Navitas Semiconductor, In Partnership With GlobalFoundries, To Begin First Shipments Of 5th Generation Of GaNFast Tech In Sept.

Stifel Initiates Coverage On GLOBALFOUNDRIES with Buy Rating, Announces Price Target of $60

GlobalFoundries, RAAAM Memory Technologies Collaborates To Develop, Qualify Gain-Cell RAM Technology

GlobalFoundries (GF) (NASDAQ:GFS) and RAAAM Memory Technologies, a pioneer in advanced on-chip memory solutions, today announced a strategic collaboration to develop and qualify Gain-Cell RAM (GCRAM) technology. The

Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and prices raised rate-hike concerns. The sector may be facing pressure from peer Marvell Technology, as the company pulls back after its FY28 guidance may have failed to meet investor expectations.

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.

While Nvidia dominates AI chip sales, an overlooked opportunity exists in 800-volt power distribution equipment for data centers. This technology offers ~10% cost savings over conventional power supplies and is being developed by companies like Vertiv and Nvidia. Though the transition could take years given the industry's $700 billion annual AI infrastructure spending, this emerging sector presents significant long-term potential.

Shares of semiconductor companies are trading lower as inflation concerns and elevated oil prices push U.S. and global bond yields higher, raising concerns that the Federal Reserve could tighten monetary policy later this month. Higher rates can weigh on growth stocks by making future profits less attractive.