$Wolfspeed(WOLF.US) rose by +19%, and the silicon carbide sector finally saw a decent rebound; $Vishay Intertech(VSH.US) went up about eight points, while $STMicroelectronics NV(STM.US) and $ON Semiconductor(ON.US) both gained three to five points.
The power semiconductor batch is recovering, not because demand suddenly returned, but because inventory destocking has reached its end. The capacity expansion of these companies over the past two years has been largely accounted for, so as long as revenue stabilizes, operating leverage will naturally increase😸
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