Jul. 30 at 2:22 PM
$AEHR on
$AMKR call yesterday they noted SiC and Gan adoption shifting from EVs into "the overall energy transition and we see a pickup even into data centers." This is not a particular secret for those watching the market closely, however it is notable given AMKR is observing it on a larger scaler
The partnership between AEHR's largest customer
$ON and NVDA yesterday is evidence of the adoption of advanced materials into AI chips
Hopefully there was a lot of momentum shorting yesterday