$Wolfspeed(WOLF.US), $Navitas Semiconductor(NVTS.US), and $Vishay Intertech(VSH.US) all dropped over ten percent, while $SICC(02631.HK) fell more slowly but still dropped six percent😵
The long-term logic for power semiconductors like silicon carbide (SiC) and gallium nitride (GaN) remains unchanged, with electric vehicle penetration and AI power demand still present. However, these highly volatile small-cap stocks are always the first to be dumped when the broader market shows any sign of trouble, and they fall sharply without hesitation. Those holding them can only accept this beta and wait for sentiment to recover.
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