$Semtech(SMTC.US) and $KB LAMINATES(01888.HK) both rallied over 9%, driven by analog chip order restocking and CCL price hikes, respectively; $ON Semiconductor(ON.US) remained flat. Passive materials and signal chain stocks were bid up, while power device makers lagged—semiconductor recovery has always been sector-specific rather than a broad-based rally 😸
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