Semiconductor Manufacturing · SiC and Optical Interconnect: Innoscience fell 4.7%, Wolfspeed fell 5%, Sivers Semiconductors fell 1.3%, Credo Technology fell 7.5%. All four are part of the "next-generation semiconductor" narrative, but faced collective pressure today — on the SiC side, silicon carbide penetration is slowing, and WOLF's fundamentals were already weak; Credo focuses on optical interconnect, which surged earlier due to AI data center demand, but today's news says "the optical interconnect theme is receding," with no specific news yet it fell 7.5%.
Are these stocks truly entering a fundamental digestion cycle, or is it just short-term sentiment adjustment? How do you all judge this?
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