IRVINE, Calif., Sept. 29, 2025 (GLOBE NEWSWIRE) -- Syntiant Corp., the recognized leader in ultra-low-power edge AI deployment, today announced it has received the High Tech Award for “Deal of the Year” from Octane, Southern California’s premier organization dedicated to driving innovation. The award recognizes a standout financial transaction that has made a significant impact on the business landscape. Syntiant’s recent acquisition of Knowles Corporation’s (NYSE: KN) Consumer MEMS Microphone (CMM) busines ...

Key Takeaways NVIDIA highlights rising demand for robotics in automation, healthcare, manufacturing and logistics.Jetson Thor, built on Blackwell architecture, merges GPUs, AI acceleration and robotics software.The platform enables real-time vision, planning and interaction, expanding NVIDIA into edge AI systems.NVIDIA Corporation’s (NVDA) growth story has so far been defined by its dominance in artificial intelligence (AI) data centers and gaming, but robotics is quickly emerging as another promising avenu ...

HOD HASHARON, Israel, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Weebit Nano Limited (ASX:WBT) (Weebit), a leading developer and licensor of advanced memory technologies for the global semiconductor industry, has joined the EDGE AI FOUNDATION to advance intelligent systems at the edge. The EDGE AI FOUNDATION is a global hub that unites industry leaders and researchers to drive innovation, solve global challenges, and democratize edge AI technologies. As a Strategic Partner, Weebit brings its low-power, high-perform ...

AUSTIN, Texas, Sept. 23, 2025 (GLOBE NEWSWIRE) -- Ambiq Micro, Inc. (NYSE: AMBQ), a technology leader in ultra-low-power semiconductor solutions for edge AI, today announced the availability of the latest release of the neuralSPOT SDK and Toolkit for the Apollo510 and Apollo510B, Ambiq’s flagship systems-on-chips (SoC) Family with the highest performance and the most power efficiency among its generations for advanced edge AI applications. Feature highlights: Apollo510 Support and Enhancements – Unlocks th ...

September 19, 2025 11:40 AM GMT Investor Presentation | Asia Pacific Greater China Semiconductors: Global AI Supply Chain Updates; Key Opportunities in Asia Semis We upgraded our Industry View to Attractive going into 2H25, and we reiterate our preference for AI over non-AI. With tariffs on semis and FX impact concerns behind us, we expect the sector to re-rate further. It is also a good time to preview key investment themes for 2026. See our report for details: Greater China Semiconductors: AI semi strengt ...

Ambarella (AMBA) is gaining traction as one of Wall Street’s top AI opportunities. Its second quarter of fiscal 2026 earnings highlighted a clear leadership position in edge AI, a fast-growing segment of artificial intelligence. This is probably why Wall Street has taken note. With five consecutive quarters of record edge AI sales, increased demand in various new areas, and a stronger financial outlook, Ambarella is positioning itself as a top AI stock to watch. Valued at $3.4 billion, AMBA stock has gain ...

公司概况 * 公司为兆易创新 (Gigadevice, 603986.SS) 一家中国的半导体设计公司 产品包括NOR闪存 微控制器(MCU)和利基型DRAM 目标市场为消费电子 工业和汽车领域[14] 核心投资观点与论据 * 维持对公司的买入评级 12个月目标价上调至人民币198元 此前为173元 上调依据为将2026年目标市盈率从45倍提升至50倍 以对齐2019-2021年上一轮半导体涨价周期的平均水平[1][4][10] * 看好公司的核心观点集中于其利基型DRAM价格的上涨趋势以及定制化DRAM业务的长期潜力[1] * 公司的利基型DRAM产品组合包括DDR4 (4Gb, 8Gb) DDR3 (2Gb, 4Gb)和LPDDR4 因现有厂商逐步退出特殊/传统市场 其价格呈现强劲上涨[2] * 截至8月 DDR4 8Gb的现货价格仍比合约价格高出42% 表明合约价格有进一步上涨空间[2] * 公司的DDR4价格涨幅显著慢于现有厂商 这可能是其为优先争取市场份额而采取的策略 随着现有厂商退出市场 公司有额外的上行潜力来缩小与现有厂商的价格差距[1][2] * 基于上述价格趋势 预计公司DRAM(综合)毛利率将在2025年第三季度和第四季度分别达到35%和40% 相较于2025年第二季度的18%有大幅提升[2] * 定制化DRAM的长期潜力关键应用领域为边缘AI 例如消费类AI设备 汽车 机器人 AI推理等 虽然目前销售贡献仍处于早期开发阶段 但根据项目时间表 该业务可能在2026年下半年至2027年初开始放量 公司作为为其客户开发定制DRAM解决方案的首家关键供应商 享有先发优势[3] 盈利预测与估值调整 * 微调盈利预测 主要反映DRAM价格前景比此前预期更好 因此将2026-2027年的净利润预测上调3%~4%[1][4][16] * 最新预测2025E/2026E/2027E营收为91.68亿/119.12亿/144.42亿元人民币 净利润为15.50亿/26.46亿/36.49亿元人民币[16] * 预计公司进入由利基型DRAM产品扩张驱动的新增长周期 并在中国市场的利基型DRAM份额增长推动下享受强劲的EPS增长 同时其NOR闪存和MCU业务应保持稳定 并在2026年实现温和复苏[14] 风险提示 * 主要下行风险包括：1) DRAM产能爬坡慢于预期；2) 地缘政治紧张可能 disrupt 其供应链；3) NOR和MCU部门的价格和销量增长弱于预期；4) 晶圆成本下降慢于预期可能导致利润率降低[15] 其他信息 * 研究报告发布方为高盛(Goldman Sachs) 分析师为Jin Guo和Allen Chang[5] * 图表显示公司12个月远期市盈率历史范围 平均为65倍 +1标准差为97倍 -1标准差为33倍 当前目标为50倍[10]

Why Sensory Tech Will Be the Next Smartphone MomentRonDior5 min read·Just nowJust now--Press enter or click to view image in full sizeFor decades, hearing aids and eyeglasses have been treated as isolated “medical fixes.” You lose some hearing, you get a hearing aid. Your vision declines, you get glasses. Manufacturers have been locked in a narrow race to build a slightly better or slightly cheaper version of the same thing.That framing is quickly becoming outdated. We are entering a new era where these cat ...

Accessibility StatementSkip Navigation ROCKVILLE, Md., Sept. 17, 2025 /PRNewswire/ -- As demand for edge AI and physical AI accelerates across billions of connected devices, Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge continues to strengthen its leadership and focus on edge AI solutions. Today the Company is pleased to announce the appointment of Yaron Galitzky as Executive Vice President of Artificial Intelligence at Ceva reporting to CEO Amir Panush. A vet ...

Ambarella Inc. (NASDAQ:AMBA) is one of the best AI stocks to buy according to analysts. On August 29, Roth Capital raised the firm’s price target on Ambarella to $85 from $65, while keeping a Neutral rating on the shares. The company reported a solid beat and raise with growth from non-auto Edge AI applications, which supported the revenue momentum at Ambarella. This sentiment came after Ambarella reported its financial results for FQ2 2026. The company saw strong financial growth, with revenue reaching $ ...