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454 Posts, Pagina: « 1 2 3 4 5 6 ... 11 12 13 14 15 16 17 18 19 20 21 22 23 » | Laatste
Olkidoki
0
Ik ben de laatste weken regelmatig aan het bijkopen. Vandaag nog een klein plukje gekocht. Misschien wel voor het laatst. De prijs mag van mij nu gaan exploderen.
Goodluck
0
Ik had gisteren nog gekocht!
Achteraf gezien te weinig.
Ik moet een nieuwe gelazen bol vragen...

Geweldig aandeel.
Olkidoki
0
Ik zie nu dat er binnen de Safecapital Telegramgroep ook geïnformeerd wordt naar dit aandeel. Ik heb een link naar dit forum gedeeld.
Steve Schiets
2
Fijn om te lezen dat investeerders hier naar beginnen kijken. Sinds 2018 dacht ik aan een doorbraak in de datacenters. Veel te vroeg natuurlijk maar het lijkt erop dat ik nu toch gelijk krijg.

Kijk vooral naar de marketcap van het bedrijf, niet zozeer naar de koers. De marketcap is om en bij de 50M USD, wat heel erg weinig is voor de markt dat men gaat aanboren. En reeds de eerste leveringen verwerkt. Tencent is een afnemer, en weldra ook Microsoft.

We hebben een mooie terugkerende omzet deal met Sony, iets dat een 12-15M moet genereren in 2023. Maar dat is klein bier voor wat komen zal. Die kabels kunnen erg snel de omzet opdrijven.

Credo is actief met AEC maar die kabels verbruiken meer stroom en vandaar dat Microsoft hen deels laat vallen. Credo verloor meer dan 1 miljard in beurswaarde door dit nieuws. Wat bijzonder goed nieuws is want wat gaat Microsoft doen? Ze hebben waarschijnlijk een beter alternatief gevonden bij Spectra7. Zie PR (zonder MSFT te noemen)

Ik zoek het artikel dat een illustratie geeft wat we zouden kunnen binnenhalen met Microsoft (designwin is binnen)
Steve Schiets
2
Dit is door een andere investeerder actief in de semiconducter business mij toegestuurd.

Laatste zin:
" Some sell-side and buy-side even said Credo would sell 500,000 AEC this year at a $200 ASP to Microsoft alone. That’s not happening. Instead"

Dit zou 100M revenue betekenen voor 2023 die nu weg is bij credo.

www.semianalysis.com/p/thick-cables-t...
Thieuke
0
Rotel74
2
Spectra7 to Participate in the Keybanc Capital Markets 18th Annual Emerging Technology Summit Conference

February 27, 2023 SAN JOSE, CA - (PR NewsWire) – (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. (“Spectra7” or the “Company”), a leading provider of high-performance analog semiconductor products for data centers, 5G infrastructure, virtual and augmented reality, and other connectivity markets, today announced that management will be participating in the KeyBanc Capital Markets 18th Annual Emerging Technology Summit on March 7, 2023 in the Semiconductor Infrastructure Enablers track.



The in-person conference will be held at the Hyatt Regency Downtown SOMA in San Francisco, Calif.



To arrange a meeting with Spectra7, please contact your KeyBanc representative. Investors may also contact Spectra7 investor relations at ir@spectra7.com ir@spectra7.com to arrange a meeting.
Thieuke
0
Steve, zit je nog in spectra 7? Wat is het verschil met de Broadcom Tomahawk 5 en spectra 7?
Steve Schiets
1
Thieuke, ja tuurlijk zit ik er nog in. Met mijn stack kan ik er ook niet meteen uit als ik dat zou willen.

Tomahawk is een swith (in & out kabels, digital en optisch). Ze hebben inderdaad een 100G swith die met DAC's werkt.
Maw een beetje een tegenvaller dat de operator hier voor passieve kabels kan kiezen.

maar het is pam4 100G. Dus zo snel is die switch nu ook weer niet. Ik heb begrepen dat de industry zich toch klaarmaakt om vele malen hoger te mikken mat de komst van Artificiele intelligentie (AI). Denk maar aan ChatGPT en anderen.

