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Amazon Takes Equity Stake in STMicroelectronics as Multi-Billion Dollar AI Chip Deal Ignites Stock Surge
February 09, 2026
Shares of STMicroelectronics (NYSE: STM) skyrocketed on Monday after the European semiconductor giant announced a sweeping, multi-year strategic partnership with Amazon Web Services, a subsidiary of...
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The Future of Intelligent Power: A Deep Dive into ON Semiconductor (onsemi)
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As of February 9, 2026, ON Semiconductor (Nasdaq: ON), now officially rebranded as onsemi, stands as a primary architect of the global energy transition. Once known as a broad-market supplier of...
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The Great Decoupling: How RISC-V Achieved Architecture Sovereignty in 2026
February 06, 2026
As of February 2026, the global semiconductor landscape has undergone a tectonic shift, marking the end of the long-standing x86 and ARM duopoly. RISC-V, the open-standard Instruction Set Architecture...
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The Davos De-escalation: Global Markets Surge as Geopolitical Clouds Part
January 28, 2026
NEW YORK — Financial markets across the globe have staged a dramatic "V-shaped" recovery this week, as a series of high-stakes diplomatic breakthroughs in Europe and the Middle East effectively...
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The RISC-V Revolution: How an Open-Source Architecture is Upending the Silicon Status Quo
January 28, 2026
As of January 2026, the global semiconductor landscape has reached a definitive turning point. For decades, the industry was locked in a duopoly between the x86 architecture, dominated by Intel...
Via
TokenRing AI
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The Vertical Leap: How ‘Quasi-Vertical’ GaN on Silicon is Solving the AI Power Crisis
January 27, 2026
The rapid escalation of artificial intelligence has brought the tech industry to a crossroads: the "power wall." As massive LLM clusters demand unprecedented levels of electricity, the legacy silicon...
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The RISC-V Revolution: Breaking the ARM Monopoly in 2026
January 26, 2026
The high-performance computing landscape has reached a historic inflection point in early 2026, as the open-source RISC-V architecture officially shatters the long-standing duopoly of ARM and x86. What...
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The Power Revolution: AI and Wide-Bandgap Semiconductors Pave the Way for the $10B SiC Era
January 23, 2026
As of January 23, 2026, the automotive industry has reached a pivotal tipping point in its electrification journey, driven by the explosive rise of wide-bandgap (WBG) materials. Silicon Carbide (SiC)...
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The 800V Revolution: Silicon Carbide Demand Skyrockets as 2026 Becomes the ‘Year of the High-Voltage EV’
January 22, 2026
As of January 2026, the automotive industry has reached a decisive turning point in the electrification race. The shift toward 800-volt (800V) architectures is no longer a luxury hallmark of high-end...
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The Power Revolution: How GaN and SiC Semiconductors are Electrifying the AI and EV Era
January 21, 2026
The global technology landscape is currently undergoing its most significant hardware transformation since the invention of the silicon transistor. As of January 21, 2026, the transition from...
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Wolfspeed Shatters Power Semiconductor Limits: World’s First 300mm Silicon Carbide Wafer Arrives to Power the AI Revolution
January 21, 2026
In a landmark achievement for the semiconductor industry, Wolfspeed (NYSE: WOLF) announced in January 2026 the successful production of the world’s first 300mm (12-inch) single-crystal Silicon Carbide...
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The Great Wide Bandgap Divide: SiC Navigates Oversupply as GaN Charges the AI Boom
January 19, 2026
As of January 19, 2026, the global semiconductor landscape is witnessing a dramatic divergence in the fortunes of the two pillars of power electronics: Silicon Carbide (SiC) and Gallium Nitride (GaN)....
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The End of the Silicon Age: How GaN and SiC are Electrifying the 2026 Green Energy Revolution
January 19, 2026
The global transition to sustainable energy has reached a pivotal tipping point this week as the foundational hardware of the electric vehicle (EV) industry undergoes its most significant...
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Chasing the Trillion-Dollar Frontier: AI and Next-Gen Auto Drive Chip Market to Historic Heights
January 19, 2026
As of January 19, 2026, the global semiconductor industry stands on the precipice of a historic milestone. Once a cyclical sector defined by the ebbs and flows of consumer electronics, the chip market...
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The 1,000,000-Watt Rack: Mitsubishi Electric Breakthrough in Trench SiC MOSFETs Solves AI’s Power Paradox
January 16, 2026
In a move that signals a paradigm shift for high-density computing and sustainable transport, Mitsubishi Electric Corp (TYO: 6503) has announced a major breakthrough in Wide-Bandgap (WBG) power...
