Narrative Edge

DIOD

USD 68.36 +31.97% · 1Y
Latest: bull
Price
Oct 30 Nov 2 Nov 3 Nov 4 Nov 5 84.32 80.33 76.34 72.35 68.36
Oct 6 Oct 14 Oct 21 Oct 28 Nov 5 107.74 97.89 88.05 78.20 68.36
Aug 6 Aug 28 Sep 22 Oct 14 Nov 5 107.74 97.89 88.05 78.20 68.36
May 6 Jun 23 Aug 7 Sep 22 Nov 5 122.76 109.16 95.56 81.96 68.36
Nov 6 Feb 6 May 8 Aug 10 Nov 5 122.76 102.66 82.56 62.46 42.36
Nov 4 May 5 Nov 3 May 11 Nov 5 119.46 98.16 76.86 55.56 34.26
Nov 6 Aug 5 May 5 Feb 9 Nov 5 119.46 98.16 76.86 55.56 34.26
Full synthesis

Viewpoint Synthesis

Bull Thesis

Diodes is a direct beneficiary of the SiC capacity reallocation from China, with Taiwanese lines already tight.

1. Capacity squeeze tailwind

  • Full utilization of Taiwanese SiC lines signals immediate demand pull for Diodes. ↴
Bear Thesis

The SiC opportunity for Diodes remains unconfirmed and faces competitive and duration risks.

1. Speculative and competitive upside

  • Potential beneficiary label raises estimate risk for Diodes' SiC revenue. ↴
Opinion timeline

Opinion Timeline

Bull Plane
TIME
Bear Plane

DigiTimes identified Diodes as a potential beneficiary of China’s capacity squeeze in silicon-carbide foundry, which is redirecting orders to Taiwan.

2026-09-22 Back to thesis
2026-09-22
No bear argument in this report.
Sources and method

Research through 2026-09-22 · 2026-09-22 to 2026-09-22 · 1 source reports.

Price through 2026-11-05 · USD
Price cutoff for each chart range
RangePrices through
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AI synthesis current. Synthesis as of 2026-10-01; evidence available through 2026-09-22. Verified source bindings; generated 2026-10-01, analyzed evidence through 2026-09-22.
Research coverage and method

Research through 2026-11-03. Artifact validity does not establish factual accuracy or research freshness.

Technical diagnostics
Research source: 2026-11-03 Processed through: 2026-11-03 Generated: 2026-11-05T21:27:35+00:00 · 0d ago Generation SHA: 9b30b4021932 Service SHA: be4f205fbe0e Bounded refresh backlog: 1 Processing failures: 2