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AI GossipJul 13 at 07:55 PM
Prices of silicon carbide wafers (SiC) are warming up as demand picks up for power semiconductors used in AI data centers and 800V DC electric vehicles, media report, noting distributors say any client asking for additional SiC wafers must pay a premium due to tight supplies.
The SiC market has been through a 2-year downturn due to weak EV demand and overcapacity in China. Rising prices won’t help many producers outside of China yet, since China makers had sold at below-cost levels other companies refused. (Note: Beijing subsidizes many industries, perhaps none more than semiconductor-related). $STMicroelectronics NV(STM.US) $Wolfspeed(WOLF.US) $Coherent Corp.(COHR.US) $ON Semiconductor(ON.US) #Resonac #Rohm #ShinEtsu
Source: Dan Nystedt
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Equity researchJul 2 at 09:05 AM
Renesas Electronics: AI Infra & Compute
The Rise of AI Servers and Inference Compute
> Total general server shipments are expected to grow modestly (~1.3x) from 2024 to 2030. In contrast, AI Server volumes are projected to scale dramatically, growing ~2.4x, effectively doubling in volume over the period.
> While GPUs have driven the initial training wave, the market is seeing a major pivot toward AI ASICs and CPUs as the industry shifts heavily toward inference. AI ASIC shipments are projected to grow ~3.0x by 2030, vastly outstripping GPU growth (~1.5x) and standard CPU growth (~1.7x).
Revenue Drivers and Renesas’ TAM Expansion
> The primary structural tailwinds include the grid-to-rack transformation, an increase in system complexity requiring advanced MCU control, and a crucial architectural shift to 800V and vertical power architectures.
> Growth is driven heavily by Digital Power, followed by Memory Interfaces, and other supporting MCU components.
The Power Bottleneck: Grid-to-Core Architecture
> Grid Level: Managing power via Solid State Transformers (SST), Energy Storage Systems (ESS), and Uninterruptible Power Supplies (UPS) using Digital Controllers and high-voltage GaN (Gallium Nitride).
> Rack Level: Stepping down power using 800V DC/DC converters, hot-swap controllers, and Power Supply Units (PSUs).
> xPU Board Level: Delivering ultra-low voltage and high current directly to the processor via memory interfaces, high-speed optical module PMICs, and complex Vcore stages (utilizing integrated voltage regulators to optimize space and efficiency).
Exponential Power Demand Metrics
> Next-gen AI racks are projected to consume >1 megawatt (MW) of power, driving a >10x increase in power content per rack.
> The AI Infra & Compute Power TAM is scaling almost exponentially toward 2030, with Voltage Regulator Modules (VRM) making up the vast majority of this value, followed by Intermediate Bus Converters (IBC) and AC/DC stages.
> A single example leading next-gen AI board showcases the sheer complexity involved, requiring a GPU power solution with >10 Digital controllers and >100 Smart power stages, alongside a 48V IBC solution utilizing >30 MOSFETs. Dense packing drastically raises thermal constraints, making thermal performance and current density the ultimate competitive battlegrounds for silicon providers.
This is bullish for many power semi names. $STMicroelectronics NV(STM.US) $Infineon Technologies(IFNNY.US) $Texas Instruments(TXN.US) $ON Semiconductor(ON.US) $Wolfspeed(WOLF.US)
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SerenityJun 11 at 11:15 AM
Markets should be cheering on domestic champions like $Applied Optoelectronics(AAOI.US).
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With $Intel(INTC.US), $IQE, $XFAB, $Micron Tech(MU.US), $Wolfspeed(WOLF.US), $SOI, $SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if $Applied Optoelectronics(AAOI.US) hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.
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Hardik ShahJun 8 at 08:05 AM
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: GE Aerospace and Wolfspeed Partner on High-Voltage Silicon Carbide Solutions - $GE Aerospace(GE.US) $Wolfspeed(WOLF.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ GE Aerospace and Wolfspeed sign 𝐌𝐎𝐔 to accelerate high-voltage 𝐒𝐢𝐂 adoption.
➤ Partnership targets 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥, 𝐚𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, and 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 applications.
➤ MOU includes supply of Wolfspeed’s 𝐰𝐨𝐫𝐥𝐝’𝐬 𝐟𝐢𝐫𝐬𝐭 𝟏𝟎 𝐤𝐕 𝐒𝐢𝐂 𝐌𝐎𝐒𝐅𝐄𝐓 die.
➤ Companies will develop standardized 𝐡𝐢𝐠𝐡-𝐯𝐨𝐥𝐭𝐚𝐠𝐞 power module formats.
➤ Technology supports 𝐀𝐈 infrastructure, solid-state transformers, and electrification.
➤ High-voltage SiC enables more compact, efficient, and reliable power systems.
➤ Collaboration strengthens 𝐔.𝐒. 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 supply chains for critical technologies.
💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“Separately, our two companies have contributed to several industry-first technologies,” said Kris Shepherd, President of Electrical Power for GE Aerospace.
“Together, we’re ready to shape a robust value chain of high-power silicon carbide based on a mutual appreciation for achieving smaller, reliable and more efficient high-voltage end systems.”
“As AI, electrification, and defense platforms push power demands higher and timelines shorter, GE Aerospace and Wolfspeed are uniquely positioned to deliver the high-voltage silicon carbide building blocks the market needs,” said Robert Feurle, CEO of Wolfspeed.
“By securing domestic sourcing of high-power silicon carbide modules, the two companies are jointly committed to enabling systems that improve efficiency and lower time-to-power. High-voltage silicon carbide is finally production-ready exactly as the market confronts a power-delivery crunch legacy silicon cannot solve.”
