contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nod-reporting-of-transactions-made-by-persons-discharging-managerial-responsibilities-in-nordic-semiconductor-asas-shares-38

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Nordic Semiconductor is a manufacturer of electronic components. The company develops integrated solutions for ULP (Ultra-Low Power), a technology used in short-range wireless communication. The company's products are used as components in electronic products, typically as peripherals in computers, game controllers and remote controls. Nordic Semiconductor was founded in 1983 and is headquartered in Oslo.

Good article find, I hadn’t come across that one myself. I immediately connected the dots between this article and Memfault, which NS (Nordic Semiconductor) acquired a few years back. Memfault’s core is IoT (specifically cellular IoT) fleet management. Memfault also scales on the BT side through various gateways, but the most obvious benefit is likely found on the cellular side. By purchasing Memfault, NS gained a fantastic vertically integrated after-sales SaaS product. In NS’s reports, Memfault’s figures can be found under “Long range.” However, silicon sales and after-sales are not broken down separately. Insofar as the nRF91 and cellular IoT in general gain significant momentum, we have a real diamond in the rough here. A few final words at the end. The AI race between China and the West is interesting to follow. A while ago, I read an article comparing how application areas in the West are primarily generic via LLM models. In China, by contrast, there is a significant difference in how AI is applied. In China, it is much more common for AI applications to be very specific, e.g., a hospital assistant for nursing staff, etc. Continuing from there, the article added that for AI to become significantly useful, AI’s labor contribution must move from the bit world to the real world. Musk’s Tesla humanoid project is probably the most visible example of this. AI needs a body and a body needs a brain. When artificial intelligence is moved to the interface of the bit and physical world, we arrive at a technologically interesting question: What is the architecture of AI computing? Large models locally consume a lot of power, which can be very difficult in a limited form factor. Data transfer and computing in the cloud, in turn, increase latency and require a significant link budget. In a hybrid model, edge computing and cloud computing are combined. MCU-based pseudo-real-time NPU accelerated computing could be a big deal in the future. And lo and behold, market-leading hardware can be found in the NS portfolio. And as a bonus, BT or cellular radio.

Investor who spied Nvidia AI thesis in '16 has a new conviction call | Seeking Alpha Greetings list. It was nice to find a thread where Nordic Semi’s business is broken down in Finnish. Josh Wolfe, the “guru” who predicted Nvidia’s AI rise back in 2016, is putting Nordic Semiconductor in the top spot in a portfolio built around the “lifecording” theme. What is lifecording? Nothing yet, but Wolfe predicts that one upcoming megatrend will be the collection and (AI) analysis of all possible “data generated by living.” In this, Nordic’s BT radios could be a strong asset. We’ll see.

Let the monologue pump continue. NS once again delivered a major beat on both guidance and consensus. Q1 revenue was 192m and EPS was approximately double the consensus. Q2 guidance is also very strong with a 200-220m range. Long range is growing rapidly QoQ and YoY. And guidance says this will continue, even accelerating. Also on the BT side, demand for nRF54 is strong.

Nordic delivered strong results and robust guidance. This was rewarded with a solid gain during the day. Both YoY and compared to Q3, the trends were positive. It seems cellular didn’t soften at all. Similarly, the nRF54 series was said to account for about 15% of short-range sales. It’s on the rise. It was also mentioned that adoption has been slightly faster than expected and the feedback is very good. In the conference call, I think for the first time it was emphasized how NS sees itself as a full-service IoT solution provider, whereas previously they viewed themselves as a chip manufacturer. Fleet management and other support services generate recurring revenue after the chip sale, which is healthy. The technical capabilities of the nRF54 chips were also highlighted. In the ultra-low-power segment, it was mentioned that the NPUs in the nRF54 models are an order of magnitude more powerful than the competition, providing a clear technical backbone to lean on. And customers have noticed this as well. NPUs enable a power-efficient way to perform edge computing by significantly reducing the link budget. Additionally, perhaps NS’s only direct peer, Silicon Labs, was sold to TI. The CEO was asked about this in the conference call. It’s interesting to see if someone comes after NS. At these valuation multiples, I think the price is far too low even if you added a premium similar to the SL offer on top.

Nordic posted good Q2/H1 2025 results. Forecasts were met, even though some analyst houses offered downgrades in the spring. Guidance was also satisfactory. Both tier1 and other customers are performing well. The nRF54 series has been well received, and the newest smaller nRF91 is also performing well. YoY, the long range business saw 100% growth and stabilization compared to the previous quarter. Historically, long range development has gone up and down quite rapidly Q2Q. If this now stabilizes and starts a steady ascent, that would be quite amazing.

NS and eSIM manufacturer Kigen demonstrate their synergies: Massiivisia IoT-verkkoja helpommin

Acquisition of Novelda cancelled: NewsWeb and efficiency measures continue, including approximately 8% staff reductions NewsWeb

Nordic Semiconductor

Primary insider Dieter May, Chair of Board, purchased 1,500 shares in Nordic Semiconductor ASA on May 12, 2026, at an average price of NOK 193.30 per share. Following the transaction, Dieter...

<pre>Primary insider Dieter May, Chair of Board, purchased 1,500 shares in Nordic Semiconductor ASA on May 12, 2026, at an average price of NOK 193.30 per share. Following the transaction, Dieter May owns a total of 16,732 shares in Nordic Semiconductor ASA. For further information, please contact: Pål Elstad, CFO, Nordic Semiconductor ASA Phone: +47 991 66 293 Email: pal.elstad@nordicsemi.no This information is subject to the disclosure requirements pursuant to Regulation (EU) No. 596/2014 (MAR), Article 19(3), and the Norwegian Securities Trading Act § 5-12. This stock exchange announcement was published by Kine-Elena Reigstad, VP International Finance, on May 12, 2026, at 15:00 CEST. n May 12\, 2026\, at 15:00 CEST.\ </pre>