Is Little Fuse a good company ?

Little Fuse is the main supplier of power semi-conductors for Rockwell in California. However, recently Little Fuse decided to close down their Bay Area operations. The announcement was made in 2025 to suppliers such as Rockwell who reached out to everyone in this space. Now that it is officially public knowledge how will this impact Rockwell? Rockwell cannot go to foreign unapproved vendors in China such as Dynex. Hitachi in Switzerland is a potential pick but ultimately the supply chain for power-semi conductors is changing.

How does this impact AI? AI relies on AC switches, Bridges and other Power Electronics equipment to function. Rockwell is one of many competing in this space that is publicly traded. However, there are very few power semi-conductor companies that ...

1.) Are not Chinese

2.) Readily available in the US

Edit:

If you are looking to prove this out make sure you understand the brands Little Fuse has IXYS is the brand /subsidiary of little fuse that supplies the power semi-conductors. I am looking through the 10-K and 10-Qs to validate this claim.

The Milpitas, California operations, which served as the headquarters for IXYS Corporation. Is closed

I guess to check further :

673 South Milpitas Blvd. Milpitas, CA 95035, Is where Rockwell is at so maybe this has some legs to it.

• The fourth quarter 2025 includes a non-cash goodwill impairment charge of $301 million related to the Semiconductor product business reflecting weaker sales and profitability than original expectations amid persistent soft market conditions.