During China's Golden Week holiday, silicon carbide (SiC) stocks surged, with Wolfspeed up over 25% in two days and Taiwan's Episil hitting new highs, up over 84% in a month. The rally was driven by tightening SiC substrate supply and a major purchase order for Hunan Tiancheng.
SiC demand is surging amid tight supply, creating a bullish setup for related stocks.
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