Latest news with #Semiconductors
Yahoo
4 hours ago
- Business
- Yahoo
Are Options Traders Betting on a Big Move in Ichor Holdings Stock?
Investors in Ichor Holdings, Ltd. ICHR need to pay close attention to the stock based on moves in the options market lately. That is because the August 15, 2025 $45 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. What do the Analysts Think? Clearly, options traders are pricing in a big move for Ichor Holdings shares, but what is the fundamental picture for the company? Currently, Ichor Holdings is a Zacks Rank #3 (Hold) in the Electronics – Semiconductors industry that ranks in the Top 30% of our Zacks Industry Rank. Over the last 60 days, no analyst increased the earnings estimates for the current quarter, while one has dropped the estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 19 cents per share to 14 cents in that period. Given the way analysts feel about Ichor Holdings right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Looking to Trade Options? Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Click to see the trades now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ichor Holdings, Ltd. (ICHR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Reuters
a day ago
- Business
- Reuters
Arm considers developing own chips; stock falls as outlook disappoints
July 30 (Reuters) - Chip architecture provider Arm Holdings is investing in developing its own chips, CEO Rene Haas said on Wednesday, marking a major shift to its model of licensing its blueprints to other companies. Arm also issued quarterly forecasts that failed to satisfy investors who have sent the company's stock surging in recent months on expectations it will become a key player in artificial intelligence. Arm shares slumped around 8% in extended trading on Wednesday. The plan to invest more heavily in developing its own chips marks a departure from Arm's long-time business of supplying intellectual property to companies ranging from Nvidia (NVDA.O), opens new tab to (AMZN.O), opens new tab, which already design their own chips. Finished chips are the "physical embodiment" of a product Arm already sells called Compute Sub Systems (CSS), Haas said. "We are consciously deciding to invest more heavily - is the possibility of going beyond (designs) and building something, building chiplets or even possible solutions," Haas said in an interview with Reuters. Chiplets are smaller, modular versions of a larger chip. Chiplets perform specific functions, and designers will stitch several together to form a complete processor. To build up the necessary staff to make chiplets and other finished chips, Arm has been recruiting from its customers and competing against them for deals, Reuters has reported. Haas declined to provide a timeframe in which the company's investments in the new strategy would translate into profit, or give specifics about potential new products that are part of the initiative. But, Haas said that Arm would look at chiplets, "a physical chip, a board, a system, all of the above." In recent months, chip companies have begun to focus more effort on building the necessary server hardware, or server rack, around a chip. Nvidia sells its NV72 rack systems, and Advanced Micro Devices (AMD.O), opens new tab acquired server builder ZT Systems to build system-level products. This expansion of its business could put Arm in competition with some of its customers, who design finished chips and chiplets for their own products. Arm has surged around 150% since its stock market debut in 2023, and its shares recently traded at over 80 times expected earnings, far higher than the PE valuations of Nvidia, Advanced Micro and other chipmakers focused on AI. The company forecast second-quarter profit slightly below estimates on Wednesday, as global trade tensions threaten to hit demand for Arm in its mainstay smartphone market. Arm's chip technology powers nearly every smartphone in the world, and its tame forecast underscores uncertainty faced by global manufacturers and their suppliers resulting from U.S. President Donald Trump's tariff policies. UK-based Arm forecast adjusted per-share profit between 29 cents and 37 cents for the fiscal second quarter, the midpoint of which is below analysts' average estimate of 36 cents per share, according to LSEG data. The forecast disappointed investors, according to Summit Insights analyst Kinngai Chan. "Results and outlook were light and below expectations," he said. The company generates revenue through licensing deals for its intellectual property and a royalty charged for each chip sold that uses its technology. Smartphones remain Arm's biggest stronghold. Morningstar analysts expect Arm to continue as the dominant architecture provider in smartphone processors, where it has a 99% market share. Global trade tensions, however, cloud the outlook for the market. Uncertainty fueled by tariff volatility and ongoing macroeconomic challenges has tapered end-market demand, with global smartphone shipments increasing just 1% in the April-to-June period, according to International Data Corporation. Arm expects current-quarter revenue between $1.01 billion and $1.11 billion, in line with estimates of $1.06 billion. The company reported first-quarter sales of $1.05 billion, coming in just shy of estimates of $1.06 billion. Adjusted profit of 35 cents per share was in line with estimates. "Smartphone royalties (call it 'Android on a low‑carb diet') remain soft, especially in China, but cloud‑server and AI accelerator design wins keep the (next generation Arm tech) royalty treadmill humming," Running Point Capital chief investment officer Michael Schulman said.