Toch, indien datacenters vrede nemen met Tomahawk 5, zullen ze erg zware kabels (een pak dikker en zwaarder) gebruiken. Hun koeling dreigt hier een aanzienlijk verlies te maken omdat het een 'muur' is dat voor je servers hangt. Ze zullen ook hun server op de grond moeten vastzetten omdat anders het gewoon omvalt.

Dus ja, een beetje slecht nieuws dat DACs nog steeds een functie hebben maar ik verkoop toch niet en wacht rustig af.
PSVR2 begint lekker te lopen. Ik kijk uit naar de de Q4 cijfers en vooruitzichten
Thieuke
0
steve, bedankt voor de duiding, spijtig dat je nietmeer post op I-hub, want je gaf waardevolle informatie aan dat bord.
Steve Schiets
0
Thieuke, Future op ihub zal het wel overpakken. Indien er echt iets geweldig is zal ik het nog wel posten. Maar ik ga echt niet meer reageren op dwaze ihub posters.

Ik ben nog wat aan het afkoelen van alle nonsens die mij werd aangewreven

Rotel74
0
Oeps!

Spectra7 Microsystems Inc. Announces Private Placement of $5.89 Million CAD

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR RELEASE, PUBLICATION, DISTRIBUTION OR DISSEMINATION DIRECTLY, OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES



March 10, 2023 TORONTO, ON - (PR NewsWire) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, is pleased to announce a proposed private placement to certain institutional investors and insiders of the Company (the “Private Placement”) of 5,890,000 units (“Units”), with each Unit consisting of one common share (each a “Common Share”) and one common share purchase warrant (each a “Warrant”) at a purchase price of $1.00 per Unit for aggregate gross proceeds of approximately $5.89 million.



Each Warrant will be exercisable immediately and will entitle the holder thereof to purchase one Common Share at an exercise price of $1.18 per Common Share for a period of five years from the date of issuance. The expiry date of the Warrant can be accelerated by the Company at any time prior to the expiry date of the Warrants if the closing price of the Common Shares on the TSX Venture Exchange is greater than $4.00 for any 10 non-consecutive trading days.



The net proceeds of the Private Placement are expected to be used for working capital and general corporate purposes. A.G.P./Alliance Global Partners will act as the exclusive placement agent for the Private Placement in the United States. Closing of the Private Placement is subject to all necessary regulatory and stock exchange approvals, including the approval of the TSX Venture Exchange.



In the United States, the Units will be offered on a private placement basis pursuant to exemptions from the registration requirements of the United States Securities Act of 1933, as amended (the "U.S. Securities Act").



No securities regulatory authority has either approved or disapproved of the contents of this news release. This news release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. This news release is not an offer to sell or the solicitation of an offer to buy the securities in the United States or in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to qualification or registration under the securities laws of such jurisdiction. The securities being offered have not been, nor will they be, registered under the U.S. Securities Act, and such securities may not be offered or sold within the United States or to, or for the account or benefit of, U.S. persons absent registration or an applicable exemption from U.S. registration requirements and applicable U.S. state securities laws.



Pursuant to Multilateral Instrument 61-101 Protection of Minority Security Holders in Special Transactions (“MI 61-101”), the Private Placement constitutes a “related party transaction” as insiders of the Company are expected to subscribe for approximately 404,800 Units. The Company is relying on exemptions from the formal valuation and minority approval requirements of MI 61-101. The Private Placement was approved by all of the independent directors of the Company.



All dollar amounts in this news release are denominated in Canadian dollars
Rotel74
0
Hoe kan ik deze emissie hier zien? Als fikse verwatering of een noodzakelijke/gewenste kapitaalversterking?

