Wolfspeed Inc is a leading company specializing in the development and manufacturing of wide-bandgap semiconductors, primarily based on silicon carbide and gallium nitride technologies. These advanced materials enable more efficient and powerful electronic devices, playing a crucial role in applications such as renewable energy, electric vehicles, and 5G telecommunications. The company focuses on innovation in the semiconductor industry, providing solutions that enhance performance, reduce energy consumption, and drive the transition to sustainable technologies. With a commitment to advancing semiconductor technology, Wolfspeed is positioned at the forefront of the growing demand for high-performance electronic components. Read More
As of early 2026, the global automotive and energy sectors have reached a definitive turning point: the era of "standard silicon" in high-performance electronics is effectively over. Silicon Carbide (SiC), once a high-cost niche material, has emerged as the essential "nervous system" for the next generation of electric vehicles (EVs) and artificial intelligence infrastructure. This [...]
In a milestone that many physicists once deemed impossible, researchers at the Georgia Institute of Technology have successfully created the world’s first functional semiconductor made from graphene. Led by Walter de Heer, a Regents’ Professor of Physics, the team has overcome the "band gap" hurdle that has stalled graphene research for two decades. This development [...]
In a move that signals a tectonic shift in the semiconductor landscape, power electronics giant onsemi (NASDAQ: ON) and contract manufacturing leader GlobalFoundries (NASDAQ: GFS) have announced a strategic partnership to develop and mass-produce 650V Gallium Nitride (GaN) power devices. Announced in late December 2025, this collaboration is designed to tackle the two most pressing [...]
As of January 6, 2026, the semiconductor industry has officially entered the "Wide-Bandgap (WBG) Era." For decades, traditional silicon was the undisputed king of power electronics, but the dual pressures of the global electric vehicle (EV) transition and the insatiable power hunger of generative AI have pushed silicon to its physical limits. In its place, [...]
The transition to a high-efficiency, electrified future has reached a critical tipping point as of January 2, 2026. Recent breakthroughs in Silicon Carbide (SiC) research and manufacturing are fundamentally reshaping the landscape of power electronics. By moving beyond traditional silicon and embracing wide bandgap (WBG) materials, the industry is unlocking unprecedented performance in electric vehicles [...]
As 2025 draws to a close, the global automotive industry is undergoing a foundational shift in its power architecture, moving away from traditional silicon toward wide-bandgap (WBG) materials like Silicon Carbide (SiC) and Gallium Nitride (GaN). At the heart of this transition is ON Semiconductor (Nasdaq: ON), which has spent the final quarter of 2025 [...]
The semiconductor industry has entered a transformative "Giga-Cycle" of consolidation, with merger and acquisition (M&A) activity surging from a modest $2.7 billion in 2023 to a staggering $45 billion in 2024, a fever pitch that has sustained through the end of 2025. As of December 25, 2025, the
With energy prices swinging and capital discipline under pressure, one manager is quietly dialing back risk in a stock that has punished even patient holders.
With cash piling up, debt rolling off, and shareholder returns accelerating, one small fund is stepping into a battered energy name at a moment when the fundamentals look steadier than the stock.
As of December 24, 2025, the semiconductor industry has reached a historic inflection point. The "Energy Wall"—a term coined by researchers to describe the physical limits of traditional silicon in high-power applications—has finally been breached. In its place, Wide-Bandgap (WBG) semiconductors, specifically Silicon Carbide (SiC) and Gallium Nitride (GaN), have emerged as the foundational pillars [...]
The era of traditional silicon dominance in high-power electronics has officially reached its twilight. As of late 2025, the global technology landscape is undergoing a foundational shift toward wide-bandgap (WBG) materials—specifically Silicon Carbide (SiC) and Gallium Nitride (GaN). These materials, once relegated to niche industrial applications, have become the indispensable backbone of two of the [...]
The global automotive industry has reached a pivotal inflection point as of late 2025, driven by a fundamental shift in the materials that power our vehicles. The era of traditional silicon-based power electronics is rapidly drawing to a close, replaced by a new generation of "wide-bandgap" (WBG) semiconductors: Silicon Carbide (SiC) and Gallium Nitride (GaN). [...]
The National Academy of Inventors (NAI) has officially named Dr. Anant Agarwal, a Professor of Electrical and Computer Engineering at The Ohio State University (OSU), to its prestigious Class of 2025. This election marks a pivotal recognition of Agarwal’s decades-long work in wide-bandgap (WBG) semiconductors—specifically Silicon Carbide (SiC) and Gallium Nitride (GaN)—which have become the [...]
As the world grapples with the insatiable power demands of the generative AI era, Navitas Semiconductor (Nasdaq: NVTS) has emerged as a pivotal architect of the infrastructure required to sustain it. By spearheading a transition to 800V high-voltage architectures, the company is effectively dismantling the "energy wall" that threatened to stall the deployment of next-generation [...]
As we close out 2025, the semiconductor industry has reached a critical inflection point where the limitations of traditional silicon are no longer just a technical hurdle—they are a threat to the scaling of artificial intelligence. To keep pace with the massive energy demands of next-generation AI clusters and 800V electric vehicle (EV) architectures, the [...]
As of December 19, 2025, the global energy landscape is undergoing a silent but high-voltage transformation, driven by the shift from legacy 400V systems to the 800VDC (Direct Current) standard. At the heart of this transition is Navitas Semiconductor (NASDAQ: NVTS), which has pivoted from a niche player in mobile fast-charging to a dominant force [...]
As of December 19, 2025, ON Semiconductor (NASDAQ: ON), commonly known as onsemi, finds itself at a critical juncture in the global semiconductor market. After navigating a challenging 2024 and a transitional 2025, the company is emerging as a stabilizing leader in the power semiconductor space. While the broader automotive and industrial sectors have faced [...]
As of late 2025, the artificial intelligence boom has hit a literal physical limit: the "energy wall." With large language models (LLMs) like GPT-5 and Llama 4 demanding multi-megawatt power clusters, traditional silicon-based power systems have reached their thermal and efficiency ceilings. To keep the AI revolution and the electric vehicle (EV) transition on track, [...]
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 [...]
