QuickLogic Announces Orders for Strategic Radiation Hardened FPGA Development Kit
Rhea-AI Summary
QuickLogic (NASDAQ: QUIK) announced it has received orders for its Strategic Radiation Hardened FPGA Development Kit (SRH FPGA Dev Kit). The kits include SRH FPGA test chips that QuickLogic funded and had fabricated on GlobalFoundries' 12 nm process. Delivery of the SRH FPGA Dev Kit is scheduled for late Q1 2026. The company said the test chip was designed to meet requirements of certain large Defense Industrial Base customers with programs in development and that the kits support both discrete SRH FPGA and embedded SRH FPGA-in-ASIC design evaluations.
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Negative
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News Market Reaction
On the day this news was published, QUIK gained 6.66%, reflecting a notable positive market reaction. Argus tracked a peak move of +5.3% during that session. Our momentum scanner triggered 18 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $9M to the company's valuation, bringing the market cap to $138M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
QUIK’s modest 1.24% gain contrasts with mixed peers: some down (e.g., GCTS -6.45%, GSIT -3.76%) and others up (ICG +3.09%, MX +1.78%). Only WKEY appeared in momentum scans, up 4.85% without news.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 18 | Contract expansion | Positive | +10.1% | Expanded U.S. government SRH FPGA contract ceiling to about $88M. |
| Dec 09 | Design win | Positive | +1.8% | eFPGA Hard IP selected for StarRISC rad-tolerant RISC-V microcontroller. |
| Dec 02 | Design win | Positive | -1.8% | Idaho Scientific chose eFPGA IP for crypto‑agile secure systems. |
| Nov 18 | Design win | Positive | -1.3% | Chipus selected eFPGA Hard IP for 12 nm data center ASIC. |
| Nov 11 | Earnings report | Negative | -0.8% | Q3 2025 showed revenue down 51.8% YoY and widened losses. |
Positive contract/design wins often led to modest gains, while some similar wins saw divergences with small declines. Negative earnings news aligned with a mild price drop.
Over the last few months, QuickLogic has reported several design wins and government-related contracts alongside weak financials. An SRH FPGA contract ceiling was lifted to about $88M on Dec 18, 2025, which coincided with a 10.1% gain. Multiple eFPGA Hard IP selections in November and December delivered mixed price reactions, including small declines despite positive strategic news. Fiscal Q3 2025 results showed sharp revenue contraction and losses, aligning with a modest negative move. Today’s SRH FPGA Dev Kit orders build directly on the U.S. government SRH program progress.
Regulatory & Risk Context
The company has an active S-3 shelf registration dated 2025-08-14, expiring 2028-08-14, with 0 recorded usages and not yet effective, indicating capacity for future securities offerings if made effective.
Market Pulse Summary
The stock moved +6.7% in the session following this news. A strong positive reaction aligns with QuickLogic’s pattern where substantial SRH-related milestones, such as the expanded $88M contract ceiling, previously coincided with upside moves. Orders for the SRH FPGA Dev Kit reinforce that prior contract progress is translating into tangible demand. However, recent financials showed Q3 2025 revenue of only $2.0M and negative gross margins, and the company maintains an unused S-3 shelf, factors that could influence how durable any sharp rally becomes.
Key Terms
fpga technical
embedded fpga (efpga) technical
radiation hardened technical
antifuse technical
asic technical
defense industrial base technical
process technology technical
AI-generated analysis. Not financial advice.
"We are excited to announce receipt of the first orders for our SRH FPGA Dev Kit," said Brian Faith, President and CEO of QuickLogic. "The SRH FPGA test chip included in these kits was designed to meet the requirements of certain large Defense Industrial Base customers that have programs in development today. With this investment we are not only optimizing our chances of winning designs for discrete SRH FPGAs but also demonstrating our capability for designs that will require embedded SRH FPGA technology in ASIC designs."
For more information on QuickLogic's technology and products, please visit www.quicklogic.com. Defense Industrial Base entities interested in the Strategic Radiation Hardened FPGA technology should contact QuickLogic directly at gov@quicklogic.com.
About QuickLogic
QuickLogic Corporation is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions. QuickLogic's unique approach combines cutting-edge technology with open-source tools to deliver highly customizable, low-power solutions for industrial, aerospace, consumer, and computing markets. For more information, visit www.quicklogic.com.
QuickLogic and logo are registered trademarks of QuickLogic. All other trademarks are the property of their respective holders and should be treated as such.
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SOURCE QuickLogic Corporation