In Canada -17,8% nu.
V_v_z
1
spectra7.com/zhaolong2023

Zhaolong will Offer Products with Spectra7's Low Power Analog GC1122 GaugeChanger™ Chips

SAN JOSE, Calif., March 13, 2023 /CNW/ -- (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, today announced that Zhaolong Interconnect Technology Co. ("Zhaolong"), a leading China-based cable supplier, will offer Active Copper Cable (ACC) assemblies with 112G PAM4 signaling to Hyperscalers and OEM/ODMs in both North America and China that will include Spectra7's GC1122 GaugeChanger™ chips.

(PRNewsfoto/Spectra7 Microsystems Inc.)
(PRNewsfoto/Spectra7 Microsystems Inc.)
"The North American and China data center markets continue to push the envelope to higher interconnect speeds, and at hyper-scale all data center customers are more sensitive to the power, routability and cost of high-speed interconnects than before," said Zhaolong Vice General Manager Tony Yao. "We are getting strong interest from them in Spectra7's technology and our significantly smaller-gauge high-speed cables known as Microlink™ technology."

GaugeChanger™ is a unique analog redriver technology that allows copper to extend to much longer lengths without the cost and power penalty of optics or DSP based retimed copper solutions. Competing technologies typically use 700 to 1000% more power than Spectra7's GaugeChanger™ technology

"We are extremely pleased to be working with Zhaolong to broaden access to our ACC solutions using Spectra7's innovative GaugeChanger™ technology," said Spectra7 CMO John Mitchell. "Zhaolong is a dynamic and fast-growing manufacturer of cable and cable assemblies for use in the Hyperscale, OEM and ODM interconnect markets. Spectra7's GC1122 chips are of particular interest to Hyperscale customers in North America who are presently developing their next generation of data centers, which we expect to begin deployment later in 2023."

About Zhaolong Interconnect Technology Co., Ltd.

Zhejiang Zhaolong Interconnect Technology Co., Ltd. was established in 1993 and has more than 25 years of experience in R&D and manufacturing of the cable and interconnects industry. It is a national high-tech enterprise in the cable industry. It is a national standard drafting unit and a research and production base of the Shanghai Electric Cable Research Institute. It is a full-fledged member of China Communications Standards Association, National Information Technology Standardization Association and China Robotics Association. Zhaolong has built a world-leading information and control cable and interconnects manufacturing base, covering an area of about 140,000 square meters. With an annual output of more than 3 million kilometers and 5 million units of various types of cable and interconnects. For more information, please visit
Steve Schiets
0
Nieuws gisteren. Een beetje hinkend op 1 been. 2de jaarhelft zal duidelijkheid bieden. Ik blijf rustig zitten
Rotel74
0
Spectra7 Announces 107% Revenue Growth for 2022, Pre-announces Q1 2023 and Outlook for Q2 2023
AR/VR Drives Revenue Growth in 2022, New 800G/1.6TB Datacenter Products Expected to Begin Generating Revenue in Second Half of 2023

April 25th, 2023 SAN JOSE, CA - (PR NewsWire) – (TSXV:SEV) (OTCQB:SPVNF) Spectra7 Microsystems Inc. (“Spectra7” or the “Company”), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, today announced its financial results and a business update for the three months and full year ended December 31, 2022, preliminary Q1 2023 results, and its initial outlook for Q2 2023. A copy of the audited consolidated financial statements for the year ended December 31, 2022, and the corresponding management’s discussion and analysis (the “MD&A”) will be available under the Company’s profile on www.sedar.com. Unless otherwise indicated, all dollar amounts in this press release are expressed in US dollars.



“We had a strong 2022 despite supply constraints, more than doubling revenue year-over-year to $11.3 million. Volumes ramped in our AR/VR product line with a market leading game console manufacturer and hyperscale data center activity continued to progress with key datacenter partners and customers,” said Raouf Halim, Chief Executive Officer.



