GigaDevice fell by 0.6%, Wolfspeed fell by less than 1%, both are moving sideways.
The recovery pace of demand in the memory sector is slower than expected, and the capacity ramp-up and customer procurement pace in the silicon carbide sector are also slow, none of which is new news.
There's no structural issue with Wolfspeed, it's just that the repair will take time, so hold on for now 🤔
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