SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Seeker of Truth who wrote (13361)12/27/1999 8:21:00 PM
From: RocketMan  Read Replies (2) of 54805
 
Malcolm, you pretty much describe my own opinion about Cree. I've also had some experience with specialty chip manufacturers, in my case HgCdTe chips used for infrared applications. They are very difficult to manufacture at the required purity, and the yield of acceptable wafers is very low. However, there is no magic to its manufacture, it is a matter of experience and fine tuning all of the steps of the process until one achieves an acceptable yield. This is not to say that Cree is not in the lead, or could develop a very profitable business for many years, but the more profit they make the more incentive there will be for someone who can make the SiC chips/wafers a little bit better, and a little bit cheaper. This does not seem to me to be another Intel, that has all kinds of IPRs and design expertise on the circuitry within their chips. SiC appears to me to be much more of a chemical/physical process that can be emulated.
BWDIK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News