Wolfspeed's $1.5 Billion Pentagon Lifeline: Is a Massive Comeback Brewing?
Wolfspeed has suddenly found itself at the center of Washington's push to secure America's critical semiconductor supply chain. Shares of the...
84 Views
Wolfspeed Unlocks A New SiC Opportunity As Hyperscalers Shift Toward 800 Volts!
Wolfspeed, Inc. reported fourth-quarter fiscal 2026 revenue of $150 million, in line with the midpoint of guidance. The company continued its...
86 Views
Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
731 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
483 Views
KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP
Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.
666 Views