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Navitas Shifts to High-Power GaN/SiC as AI and Energy Take Lead in Quarterly Sales

Fresh capital supports a U.S. manufacturing pact to speed rollout of data-center and grid products.

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Japan Becomes Largest Shareholder in Rapidus With ¥100 Billion Injection as ¥267.6 Billion Round Closes

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Montage Technology Soars 57% in Hong Kong Debut After HK$7.04 Billion IPO

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

Ricursive Intelligence Raises $300 Million Series A at $4 Billion Valuation

Morgan Stanley Sees Up to 70% Upside for ASML on AI-Fueled Chip Spending

UMC Shares Extend Rally on 8-Inch Wafer Pricing Bets Ahead of Earnings

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

Virtusa Acquires Bengaluru’s SmartSoC to Build In‑House Semiconductor Capability

SanDisk’s 2025 Rally Faces a Test of NAND Cycle Endurance

Wolfspeed Secures $698.6 Million CHIPS Tax Refund After Bankruptcy Exit

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

U.S. Signs Preliminary $150 Million Equity Offer With xLight for EUV Laser Source

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026