QUICKLOGIC (QUIK) Company Report

QuickLogic Corporation has announced the receipt of initial orders for its Strategic Radiation Hardened FPGA Development Kit (SRH FPGA Dev Kit).
The SRH FPGA Dev Kits include test chips fabricated on GlobalFoundries' 12 nm process technology, with delivery anticipated in late Q1 2026.
These kits are specifically designed to meet the requirements of Defense Industrial Base customers, aiming to secure future design wins for both discrete and embedded SRH FPGA technologies.

Jan 14, 2026, 12:00 PM

Press Release

QuickLogic Announces Expanded Scope of Strategic Radiation Hardened FPGA Contract

QUIK

New Projects/Investments

Revenue Acceleration/Inflection

QuickLogic's U.S. government contract for Strategic Radiation Hardened (SRH) FPGA technology has been expanded, increasing the total ceiling value to approximately $88 million over multiple years.
The expanded scope now includes the GlobalFoundries 12LP fabrication process.
QuickLogic has completed the design and tape out of an FPGA test chip for fabrication by GlobalFoundries on its 12LP process under this program.

Dec 18, 2025, 12:04 PM

Press Release

QuickLogic eFPGA Hard IP Selected by Idaho Scientific

QUIK

Product Launch

New Projects/Investments

QuickLogic Corporation's eFPGA Hard IP has been selected by Idaho Scientific to strengthen its cryptographic solutions, root of trust, and secure processing capabilities.
The eFPGA IP is intended to enable rapid iteration of new cryptographic techniques and security solutions, reducing design risk and cost, and accelerating development schedules.
Idaho Scientific will leverage QuickLogic's eFPGA IP to develop hardware-based cryptographic solutions for mobile, IoT, infrastructure, and defense systems.
QuickLogic states it can deliver eFPGA Hard IP on new process nodes within four to six months, with customer-specific variants available in weeks.

Dec 2, 2025, 12:03 PM

Press Release

QuickLogic's eFPGA Hard IP Selected for 12 nm Data Center ASIC

QUIK

New Projects/Investments

QuickLogic's eFPGA Hard IP has been selected by Chipus for a high-performance data center production ASIC.
The ASIC will be fabricated on an industry-proven 12 nm process technology.
This partnership demonstrates QuickLogic's ability to deliver flexible, silicon-proven IP that reduces ASIC risk and shortens design cycles for commercial applications.
Chipus chose QuickLogic due to its 30+ years of FPGA expertise and adoption within the aerospace and defense community.

Nov 18, 2025, 12:25 PM

Press Release

QuickLogic Reports Fiscal Third Quarter 2025 Financial Results

QUIK

Earnings

Guidance Update

Board Change

QuickLogic Corporation reported total revenue of $2.0 million for the fiscal third quarter ended September 28, 2025, marking a 51.8% decrease compared to the third quarter of 2024 and a 45.0% decrease from the second quarter of 2025.
The company recorded a GAAP net loss of ($4.0 million), or ($0.24) per share, and a non-GAAP net loss of ($3.2 million), or ($0.19) per share, for Q3 2025.
Non-GAAP gross margin from continuing operations for Q3 2025 was (11.9%), a decrease from 64.7% in Q3 2024.
For the fiscal fourth quarter ending December 28, 2025, QuickLogic is targeting total revenue of $6 million, with guidance ranging from $3.5 million to $6 million due to the timing of a potential $3 million commercial contract.
Recent highlights include winning a $1 million eFPGA Hard IP contract for a high-performance data-center ASIC and the appointment of Ron Shelton to the Board of Directors and Chair of the Audit Committee.

