As data centers scramble to upgrade for the AI era, a critical bottleneck has emerged in optical communications. AXT, Inc., a specialist in compound semiconductor substrates, finds itself at the center of this shift, leveraging a unique supply chain advantage to meet explosive demand for indium phosphide.
NXP Semiconductors outperformed Wall Street expectations in its fourth quarter, posting $3.34 billion in revenue and providing optimistic guidance. The chipmaker highlighted improving inventory levels and strategic gains in automotive and edge AI sectors, though shares dipped post-announcement.
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.
A federal appeals court has dismissed a Justice Department misconduct complaint against U.S. District Judge James Boasberg, citing insufficient evidence. The complaint stemmed from the judge's rulings against the Trump administration's use of the Alien Enemies Act to deport Venezuelan migrants.
A federal appeals court has dismissed a Justice Department misconduct complaint against U.S. District Judge James Boasberg, ruling the government failed to substantiate its allegations regarding the judge's public comments.
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.
A federal appeals court has thrown out a Justice Department misconduct complaint against a judge who blocked deportations to El Salvador's notorious prisons, citing a lack of evidence. The ruling highlights ongoing tensions between the judiciary and executive branch over immigration enforcement.
After a powerful 41% surge over the past year, Lattice Semiconductor (LSCC) finds itself at a crossroads. With shares trading near $80, new analysis suggests the stock may be significantly overvalued, raising questions about its long-term prospects in the competitive semiconductor landscape.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
After a staggering multi-year rally, shares of American Superconductor (AMSC) are showing signs of cooling momentum. With a sky-high P/E ratio and a significant gap between its current price and analyst fair value estimates, investors are grappling with a critical question: is this a buying opportunity or a signal to take profits?
Tower Semiconductor (TSEM) has captured market attention with record revenue guidance and a major $650 million capacity expansion targeting silicon photonics and SiGe technologies. While shares have surged over 58% in 90 days, analysts are now debating whether the stock's premium valuation fully prices in future growth in AI, 5G, and data center markets.
The resignation of Prudential Financial's Japan life insurance CEO following a widespread employee misconduct scandal has triggered governance reviews and shaken investor confidence in one of the insurer's key international markets.
Needham raises Nova Ltd. (NVMI) to Buy with a $500 price target, citing improving industry conditions and the company's strategic position in China's memory market. The upgrade follows a similar bullish move by Bank of America earlier in January.
A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.
Shares of Advantest Corp. have surged nearly 200% in the past year, riding the AI and advanced chipmaking wave. As the stock trades near record highs, investors are grappling with a critical question: has the rally run too far, too fast?
After years of punishing declines, MaxLinear's stock appears deeply discounted. But does a 29% gap between its market price and intrinsic value signal a genuine opportunity, or merely reflect the structural challenges facing the chip designer?
Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
Slovakia’s top national security adviser has resigned following the release of newly unsealed court documents linking him to email exchanges with Jeffrey Epstein. The adviser denies any wrongdoing, stating the move aims to shield the prime minister from political fallout.
