Weebit Nano (ASX:WBT) has two customer chips using its ReRAM technology, moving the royalty pathway closer to reality.
Technology
DUG Technology (ASX:DUG) grew Q3 revenue 35%, lifted EBITDA 49% and moved into net cash as software and HPC revenue scaled.
Electro Optic Systems (ASX:EOS) lifted backlog to A$518m as counter drone orders and positive operating cash flow sharpen the recovery story.
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…
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.
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.
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.
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.
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.
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.
