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Power Semiconductors

SiC, GaN, and power semiconductor coverage.

NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment
Analysis

NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment

NXP Q4 and FY 2023 earnings point to solid ground in automotive, IoT, and mobile despite a challenging year for semiconductors.

Olivier Blanchard · May 28, 2026 · 6 min

Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP
Analysis

Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP

Certified Synopsys ARC HS4xFS Processor IP with SRA enables designers to integrate the IP into their system to meet ISO/SAE 21434.

Olivier Blanchard · May 28, 2026 · 4 min

Stellantis Q1 FY 2026 Earnings Return to Profitability
Analysis

Stellantis Q1 FY 2026 Earnings Return to Profitability

Stellantis Q1 FY 2026 earnings show a return to profit, led by North America mix gains, while Europe stays pricing-constrained.

Olivier Blanchard · May 28, 2026 · 4 min

Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
Analysis

Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery

Silicon Labs Q1 FY 2026 earnings show industrial demand signals and design win momentum, with guidance suspended due to the pending deal.

Brendan Burke · May 28, 2026 · 5 min

onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials
Analysis

onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials

The recent release of the onsemi earnings report revealed Q4 and FY 2023 financials. The future looks bright for onsemi in 2024.

Daniel Newman · May 28, 2026 · 4 min

Will AMD, Arm, and Qualcomm's Bet on Wayve Rewrite the Self-Driving Tech Playbook?
Analysis

Will AMD, Arm, and Qualcomm’s Bet on Wayve Rewrite the Self-Driving Tech Playbook?

AMD, Arm, and Qualcomm’s $60M bet on Wayve signals a major shift in Self-Driving Tech development, challenging traditional automakers and tech.

Olivier Blanchard · May 28, 2026 · 4 min

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
Analysis

ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand

ABB Q1 FY 2026 earnings show surging electrification orders tied to data centers and grids, with raised FY 2026 revenue outlook.

Olivier Blanchard · May 28, 2026 · 5 min

Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand
Analysis

Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand

Analog Devices Q2 FY 2026 earnings show industrial growth and data center momentum, with Empower acquisition aimed at AI power efficiency.

Brendan Burke · May 28, 2026 · 4 min

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?
Analysis

NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?

Automotive Industrial Momentum drives NXP’s 12% Q1 2026 revenue surge despite semiconductor volatility and market turbulence.

Olivier Blanchard · May 28, 2026 · 5 min

Will Analog Devices' Empower Deal Reshape Power Delivery for AI Data Centers?
Analysis

Will Analog Devices’ Empower Deal Reshape Power Delivery for AI Data Centers?

Analog Devices’ Empower deal signals major shift in AI data center power delivery technology and competitive dynamics.

Brendan Burke · May 28, 2026 · 4 min

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook
Analysis

Texas Instruments Q1 FY 2026: Data Center and Industrial Demand Lift Outlook

Texas Instruments Q1 FY 2026 results show broad industrial recovery and data center power momentum, supporting an above-seasonal Q2 outlook.

Brendan Burke · Apr 27, 2026 · 5 min