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SerenityMay 27 at 12:57 PM
Bro media… how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?
They’re literally getting CHIPS ACT funding from the EU because of how critical they are.
And have $NVIDIA(NVDA.US) / $Nokia Oyj(NOK.US) evaluating their SiPH side of things, while they traded at a low ~1.28 P/B.
This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag.
$XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics.
The main revenue ramp was around power semis with $NVIDIA(NVDA.US) pushing 800 vdc.
So $Navitas Semiconductor(NVTS.US), $Power Integrations(POWI.US), $Wolfspeed(WOLF.US) and everyone have been taking off recently.
Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago.
I just happened to point out the connections.
Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.
Source: Serenity
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TheRaccoonAnalysisTotal AssetsRate Of ReturnMay 15 at 10:11 AM
The market narrative is increasingly shifting toward a coordinated pro-growth, pro-AI policy backdrop, with US-China détente, clearer crypto regulation, and sustained hyperscaler spending reinforcing confidence across the AI supply chain. However, parabolic price action across semis and adjacent infrastructure also raises near-term positioning risk, especially after rapid multi-name re-ratings. A balanced approach may favour selective exposure to structural beneficiaries — AI infrastructure, data-centre enablers, and commodity-linked cashflow names — over indiscriminate momentum chasing. In Singapore, dispersion is widening sharply, suggesting active sector rotation and earnings selectivity may outperform broad indexing in this phase.
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dingdongbellRate Of ReturnMay 15 at 05:16 AM
The market has been going up and looks like it keeps doing so. But I am still cautious and prefer not to join the FOMO club. Stay defensive.
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Heroic LifesaverTotal AssetsRate Of ReturnMay 15 at 05:15 AM
Be careful my friends. The market looks like it is going up but only a few names are propping the market up. Looks like a concerted effort by smart money to keep distributing under the hood. Stay safe!
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IreneeRate Of ReturnMay 15 at 02:52 AM
With Trump holdings disclosure, there are really some very interesting names that are promising. I think it is a good idea to analyse those names specific!
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MingHwaRate Of ReturnMicron Tech Return RateMay 15 at 02:46 AM
I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!
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LazyCatRate Of ReturnNVIDIA Return RateMay 15 at 12:51 AM
The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.
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Jason88888Rate Of ReturnTotal AssetsMay 15 at 12:30 AM
There are still opportunities in SG mid-caps, but don't forget SG blue chips who were beaten down recently due to lower profit in the latest results. Good luck, everyone!!!
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DacaiMay 15 at 12:02 AM
I am still riding the AI parabola but I will be wary of adding more at this point as the risk is higher of being trapped at or near the peak.
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FattycatCommunity StarBABA Diamond HolderMay 14 at 10:47 PM
Look out for Singapore listed palm oil stocks as super El Niño may likely to happen this coming July 😉
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Crazy richMay 14 at 10:30 PM
A useful lesson from SIA today: GAAP net profit can be a misleading single-metric for valuation. Three rules for reading airline earnings: (1) always strip out one-off gains/losses to assess underlying operations; (2) operating cash flow is more reliable than net profit; (3) seasonality matters — H2 typically benefits from peak travel periods, so the comparison should be apples-to-apples. SIA's H2 print looks worse than the underlying business performance
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AI GossipMar 26 at 08:07 PM
A new Japan ‘National Team’ for power semiconductors may soon arrive: Rohm, Toshiba, Mitsubishi Electric, plan to join their power semiconductor businesses to compete in data centers, EVs, railways, etc., media report, adding their combined global market share would be around 10%, making the world’s 2nd biggest player. #ROHM #Toshiba #Mitsubishi #Japan $Infineon Technologies(IFNNY.US) $STMicroelectronics NV(STM.US) $Wolfspeed(WOLF.US) $ON Semiconductor(ON.US) #FujiElectric #semiconductors
Source: Dan Nystedt
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Dolphin ResearchOct 29, 2025 at 11:11 PM
Wolfspeed (Minutes): Weak SiC demand will persist throughout the fiscal year 2026
The following is the minutes of the Q1 FY2026 earnings call for $Wolfspeed(WOLF.US). For an interpretation of the earnings report, please refer to "Post-Debt Wolfspeed: Layoffs and Cost Reductions Can Reduce Losses, Profitability Still Depends on Growth". 1. Review of Wolfspeed's Core Financial Information 1. Overall Performance A. Revenue: This quarter's consolidated revenue was $197 million, basically flat compared to $195 million in the same period last year. B. Gross Margin: GAAP gross margin was -39%, non-GAAP gross margin was -26%...
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Dolphin ResearchOct 29, 2025 at 08:58 PM
Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth
Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial & energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...
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Jun8OptionsSep 10, 2025 at 08:58 AM
$Wolfspeed(WOLF.US)Now is good chance to enter market
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Dolphin ResearchJul 8, 2025 at 03:40 AM
Trade War Uncertainty Lingers; Yuewen Bets on Collectible Toys for Growth Reinvention｜Today's Important News Review
0708｜Dolphin Research Focus: 🐬 Macro/Industry 1. Trump signed an executive order to postpone the "reciprocal tariffs" grace period from July 9 to August 1. Meanwhile, he announced that starting August 1, the U.S. will impose varying tariffs on imports from several countries, including Japan, South Korea, Kazakhstan, and Malaysia, such as a 25% tariff on products from Japan and South Korea. This move by the U.S. impacts export companies from these countries to the U.S., increasing the uncertainty of trade frictions. 🐬 Individual Stocks 1. $CHINA LIT(00772.HK) Yuewen rose over 4% today...
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Today’s Key News Recap