Core Viewpoint - Vishay Intertechnology has introduced three new Gen 3 silicon carbide Schottky diodes designed for high voltage applications, featuring a compact SlimSMA HV package that enhances efficiency in power designs [1][2]. Group 1: Product Features - The new diodes include the 1 A VS-3C01EJ12-M3 and the 2 A VS-3C02EJ07-M3 and VS-3C02EJ12-M3, which offer low capacitive charge and a minimum creepage distance of 3.2 mm [1][2]. - These devices maintain a low capacitive charge down to 7.2 nC regardless of temperature, resulting in faster switching speeds and reduced power losses [3]. - The MPS structure of the diodes allows for a reduced forward voltage drop down to 1.30 V, contributing to improved efficiency [3]. Group 2: Applications - Typical applications for these diodes include bootstrap, anti-parallel, and PFC diodes for DC/DC and AC/DC converters in server power supplies, energy generation and storage systems, industrial drives and tools, and X-ray generators [4]. - The devices are designed to operate at high temperatures of up to +175 °C, making them suitable for demanding environments [4]. Group 3: Compliance and Availability - The diodes are RoHS-compliant and halogen-free, with a Moisture Sensitivity Level of 1 according to J-STD-020 [5]. - Samples and production quantities of the new SiC diodes are currently available, with lead times of 14 weeks [8]. Group 4: Company Overview - Vishay Intertechnology is recognized as one of the largest manufacturers of discrete semiconductors and passive electronic components, serving various markets including automotive, industrial, computing, and medical [9].

Core Insights - Aehr Test Systems' stock increased by 35.5% in June due to positive developments in targeted end markets, indicating potential for revenue diversification and growth [1] Revenue Sources - The company primarily operates in the silicon carbide (SiC) wafer-level burn-in (WLBI) market, which accounted for 90% of its revenue in 2024 [2] - The electric vehicle (EV) market is a key driver for Aehr's SiC WLBI solutions, but high interest rates are negatively impacting EV sales [3] Market Challenges - Key customers like ON Semiconductor are facing sales declines, with expectations of a 16.5% drop in 2025, necessitating Aehr to explore other markets to mitigate weaknesses in its core business [3] New Revenue Streams - Aehr's revenue from SiC WLBI is projected to drop to less than 40%, while artificial intelligence (AI) processor burn-in is expected to represent over 35% of its business within the first year [4] - In the third quarter, four customers contributed to 10% of Aehr's revenue, with three coming from new markets [4] Positive Market Trends - Continued momentum in AI and GaN WLBI spending was noted, particularly following Nvidia's strong earnings report and its partnership with Navitas Semiconductor, which may lead to potential customer relationships for Aehr [6] Future Outlook - The growth of alternative revenue streams is beneficial for Aehr's investment case, with expectations for improved demand in SiC WLBI as EV investments rise [8] - The company's revenue and earnings remain cyclical, but diversification into new end markets is reducing reliance on EV spending, positively impacting stock performance [8]

Core Viewpoint - Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation to enhance the production of 200mm GaN-on-silicon technology, aiming to strengthen supply chains, drive innovation, and improve cost efficiency in various markets including AI data centers, electric vehicles (EVs), solar energy, and home appliances [1][6]. Company Overview - Navitas Semiconductor specializes in next-generation power semiconductors, particularly GaNFast™ gallium nitride and GeneSiC™ silicon carbide technologies, and has been operational for 10 years since its founding in 2014 [8]. - Powerchip Semiconductor Manufacturing Corporation is a Taiwanese foundry that develops and manufactures advanced semiconductor components, operating multiple wafer fabs since its establishment in 1994 [7]. Strategic Partnership - The partnership with Powerchip will utilize its 200mm fabrication capabilities at Fab 8B in Taiwan, which has been operational since 2019 and supports high-volume manufacturing processes for GaN [2]. - Powerchip's advanced 180nm CMOS process will enable the production of smaller, more efficient devices, enhancing performance and cost-effectiveness [3]. Product Development and Market Demand - Navitas' GaN portfolio will include voltage ratings from 100V to 650V, catering to the increasing demand for GaN in 48V infrastructure, particularly for hyper-scale AI data centers and EVs [4]. - Initial device qualification is anticipated in Q4 2025, with production of the 100V family expected to commence in the first half of 2026 [4]. Recent Collaborations and Innovations - Navitas has recently collaborated with NVIDIA to support GaN and SiC technologies for high-voltage direct current (HVDC) architectures and has partnered with Enphase and Changan Automobile for integrating GaN technology into their products [5]. Future Outlook - The partnership is expected to drive sustained progress in product performance, technological evolution, and cost efficiency, positioning both companies for future growth in the GaN market [6].

