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Technology Stocks : Wolf speed
WOLF 18.66-7.7%11:01 AM EST
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To: slacker711 who wrote (10365)5/20/2021 11:43:00 PM
From: EvanG1 Recommendation

Recommended By
ynotgoal

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It isn't an accident that the power inverter is left off this list.

Batteries are projected to shift to 800V which will need 1.2kV SiC for inverters. Inverters are not listed because they will eventually be above 1kV where SiC will dominate.

Gregg Lowe in conference call gave examples of design wins with air conditioners, compressors, motor drives, and a robotic arm. That is potential fluff showing up in the opportunity pipeline that could get challenged by GaN-on-Si.
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