Dafinchi AI

Diodes Incorporated

DIOD

Technology

1w

Supply Chain and Manufacturing Strategy for Capacity Optimization

The company is consolidating low-cost commodity capacity into supporting high-demand, high-margin products, with a focus on hybrid manufacturing strategies.
Progress in qualifying internal wafer fab capacity is ongoing, with key customers supporting this transition.
The strategy aims to support future growth, reduce dependency on external foundries, and improve manufacturing efficiency and margins.

Vishay Intertechnology, Inc.

VSH

Technology

1w

Vishay's Capacity Expansion for High-Growth Markets

Invested approximately $775 million over 2.5 years to expand capacity for high-growth, higher profit products.
Completed installation of all tools at Newport wafer fab except one, with the remaining to be installed in Q3.
On schedule for silicon carbide preproduction at Newport in early 2026.
Expect to increase annualized capacity for MOSFETs by 12% in Q1 2026 and for advanced split-gate MOSFETs by 25%.
Qualifying new products in Taiwan and Italy, with mass production expected in Q4 2025 for certain diodes and MOSFETs.
Adding capacity to support automotive, industrial, and AI markets, including silicon carbide and MOSFET technologies.

DoubleVerify Holdings, Inc.

DV

Technology

1w

Strong 21% Revenue Growth Driven by Existing and New Advertisers

Revenue increased 21% year-over-year to $189 million, surpassing guidance.
Growth was broad-based across activation, measurement, and supply side.
One-third of first-half revenue growth came from new advertisers, with major enterprise clients scaling meaningfully.

Digital Turbine, Inc.

APPS

Technology

1w

Operational Efficiency and Cost Discipline Enhancing Profitability

The company achieved a 73% year-over-year increase in EBITDA, driven by operational efficiencies and cost management.
Gross margins improved by over 100 basis points to 47%, reflecting favorable product and segment mix shifts.
Operating expenses decreased by 8% year-over-year, demonstrating disciplined cost control.
Management remains committed to further streamlining operations while investing strategically for growth.

Intel Corporation

INTC

Technology

3w

Intel's Foundry Strategy Shift and Capacity Rationalization

Intel is shifting to a more disciplined foundry capacity expansion, aligning CapEx with customer demand and milestones.
Decided to halt manufacturing projects in Germany and Poland, consolidating assembly and test operations in Vietnam and Malaysia.
Slowing construction in Ohio, with flexibility to accelerate if needed.
Focus on building trust through delivering high-quality wafers on time, with process and packaging technology meeting customer needs.
Recognized previous overcapacity and excess capacity investment, emphasizing a systematic, demand-driven approach.

Applied Materials, Inc.

AMAT

Technology

2d

Strategic Response to External Uncertainties and Supply Chain Flexibility

Applied Materials is leveraging its global supply chain and manufacturing footprint to stay flexible amid macro uncertainties.
The company is cautious on operating expenses, aligning spending with revenue outlook, and maintaining financial discipline.
Leadership emphasized that quarterly growth may be uneven, but strategic focus remains on high-growth, secular trends like AI.
The company is actively managing its backlog, customer relationships, and investments to navigate uncertain external conditions.