Washington D.C., December 12, 2025 – In a bold strategic move to reclaim global leadership in advanced technology and fortify critical supply chains, the United States has embarked on an ambitious journey to revitalize its domestic semiconductor manufacturing capabilities. The Creating Helpful Incentives to Produce Semiconductors (CHIPS) and Science Act of 2022, signed into law [...]
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 [...]
CROLLES, FRANCE – December 11, 2025 – What was once hailed as a cornerstone of Europe's ambition to regain semiconductor manufacturing prowess – a multi-billion-euro collaboration between chip giants GlobalFoundries (NASDAQ: GFS) and STMicroelectronics (NYSE: STM) to build a next-generation automotive chip fab in Crolles, France – has reportedly stalled. Announced with much fanfare in [...]
In the dynamic world of financial markets, an often-overlooked yet profoundly impactful metric for discerning a stock's potential is the Relative Strength (RS) Rating. Developed by Investor's Business Daily (IBD), this proprietary rating, ranging from 1 to 99, gauges a stock's price performance against the broader market and its peers,
PHOENIX, AZ – December 2, 2025 – ON Semiconductor (NASDAQ: ON) has been a focal point of investor attention throughout late 2024 and 2025, demonstrating a resilient, albeit sometimes volatile, stock performance despite broader market apprehension. The company, a key player in intelligent power and sensing technologies, has consistently showcased its strategic pivot towards high-growth [...]
The glittering promise of a hyper-connected, AI-driven world hinges on the humble semiconductor, yet its production carries a colossal environmental footprint. From energy-intensive fabrication plants (fabs) guzzling as much power as small cities to vast quantities of ultrapure water and complex chemical waste streams, the industry's rapid growth has sparked an urgent demand for change. [...]
The global semiconductor industry, the foundational bedrock of modern technology, is undergoing an unprecedented and profound restructuring. Driven by escalating geopolitical tensions, particularly the intensifying rivalry between the United States and China, nations are aggressively pursuing self-sufficiency in chipmaking. This strategic pivot, exemplified by landmark legislation like the US CHIPS Act, is fundamentally altering global [...]
As of November 2025, the semiconductor industry is in the throes of a transformative supercycle, driven almost entirely by the insatiable and escalating demand for Artificial Intelligence (AI) technologies. This surge is not merely a fleeting market trend but a fundamental reordering of priorities, investments, and technological roadmaps across the entire value chain. Projections for [...]
In an era where the relentless pace of Moore's Law has perceptibly slowed, GlobalFoundries (NASDAQ: GFS) has distinguished itself through a shrewd and highly effective strategic pivot. Rather than engaging in the increasingly cost-prohibitive race for bleeding-edge process nodes, the company has cultivated a robust business model centered on mature, specialized technologies, unparalleled power efficiency, [...]
Seoul, South Korea – November 19, 2025 – In a move set to significantly bolster South Korea's critical semiconductor ecosystem, Park Kyung-soo, Chairman of PSK, a leading global semiconductor equipment manufacturer, along with PSK Holdings, announced a substantial donation of 2 billion Korean won (approximately US$1.45 million) in development funds. This timely investment, directed equally [...]
The relentless march of Artificial Intelligence (AI) demands ever-increasing computational power, pushing the limits of traditional silicon-based hardware. As AI models grow in complexity and data centers struggle to meet escalating energy demands, a new material is stepping into the spotlight: Gallium Nitride (GaN). This wide-bandgap semiconductor is rapidly emerging as a critical component for [...]
The United States is witnessing a monumental resurgence in semiconductor manufacturing, a strategic pivot driven by national security imperatives, economic resilience, and a renewed commitment to technological leadership. At the heart of this transformative movement lies Arizona, rapidly emerging as the blueprint for a new era of domestic chip production. Decades of offshoring had left [...]
The semiconductor industry is currently undergoing a profound transformation, driven by the ascendancy of the fabless business model and its symbiotic reliance on specialized contract manufacturers, or foundries. This strategic separation of chip design from capital-intensive fabrication has not only reshaped the economic landscape of silicon production but has become the indispensable engine powering the [...]
In the intricate tapestry of modern technology, an often-overlooked yet utterly indispensable force is at play: Contract Semiconductor Manufacturing (CMO). These specialized foundries, acting as the silent titans of the industry, have become the crucial backbone enabling the explosive growth and relentless innovation across Artificial Intelligence (AI), Electric Vehicles (EVs), and 5G connectivity. By decoupling [...]
The United States is experiencing a pivotal moment in its technological landscape, marked by a significant and accelerating trend towards domestic manufacturing of power chips. This strategic pivot, heavily influenced by government initiatives and substantial private investment, is particularly focused on advanced materials like Gallium Nitride (GaN). As of late 2025, this movement holds profound [...]
In a pivotal development set to redefine the landscape of power semiconductor manufacturing, GlobalFoundries (NASDAQ: GFS) announced on November 10, 2025, a significant technology licensing agreement with Taiwan Semiconductor Manufacturing Company (NYSE: TSM). This strategic partnership focuses on advanced Gallium Nitride (GaN) technology, specifically 650V and 80V platforms, and is poised to dramatically accelerate GlobalFoundries' [...]
