Dafinchi AI

TER

Technology

Ended quarter with $489 million in cash and marketable securities.
Free cash flow was $132 million; $117 million in share repurchases and $19 million in dividends paid.
IST revenue more than doubled year-over-year, driven by HDD and mobile SLT testers.
Non-GAAP gross margins were 57.3%, consistent with guidance.
Non-GAAP operating expenses were $275 million, up year-over-year due to increased R&D investments.
Non-GAAP operating profit was 15.1%.
Product test revenue was $85 million, up 7% year-over-year.
Q2 sales were $652 million and non-GAAP EPS was $0.57, both above the midpoint of guidance ranges.
Robotics revenue was $75 million, up quarter-over-quarter but down year-over-year.
Semi test revenue was $492 million with SOC revenue at $397 million, Memory at $61 million, and IST at $34 million.

MPWR

Technology

Automotive segment is expected to grow between 40% to 50% for the full year 2025.
MPS achieved record quarterly revenue of $664.6 million in Q2 2025, a 4.2% increase from Q1 2025 and 31.0% higher than Q2 2024.
Revenue growth was diversified across all end markets, with strong performance in storage, compute, and initial shipments for ASIC-based AI products.
Storage and notebook segments showed significant competitive gains and revenue increases in Q2.

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