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QuickLogic Corporation

QuickLogic Corporation (NASDAQ: QUIK) enables OEMs to maximize battery life for highly differentiated, immersive user experiences with Smartphone, Wearable and IoT devices. QuickLogic delivers these benefits through industry leading ultra-low power customer programmable SoC semiconductor solutions, embedded software, and algorithms for always-on voice and sensor processing. The company's embedded FPGA initiative also enables SoC designers to easily implement post production changes, and increase revenue by providing hardware programmability to their end customers. For more information about QuickLogic, visit www.quicklogic.com.

Growth Trajectory

QuickLogic's growth lies in expanding its eFPGA IP and chiplet offerings, particularly in the low-power, low-cost UCIe FPGA chiplet space and radiation-hardened solutions. Partnerships like the one with YorChip, expansion into AI/ML and IoT, and the focus on open-source tools drive this growth. Their focus on customizable solutions tailored to specific applications also opens avenues for further expansion.

Technical Challenges

Tech Stack

Team Size

Key Risks

Competition in the FPGA and chiplet markets from established players.
Challenges in ensuring chiplet interoperability and managing complex packaging designs.
Reliance on third-party foundries and manufacturing supply chains.
Potential delays in product development, especially regarding UCIe-compatible chiplets.
Fluctuations in demand from specific sectors like aerospace and defense.

Opportunities

Leveraging the growing demand for customizable and low-power chiplet solutions.
Expanding the adoption of eFPGA IP in AI/ML and edge computing applications.
Capitalizing on the need for radiation-hardened FPGA solutions in the space and defense industries.
Strengthening partnerships with IP, EDA, and manufacturing leaders to enhance the chiplet ecosystem.
Developing advanced security features and integrating post-quantum cryptographic (PQC) cores.
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