Latest news with #defenseelectronics
South China Morning Post
6 days ago
- Science
- South China Morning Post
Chinese scientists create meteorite diamond in laboratory breakthrough
Researchers in China say they have recreated the elusive 'meteorite diamond' in a laboratory – settling six decades of debate about the material's existence and opening up new avenues for advancements in defence and electronics. Advertisement The first hexagonal-structured diamond was discovered in 1967 within the Canyon Diablo meteorite that hit Arizona 49,000 years ago. It was widely believed to have formed from graphite under the intense heat and pressure generated by the impact with Earth. While all diamonds consist of carbon atoms, they are not limited to the better-known cubic structure. Research teams from around the world have been trying for years to recreate the hexagonally arranged variant with its distinct atomic stacking. In an article published on July 30 by the peer-reviewed journal Nature, the Chinese researchers detailed how they achieved high-purity hexagonal diamond crystals of 100 micrometres in size, providing definitive proof of the material's macroscopic existence. The team combined expertise from the Centre for High Pressure Science and Technology Advanced Research and the Chinese Academy of Sciences' Xian Institute of Optics and Precision Mechanics. Advertisement While other teams around the world claimed to have synthesised the material, previous attempts typically yielded cubic diamonds or mixed-phase samples rather than pure hexagonal structures, according to the paper's corresponding author Luo Duan.
Yahoo
30-06-2025
- Business
- Yahoo
The Top 5 Analyst Questions From MACOM's Q1 Earnings Call
MACOM's first quarter saw a positive market response, fueled by robust revenue growth across all core markets, especially data center and telecom. Management credited strong demand for high-speed connectivity solutions and ongoing momentum in defense electronics as key contributors to the quarter's performance. CEO Stephen Daly emphasized that new products and technology upgrades, particularly in optical and radio frequency components, helped the company gain market share. He noted, 'Our growth is driven by our new products gaining market share, as well as positive secular trends in certain segments of our three major end markets.' Is now the time to buy MTSI? Find out in our full research report (it's free). Revenue: $235.9 million vs analyst estimates of $230 million (30.2% year-on-year growth, 2.6% beat) Adjusted EPS: $0.85 vs analyst estimates of $0.84 (in line) Adjusted EBITDA: $66.61 million vs analyst estimates of $67.8 million (28.2% margin, 1.8% miss) Revenue Guidance for Q2 CY2025 is $250 million at the midpoint, above analyst estimates of $236.6 million Adjusted EPS guidance for Q2 CY2025 is $0.89 at the midpoint, above analyst estimates of $0.87 Operating Margin: 14.8%, up from 8.5% in the same quarter last year Inventory Days Outstanding: 181, up from 179 in the previous quarter Market Capitalization: $10.57 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Tore Svanberg (Stifel): Asked if data center growth rates are sustainable and about volatility in that segment. CEO Stephen Daly explained that long-term growth drivers remain, but high volatility is expected, and growth rates may moderate over time. David Williams (Benchmark Company): Questioned the magnitude and development pace of the SATCOM business. Daly said the opportunity is attractive and the company is investing in new products like Opto-Amp to capture market share, but declined to size the market precisely. Karl Ackerman (BNP Paribas): Sought clarity on timing for a large SATCOM contract and potential for expansion. Daly indicated the program is progressing as planned, with revenue ramp expected toward year-end, but would not comment on follow-on opportunities. William Stein (Truist Securities): Inquired whether recent telecom growth was due to end-market demand or inventory normalization. Daly attributed improvements to both market share gains and recovery in supply chain inventory, especially in cable infrastructure and metro long-haul. Srini Pajjuri (Raymond James): Asked about inventory and customer demand in data center. Daly reported no signs of inventory build-up, with customers expediting orders across platforms, but emphasized the company's practice of only providing guidance one quarter ahead due to inherent market volatility. In the coming quarters, the StockStory team will monitor (1) the ramp-up of newly launched optical and photonic products, (2) progress on the Wolfspeed RF fab transfer and its impact on margins, and (3) sustained growth in industrial and defense, particularly in European markets. Continued momentum in design wins and operational execution will also be key signposts for long-term growth. MACOM currently trades at $142.05, up from $113.45 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Reuters
23-05-2025
- Business
- Reuters
Hensoldt to sell South African optronics business, says source
May 23 (Reuters) - German defence electronics maker Hensoldt ( opens new tab plans to divest its optronic subsidiary in South Africa, a source familiar with the matter told Reuters on Friday. The source said that the firm is in talks with around twenty parties for the transaction to divest the subsidiary, which generates around 15 million euros ($17.02 million) but operates at a loss. Hensoldt, which produces radar and high precision optics used in aircraft, ships and tanks, declined to comment. The news agency Bloomberg first reported on the plan. The subsidiary produces, among other things, cameras for helicopters and drones. ($1 = 0.8814 euros)