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1 AI Stock With the Potential to Deliver Outsize Returns Over the Next 10 Years
↗
January 15, 2026
Marvell is an underrated AI chipmaker heading into 2026.
Via
The Motley Fool
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The Open Silicon Revolution: RISC-V Emerges as the Third Pillar of Automotive Computing
January 13, 2026
As of January 2026, the global automotive industry has reached a pivotal turning point in its architectural evolution. What was once a landscape dominated by proprietary instruction sets has...
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The Silicon Ceiling: How Gallium Nitride Is Powering the Billion-Dollar AI Rack Revolution
January 13, 2026
The explosive growth of generative AI has brought the tech industry to a physical and environmental crossroads. As data center power requirements balloon from the 40-kilowatt (kW) racks of the early...
Via
TokenRing AI
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The Electric Nerve System: How Silicon Carbide and AI Are Rewriting the Rules of EV Range and Charging
January 08, 2026
As of early 2026, the global automotive and energy sectors have reached a definitive turning point: the era of "standard silicon" in high-performance electronics is effectively over. Silicon Carbide...
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The RISC-V Revolution: Qualcomm’s Acquisition of Ventana Micro Systems Signals the End of the ARM-x86 Duopoly
January 07, 2026
In a move that has sent shockwaves through the semiconductor industry, Qualcomm (NASDAQ: QCOM) officially announced its acquisition of Ventana Micro Systems on December 10, 2025. This strategic buyout,...
Via
TokenRing AI
Topics
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The Wide-Bandgap Tipping Point: How GaN and SiC Are Breaking the Energy Wall for AI and EVs
January 06, 2026
As of January 6, 2026, the semiconductor industry has officially entered the "Wide-Bandgap (WBG) Era." For decades, traditional silicon was the undisputed king of power electronics, but the dual...
Via
TokenRing AI
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The Silicon Carbide Revolution: How AI-Driven Semiconductor Breakthroughs are Recharging the Global Power Grid and AI Infrastructure
January 02, 2026
The transition to a high-efficiency, electrified future has reached a critical tipping point as of January 2, 2026. Recent breakthroughs in Silicon Carbide (SiC) research and manufacturing are...
Via
TokenRing AI
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Marvell’s Mid-Tier Blues: Why the Semi Giant Lagged in 2025 and the AI Storage Catalyst to Watch in 2026
January 01, 2026
As the curtain falls on 2025, the semiconductor landscape has been defined by a stark divergence between the "AI haves" and the "legacy have-nots." While the broader market celebrated a year of record...
Via
MarketMinute
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The Great Silicon Decoupling: How RISC-V Became the Geopolitical Pivot of Global Computing in 2025
December 29, 2025
As of December 29, 2025, the global semiconductor landscape has reached a definitive turning point, marked by the meteoric rise of the open-source RISC-V architecture. Long viewed as a niche academic...
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The High-Voltage Revolution: How ON Semiconductor’s SiC Dominance is Powering the 2026 EV Surge
December 29, 2025
As 2025 draws to a close, the global automotive industry is undergoing a foundational shift in its power architecture, moving away from traditional silicon toward wide-bandgap (WBG) materials like...
Via
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The Silent Revolution: How SiC and GaN are Powering the AI Infrastructure and EV Explosion
December 24, 2025
As of December 24, 2025, the semiconductor industry has reached a historic inflection point. The "Energy Wall"—a term coined by researchers to describe the physical limits of traditional silicon in...
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Powering the Future: The Rise of SiC and GaN in EVs and AI Fabs
December 24, 2025
The era of traditional silicon dominance in high-power electronics has officially reached its twilight. As of late 2025, the global technology landscape is undergoing a foundational shift toward...
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Powering the Intelligence Explosion: Navitas Semiconductor’s 800V Revolution Redefines AI Data Centers and Electric Mobility
December 19, 2025
As the world grapples with the insatiable power demands of the generative AI era, Navitas Semiconductor (Nasdaq: NVTS) has emerged as a pivotal architect of the infrastructure required to sustain it....
Via
TokenRing AI
Topics
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Emissions
The Power Behind the Pulse: How SiC and GaN Are Breaking AI’s ‘Energy Wall’ in 2025
December 19, 2025
As we close out 2025, the semiconductor industry has reached a critical inflection point where the limitations of traditional silicon are no longer just a technical hurdle—they are a threat to the...
Via
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Topics
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The 800V Revolution: How Navitas Semiconductor is Electrifying the Future of AI and Mobility
December 19, 2025
As of December 19, 2025, the global energy landscape is undergoing a silent but high-voltage transformation, driven by the shift from legacy 400V systems to the 800VDC (Direct Current) standard. At the...
Via
TokenRing AI
Topics
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Economy
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