MACOM Technology Solutions has promoted two executives to senior vice president roles, sharpening its focus on gallium nitride (GaN) technology and investor relations. The moves come as the semiconductor firm's stock, riding a multi-year rally, faces questions about its rich valuation in a competitive market.
Navitas Semiconductor is strategically shifting its focus from volatile consumer electronics to the high-growth, high-margin arenas of AI data centers and electric vehicles, underscored by a pivotal partnership with industry giant Nvidia.
After a challenging transitional year in 2025, Navitas Semiconductor's pivot towards high-margin data center and industrial markets is expected to accelerate growth and deliver investor returns by 2026, despite near-term revenue pressures.
Power Integrations (NASDAQ:POWI) is scheduled to release its fourth-quarter financial results after market close on Thursday, with analysts anticipating a slight year-over-year revenue decline. The report comes as the analog semiconductor sector shows investor optimism despite uneven performance among key players.
As data centers strain under AI workloads, a critical bottleneck is emerging in data transmission. Tower Semiconductor, often overlooked as a specialty foundry, is emerging as a key enabler of the pluggable optics technology set to dominate the next phase of AI infrastructure.
Ramaco Resources, a disciplined Appalachian metallurgical coal producer, is pivoting to become a potential U.S. champion in rare earths. With a transformative discovery at its Wyoming Brook Mine, the company aims to build a vertically integrated critical minerals platform, offering investors a unique blend of cash-generating coal operations and high-stakes strategic growth.
Terrain Minerals Ltd has commenced a diamond drilling campaign at its flagship Smokebush Gold & Silver Project in Western Australia, marking a key step towards defining its first JORC-compliant resource by mid-2026. The program will complement ongoing reverse circulation drilling and extend exploration to the nearby Wildflower Prospect.
In a strategic push to secure its place in the global supply chain, Australia is exploring financial mechanisms, including price floors and a national stockpile, to attract investment and reduce reliance on Chinese processing.
An international firm plans to extract lithium from oil field wastewater by 2027, potentially turning an environmental liability into a cornerstone of the state's economy and America's energy independence push.
Despite softness in coatings and construction markets, Ashland reports resilient performance in Life Sciences and Personal Care, driven by strategic initiatives and new product launches. The company maintains its full-year outlook while managing temporary operational headwinds.
Shares of Canadian materials firm 5N Plus surged after securing an $18.1 million U.S. government grant to expand germanium recycling in Utah and announcing a 25% capacity increase for space-grade solar cells at its German subsidiary, AZUR SPACE, by 2026.
The Trump administration launches a major public-private initiative to stockpile essential minerals for tech and defense industries, combining a $10 billion EXIM loan with $1.67 billion in private capital to mitigate supply chain risks.
The White House announces a major public-private initiative to stockpile rare earths and critical minerals, aiming to insulate U.S. defense and tech sectors from foreign supply shocks and geopolitical leverage.
The United States is establishing a $12 billion national stockpile of critical minerals, including rare earths and key battery metals, in a decisive move to secure supply chains and reduce immediate strategic dependence on China.
The Biden administration, in a significant move to de-risk supply chains, is launching a first-of-its-kind strategic stockpile for critical minerals. Backed by $12 billion in public and private funding, 'Project Vault' aims to shield U.S. manufacturers from price shocks and supply disruptions, directly challenging China's grip on the global market for metals essential to everything from EVs to defense systems.
USA Rare Earth Inc. (NASDAQ: USAR) sees its price target significantly raised by Canaccord Genuity and Benchmark following a landmark $1.6 billion commitment from the U.S. CHIPS Program, accelerating its plans to build a domestic rare earth supply chain.
Australia reaffirms its commitment to building resilient critical mineral supply chains and a strategic reserve, undeterred by the U.S. stepping back from plans to guarantee minimum prices for such projects.
