Semiconductors & Semiconductor Equipment

Enphase Energy’s March 2026 news: regulatory alerts, a potential class‑action, new AI‑powered energy platform in Australia, and a Jefferies price‑target cut to $54—find the latest insights here.

ARM Holdings pivots from licensor to AI‑chip maker, driving a $25B upside with its first in‑house processor, positioning it to rival Nvidia in data‑center AI.

ON Semiconductor shares dip as insider sales and mixed institutional moves stir volatility; analysts stay mostly bullish with an average target of $59.24.

JCET Group shines at Semicon China, driving China’s semiconductor future with cutting‑edge advanced packaging and AI tech, solidifying its global leadership and investment appeal.

SEALSQ Corp expands in post‑quantum security with a $200 M Quantum Fund, Miraex SA acquisition, and Wi‑SUN Alliance support, driving sovereign infrastructure and IoT protection.

Credo Technology Group’s AI‑driven data‑center focus & TE Connectivity settlement boost its growth prospects, making CRDO a compelling buy for tech investors.

SCI Engineered Materials names Shelby Yohn CFO, Treasurer & Assistant Secretary, bringing fresh financial expertise to drive growth in advanced ceramic and thin‑film materials for high‑tech markets.

Discover why Monolithic Power Systems is a resilient, undervalued leader in power ICs, powering EVs, renewables, and AI data‑center growth.

Credo Technology Group Holding Ltd (CRDO) shines as a high‑growth Nasdaq player in IT connectivity, with a $18.5B market cap, high P/E, and Zacks‑endorsed earnings outlook.

Arm shifts from licensing to chipmaking with its AGI CPU, sparking investor optimism and positioning it to capture a major share of the AI hardware market.