ON (onsemi) stock outlook for 2026. A qualitative deep dive into the SiC power semiconductor and image sensor business, long-term EV and industrial electrification demand versus the auto inventory-correction downcycle, the Treo analog platform, Chinese local competition, and the utilization and margin-trough debate.
Axcelis Technologies (ACLS) 2026 stock analysis: the Purion ion implantation franchise, power-semiconductor (SiC) and image-sensor demand, mature-node strength, recurring service revenue, and the China exposure, EV-demand, and equipment-cycle risks investors must weigh.
Navitas Semiconductor (NVTS) 2026 investment analysis: GaN and SiC power-chip differentiation, AI data center power and the Nvidia 800V HVDC collaboration narrative, revenue mix, losses, cash burn, small-cap volatility, the competitive field and bull versus bear scenarios for US investors.