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    Quinn Bolen • Needham & Company, LLC.

    Quinn Bolton is a Managing Director of Equity Research at Needham & Company, LLC, specializing in the coverage of communication integrated circuits and consumer semiconductor companies. He regularly covers leading firms such as Micron Technology and Quantum, and is recognized for his deep sector expertise and impactful stock recommendations that closely track performance in semiconductor markets. Since joining Needham & Company in 2004, Bolton has held senior research roles at Oppenheimer & Co. and CIBC World Markets, and brings a strong analytical foundation from earlier positions at BT Alex. Brown and Salomon Brothers. He holds dual undergraduate degrees in Electrical Engineering and Quantitative Economics from Stanford University and is a CFA charterholder.

    Quinn Bolen's questions to Quicklogic Corp (QUIK) leadership

    Quinn Bolen's questions to Quicklogic Corp (QUIK) leadership • Q1 2025

    Question

    Quinn Bolen of Needham & Company, LLC. inquired about the revenue ramp for Intel 18A, the nature of the revenue stream (license vs. royalty), the customer's target market, and the key drivers behind the anticipated strong second-half revenue growth required to meet full-year profitability goals.

    Answer

    CEO Brian C. Faith explained that the Intel 18A test chip has accelerated customer engagements, particularly with the defense industrial base. He confirmed that license revenue for 18A is forecasted for the second half of the current fiscal year from multiple customers, including commercial ones, with royalties expected to follow next year. Faith identified the primary drivers for second-half growth as the base business (Antifuse FPGAs, rad-hard contract) and new IP contracts on advanced 12nm and 18A nodes, which command substantially higher average selling prices.

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