The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 16-Apr-2025 / 14:53 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries mu...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 15-Apr-2025 / 15:14 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 10-Apr-2025 / 15:02 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 09-Apr-2025 / 14:27 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 08-Apr-2025 / 14:44 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 07-Apr-2025 / 14:22 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 04-Apr-2025 / 13:57 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trust...
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Alphawave IP Group plc 03-Apr-2025 / 14:08 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries mu...
Alphawave announced a third consecutive quarter of bookings over US$100m with bookings for 2Q24 of US$107m, up 27% YoY. The company also had a record quarter for design wins with 14 in total from new and existing customers, several of which were for hyperscalers and leading semiconductor companies. Wins included not just those for the company's advanced connectivity products but also for its new ARM-based compute chiplet solutions, as the company broadens out its product offering. Evidence conti...
At its recent Capital Market's Day (CMD - see our note from 5th June), Alphawave announced itself as the first company to deliver chiplets leveraging Arm's Neoverse computing technology offering scalable, interchangeable and customisable solutions to its customers. Alphawave has now formally launched this advanced chiplet built on Arm Neoverse Compute Subsystems which is targeted at artificial intelligence/machine learning, high-performance compute, data centre, and 5G/6G networking infrastructu...
Alphawave's shares have recovered almost half of the losses experienced when forward guidance to 2025 was reduced in April. Following what was a difficult set of FY23 results, the company's recent Capital Market's Day (CMD) set out a powerful case for a continuation of the recovery in the share price, amplifying the group's potential to ride the magic carpet of hyperscaler driven demand for its connectivity Intellectual Property (IP) and its products. Not only were estimates for total addressabl...
Following the updated guidance published last week, Alphawave reported a 74% YoY increase in revenue to US$321.7m for FY23 generating adjusted EBITDA of US$62.6m, up 34% YoY. As previewed, bookings in 1Q24 were strong at US$117.9m, up 20% YoY and ahead of guidance. The results release and conference call confirm that revised guidance mainly reflects a more conservative approach to revenue recognition under new CFO, Rahul Mathur, and an acceleration in the pace at which Alphawave is pivoting away...
Alphawave Semi has reduced guidance for FY23 and prospectively citing lower revenues from China, changes in expected revenue recognition from long-term contracts, and continuing investment in R&D. The share price has reacted negatively, giving up most of the gains since the trading statement at the end of January. Current consensus, which is a good match for pre-existing guidance, should be reduced, most likely following release of the FY23 results and full 1Q24 trading update due on 23 April. H...
LONDRES et TORONTO--(BUSINESS WIRE)-- (LSE : AWE), leader mondial des solutions de connectivité et de calcul à haut débit pour l’infrastructure technologique mondiale, a annoncé aujourd’hui sa collaboration avec InnoLight Technology, leader de l’optique pour centres de données, visant à présenter à l’OFC 2024 une démonstration d’optique linéaire enfichable (LPO) à faible consommation d’énergie et à faible latence. Fonctionnant à 64 Gbit par voie, cette démonstration présente le sous-système PCIe 6.0® d’Alphawave Semi (contrôleur + PHY) avec optique OSFP LPO d’InnoLight, éliminant les obstacle...
LONDON & TORONTO--(BUSINESS WIRE)-- (LSE: AWE), a global leader in high-speed connectivity and compute solutions for the world’s technology infrastructure, today announced its collaboration with InnoLight Technology, the leader in data center optics, to bring a low power, low latency linear pluggable optics (LPO) demonstration to OFC 2024. Operating at 64 Gbps per lane, this demonstration showcases Alphawave Semi’s PCIe 6.0® subsystem (Controller + PHY) with InnoLight’s LPO OSFP optics, breaking down barriers to disaggregated networking and enabling connectivity at the datacenter scale. By de...
LONDRES et TORONTO--(BUSINESS WIRE)-- (LSE : AWE), leader mondial des solutions de connectivité et de calcul à haut débit pour l’infrastructure technologique mondiale, a annoncé aujourd’hui le lancement réussi de sa première plateforme silicium de connectivité par chiplets sur le processus 3 nm le plus avancé de TSMC. Ce nouveau sous-système Universal Chiplet Interconnect Express (UCIe™) validé sur silicium élargit le portefeuille et le leadership d’Alphawave Semi dans le domaine du silicium de connectivité. Il ouvre la voie à un écosystème de chiplets robuste et ouvert qui accélère la connec...
LONDON & TORONTO--(BUSINESS WIRE)-- (LSE: AWE), a global leader in high-speed connectivity and compute solutions for the world’s technology infrastructure, today announced the successful bring-up of its first chiplet-connectivity silicon platform on TSMC’s most advanced 3nm process. This new silicon-proven Universal Chiplet Interconnect Express (UCIeTM) subsystem expands Alphawave Semi’s portfolio and leadership in connectivity silicon. It paves the way for a robust, open chiplet ecosystem that accelerates connectivity and compute for high-performance AI systems. An industry-first live demo o...
LONDRES & TORONTO--(BUSINESS WIRE)-- Alphawave IP Group plc (LN : AWE, la « Société » ou « Alphawave Semi »), un leader mondial de la connectivité à haut débit pour l'infrastructure technologique mondiale, a nommé Charlie Roach au poste de Chief Revenue Officer (CRO). Charlie est un cadre commercial très accompli ayant obtenu plus de 20 ans d'expérience au sein de sociétés cotées en bourse dans le secteur des semi-conducteurs et des communications IP. Avant de rejoindre Alphawave Semi, il était vice-président senior des ventes mondiales et du marketing d'entreprise chez Inphi, dirigeant l'ex...
LONDON & TORONTO--(BUSINESS WIRE)-- Alphawave IP Group plc (LN: AWE, the “Company” or “Alphawave Semi”), a global leader in high-speed connectivity for the world’s technology infrastructure, has appointed Charlie Roach as Chief Revenue Officer (CRO). Charlie is a highly accomplished sales executive with over 20 years of experience at publicly traded companies in the semiconductor and IP communication space. Before joining Alphawave Semi, he was Senior VP of Worldwide Sales and Corporate Marketing at Inphi, leading the company’s expansion into new markets such as hyperscaler data centers and ...
TORONTO--(BUSINESS WIRE)-- (LSE : AWE), leader mondial de la connectivité à haut débit pour l'infrastructure technologique mondiale, et , leader mondial des solutions de test et de mesure de protocoles, ont annoncé aujourd'hui leur collaboration en matière de génération, de transmission et de mesure de signaux PCI Express Ⓡ 7.0 lors de la conférence DesignCon à Santa Clara, CA. Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : Ce lancement est l'aboutissement des efforts de collaboration entre Alphawave Semi et Teledyne LeCroy, avec des résultats qu...
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