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    Richard Neaton • Rivershore Investment Research

    Richard Neaton is the lead analyst and principal at Rivershore Investment Research, specializing in technology sector equities, particularly semiconductors and data center infrastructure. He has covered and regularly publishes opinions and forecasts on major industry companies such as Intel (INTC), Qualcomm (QCOM), Google/Alphabet (GOOG), Mellanox Technologies (MLNX), Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology (MRVL), Cavium (CAVM), and Applied Micro (AMCC), and has been cited for disciplined investment commentary and coverage of QuickLogic Corporation. Neaton began his career in financial analysis before founding Rivershore Investment Research, transitioning from prior roles in registered investment advisory and broker-dealer firms; he has also personally disclosed equity positions in several covered companies. Though previously registered with FINRA and holding securities licenses, he has since been barred from acting as a broker or associating with a broker-dealer, and Rivershore Investment Research operates as an independent subscription-based research firm.

    Richard Neaton's questions to Quicklogic Corp (QUIK) leadership

    Richard Neaton's questions to Quicklogic Corp (QUIK) leadership • Q1 2025

    Question

    Richard Neaton of Rivershore Investment Research asked for more details on the storefront opportunity pipeline, the specific value proposition for the USMAG market concerning verification costs, and the potential to expand the Faraday partnership to more advanced nodes like 12nm.

    Answer

    CEO Brian C. Faith highlighted several storefront opportunities in the funnel, including government RFPs for a Chiplet ecosystem and interest generated from the Intel Foundry Chiplet Alliance. He detailed the USMAG value proposition, explaining that integrating FPGAs into ASICs reduces SWaP-C (Size, Weight, Area, Performance, Cost) and significantly lowers qualification and verification costs compared to using multiple discrete chips. Regarding Faraday, Faith expressed strong interest in expanding to advanced nodes like 12nm and noted Faraday's 18A-related presence at Intel Direct Connect as a positive indicator for future collaboration.

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