Quicklogic Corp (QUIK)

$QUIK Merry Christmas and Happy Holidays to all. No one's buying or selling. Well, no real people, that is. Even the bots have discovered that: "why trade double digit odd lots to move the stock price around, when 1 share will do"?

$QUIK nice article https://semiengineering.com/programmable-chips-evolve-for-shifting-needs/

$QUIK Yesterday’s press release had two bullet points. While related, the second bullet point is more of a status update, which confirms they are on schedule with their 12LP test chip. In the Q3 2025 call, QUIK said this about their efforts to make GF’s August MPW shuttle: <<After working nights and weekends, our engineering team delivered design files on Sunday to GlobalFoundries to fabricate a Strategic RadHard or SRH FPGA test chip using its 12LP fabrication node.>> Next steps QUIK will now put together an evaluation card with the test chip and software (something like the one pictured below for EOS S3) and make them available sometime in early 2026. Some DIBs will order the cards for testing, then their development teams will test for several weeks/months, to see if the test chip meets their project needs without further changes. QUIK should be hearing back in late Q1 or early Q2 whether the chip is acceptable for production, or needs further changes or enhancements.

$QUIK My wife had hip surgery today, so I missed this. I read all the posts here, and there is confusion. Let me clarify a few things. First, from a revenue perspective, In 2022 QUIK received a 4-year contract from DoD for up to $72M for Strategic Rad Hard. Between then and now they have taken $35.17M. The ceiling is now up to $88M because they are including Global Foundries 12LP, and the expansion apparently goes beyond 2026, because they said “over the span of multiple years”. So, there is now up to $52.8M revenue to go, but now over “multiple years”, and the Global Foundries expansion appears to be $16M. Second, this has nothing to do with the Q4 contract that may come in very late in Q4, or push into Q1. That was a commercial customer, and today’s announcement is military. Third, the expansion of DoD SRH to 12LP is significant, several DIBs use 12LP, and because it reinforces QUIK’s separate 12LP efforts. Fourth, Today’s announcement doesn’t mention any new revenue affecting Q4.

$QUIK $ASTS $RKLB $LUNR

$QUIK good sign seeing the DoD agreement expansion. The revenue opportunity for this 1 deal is almost worth the entire market cap of the company. With all the attention space is getting with $FJET, $ASTS, $RKLB, $LUNR, and of course the SpaceX IPO, I wonder who else can use radiation hardened space application semiconductors / ai tech. This could be a genuine 20 bagger within a few years.

$QUIK following closely 👀

$QUIK Building a position here. Hidden gem in my opinion, as FPGA is critical for so many industries, especially big data and ML. Surprised it's been overlooked.

$SKYT this quicklogic increased rad hard deal with the DoD will benefit Skywater . $QUIK

$QUIK ,$AMD,$RTX ,$INTC,$TSLA

$QUIK This is good news..glad to hear it. Ceiling value increase is ok ...looking forward to the forecasted sales (from the last ER).

$QUIK 👃👀 https://www.stocktitan.net/news/QUIK/quick-logic-announces-expanded-scope-of-strategic-radiation-hardened-6x3adadnl9hp.html

$QUIK sounds promising!!!! https://finance.yahoo.com/news/quicklogic-announces-expanded-scope-strategic-120400762.html

$QUIK I asked Chat GPT which company awarded the 1 million dollar contract from the Oct. 2nd press release using a dozen prompts for the constraints. d-Matrix is the customer according to ChatGPT.

$QUIK 👃👀 https://www.stocktitan.net/news/QUIK/university-of-saskatchewan-selects-quick-logic-e-fpga-hard-ip-for-9jrteaciey6p.html

$QUIK The reason I have posted this morning is because the FY2026 appropriations delay affects Golden Dome and US Space Force funding, which affects QUIK the next two quarters. Only early development funding for Golden Dome is in the FY2025 law. https://csps.aerospace.org/sites/default/files/2025-08/FY26BudgetBrief_20250805.pdf

$QUIK The Defense/War fiscal year starts on October 1st every year. I did some research. Congress has only provided funding ON TIME ONCE (FY2019) in the last TEN YEARS. They were 6 months late TWICE in March, and 8 months late once in May of the following year. FY2017 May 5, 2017 https://trumpwhitehouse.archives.gov/briefings-statements/statement-president-donald-j-trump-signing-h-r-244-law/ FY2018 December 12, 2017 https://www.war.gov/News/News-Stories/Article/Article/1394990/trump-signs-fiscal-year-2018-defense-authorization/trump-signs-fiscal-year-2018-defense-authorization/ FY2019 September 29, 2018 https://www.ngaus.org/legislation/bills/fiscal-2019-department-defense-appropriations FY2020 December 20, 2019 https://en.wikipedia.org/wiki/National_Defense_Authorization_Act_for_Fiscal_Year_2020 FY2021 December 27 2020 https://trumpwhitehouse.archives.gov/briefings-statements/bill-announcement-122720/ FY2022 March 11, 2022 https://www.ngaus.org/sites/default/files/2024-12/FY22%20DoD%20Approps%20Memo%20-%20PDF.pdf FY 2023 Dec. 23, 2022 https://www.war.gov/News/News-Stories/Article/Article/3252968/biden-signs-national-defense-authorization-act-into-law/ FY 2024 March 23, 2024 <<Six months into FY2024, Congress finally finished work on FY2024 appropriations early this morning. President Biden quickly signed the bill into law.>> https://spacepolicyonline.com/news/biden-signs-final-fy2024-appropriations-package/ FY 2025 <<December 23, 2024 https://bidenwhitehouse.archives.gov/briefing-room/statements-releases/2024/12/23/statement-from-president-joe-biden-on-h-r-5009-servicemember-quality-of-life-improvement-and-national-defense-authorization-act-for-fiscal-year-2025/

$QUIK Some additional details in the bill. <<US Congress considers 'must-pass' defense policy bill that would top Trump’s spending request>> https://www.reuters.com/world/us/us-congress-considers-must-pass-defense-policy-bill-that-would-top-trumps-2025-12-08/

$QUIK On Sunday, the US House ADVANCED the FY2026 Defense POLICY bill to the full House, where it could get voted on this week. <<The budget for the Department of Defense is $8 billion more than the $892.6 billion in President Trump’s budget request for the department.>> <<The defense policy bill DOES NOT appropriate funds but rather sets the policy for the year ahead.>> https://thehill.com/policy/defense/5638151-ndaa-2026-policy-bill/ This is NOT a funding bill. That comes next, whenever it is ready. So after they pass this policy bill, they have to pass the funding bill, which then has to be reconciled with the Senate. The House leaves for Christmas break on Friday, returning in January.