory access and optimally balancing throughput and latency. Adaptive computing hardware may be optimized for specific applications and then ...

成都华微则透露，公司脑机接口主要布局为提供信号处理的基础硬件器件，包括信号采集高精度ADC 和信号后处理的低功耗FPGA和MCU，为客户提供集成解决方案和信号链系统级集成产品。 7月2日，从事电子材料、高分子材料等高性能材料的普利特在互动平台表示，公司已与海外客户关于公 司LCP薄膜产品在脑机接口领域的应用进行了共同开发以及验证工作。由于验证周期较长，短期内对公 司业绩不会产生重大影响。 6月29日，全国首个脑机接口未来产业集聚区在上海启动建设，选址闵行区新虹桥国际医学中心的载体 空间年内将建成投用，也为国内在该前沿领域的布局落下关键一子。 这场由科技巨头引领的"脑力"角逐，同样在二级市场上激起波澜。今年以来，相关概念股集体走强，频 现暴涨。尤其是在6月27日-7月3日期间，塞力医疗、际华集团均收获3连板，创新医疗2连板，翔宇医疗 涨超62%，爱朋医疗、北陆药业等多股纷纷跟涨。截至7月3日，脑机接口板块仍大多飘红，A股脑机接 口主题指数近一月累计上涨4.96%。 在沪深交易所互动平台上，与"脑机接口"有关的提问显著增长。对此，也有多家上市公司纷纷回应。 其中，诚益通回复投资者称，公司已确立"侵入式与非侵入式" ...

成都华微 20250703 摘要 人形机器人市场前景广阔，全球及亚太地区规模预计达千亿级别，亚太 地区年增长率超 20%，成为投资热点，尤其在无人化工作环境和减少战 争人员损失方面潜力巨大，推动相关芯片需求增长。 人形机器人未来发展趋势包括与人工智能和物联网深度融合，通过软件 和操作系统升级实现智能化，市场细分以满足多样化业务需求，强调节 能环保的可持续发展，以及人机协作模式。 人形机器人的关键技术包括轻量化材料、模块化设计、高精度传感器、 液压系统、散热系统和防滑设计，其中高精度传感器通过 ADC 芯片将物 理信号转为数字信号处理，液压系统提供动力，散热系统保障长时间工 作。 运动控制技术是核心，高精度伺服系统使用 MMCUs 如 HWD32H743 芯片，其浮点运算能力超过主流 DSP，未来可能将 CAN 总线改为 EtherCAT 单总线以提高传输速率，小脑芯片通过嵌入式 CPU 和 FPGA 协同工作实现运动规划。 当前主流 AI 芯片如英特尔 X86 CPU 和英伟达 GPU 功耗高，限制了应用 推广。为解决此问题，公司正在研发专用 AI 芯片，已开发出 12TOPS 算力的边端侧 AI 芯片，并计 ...

QuickLogic (QUIK) shares ended the last trading session 5.9% higher at $6.32. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 15.7% gain over the past four weeks.QuickLogic is benefiting from its unique position as the first available source for eFPGA Hard IP for Intel 18A technology, enabling integration and driving growth in defense and commercial markets.This maker of chips for mobile and portable electronics ma ...