The lawsuit encompasses both GaN and SiC products from Navitas — from the patent listing on the Wolfspeed announcement, it looks like they are going after the entire Navitas portfolio! Not a good look.

CXMT is #4 in the memory market after the big 3. Memory is like a broken Jevon’s paradox : The more expensive it gets, the more people will buy.

See the trend developing here? Each model maker is teaming up with a chip design house to make their own chips. OpenAI’s Jalapeno, Anthropic chip in the works, and now zAI? The hardware and model layer is coalescing. Pay attention.

Empower has a whole slew of integrated voltage regulator products which fit next to the chip ensuring vertical power delivery. Now this IP belongs to Analog Devices. Could be a strong power player in the future — note to self: watch closely.

I am guessing that a lot of inference accelerators with a TCO focus will find homes in sovereign AI deployments around the world, especially in cost sensitive places or those without too much energy surplus.

IREN — Anthropic eyeing a massive Australian data center deal directly benefits IREN, Australia’s largest publicly listed AI data center operator.

BE +9.8% — Brookfield expanded its AI power agreement with Bloom Energy to $25B, guaranteeing long-term fuel cell demand.

MLCCs AI-driven demand for high-end multilayer ceramic capacitors is pushing Japanese and Korean suppliers’ book-to-bill ratios to post-pandemic highs, raising 2H26 shortage risk.

The South Korean memory chipmaker, which currently trades on the Korea Exchange, is pursuing the US listing in part to secure a valuation premium that its domestic market has not fully reflected.

Kingboard, a leading Chinese copper-clad laminate (CCL) manufacturer, announced price increases for its products, including FR-4 and PP prepreg by 15%, and CEM-1/22F by 10%.