Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

Nanoveu (ASX:NVU) 16nm chip enters TSMC fabrication, A$7.5m raise funds the validation push

Design completion is not the milestone that moves a semiconductor company from interesting to credible. Fabrication entry is. Nanoveu (ASX:NVU) crossed that line in the March quarter, with its subsidiary EMASS completing tape-out of the 16nm ECS-DoT chip and commencing fabrication at TSMC. That is a materially different stage of development from the 22nm commercial…

ByCharlie Youlden12 hours ago

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.

ByCharlie Youlden1 day ago

Celestica (NYSE:CLS) The AI Infrastructure Winner No One Wanted This Quarter

Celestica (NYSE:CLS) posted 53% revenue growth and a record 8% margin in Q1 2026, but the stock fell 14% as AI momentum cools. Here is what investors need to know.

ByCharlie Youlden1 day ago

Codan (ASX:CDA) 60% EBIT Surge, 30% Margin a Year Early, and Minelab Still Accelerating

Codan (ASX:CDA) expects FY26 EBIT of A$235m and NPAT of A$170m, both up over 60%, as defence SDR demand and Minelab’s gold price tailwind push earnings above prior guidance.

ByCharlie Youlden1 day ago

IperionX (ASX:IPX) Output Jumps 5x, Is the Buy Case Finally Real?

IperionX (ASX:IPX) delivers a 5x jump in monthly titanium powder output to 4.3 metric tons in March 2026, as 24/7 production begins and the unit economics case for scale strengthens.

ByCharlie Youlden2 days ago

Adisyn (ASX:AI1) Graphene on Industrial Equipment and a Radar Trick That Makes Drones Disappear, Plus A$14m Backing

Adisyn (ASX:AI1) delivers two graphene breakthroughs in Q3 FY26, including semiconductor-grade ALD graphene and a 20dB radar reduction proof-of-concept, backed by a Regal and Meitav cornerstoned A$14m raise.

ByCharlie Youlden2 days ago

1414 Degrees (ASX:14D) SiNTL Battery Anode Targets Drones First Because the Technology Does Not Need to Be Perfect Yet

1414 Degrees (ASX:14D) advances its SiNTL silicon anode to 530 mAh/g and targets the drone market as its first commercial entry point, where lower cycle life requirements suit current performance levels.

ByCharlie Youlden2 days ago

Reliance Worldwide Corporation (ASX:RWC) Guidance Held Firm Through Two Tariff Regime Changes, and What That Tells Investors

Reliance Worldwide (ASX:RWC) reaffirms full FY26 guidance despite two major US tariff regime changes, with EBITDA impact holding at the lower end of the US$25 to US$30m range.

ByCharlie Youlden2 days ago

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick Sundich3 days ago

Megaport (ASX:MP1) Jumps 9% on Major AI Contract: Is the Comeback Finally Here?

Megaport Lands Major AI Infrastructure Contract Megaport (ASX:MP1) shares touched A$9.73 during a 9% intraday rally on Monday before closing up 5% at A$9.34 after the company landed a major new contract through its Latitude.sh business. The three-year deal is worth A$35.4m and comes from a fast-growing US tech company that builds tools for enterprise…

ByUjjwal Maheshwari3 days ago

the Kick-ass Multipurpose WordPress Theme

Technology

Nanoveu (ASX:NVU) 16nm chip enters TSMC fabrication, A$7.5m raise funds the validation push

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

Celestica (NYSE:CLS) The AI Infrastructure Winner No One Wanted This Quarter

Codan (ASX:CDA) 60% EBIT Surge, 30% Margin a Year Early, and Minelab Still Accelerating

IperionX (ASX:IPX) Output Jumps 5x, Is the Buy Case Finally Real?

Adisyn (ASX:AI1) Graphene on Industrial Equipment and a Radar Trick That Makes Drones Disappear, Plus A$14m Backing

1414 Degrees (ASX:14D) SiNTL Battery Anode Targets Drones First Because the Technology Does Not Need to Be Perfect Yet

Reliance Worldwide Corporation (ASX:RWC) Guidance Held Firm Through Two Tariff Regime Changes, and What That Tells Investors

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

Megaport (ASX:MP1) Jumps 9% on Major AI Contract: Is the Comeback Finally Here?

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Technology

Add Your Heading Text Here