The insatiable demand for ever-increasing computational power and efficiency in Artificial Intelligence (AI) applications is pushing the boundaries of traditional silicon-based semiconductor manufacturing. As the industry grapples with the physical limits of transistor scaling, a new era of innovation is dawning, driven by groundbreaking advancements in semiconductor materials and sophisticated advanced packaging techniques. These emerging [...]
Navitas Semiconductor (NASDAQ: NVTS), a leading innovator in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, is undergoing a significant strategic transformation, dubbed "Navitas 2.0." This pivot involves shifting focus from lower-margin consumer and mobile markets to high-power, high-growth segments like AI data centers, electric vehicles (EVs), and renewable energy infrastructure. This strategic realignment [...]
The semiconductor industry is on the cusp of a profound transformation, driven by the escalating adoption and strategic alliances surrounding next-generation power devices built with Gallium Nitride (GaN) and Silicon Carbide (SiC). These wide-bandgap (WBG) materials are rapidly displacing traditional silicon in high-performance applications, promising unprecedented levels of efficiency, power density, and thermal management. As [...]
Vishay Intertechnology (NYSE: VSH) witnessed a notable surge in its stock, climbing 3.2% following the company's announcement of two groundbreaking 1200 V silicon carbide (SiC) MOSFET power modules. This strategic product launch, unveiled on December 3, 2025, signals Vishay's aggressive push into high-efficiency power solutions, a move that resonated
The foundational material of the modern digital age, silicon, is rapidly approaching its inherent physical and performance limitations, heralding a pivotal shift in semiconductor fabrication. As the relentless demand for faster, smaller, and more energy-efficient chips intensifies, the tech industry is turning its gaze towards a promising new generation of materials. Gallium Nitride (GaN), Silicon [...]
As the financial markets continue their intricate dance of valuation and speculation, discerning opportunities for long-term growth at a reasonable price remains a paramount challenge for value investors. Among the myriad of publicly traded entities, Coherent Corp. (NYSE:H7B), a global leader in optical materials and semiconductors, has emerged as
San Jose, CA – November 18, 2025 – Power Integrations (NASDAQ: POWI), a leading innovator in high-voltage power conversion, has announced the strategic appointment of Nancy Erba as its new Chief Financial Officer. The transition, effective January 5, 2026, positions a seasoned financial executive at the helm of the company's fiscal operations as it navigates [...]
Navitas Semiconductor (NASDAQ: NVTS), a prominent player in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, has been under the spotlight not just for its technological advancements but also for significant activity from its selling stockholders. While the company aggressively pursues expansion into high-growth markets like AI data centers, a series of stock offerings [...]
The semiconductor industry stands at the precipice of an unprecedented era of growth and innovation, poised to shatter the $1 trillion market valuation barrier by 2030. This monumental expansion, often termed a "super cycle," is primarily fueled by the insatiable global demand for advanced computing, particularly from the burgeoning field of Artificial Intelligence. As of [...]
San Jose, CA – November 11, 2025 – Navitas Semiconductor (NASDAQ: NVTS), a leading innovator in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, has embarked on a bold strategic pivot, dubbed "Navitas 2.0," refocusing its efforts squarely on the burgeoning high-power artificial intelligence (AI) markets. This significant reorientation comes on the heels of [...]
The global Silicon Carbide (SiC) market is experiencing an unprecedented surge, poised to reach a staggering US$1,810.56 million by 2027, growing at a robust Compound Annual Growth Rate (CAGR) of 12.5%. This rapid expansion is not merely a market trend but a fundamental shift in power electronics, driven primarily by the insatiable demands of the [...]
The semiconductor industry, the bedrock of modern technology, stands on the precipice of a profound transformation. Far from resting on the laurels of traditional silicon-based architectures, a relentless wave of innovation is ushering in a new era defined by groundbreaking materials, revolutionary chip designs, and advanced manufacturing processes. These emerging technologies are not merely incremental [...]
As the digital world hurries towards an era dominated by artificial intelligence, high-performance computing (HPC), and pervasive connectivity, the foundational material of modern electronics—silicon—is rapidly approaching its physical limits. A quiet but profound revolution is underway in material science and semiconductor manufacturing, with recent innovations in novel materials and advanced fabrication techniques promising to unlock [...]
The US market is yet to commence its session on Thursday, but let's get a preview of the pre-market session and explore the top gainers and losers driving the early market movements.
