Browsing Tag
gallium nitride
9 posts
Wolfspeed (NYSE: WOLF) could secure $1.5bn in US defence loans, but what must shareholders give up?
Wolfspeed's proposed 30-year US defence financing could refinance expensive debt and support domestic semiconductor manufacturing. However, the arrangement requires substantial qualifying contributions, potential debt conversions and government warrants covering up to 7.5% of fully diluted equity, while the company continues to report negative manufacturing margins.
IQE plc company profile: How AI data centres and MACOM reshaped Britain’s compound-semiconductor wafer maker
IQE has emerged from weak smartphone demand, debt pressure and strategic uncertainty with a stronger balance sheet and rapidly growing exposure to artificial intelligence infrastructure. A £45 million strategic investment from customer MACOM, new indium phosphide supply agreements and upgraded 2026 guidance have transformed the near-term outlook, but dilution, manufacturing execution and a sharply higher valuation remain significant risks.
Wolfspeed (NYSE: WOLF) post-Chapter 11 reset meets the AI data center SiC pivot
Wolfspeed (NYSE: WOLF) emerged from Chapter 11 and ran 3,595% in 12 months on AI silicon carbide demand. The 200mm wafer transition is the next real test.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
Navitas (NVTS) soars on Nvidia power partnership as AI data centers chase the next bottleneck
Navitas soared 20%+ on a collaboration with Nvidia's MGX ecosystem for 800V AI data center power. Bulls see the next bottleneck; skeptics see $8.6M in revenue.
The GaN race reaches India: Can Cyient Semiconductors convert technology licensing into market power?
Can Cyient Semiconductors turn licensed GaN technology into semiconductor market power in India’s fast-growing AI and electrification economy? Read more.
EPC licenses low-voltage GaN technology to Renesas to expand AI power market reach
EPC and Renesas strike a GaN licensing deal that reshapes AI and consumer power markets. Find out what it means for supply chains and competition.
India’s GaN ecosystem gets a boost with Navitas Semiconductor and Cyient Semiconductors partnership
Find out how Navitas Semiconductor and Cyient Semiconductors plan to build India’s GaN power electronics ecosystem—read the full roadmap and outlook.
Infineon Technologies stock slips despite green energy and AI data center momentum—what’s behind the investor hesitation?
Infineon stock dips after major green power and AI data center announcements. Find out why investors are holding back—and what could turn the tide.