FINWIRES · TerminalLIVE
FINWIRES

Kopin与Fabric.AI达成1500万美元订单,为其提供基于MicroLED的AI互连技术。

By

-- Kopin (KOPN) 周二宣布,已从 Fabric.AI (SBLX) 获得 1500 万美元的初始开发订单,用于资助双方合作开发基于 MicroLED 的光互连技术,以用于人工智能基础设施。该合作旨在开发一款演示芯片组。 根据协议,Kopin 表示将作为该芯片组的独家制造商,并持有 Fabric.AI 19.9% 的股份。 该公司表示,该技术旨在实现智能数据中心中 GPU 和高性能处理器之间的超高速、低功耗数据传输,有望取代传统的铜线布线。 此外,Fabric.AI 表示,正在与人工智能和超大规模数据中心公司进行初步洽谈,探讨将该互连技术集成到系统中。 Fabric.AI 还表示,计划通过私募发行 21,500 股 K 系列可转换优先股筹集约 2150 万美元,每股定价 1000 美元,可按每股 2.51 美元的价格转换,并附带相同行权价格的认股权证。 该公司表示,此次发行预计将于周三左右完成,但需满足惯例成交条件。 Kopin 股价周二下跌超过 6%,而 Fabric.AI 股价则上涨超过 36%。

Price: $3.42, Change: $-0.30, Percent Change: -7.95%

Related Articles

Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks fell late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) dropping 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) slumping 4.4%.The Philadelphia Semiconductor index shed 3.3%.In corporate news, OpenAI recently missed its own targets for new users and revenue, the Wall Street Journal reported late Monday, citing people familiar with the matter. Tech bellwether Nvidia (NVDA) fell 1.2%, Broadcom (AVGO) dropped 4.2%, Advanced Micro Devices (AMD) shed 3.1%, Oracle (ORCL) lost 3.6%, and Intel (INTC) declined 1.4%.Lam Research (LRCX), Applied Materials (AMAT) and KLA (KLAC) were among the chip equipment companies believed to have received a letter last week from the US Department of Commerce ordering them to halt certain tool shipments to China's second-largest chipmaker Hua Hong, Reuters reported. Lam declined 3%, Applied Materials dropped 5.1%, and KLA shed 4.1%.Amazon.com (AMZN) plans to make OpenAI's artificial intelligence models available to its customers after Microsoft (MSFT) relinquished its exclusive rights to resell the ChatGPT maker's products, Bloomberg reported Tuesday, citing Amazon Web Services CEO Matt Garman in a Bloomberg Television interview. Amazon shares were down 0.6%, and Microsoft rose 0.6%.Spotify Technology (SPOT) reported stronger-than-expected Q1 profit, but its premium subscriber growth and outlook disappointed investors. The stock fell 12%.

$AMAT$AMD$AMZN$AVGO$INTC$KLAC$LRCX$MSFT$NVDA$ORCL$SPOT
Research

Research Alert: Paccar: Q1 Eps Match Expectations; Class-8 Outlook Reiterated

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PCAR's Q1 results matched consensus with operating EPS of $1.15 vs. $0.96 in the prior year, supported by the absence of litigation charges that impacted Q1 2025. New truck deliveries fell 7K units to 33.1K globally, with North American Class-8 shipments declining while Europe showed strength. The Parts business managed positive expansion despite truck sales softness, benefiting from strategic investments in distribution infrastructure. Management maintained an upbeat tone on customer demand trends, though their North American outlook for retail Class-8 truck sales remained unchanged from Q4. PCAR generated healthy operating cash flow of $972M vs. $910M and maintained a strong balance sheet, in our view. Management projected full-year capex of ~$750M and R&D expenses of ~$475M for next-generation powertrains. We see the unchanged shipment projections as a signal that management is not entirely confident an inflection is occurring stronger than previously anticipated.

$PCAR
Australia

Erasca Shares Fall After Preliminary Phase 1 Dose Escalation Data

Erasca (ERAS) shares fell 48% Tuesday after the company reported preliminary phase 1 dose-escalation data for its experimental ERAS-0015 in patients with RAS-mutant solid tumors, including colorectal cancer, non-small-cell lung cancer and pancreatic adenocarcinoma.The preliminary data, from ongoing trials in the US and China, suggest ERAS-0015 may be combined with standard-of-care doses of panitumumab, positioning it as a potential backbone therapy for future combination regimens, the company said.The therapy was generally "well tolerated," with no dose-limiting toxicities or treatment discontinuations due to adverse events, according to a statement.Erasca said it selected 24 mg and 32 mg once daily as recommended doses for further study and said the drug showed "promising clinical potential" for combination use with panitumumab.In a regulatory filing, the company said a patient, who was a 66 year-old male with heavily pretreated metastatic pancreatic adenocarcinoma, had died. The company said grade 3 treatment-related adverse events of pneumonitis progressed to grade 5 following withdrawal of supportive care per patient decision.Price: $9.96, Change: $-9.20, Percent Change: -48.02%

$ERAS