Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Bullish · 2 mention(s), 1 personal-position post(s) · first 2026-06-26 · last 2026-07-31
“Looks like Power Semis are already starting price hikes.
Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits.
China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product range by 10%-15%, July 1.
Chongqing China Resources Micro, Silan Microelectronics, and NCE Power also price hiked.
“De…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-31T08:25:39 | For $XFAB ER transcript:
Just to recap, my idea on $XFAB foundry growth opportunities stemmed from SiC for 800v and photonixfab/MTP for CPO applicability.
- $XFAB: "We are making progress in co-packaged optics".
- "The transition to 800v... is expected to support demand for both SiC and Ga… → · 567 likes · 297,716 views |
| 2026-06-26T00:34:45 | Looks like Power Semis are already starting price hikes.
Which is bullish thematically for US power semi trade from $AOSL to $POWI, before the 800V DC shift fully hits.
China's Yangjie Technology, announced a 2nd price increase this year, raising prices across its full product range by 10%-15%, Ju… → · 1292 likes · 584,560 views |