Reuters
2 days ago
- Business
- Reuters
Arm to develop own chips; stock falls as outlook disappoints
July 30 (Reuters) - Chip architecture provider Arm Holdings is investing in developing its own chips, CEO Rene Haas said on Wednesday, marking a major shift to its model of licensing its blueprints to other companies. Arm also issued quarterly forecasts that failed to satisfy investors who have sent the company's stock surging in recent months on expectations it will become a key player in artificial intelligence. Arm shares slumped around 8% in extended trading on Wednesday. The plan to invest more heavily in developing its own chips marks a departure from Arm's long-time business of supplying intellectual property to companies ranging from Nvidia (NVDA.O), opens new tab to (AMZN.O), opens new tab, which already design their own chips. Finished chips are the "physical embodiment" of a product Arm already sells called Compute Sub Systems (CSS), Haas said. "We are consciously deciding to invest more heavily — is the possibility of going beyond (designs) and building something, building chiplets or even possible solutions," Haas said in an interview with Reuters. Chiplets are smaller, modular versions of a larger chip. Chiplets perform specific functions, and designers will stitch several together to form a complete processor. To build up the necessary staff to make chiplets and other finished chips, Arm has been recruiting from its customers and competing against them for deals, Reuters has reported. Haas declined to provide a timeframe in which the company's investments in the new strategy would translate into profit, or give specifics about potential new products that are part of the initiative. But, Haas said that Arm would look at chiplets, "a physical chip, a board, a system, all of the above." In recent months, chip companies have begun to focus more effort on building the necessary server hardware, or server rack, around a chip. Nvidia sells its NV72 rack systems, and Advanced Micro Devices (AMD.O), opens new tab acquired server builder ZT Systems to build system-level products. This expansion of its business could put Arm in competition with some of its customers, who design finished chips and chiplets for their own products. The company forecast second-quarter profit slightly below estimates on Wednesday, as global trade tensions threaten to hit demand for Arm in its mainstay smartphone market. The company's chip technology powers nearly every smartphone in the world, and its tame forecast underscores uncertainty faced by global manufacturers and their suppliers resulting from U.S. President Donald Trump's tariff policies. UK-based Arm forecast adjusted per-share profit between 29 cents and 37 cents for the fiscal second quarter, the midpoint of which is below analysts' average estimate of 36 cents per share, according to LSEG data. The company generates revenue through licensing deals for its intellectual property and a royalty charged for each chip sold that uses its technology. Smartphones remain Arm's biggest stronghold. Morningstar analysts expect Arm to continue as the dominant architecture provider in smartphone processors, where it has a 99% market share. Global trade tensions, however, cloud the outlook for the market. Uncertainty fueled by tariff volatility and ongoing macroeconomic challenges has tapered end-market demand, with global smartphone shipments increasing just 1% in the April-to-June period, according to International Data Corporation. The company expects current-quarter revenue between $1.01 billion and $1.11 billion, in line with estimates of $1.06 billion. The company reported first-quarter sales of $1.05 billion, coming in just shy of estimates of $1.06 billion. Adjusted profit of 35 cents per share was in line with estimates. It has also made attempts to diversify into the booming data center market, where customers such as Amazon's (AMZN.O), opens new tab cloud unit use its technology.
Globe and Mail
4 days ago
- Business
- Globe and Mail
SEALSQ's Strategic Investment in WISeSat Propels Satellite Constellation Growth and Accelerates Commercialization of Post-Quantum Space Technology
Geneva, Switzerland, July 28, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced a strategic investment in the Swiss satellite technology venture of its parent company, WISeKey International Holding Ltd ('WISeKey') (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company. This investment aims to fuel the expansion of WISeSat's Low Earth Orbit (LEO) satellite constellation and fast-track the commercialization of its groundbreaking post-quantum-ready space technology. The announcement follows the signing of a strategic partnership between and EnduroSat, the leading Bulgarian space technology firm, further expanding WISeSat's global collaboration network. This partnership complements prior alliances with FOSSA Systems (Spain), PLD Space (Spain), Astrocast (Switzerland), Skyroot Aerospace (India), and SpaceX (USA), demonstrating commitment to international cooperation in building a secure space communications infrastructure. post-quantum-enabled satellite constellation is now testing advanced applications, including device-to-device post-quantum communication. The next major milestone will allow mobile phones to directly connect to the satellite constellation — anytime, anywhere — a capability that can already be previewed in real time via the interactive world map: Currently comprising of 21 LEO satellites, the constellation orbits Earth at altitudes between 500–600 km, completing a full orbit in approximately 90 minutes at speeds of 7.8 km/s (≈17,500 mph). The constellation provides more than 10 daily data transmission windows, ensuring near-global coverage and making it a foundational layer for secure and resilient global communications. This infrastructure supports bold vision, laying the groundwork for space-to-space and space-to-ground quantum resistant communication systems The growing convergence of quantum technology and space infrastructure is drawing attention from many investors. SEALSQ's investment in follows a wave of quantum-focused transactions in the sector, including IONQ's acquisition of Capella Space, as companies race to secure the future of space communications. 'Securing satellite communications is a complex challenge, especially for long-duration devices with limited physical access,' said Carlos Moreira, CEO of SEALSQ. 'Traditional cryptographic methods are no longer sustainable in the age of quantum computing. Our strategy of integrating post-quantum algorithms and implementing secure mechanisms in hardware, is designed to anticipate and address these emerging threats. SEALSQ's support accelerates our ability to deliver this future-ready solution.' By integrating Post-Quantum Cryptography (PQC) into both the software and hardware layers of its satellites, ensures long-term, tamper-resistant security across its entire infrastructure. SEALSQ-developed secure elements are embedded directly into the onboard satellite systems, allowing: Cryptographic separation: PQC processes are isolated from core control systems, minimizing the attack surface. Hardware-based key storage: Quantum-resistant keys are generated, stored, and managed in tamper-proof secure hardware. Resilient Over-the-Air (OTA) updates: Firmware, certificates, and keys can be updated securely during the satellite's lifecycle. Post-Quantum Secure Boot and Communication: Every signal, from launch to ground station to end-user device, is cryptographically signed using NIST-recommended post-quantum algorithms like CRYSTALS-Kyber. This integrated security architecture enables trusted communication between satellites, mobile devices, and terrestrial infrastructures, providing a robust foundation for governments, enterprises, and defense systems seeking long-term protection against quantum-era threats. About SEALSQ: SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable. SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries. For more information on our Post-Quantum Semiconductors and security solutions, please visit Forward-Looking Statements This communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC. SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise.
