$XFAB Q1 commentary around #SiC validates the theory that Silicon Carbide is shifting from a story driven by #EVs to one focused on Data Center applications; at least for the time being.
$Axcelis(ACLS.US) $AIXA $Wolfspeed(WOLF.US) $Aehr Test(AEHR.US) $STMicroelectronics NV(STM.US) $ON Semiconductor(ON.US) $IFXSource: Chips & Wafers
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