As of January 2026, the electric vehicle (EV) industry has reached a definitive technological tipping point. The era of traditional silicon power electronics is rapidly drawing to a close, replaced by the ascent of Wide-Bandgap (WBG) semiconductors: Silicon Carbide (SiC) and Gallium Nitride (GaN). This transition, once reserved for high-end performance cars, has now moved [...]
As we cross into late January 2026, the electric vehicle (EV) industry has reached a pivotal inflection point that blends advanced power electronics with artificial intelligence. A newly released assessment from IDTechEx, "Power Electronics for Electric Vehicles 2026–2036," confirms that the transition to 800V architectures, powered by Silicon Carbide (SiC) semiconductors, is no longer a [...]
The rapid escalation of artificial intelligence has brought the tech industry to a crossroads: the "power wall." As massive LLM clusters demand unprecedented levels of electricity, the legacy silicon used in power conversion is reaching its physical limits. However, a breakthrough in Gallium Nitride (GaN) technology—specifically quasi-vertical selective area growth (SAG) on silicon—has emerged as [...]
As of late January 2026, the automotive landscape has reached a definitive turning point, moving away from the charging bottlenecks and range limitations of the early 2020s. The driving force behind this transformation is the rapid, global expansion of Silicon Carbide (SiC) semiconductors. These high-performance chips have officially supplanted traditional silicon as the backbone of [...]
As of January 23, 2026, the automotive industry has reached a pivotal tipping point in its electrification journey, driven by the explosive rise of wide-bandgap (WBG) materials. Silicon Carbide (SiC) and Gallium Nitride (GaN) have transitioned from high-end specialized components to the essential backbone of modern power electronics. This shift is not just a hardware [...]
As of January 2026, the automotive industry has reached a decisive turning point in the electrification race. The shift toward 800-volt (800V) architectures is no longer a luxury hallmark of high-end sports cars but has become the benchmark for the next generation of mass-market electric vehicles (EVs). At the center of this tectonic shift is [...]
The global technology landscape is currently undergoing its most significant hardware transformation since the invention of the silicon transistor. As of January 21, 2026, the transition from traditional silicon to Wide-Bandgap (WBG) semiconductors—specifically Gallium Nitride (GaN) and Silicon Carbide (SiC)—has reached a fever pitch. This "Power Revolution" is no longer a niche upgrade; it has [...]
As of January 19, 2026, the global semiconductor landscape is witnessing a dramatic divergence in the fortunes of the two pillars of power electronics: Silicon Carbide (SiC) and Gallium Nitride (GaN). While the SiC sector is currently weathering a painful correction cycle defined by upstream overcapacity and aggressive price wars, GaN has emerged as the [...]
The global transition to sustainable energy has reached a pivotal tipping point this week as the foundational hardware of the electric vehicle (EV) industry undergoes its most significant transformation in decades. On January 14, 2026, Mitsubishi Electric (OTC: MIELY) announced it would begin shipping samples of its newest trench Silicon Carbide (SiC) MOSFET bare dies [...]
Looking back on analog semiconductors stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including onsemi (NASDAQ:ON) and its peers.
The long-prophesied "post-silicon era" has officially arrived, signaling a paradigm shift in how the world builds and scales artificial intelligence. Researchers at the Georgia Institute of Technology, led by Professor Walter de Heer, have successfully created the world’s first functional semiconductor made from graphene—a single layer of carbon atoms known for its extraordinary strength and [...]
As of January 2026, the global transition to electric vehicles (EVs) has reached a pivotal milestone, driven not just by battery chemistry, but by a revolution in power electronics. The widespread adoption of Silicon Carbide (SiC) has officially ended the era of traditional silicon-based power systems in high-performance and mid-market vehicles. This shift, underpinned by [...]
The athleisure market was sent into a frenzy this week as Elliott Investment Management disclosed a massive $1 billion activist stake in Lululemon Athletica Inc. (NASDAQ: LULU). The move comes at a moment of extreme vulnerability for the Vancouver-based apparel giant, which is currently reeling from a 45% share price
As of January 12, 2026, the global technology landscape has reached a critical "tipping point" where traditional silicon is no longer sufficient to meet the voracious energy demands of generative AI and the performance expectations of the mass-market electric vehicle (EV) industry. The transition to Wide-Bandgap (WBG) semiconductors—specifically Gallium Nitride (GaN) and Silicon Carbide (SiC)—has [...]
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 [...]
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
