Navitas Semiconductor

Business

Penguin Solutions Emerges from Rebrand: Undervalued AI Play or Overpriced Gamble?

Following its strategic rebrand from SMART Global Holdings, Penguin Solutions (PENG) is positioning itself at the forefront of AI and high-performance computing infrastructure. Yet, its stock tells a complex story of short-term volatility against long-term potential, raising questions about its true valuation in a heated market.

Business

SanDisk Soars on AI-Driven Demand, Signals Strategic Shift to Long-Term Contracts

SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.

Business

MaxLinear Declares 2025 an 'Inflection Year' as Infrastructure and Optical Tech Drive Record Growth

Chip designer MaxLinear capped off a transformative 2025 with a strong fourth quarter, reporting 30% full-year revenue growth and positive cash flow ahead of schedule. CEO Kishore Seendripu pointed to surging demand in data center optical interconnects and wireless infrastructure as key catalysts, positioning the company for even faster growth in 2026.

Business

Ciena Shares Surge on Key Optical Network Deals in Europe and Asia-Pacific

Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.

Business

AI Demand Fuels SanDisk's Record Quarter, Signals Structural Shift for NAND Industry

SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.

Business

Qualcomm's Strategic Pivot: From Mobile Dominance to AI at the Edge

Qualcomm is aggressively diversifying its business beyond smartphones, forging new partnerships in drone security and legal tech to establish its Snapdragon platform as a cornerstone for on-device AI and edge computing.