$Coherent Corp.(COHR.US) and $Seagate Tech(STX.US) both rose by 11%; one is capitalizing on the demand for 800G/1.6T optical modules in AI clusters, while the other is seeing its hard drives re-sold due to demand in AI storage; $Navitas Semiconductor(NVTS.US) rose by over ten points, and $Wolfspeed(WOLF.US) rose by eight points, with GaN and SiC power devices following the trend of data center power supplies; $Tower Semicon(TSEM.US) rose by 10%, and $United Microelectronics(UMC.US) rose by a few points, as orders for mature process foundry services are also being replenished 😸
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