Yahoo
4 days ago
- Business
- Yahoo
SEALSQ's Strategic Investment in WISeSat Propels Satellite Constellation Growth and Accelerates Commercialization of Post-Quantum Space Technology
Geneva, Switzerland, July 28, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced a strategic investment in the Swiss satellite technology venture of its parent company, WISeKey International Holding Ltd ('WISeKey') (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company. This investment aims to fuel the expansion of WISeSat's Low Earth Orbit (LEO) satellite constellation and fast-track the commercialization of its groundbreaking post-quantum-ready space technology. The announcement follows the signing of a strategic partnership between and EnduroSat, the leading Bulgarian space technology firm, further expanding WISeSat's global collaboration network. This partnership complements prior alliances with FOSSA Systems (Spain), PLD Space (Spain), Astrocast (Switzerland), Skyroot Aerospace (India), and SpaceX (USA), demonstrating commitment to international cooperation in building a secure space communications infrastructure. post-quantum-enabled satellite constellation is now testing advanced applications, including device-to-device post-quantum communication. The next major milestone will allow mobile phones to directly connect to the satellite constellation — anytime, anywhere — a capability that can already be previewed in real time via the interactive world map: Currently comprising of 21 LEO satellites, the constellation orbits Earth at altitudes between 500–600 km, completing a full orbit in approximately 90 minutes at speeds of 7.8 km/s (≈17,500 mph). The constellation provides more than 10 daily data transmission windows, ensuring near-global coverage and making it a foundational layer for secure and resilient global communications. This infrastructure supports bold vision, laying the groundwork for space-to-space and space-to-ground quantum resistant communication systems The growing convergence of quantum technology and space infrastructure is drawing attention from many investors. SEALSQ's investment in follows a wave of quantum-focused transactions in the sector, including IONQ's acquisition of Capella Space, as companies race to secure the future of space communications. 'Securing satellite communications is a complex challenge, especially for long-duration devices with limited physical access,' said Carlos Moreira, CEO of SEALSQ. 'Traditional cryptographic methods are no longer sustainable in the age of quantum computing. Our strategy of integrating post-quantum algorithms and implementing secure mechanisms in hardware, is designed to anticipate and address these emerging threats. SEALSQ's support accelerates our ability to deliver this future-ready solution.' By integrating Post-Quantum Cryptography (PQC) into both the software and hardware layers of its satellites, ensures long-term, tamper-resistant security across its entire infrastructure. SEALSQ-developed secure elements are embedded directly into the onboard satellite systems, allowing: Cryptographic separation: PQC processes are isolated from core control systems, minimizing the attack surface. Hardware-based key storage: Quantum-resistant keys are generated, stored, and managed in tamper-proof secure hardware. Resilient Over-the-Air (OTA) updates: Firmware, certificates, and keys can be updated securely during the satellite's lifecycle. Post-Quantum Secure Boot and Communication: Every signal, from launch to ground station to end-user device, is cryptographically signed using NIST-recommended post-quantum algorithms like CRYSTALS-Kyber. This integrated security architecture enables trusted communication between satellites, mobile devices, and terrestrial infrastructures, providing a robust foundation for governments, enterprises, and defense systems seeking long-term protection against quantum-era threats. About SEALSQ:SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable. SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries. For more information on our Post-Quantum Semiconductors and security solutions, please visit Forward-Looking StatementsThis communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC. SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise. SEALSQ MoreiraChairman & CEOTel: +41 22 594 3000info@ SEALSQ Investor Relations (US)The Equity Group CatiTel: +1 212 836-9611 lcati@ in to access your portfolio
