With energy prices swinging and capital discipline under pressure, one manager is quietly dialing back risk in a stock that has punished even patient holders.
With cash piling up, debt rolling off, and shareholder returns accelerating, one small fund is stepping into a battered energy name at a moment when the fundamentals look steadier than the stock.
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 high-power applications—has finally been breached. In its place, Wide-Bandgap (WBG) semiconductors, specifically Silicon Carbide (SiC) and Gallium Nitride (GaN), have emerged as the foundational pillars [...]
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 wide-bandgap (WBG) materials—specifically Silicon Carbide (SiC) and Gallium Nitride (GaN). These materials, once relegated to niche industrial applications, have become the indispensable backbone of two of the [...]
The global automotive industry has reached a pivotal inflection point as of late 2025, driven by a fundamental shift in the materials that power our vehicles. The era of traditional silicon-based power electronics is rapidly drawing to a close, replaced by a new generation of "wide-bandgap" (WBG) semiconductors: Silicon Carbide (SiC) and Gallium Nitride (GaN). [...]
The National Academy of Inventors (NAI) has officially named Dr. Anant Agarwal, a Professor of Electrical and Computer Engineering at The Ohio State University (OSU), to its prestigious Class of 2025. This election marks a pivotal recognition of Agarwal’s decades-long work in wide-bandgap (WBG) semiconductors—specifically Silicon Carbide (SiC) and Gallium Nitride (GaN)—which have become the [...]
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. By spearheading a transition to 800V high-voltage architectures, the company is effectively dismantling the "energy wall" that threatened to stall the deployment of next-generation [...]
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 scaling of artificial intelligence. To keep pace with the massive energy demands of next-generation AI clusters and 800V electric vehicle (EV) architectures, the [...]
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 heart of this transition is Navitas Semiconductor (NASDAQ: NVTS), which has pivoted from a niche player in mobile fast-charging to a dominant force [...]
As of December 19, 2025, ON Semiconductor (NASDAQ: ON), commonly known as onsemi, finds itself at a critical juncture in the global semiconductor market. After navigating a challenging 2024 and a transitional 2025, the company is emerging as a stabilizing leader in the power semiconductor space. While the broader automotive and industrial sectors have faced [...]
As of late 2025, the artificial intelligence boom has hit a literal physical limit: the "energy wall." With large language models (LLMs) like GPT-5 and Llama 4 demanding multi-megawatt power clusters, traditional silicon-based power systems have reached their thermal and efficiency ceilings. To keep the AI revolution and the electric vehicle (EV) transition on track, [...]
The insatiable demand for ever-increasing computational power and efficiency in Artificial Intelligence (AI) applications is pushing the boundaries of traditional silicon-based semiconductor manufacturing. As the industry grapples with the physical limits of transistor scaling, a new era of innovation is dawning, driven by groundbreaking advancements in semiconductor materials and sophisticated advanced packaging techniques. These emerging [...]
Navitas Semiconductor (NASDAQ: NVTS), a leading innovator in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, is undergoing a significant strategic transformation, dubbed "Navitas 2.0." This pivot involves shifting focus from lower-margin consumer and mobile markets to high-power, high-growth segments like AI data centers, electric vehicles (EVs), and renewable energy infrastructure. This strategic realignment [...]
The semiconductor industry is on the cusp of a profound transformation, driven by the escalating adoption and strategic alliances surrounding next-generation power devices built with Gallium Nitride (GaN) and Silicon Carbide (SiC). These wide-bandgap (WBG) materials are rapidly displacing traditional silicon in high-performance applications, promising unprecedented levels of efficiency, power density, and thermal management. As [...]
Vishay Intertechnology (NYSE: VSH) witnessed a notable surge in its stock, climbing 3.2% following the company's announcement of two groundbreaking 1200 V silicon carbide (SiC) MOSFET power modules. This strategic product launch, unveiled on December 3, 2025, signals Vishay's aggressive push into high-efficiency power solutions, a move that resonated
The foundational material of the modern digital age, silicon, is rapidly approaching its inherent physical and performance limitations, heralding a pivotal shift in semiconductor fabrication. As the relentless demand for faster, smaller, and more energy-efficient chips intensifies, the tech industry is turning its gaze towards a promising new generation of materials. Gallium Nitride (GaN), Silicon [...]
