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.

Tech Fund

@techfund1

Former PM managing my funds - Join our newsletter with 19,000+ subscribers -

加入 February 2021

1.2K 正在關注 16.4K 粉絲

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.