Inner Circle

Posted on | by Leon Hinde | Leave a Comment on Inner Circle

Intel delivered a strong quarter, with revenue of $16.1bn (+25% YoY) and adjusted EPS of $0.42 well ahead of consensus, driven by a 59% jump in Data Center & AI. Q3 guidance also beat. The stock spiked ~13% after-hours before settling around +4%.

Honeywell’s standalone automation result beat at $1.95 adjusted EPS vs $1.80 consensus, with orders up 16% and full-year guidance raised, though Q3/Q4 EPS guidance came in light. Shares closed up ~4.7%.

HONA reports on 5 August, aftermarket.

United Micro

Posted on | by Leon Hinde | Leave a Comment on United Micro

NAS:UMC add to watchlist and look for interest to build near $18.50

In early 2026, UMC announced a high-profile partnership with Intel to collaborate on a 12nm platform manufactured in the US. This partnership is slated for commercial production in late 2027 and vastly diversifies UMC’s geographic footprint.

  • Strong Balance Sheet: Fitch affirmed UMC’s BBB+ credit rating with a “Stable” outlook in June 2026. The company boasts a low debt-to-equity ratio of ~0.19 and a healthy current ratio of ~2.72.
  • Next Earnings Release: UMC is scheduled to report its Q2 2026 earnings on Wednesday, July 29, 2026. Analysts expect EPS of 15 cents on revenue of ~$2.06 billion, representing growth over the prior year.

NVE Corp

Posted on | by Leon Hinde | Leave a Comment on NVE Corp

NVE

While NVE is a niche semiconductor player rather than a massive chipmaker, it fits into the broader AI infrastructure landscape via:

  1. Next-Gen Memory (MRAM): As AI workloads and edge computing demand faster, more energy-efficient non-volatile memory, MRAM technology is highly regarded for its low power consumption and high endurance.
  2. High-Speed Data Isolation: Their spintronic couplers handle high-speed data transmission with high noise immunity, which is crucial in rugged Industrial IoT (IIoT) applications and server power supplies.