QuickLogic (QUIK) closed the most recent trading day at $8.00, moving -1.36% from the previous trading session. This move lagged the S&P 500's daily loss of 1.04%. Meanwhile, the Dow experienced a drop of 1.66%, and the technology-dominated Nasdaq saw a decrease of 1.13%. Prior to today's trading, shares of the maker of chips for mobile and portable electronics manufacturers had lost 4.92% lagged the Computer and Technology sector's gain of 0.34% and the S&P 500's gain of 1.75%.Analysts and investors alike ...

Company Overview - QuickLogic (QUIK) shares increased by 8.9% to close at $7.45, following a notable trading volume compared to typical sessions, despite a 19% loss over the past four weeks [1] - The company specializes in chips for mobile and portable electronics manufacturers [3] Recent Developments - Optimism around QuickLogic is driven by contract wins with defense industrial base customers and progress in eFPGA hard IP deals on advanced nodes, as well as advancements in its internally funded SRH FPGA test chip, which is expected to enhance customer engagement and revenue growth [2] - The consensus EPS estimate for the upcoming quarter is a loss of $0.11 per share, reflecting a year-over-year decline of 375%, with expected revenues of $3.5 million, down 38.6% from the previous year [3] Market Position - QuickLogic currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [5] - The stock's price movements are typically influenced by trends in earnings estimate revisions, which have remained unchanged for QuickLogic over the last 30 days [5] Industry Context - QuickLogic is part of the Zacks Electronics - Semiconductors industry, where another company, Silvaco Group, Inc. (SVCO), experienced a 4.3% decline to $3.53 and has returned -18% over the past month [5] - Silvaco Group's consensus EPS estimate for the upcoming report is -$0.07, representing a change of -146.7% from the previous year, and it also holds a Zacks Rank of 3 (Hold) [6]

Core Viewpoint - QuickLogic Corporation has been awarded a $13 million contract to support the development of Strategic Radiation Hardened (SRH) FPGA technology, aimed at meeting the Department of War's strategic and space system requirements [1]. Group 1: Contract Details - The $13 million contract represents the latest tranche of a multi-year program initiated in August 2022 [1]. - The funding will facilitate the continued development and demonstration of high reliability FPGA technology [1]. Group 2: Company Overview - QuickLogic Corporation specializes in embedded FPGA (eFPGA) Hard IP, ruggedized FPGAs, and endpoint AI solutions [1]. - The company combines cutting-edge technology with open-source tools to deliver customizable, low-power solutions for various markets, including aerospace and defense [1].

Group 1: Core Insights - QUICK Semiconductor (QUIK) stock price declined on February 12 due to a combination of technical developments, market expectations, overall sector adjustments, and ongoing investment phase in the company's fundamentals [1][2][4]. Group 2: Business Progress - During the earnings call on February 11, the company announced that its SRH FPGA test chip design files have been delivered, with physical delivery expected in early Q1 2026. This progress was viewed positively by analysts, but market caution arose due to the time lag before revenue recognition [2]. Group 3: Sector Performance - On February 12, the semiconductor sector in the U.S. exhibited weak performance, with sector indices and major indices like NASDAQ and Dow Jones declining, which negatively impacted individual stocks including QUICK Semiconductor [3]. Group 4: Company Fundamentals - The company anticipates significant revenue growth in 2026, with SRH FPGA-related revenue potentially accounting for 10% of total revenue. However, current financial data indicates the company is still in an investment phase, reflected by a negative trailing twelve months (TTM) price-to-earnings ratio [4]. Group 5: Market Activity - On February 12, QUICK Semiconductor opened near its daily high but saw a continuous decline, closing at $6.70 with a trading volume of $277,000, indicating dominant bearish sentiment. This aligns with the trend of short-term capital outflows from technology stocks [5].

Core Insights - QuickLogic Corporation will exhibit and present at Chiplet Summit 2026, focusing on chiplet architectures and heterogeneous integration [1] - The event will take place from February 17 to 19, 2026, in Santa Clara, California [1] - QuickLogic aims to showcase how its eFPGA IP and eFPGA-based chiplets enable flexible and scalable architectures [1] Company Overview - QuickLogic Corporation is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions [1] - The company combines advanced technology with open-source tools to provide customizable, low-power solutions for various markets including aerospace, defense, industrial, computing, and consumer [1] Event Details - QuickLogic will present a technical session titled "Enabling Flexible Heterogeneous Integration with an eFPGA Chiplet on Intel® 18A" on February 19, from 3:00 p.m. to 4:20 p.m. [1] - The session will be led by Trey Peterson, Applications Engineer at QuickLogic, and will discuss the adaptability of eFPGA chiplets in advanced process nodes [1] - Exhibit hours for Chiplet Summit 2026 include February 19 from 12:00 p.m. to 3:00 p.m. and February 18 from 12:30 p.m. to 8:00 p.m. [1]

