Tech Fund(@techfund1):SiC Power Semis - China’s Yangjie Tech says capacity is fully booked (SCMP) Positive indicator for $IFX $WOLF $STM The SiC industry has been in strong oversupply in recent years, so as more companies can't meet rising demand, this is a bullish indicator that orders will also be coming towards $WOLF. $WOLF's New York SiC fab remains heavily underutilized, so fresh order flow will give it tremendous operating leverage.

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Tech Fund@techfund1

2026.07.01 10:07

SiC Power Semis - China’s Yangjie Tech says capacity is fully booked (SCMP) Positive indicator for $IFX $WOLF $STM The SiC industry has been in strong oversupply in recent years, so as more companies can't meet rising demand, this is a bullish indicator that orders will also be coming towards $WOLF. $WOLF's New York SiC fab remains heavily underutilized, so fresh order flow will give it tremendous operating leverage.