Core Insights - Navitas Semiconductor has appointed Cristiano Amoruso to its board of directors, effective immediately, which is seen as a strategic move to enhance corporate governance and accelerate profitability [1][3] - Amoruso has a strong background in the technology and renewable energy sectors, having previously served as CEO of Suniva, Inc. and as a partner at Lion Point Capital, L.P. [2] - The company aims to leverage Amoruso's experience to capture significant market opportunities in the gallium nitride (GaN) and silicon carbide (SiC) sectors, particularly in power-intensive applications [3] Company Overview - Navitas Semiconductor is a pure-play, next-generation power semiconductor company, founded in 2014, specializing in GaN and SiC technologies [6] - The company offers GaNFast™ power ICs and GeneSiC™ power devices, focusing on markets such as data centers, electric vehicles, solar energy, and energy storage [6] - Navitas holds over 300 patents and was the first semiconductor company to achieve CarbonNeutral® certification [6]

GaN expected production ramp in new mainstream markets in AI data centers, solar micro-inverters and EV over next 12 monthsGaN sets industry benchmark with over 250M shipped and 100ppb field reliabilitySiC sets industry benchmark with reliability exceeding AEC standards and ultra-high voltage 2.3kV to 6.5V, with expansion into commercial EVs TORRANCE, Calif., May 05, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the only pure-play, next-generation power semiconductor company and industry le ...

Fully integrated & protected GaN ICs with bi-directional loss-less current sensing delivers 4% higher efficiency, 15% lower system cost & 40% smaller footprint Navitas GaNSense™ Motor Drive ICs Deliver Industry-Leading Performance, Efficiency, & Robustness in Home Appliances & Industrial Applications Fully integrated & protected GaN ICs with bi-directional loss-less current sensing delivers 4% higher efficiency, 15% lower system cost & 40% smaller footprint. TORRANCE, Calif., May 01, 2025 (GLOBE NEWSWIRE ...

Core Viewpoint - STMicroelectronics (STM) has experienced a significant decline in stock value, dropping 33.9% over the past six months, underperforming compared to its industry peers and the broader technology sector [1][2] Financial Performance - The company is facing a challenging outlook for Q1 2025, with a projected 22.4% year-over-year revenue decline in Q4 2024, particularly affected by weakness in the automotive and industrial markets [2] Growth Drivers - Despite recent performance challenges, STM's focus on advanced microcontroller technology and Silicon Carbide (SiC) investments positions the company for long-term growth [3][4] - In 2024, STM generated $1.1 billion in revenue from SiC products, driven by high-value wins in the automotive and industrial sectors, including a strategic partnership with Ampere [5] - The China market has become a key growth area for STM's SiC products, with significant engagements with leading automakers and a long-term supply agreement with Geely Auto [6] Manufacturing and Innovation - STM is constructing a high-volume SiC manufacturing facility in Catania, Italy, aimed at enhancing manufacturing capabilities and achieving significant cost savings by 2027 [7] - The company has secured multiple design wins in the automotive sector, particularly in software-defined vehicle architectures and advanced driver-assistance systems through collaboration with Mobileye [8] Product Development - STM's advancements in the STM32 microcontroller series, including the introduction of the STM32N6 series with machine learning capabilities, demonstrate the company's commitment to innovation and meeting the demands of AI applications [10][12] - The company has also reported design wins in various industrial applications, showcasing its dedication to power and energy management solutions [9] Investment Outlook - STM's strong product innovation, expanding STM32 portfolio, strategic focus on SiC, and solid design wins across automotive and industrial markets position it as a compelling investment opportunity in the semiconductor space [14] - The company currently holds a Zacks Rank 2 (Buy), indicating positive market sentiment [15]