🧵1/2 AGM notes from today’s $SHT meeting. The AGM was very informative. There were many opinions raised during the meeting itself — in my view, many of them reasonable. Several different people held their own presentations. From Gang Wang’s presentation, he stated among other things: “Massive orders are coming within a few months and we have the capacity.” Their technology is completely unique, they are first with this, and are therefore pioneering this technology shift. According to discussions during networking/mingling, the China factory is almost fully automated and development there is moving very fast. They will likely need either a larger factory or an additional factory in China as they scale significantly in order to meet demand. According to Michael Quail’s presentation, no other company is doing what SHT is doing — no one has a comparable product. Because of this, the company can, according to him, price its products at a substantial premium since this is a “diamond product”, which should result in high profitability. In his entire career at Henkel, he has never seen a company like SHT. He has enormous respect for Johan Liu and his knowledge. During his presentation it was also confirmed that NVIDIA is the customer they are working toward and are approved by. He believes SHT is heading toward commercial success: “They are climbing Mount Everest and they are on the last push to the top.” According to him, it is important to focus on one major customer at this stage rather than starting with several. Beyond semiconductors / AI, there is also strong demand from automotive and electronics. From Johan Liu’s presentation: He stated that he has been in China for five weeks. He felt that a lot is happening and that the product has a very strong future, which is why he remained there. Liquid metal does not work for NVIDIA — this has been tested. All competing solutions also show weaknesses/problems, while classical solutions age far too quickly. NVIDIA is not satisfied if SHT can only produce for CPUs — they also want solutions for entire modules including GPUs. If they succeed in delivering, there is “nothing that can stop them”, according to Liu. The TIM market is growing very rapidly. TAM for this market alone is tens of billions USD. TIM 1.5 is the new technology replacing the traditional TIM 1 & TIM 2 setup — this is what they are targeting and what they believe will become the new standard. The new chips are very large. There are no previous solutions for these new large GPUs/CPUs. Production is done through machines capable of producing 100,000 units per machine. They currently have 2 such machines, and achieving this would become “a gold mine”, according to Liu. Today they have 35,000 units/month approved by NVIDIA, but capacity is higher than that. Large shareholders were dissatisfied with how the latest directed share issue was conducted and wanted auditors and other parties to review how it was handled. Items 12 and 13 were removed from the agenda. As a result, they have not expanded the articles of association and do not currently have issuance mandates in that respect. CFO: USD 5M in prepayments from Henkel are expected during this year, but this depends on progress in commercial orders and ramping production capacity. “This company will grow — that is one thing that is very certain.” According to the CFO, they will become a globally leading listed company. The goal is that customers should pay for development, not investors through equity raises.

Two brothers are taking on the Three Peaks Challenge in honor of loved ones lost to brain hemorrhage, cancer, and diabetes. They aim to raise funds for vital research and support. Every donation helps bring awareness and change. gofund.me/ecec78444

Anonybit och Fingerprint Cards lanserar biometrilösning i Microsoft Entra Marketplace #FPC #fingerprint #sensor #Biometrics

We’ve moved… to a new home on the web! Say hello to fpc.com, our new website. Discover how our biometric tech powers secure, seamless identity - from payments to access & authentication. #FPC #Biometrics #DigitalIdentity

“CMITech, a pioneer in secure identification solutions, has incorporated FPC’s cutting-edge Iris Recognition technology into their latest flagship release, the EF-70 Dual Iris & Face Recognition System.”

Finwire: Fingerprint Cards ökar omsättning och minskar förlusten Teknikbolaget Fingerprint Cards redovisar ökad omsättning under andra kvartalet jämfört med samma period året innan. Rörelseförlusten minskade. placera.se/telegram/fingerpr…

RIP 🙏Liverpool player Diogo Jota dies in car accident😭 #LiverpoolFC

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Fin läsning i #fingerprint sakta men säkert 💪 #fingerprints #fpc #sensor #iris #smartcard #biometric

• Stark försäljningsutveckling med en intäktsökning om 100% jämfört med föregående år. • Stark BM på 56,6%, betydligt högre än i de segment vi lämnar. • Licensierade ut vår irisigenkänningstekn

Mantra Softech extends licence for FPC iris technology to expand into new markets #fingerprints #sensor #iris #biometrics

Anonybit and Fingerprint Cards (FPC) Achieve First Major Partnership Milestone with PingOne DaVinci Integration, Advancing Privacy-First Biometric Authentication for the Enterprise #fingerprints #sensor #biometerics

Samma jävla skit varenda gång😡. Så fort börsen rasar eller annat skit så verkar tamefan @avanza krascha. Loggas ut. Ger ej att logga in. Inloggad men det mesta stämmer inte.

Fingerprints Announces New Distribution Partnership with SM Electronic Technologies (SMET) in India ml-eu.globenewswire.com/Reso… #fingerprints #sensor #Iris #biometrics #secure

”Det är jätteroligt att vår patentportfolio förstärks med ytterligare ett patent och ger oss skydd i den viktiga amerikanska marknaden. Vår innovationsförmåga fortsätter oavbrutet. Som ny tillträdd VD känns detta extra glädjande”, säger VD Mats Bergh.

Samarbete med Nymi gällande biometrisk teknik i armband. #FPC🇸🇪🥇

SHT får nytt patent beviljat i USA (Finwire)SHT Smart High-Tech 2025-03-17 15:59 #SHT

CardLab unveils next-generation smart card Access product featuring Fingerprints’ leading T-Shape fingerprint sensor #fingerprints #sensor #smartcard #payments #biometrics