“Data center customers are increasingly engaged in test and qualification activities, specifically around AI and infrastructure applications, on the rapidly advancing new switches that require 800G and 1.6TB data rate interconnects. These switches are to support the high data throughput and reduced power consumption requirements for efficient operation. We believe that Active Copper Cable (“ACC”) is the most power and cost-efficient solution to meet these requirements for top-of-the-rack and short-run connectivity, an estimated $1 billion market by 2026.1. We have a growing list of customers seeking to incorporate our ACC solutions for their needs. We expect to receive orders from key datacenter customers in North America and Europe in the second half of 2023.”2



“We started 2023 with a strong order backlog and anticipate supply availability to improve steadily throughout 2023, which would enable us to meet our goal of EBITDA.3 profitability by the end of the year,”2 said Mr. Halim.


FOURTH QUARTER AND FULL YEAR 2022 FINANCIAL HIGHLIGHTS

Fourth quarter 2022 revenue of $3.0 million, up approximately 15% year-over-year, and full-year 2022 revenue was $11.3 million, an increase of approximately 107% compared to $5.5 million in the previous year.
Preliminary fourth quarter gross margin4 as a percentage of revenue in the fourth quarter increased to approximately 59%. Full-year gross margin was 50%.
Non-IFRS operating expenses5 were $2.0 million in the fourth quarter, up approximately 5% year-over-year while the Company continues to control its spending. Full-year non-IFRS operating expenses were $8.8 million.
Basic and diluted loss per share for the fourth quarter was $(0.04), compared with a basic and diluted loss per share of $(0.03) in the same period a year ago.
EBITDA3 loss in the fourth quarter was $38,000, compared with an EBITDA3 loss of $147,000 in the same period a year ago.
The Company strengthened its balance sheet with gross proceeds of a CDN$6.0 million private placement in March 2023.




PRELIMINARY FIRST QUARTER 2023 REVENUE RESULTS2



The Company expects to report revenue of approximately $3.1 million for the first quarter of 2023, compared with $2.1 million in the first quarter of 2022. This would represent an increase of approximately 43% from the prior-year quarter.




Q2 2023 OUTLOOK2



The Company anticipates revenue for second quarter of 2023 to be in the range of $3.1 million to $3.3 million.




RESTRICTED SHARE UNIT GRANTS



The Company’s board of directors has approved the grant of an aggregate of 568,090 restricted share units to the Company’s executive officers and directors pursuant to the Company’s restricted share unit plan. The restricted share units shall vest on the one year anniversary of the grant date.




NOTES:



1 Spectra7 internally generated model based on 650Group silicon chipsets for Ethernet optical transceivers and active cable alternatives posted June 3, 2022.

2 This is forward-looking information and is based on a number of assumptions, which include the current and anticipated customer purchase orders received, supply outlook and anticipated operational expenditures. See “Cautionary Notes”.

3 EBITDA or earnings before interest, tax, depreciation, and amortization is a non-GAAP measure. EBITDA excludes share-based compensation, amortization, depreciation, interest, and tax expenses. Refer to “Non-GAAP Measures” in the MD&A for reconciliation to measures reported in the Company’s annual financial statements.

4 Gross margin is a non-GAAP measure which is computed as revenue less cost of sales divided by revenue. Refer to “Revenue and Gross Margin” in the MD&A, for reconciliation to measures reported in the Company’s financial statements.

5 Non-IFRS operating expenses is a non-GAAP measure which includes research and development, sales and marketing, general and administrative expenses and depreciation and amortization for capital equipment and right-of-use assets and excludes share-based compensation expense, non-recurring termination costs, interest and related financing costs, change in fair value of warrant liabilities, foreign exchange gain/loss and gain/loss from property and equipment disposal. Refer to “Non-GAAP Measures” in the MD&A for reconciliation to measures reported in the Company’s financial statements.
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Vertraagd 8 nov 2024 21:56
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