Nov 12, 2025, 12:00 PM

8-K

QuickLogic Reports Q3 2025 Results and Provides Q4 2025 Guidance

QUIK

Earnings

Guidance Update

New Projects/Investments

QuickLogic reported Q3 2025 revenue of $2 million, a 52.5% decrease from Q3 2024, with a non-GAAP net loss of $3.2 million or $0.19 per diluted share and a negative 11.9% non-GAAP gross margin.
For Q4 2025, the company provided revenue guidance of $3.5 million to $6 million, with the wide range attributed to a ~$3 million commercial contract that may be awarded late in the quarter or push into Q1 2026. Non-GAAP gross margin is expected to be 45% at the low end and 68% at the high end of the revenue guidance.
The company made significant progress on its SRH FPGA test chip, delivering design files to GlobalFoundries in early August for fabrication on its 12LP process, with test chips expected in early Q1 2026 and commitments for dev kit orders by the end of October. This initiative is expected to drive meaningful storefront revenue in 2026.
QuickLogic secured a new $1 million eFPGA hard IP contract for a high-performance data center ASIC on TSMC's 12-nanometer process , but a mid-seven-figure DIB contract targeting Intel 18A has been delayed to 2026 due to funding issues.

Nov 11, 2025, 10:30 PM

Transcript

QuickLogic Reports Fiscal Third Quarter 2025 Financial Results

QUIK

Earnings

Demand Weakening

Board Change

QuickLogic Corporation reported total revenue of $2.0 million for the fiscal third quarter ended September 28, 2025, marking a 51.8% decrease compared to the third quarter of 2024 and a 45.0% decrease compared to the second quarter of 2025.
The company recorded a GAAP net loss of ($4.0 million), or ($0.24) per share, and a non-GAAP net loss of ($3.2 million), or ($0.19) per share, for Q3 2025.
Recent highlights include winning a $1 million eFPGA Hard IP contract and the expectation of a significant rebound of the USG Strategic Radiation Hardened FPGA Program contributing to fourth-quarter revenue growth.
Ron Shelton was appointed to QuickLogic's Board of Directors and as Chair of the Audit Committee.

Nov 11, 2025, 9:05 PM

Press Release

Qnity Reports Estimated Q3 2025 Results and Updates 2025 Guidance

QUIK

Earnings

Guidance Update

Delisting/Listing Issues

Qnity reported estimated third quarter 2025 Net Sales of $1.3 billion, an 11% increase from the prior year period, and estimated GAAP Net Income of ~$220 million, up ~6%.
The company is raising its 2025 estimated Net Sales to ~$4.7 billion and reaffirming its estimated Adjusted Pro Forma Operating EBITDA of ~$1.4 billion with a margin of ~30%.
Growth in Q3 2025 was driven by increased AI demand across advanced nodes, advanced packaging, and thermal management solutions.
Qnity completed its spin-off on November 1 and commenced regular-way trading on November 3, also joining the S&P 500.

Nov 6, 2025, 9:15 PM

Press Release

Qnity Launches as Independent Publicly Traded Company

QUIK

Delisting/Listing Issues

CEO Change

New Projects/Investments

Qnity Electronics, Inc. completed its separation from DuPont de Nemours, Inc. on November 1 and began trading on the NYSE under the ticker symbol "Q" on November 3, 2025.
The company, now a pure-play global leader in advanced electronics materials and solutions for the semiconductor value chain, will also join the S&P 500.
Jon Kemp has assumed the role of Chief Executive Officer of Qnity, which employs more than 10,000 people and serves customers in over 80 countries.
With two-thirds of its portfolio tied directly to semiconductors, Qnity targets a total addressable market exceeding $30 billion and aims for above-market growth and strong profitability through 2028.

Nov 3, 2025, 11:00 AM

Press Release

QuickLogic Reports Q2 2025 Financial Results

QUIK

Earnings

Demand Weakening

New Projects/Investments

QuickLogic Corporation reported total revenue from continuing operations of $3.7 million for the fiscal second quarter ended June 29, 2025, representing a 10.0% decrease compared to the second quarter of 2024 and a 14.8% decrease compared to the first quarter of 2025.
The company posted a GAAP net loss of ($2.7 million), or ($0.17) per share, and a non-GAAP net loss of ($1.5 million), or ($0.09) per share, for the second quarter of 2025.
Strategic developments include signing a new revenue-generating eFPGA Hard IP License contract for an Intel 18A test chip, joining the Intel Foundry Chiplet Alliance, and accelerating the introduction of the proprietary Australis 2.0 IP Generation tool for Q4 deployment.