Browsing Tag
silicon carbide
12 posts
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.
June 22, 2026
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.
June 22, 2026
Wolfspeed (NYSE: WOLF) bets on AI and aerospace after its bankruptcy reset
Wolfspeed wiped out its old shareholders in bankruptcy. The new WOLF is an AI and aerospace silicon carbide bet still running negative margins.
June 18, 2026
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.
June 4, 2026
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.
December 8, 2025
Can silicon carbide make Europe’s EV and energy supply chains truly self-reliant by 2030?
Onsemi’s Czech SiC chip fab is Europe’s first fully integrated facility. Can it help the EU achieve self-reliance in EV and energy supply chains by 2030?
November 25, 2025
EV propulsion breakthrough: Wolfspeed launches 1200V silicon carbide six-pack modules for next-gen inverters
Discover how Wolfspeed’s new 1200V SiC six-pack power modules could reshape EV inverter design, improve propulsion durability, and influence next-generation drivetrain sourcing.
November 18, 2025
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.
October 17, 2025
Odisha, Punjab, Andhra get chip fabs — what this means for India’s supply chain
India approves ₹4,600 crore in new semiconductor plants across Odisha, Punjab, and Andhra Pradesh. See how this boosts manufacturing and jobs.
August 13, 2025
Mitsubishi Electric invests in Novel Crystal Technology to boost energy-saving power semiconductor development
Mitsubishi Electric Corporation has taken an equity position in Novel Crystal Technology, Inc., a pioneering developer and seller…
July 31, 2023