Core Viewpoint - ROHM Co., Ltd. is integrating its GaN power device technologies with TSMC's process technology to create an end-to-end production system, aiming to enhance supply capabilities for growing demand in AI servers and electric vehicles [1][6]. Group 1: Technology Integration - ROHM will license TSMC's GaN technology to strengthen its production capabilities [1]. - The integration represents an evolution of the existing partnership, with a new license agreement facilitating technology transfer to ROHM Hamamatsu [6]. - The production system is expected to be established by 2027 to cater to the increasing demand in applications like AI servers [6]. Group 2: Market Demand and Applications - GaN power devices are recognized for their high-voltage and high-frequency performance, improving efficiency and reducing size across various applications [2]. - The demand for GaN devices is expanding in high-voltage applications, particularly in AI server power units and electric vehicle onboard chargers [2]. - ROHM has been proactive in developing GaN power devices, having established a mass-production system for 150V GaN in March 2022 and adopted a 650V GaN process since 2023 [3]. Group 3: Strategic Partnerships - ROHM's collaboration with TSMC has deepened, particularly in the automotive sector, with a partnership established in December 2024 [3]. - Upon completion of the technology transfer, the automotive GaN partnership between ROHM and TSMC will conclude, while both companies will continue to collaborate on enhancing power supply systems [7]. Group 4: Product Branding and Adoption - ROHM's EcoGaN brand focuses on energy conservation and miniaturization by maximizing GaN characteristics [9]. - The EcoGaN series has been adopted in various consumer and industrial products, including Innergie's 45W AC adapter in 2023 and power supplies for AI servers from Murata Power Solutions in 2024 [10].

The U.S. stock market experienced a significant pullback on Thursday, February 26th, 2026, as investors grappled with a "sell the news" reaction following the highly anticipated earnings report from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that exceeded even the most optimistic forecasts, the tech-heavy Nasdaq led a broad market decline, highlighting growing concerns about the sustainability of current AI valuations and the potential for a spending plateau a ...

SANTA CLARA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026. Revenue for the fourth quarter of fiscal 2026 was $100.9 million, up 20.1% from $84.0 million in the same period in fiscal 2025. For the fiscal year ended January 31, 2026, revenue was $390.7 million, up 37.2% from $284.9 million for the fiscal year ended January 31, 2025.Gros ...

Investors have been trained to expect Nvidia to be spectacular. Now, they’re punishing it for being familiar.And when Nvidia’s quarter is the clean part, the rest of the conversation gets loud fast — analysts, strategists, columnists, ETF shops, bears with a single scary datapoint, and long-term bulls who sound like they’re talking to the short-term tape from down the hall and through a closed door. So the post-Nvidia-earnings result is a split-screen: fundamentals that still look like a machine, and a stoc ...

US stocks recovered from steeper losses on Thursday but still broadly fell as Nvidia's (NVDA) stellar earnings failed to wow investors and left Wall Street juggling growing worries over AI's potential for payoff and disruption. The tech-exposed Nasdaq Composite (^IXIC) lost 1.2%. The S&P 500 (^GSPC) fell about 0.6%, while the Dow Jones Industrial Average (^DJI) rose above the flat line, following solid wins for stocks more broadly on Wednesday. Nvidia shares fell over 5% as the chip giant received a luk ...

NVIDIA Corporation’s ( NVDA ) Q4 '25 earnings were quite superb. Revenue was up 73% to $68.1 billion. Gross margins also expanded 200 basis points to 75% and did not indicate any pricing pressure. And operating expenses expanded atAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver ...

分组1 - NVIDIA Corporation's Q4 '25 earnings showed a remarkable revenue increase of 73% to $68.1 billion [1] - Gross margins expanded by 200 basis points to 75%, indicating no pricing pressure [1] - Operating expenses also increased, although specific figures were not provided [1]

Nvidia (NVDA) delivered yet another master class in financial dominance on Feb. 25, posting a nearly 100% increase in Q4 profit and rather impressive first-quarter guidance for $78 billion in revenue. Yet, in a classic “sell the news” reaction, shares retreated about $5% today as investors fixated on gross margins that contracted by 390 basis points and the persistent shadow of a China overhang. More News from Barchart At the time of writing, Nvidia stock is down about 10% versus its November high — a ...

I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my ...

Nvidia expects gaming chips shortage to last until year-end February 26, 20267:41 PM UTCUpdated ago By Reuters Nvidia logo and rising stock graph are seen in this illustration created on August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab Feb 26 (Reuters) - A global shortage of gaming chips could last until the end of this year, an Nvidia (NVDA.O), opens new tab executive has said, signaling more pain for the video game industry that is already buckling under ...