Data I/O (DAIO) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Good afternoon, everyone, and welcome to the Data IO Second Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. Please note today's event is being recorded. At this time, I'd like to turn the conference call over to Mr. Jordan Darrow, Investor Relations.Please go ahead, sir.Speaker1Thank you, operator, and welcome to the Data IO Corporation's second quarter twenty twenty five fin ...

Core Insights - Micron Technology, Inc. has launched the Micron 2600 NVMe SSD, which utilizes the industry's first 9th-generation QLC NAND and Adaptive Write Technology (AWT) to enhance performance and user experience in client devices [7][8]. Performance and Technology - The Micron 2600 SSD achieves up to 63% faster sequential write speeds and 49% faster random write speeds compared to competing value QLC and TLC SSDs, providing a superior user experience for demanding applications [7][9]. - AWT dynamically utilizes SLC, TLC, and QLC modes to optimize write performance, allowing for up to four times faster sequential write speeds while continuously writing up to 800GB of data to a 2TB SSD [9][10]. - The six-plane NAND architecture of Micron's 2Tb G9 QLC NAND enhances parallelism, enabling higher read and write command throughput, with speeds reaching up to 3.6 GB/s [10]. Product Specifications - The Micron 2600 SSD is available in various form factors (22x30mm, 22x42mm, and 22x80mm) and capacities ranging from 512GB to 2TB, making it suitable for ultra-thin laptops, handheld devices, and workstations [12]. - The SSD's design is optimized for high-capacity and efficient performance, significantly improving productivity for common applications [11][19]. Industry Impact - The introduction of the Micron 2600 SSD is expected to drive broader commercial adoption of QLC NAND technology, as it combines high performance with cost-effective solutions for OEMs [8][14]. - Industry leaders, including AMD and Intel, have recognized the Micron 2600 SSD as a transformative product that enhances user experience and performance in modern computing environments [13][15].

Core Insights - The rapid growth of artificial intelligence (AI) is driving unprecedented demand for high-performance, secure, and innovative solutions in data centers [1] - Microchip Technology is developing advanced technologies to address evolving market needs in data center connectivity, storage, and data retrieval [1] Product Portfolio - Microchip's portfolio includes high-speed interconnect and storage technologies such as Gen 3, Gen 4, and Gen 5 PCIe switches, with Gen 6 and Gen 7 technologies in development [2] - The company offers Non-Volatile Memory Express (NVMe), storage and RAID controllers with hardware-based security for enhanced data protection [2] - Connectivity solutions include retimers and Ethernet PHYs to optimize interconnect functionality, along with power management and system monitoring solutions designed for energy-efficient operations [2] New Solutions - Introduction of the 800G Active Electrical Cable (AEC) Reference Design, featuring the META-DX2C 800G retimer with 112G SerDes, aimed at reducing development time and cost for generative AI networks [3][7] - The Lambda Splitting technique in the design significantly reduces costs and boosts bandwidth efficiency by up to 50% [7] - The LAN9646 6-Port Gigabit Ethernet (GbE) Switch supports multiple interface options and is designed for various networking applications, providing full VLAN and Quality of Service (QoS) support [7] Power Management - The MCPF1412 high-density power module delivers up to 12A of current within a voltage range of 0.6V to 1.8V, optimized for space-constrained applications [7] - dsPIC33A Digital Signal Controllers (DSCs) enhance energy efficiency and reliability in data centers and AI servers, with features for power factor correction and synchronous rectification [13] Security Features - Microchip's data center solutions include Secure Root of Trust Controllers that protect system integrity by verifying firmware at power-up and monitoring system activity [9] - These controllers support secure system ownership transfer and robust lifecycle management [9] Industry Commitment - The company emphasizes its commitment to delivering essential building blocks to address technology challenges in modern data centers, focusing on high-speed connectivity, storage rates, and power management systems [9]