Core Viewpoint - QuickLogic Corporation is set to discuss its fourth quarter and full year fiscal 2025 financial results in a conference call scheduled for March 3, 2026 [1]. Group 1: Conference Call Details - The conference call will take place on March 3, 2026, at 5:30 p.m. ET / 2:30 p.m. PT [2]. - Participants can join the call via a toll-free number (1-877-407-0792) or an international line (1-201-689-8263) without needing a passcode [2]. - A replay of the call will be available until March 10, 2026, and can be accessed at (844) 512-2921 with a passcode of 13758490 [2]. - A webcast of the conference call will be available on QuickLogic's Investor Relations site for 12 months [2]. Group 2: Company Overview - QuickLogic Corporation is a fabless semiconductor company that specializes in embedded FPGA (eFPGA) Hard IP, discrete FPGAs, and endpoint AI solutions [3]. - The company employs a unique approach that integrates advanced technology with open-source tools to provide customizable, low-power solutions across various markets, including aerospace and defense, industrial, computing, and consumer sectors [3].

Core Insights - QuickLogic Corporation has received orders for its Strategic Radiation Hardened FPGA Development Kit, which includes test chips fabricated on GlobalFoundries' 12 nm process technology [1][2] Group 1: Product Development - The SRH FPGA Development Kit is designed to meet the requirements of large Defense Industrial Base customers with ongoing programs [2] - The delivery of the SRH FPGA Dev Kit is scheduled for late Q1 2026 [1] Group 2: Company Overview - QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions [3] - The company combines advanced technology with open-source tools to provide customizable, low-power solutions across various markets including industrial, aerospace, consumer, and computing [3]

Core Viewpoint - QuickLogic (QUIK) is a semiconductor company that has been under observation, with initial coverage starting in early 2024 when the stock was priced at $13 [1]. Group 1 - The company operates within the semiconductor industry, which is characterized by rapid technological advancements and competitive dynamics [1].

Core Insights - QuickLogic (QUIK) is a semiconductor company that has been under observation, with initial coverage starting in early 2024 when the stock was priced at $13 [1] Company Overview - QuickLogic operates within the semiconductor industry, focusing on innovative solutions and technologies [1]

Core Insights - The evolution of integrated circuits (IC) and system-on-chip (SoC) technologies is leading to a diverse combination of processing elements that optimize current workloads while preparing for future demands [2] - Programmable components like FPGAs and DSPs are becoming essential as they allow for hardware upgrades without the need for expensive new devices, addressing the rapid pace of technological advancements [2][3] - The integration of AI into DSPs is enhancing their adaptability and performance, particularly in handling the increasing complexity of analog signals in modern SoCs [6][7] Group 1: Programmable and Reconfigurable Technologies - The shift from simple choices between ASIC, FPGA, and DSP to a combination of various processor types reflects the need for flexibility in design [2] - FPGAs offer high programmability, allowing complete design changes, while other components provide limited configurability [5] - The emergence of CGRA technology offers a balance between FPGA and GPU capabilities, providing flexibility and efficiency for specific tasks [4] Group 2: AI and DSP Integration - AI is playing a crucial role in addressing the challenges posed by increasing analog content in SoCs, enabling dynamic calibration and optimization of DSPs [6][7] - DSPs are evolving to handle not just numerical computations but also analog signal processing, which increases their complexity and parallelism [6] - The integration of AI engines within FPGAs allows for synchronized execution of DSP tasks, enhancing overall system performance [9][12] Group 3: Chiplets and eFPGA Solutions - Chiplets provide a flexible solution for rapidly changing application scenarios, allowing for easy upgrades without redesigning the entire SoC [13] - Embedded FPGAs (eFPGAs) offer reconfigurability but may increase area costs, necessitating careful design considerations [14] - The market is experiencing volatility, prompting companies to accelerate chip development cycles to adapt to evolving requirements [15] Group 4: Future Trends and Software-Defined Products - The trend towards software-defined and AI-driven products necessitates hardware that can support software changes, highlighting the importance of programmability in semiconductor design [16] - Companies are increasingly investing in compiler technologies to ensure that software development aligns with hardware capabilities, facilitating rapid updates and feature enhancements [16]