SemiVoice

1. ASM International N.V. announces the availability of the 2025 Annual General Meeting (AGM) materials on its website. 2. The AGM is scheduled for May 12, 2025, at the Van der Valk Hotel in Almere, the Netherlands. 3. The agenda includes approvals of the 2024 annual accounts, dividend declaration, and appointments of board members.

1. Tower Semiconductor and Alcyon Photonics collaborate to accelerate photonics integration. 2. Alcyon provides high-performance photonic building blocks and circuits for next-generation optical applications. 3. The collaboration leverages Tower's SiPho platform and Alcyon's design techniques to ensure exceptional performance and manufacturability.

1. Tower Semiconductor has been recognized by Northrop Grumman for its supplier excellence. 2. The award highlights Tower's commitment to delivering high-quality, innovative, and cost-effective solutions for national security. 3. Tower Semiconductor's advanced technologies and manufacturing capabilities support Northrop Grumman in delivering next-generation advantages in advanced weapons, aircraft, missile defense, and space.

1. Allegro MicroSystems appoints Rick Madormo as Senior Vice President of Worldwide Sales; 2. Rick Madormo brings over 25 years of sales experience in the semiconductor industry; 3. Madormo will lead Allegro's global sales organization and drive revenue growth across automotive and industrial end markets.

1. NXP introduces the S32K5 family of automotive MCUs, the industry's first 16nm FinFET MCU with embedded MRAM. 2. The family extends the NXP CoreRide platform with pre-integrated zonal and electrification solutions for SDV architectures. 3. The S32K5 offers high performance, low latency, and advanced security features.

1. Applied Materials announced a 15% increase in its quarterly cash dividend, marking eight consecutive years of higher dividends. 2. The company also approved a new $10 billion share repurchase authorization. 3. The move reflects confidence in the company's business prospects and its ability to distribute excess cash to shareholders.

1. Tower Semiconductor and Innolight expand collaboration using Tower's new SiPho platform. 2. The technology reduces the number of external optical components by half, simplifying design and enhancing efficiency. 3. The solution addresses the needs of high-speed optical connectivity in AI-driven data centers.

1. Allegro MicroSystems confirms receiving an unsolicited acquisition proposal from onsemi; 2. The proposal was deemed inadequate by the Allegro Board of Directors; 3. Allegro will not comment further unless necessary.

1. Tower Semiconductor will showcase its next-generation BCD technology at APEC 2025; 2. The company will highlight its advanced power management solutions for automotive, AI, mobile, and data center applications; 3. Tower's BCD platforms drive innovation in various applications including driver ICs, battery management, and high-voltage gate drivers.

1. Applied Materials, Inc. announced that Brice Hill, Senior Vice President and CFO, will participate in a fireside chat at the Cantor Fitzgerald Global Technology Conference on March 12, 2025. 2. The session will be webcast live on the Applied Materials website. 3. The replay will be available the same day.

1. Allegro MicroSystems appoints Mike Doogue as President and CEO; 2. Doogue has 27 years of experience at Allegro; 3. He was previously Executive Vice President and CTO.

1. Allegro MicroSystems will present at Morgan Stanley's Technology, Media & Telecom Conference on March 4, 2025; 2. Derek D’Antilio, EVP and CFO, will participate in a fireside chat; 3. The webcast of the fireside chat will be available on the company's website.

1. Tower Semiconductor reported $387 million in revenue for the fourth quarter of 2024, a 5% QoQ and 10% YoY growth; 2. Gross profit was $87 million, and net profit was $55 million; 3. The company achieved an 18% growth in revenue from the first quarter to the fourth quarter of 2024.

1. Applied Materials announced the recipients of Supplier Excellence Awards for their contributions to the company's business over the past year. 2. The awards recognize outstanding performance in areas such as quality, service, sustainability, lead time, delivery, cost, and responsiveness. 3. Thirteen companies were recognized for their exceptional performance.

1. Allegro MicroSystems appoints Dr. Krishna Palepu to its Board of Directors as an independent director. 2. Dr. Palepu brings expertise in strategy, governance, and emerging markets. 3. He has experience advising companies in the technology and semiconductor sectors.

1. Allegro MicroSystems reported third quarter 2025 results with sales of $178 million and non-GAAP EPS of $0.07, exceeding guidance. 2. The company introduced a record number of new magnetic sensing and power products, expanding its portfolio. 3. Total net sales for the third quarter were $177.9 million, with automotive sales accounting for $130.1 million and industrial and other sales at $47.8 million.

1. Silicon Motion Technology Corporation confirms its quarterly cash dividend; 2. The dividend will be paid in four quarterly installments; 3. The next installment is scheduled for February 27, 2025.

1. Applied Materials, Inc. announced its fiscal first quarter 2025 earnings conference call will be held on February 13, 2025; 2. The call will be webcast live and a replay will be available; 3. The company is a leader in materials engineering solutions for semiconductor production.

1. ASM International will report its fourth quarter 2024 financial results on February 25, 2025; 2. The quarterly earnings conference call and webcast will be held on February 26, 2025; 3. Participants should pre-register for the conference call using the provided link.

1. Tower Semiconductor will release its fourth quarter and fiscal year 2024 earnings report on February 10, 2025; 2. A conference call will be held on the same day to discuss the financial results and first quarter 2025 guidance; 3. The call will be webcast and available for replay for 90 days.

1. NXP secures a €1 billion loan from the European Investment Bank to support RDI in Austria, France, Germany, the Netherlands, and Romania; 2. The loan aims to accelerate NXP's RDI efforts in various end markets including automotive, industrial, and IoT; 3. The investment supports critical EU technology and aligns with the EU Chips Act.

1. Allegro MicroSystems plans to release its third quarter fiscal 2025 financial results before the market opens on January 30, 2025; 2. A conference call will be held at 8:30 a.m. EST on the same day to discuss the results and business outlook; 3. Registration is required for the conference call and a live webcast will be available.

1. Allegro MicroSystems introduces two new current sensor ICs, ACS37030MY and ACS37220MZ, offering higher isolation in a 40% smaller footprint than existing products. 2. The ACS37030MY features the fastest response time for GaN device protection and a combination of Hall-effect and inductive coil signal paths. 3. The ACS37220MZ is designed for value-line current sensing applications with a 150 kHz bandwidth and fault pin.

1. NXP announced the acquisition of TTTech Auto for $625 million to strengthen its automotive software solutions. 2. TTTech Auto's expertise in safety-critical systems complements NXP's CoreRide platform. 3. The acquisition aims to accelerate the transition to software-defined vehicles and enhance NXP's position in the automotive market.

1. Tower Semiconductor announced its participation in the 27th Annual Needham Growth Conference; 2. The conference will be held on January 14 and 15, 2025, at the Lotte New York Palace Hotel; 3. Company representatives will be available for one-on-one meetings with investors.

1. Tower Semiconductor announced its new 300mm 65nm 3.3V-based BCD Power management platform, PML; 2. The platform addresses the low-voltage requirements of mobile devices and high power efficiency demands in AI and data center applications; 3. The platform features LDMOS devices with ultra-low on-resistance and wide voltage range power devices.