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Strategies & Market Trends : The Art of Investing

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Jan 9 4:00 PM EST

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To: Lou Weed who wrote (3174)	1/7/2022 10:32:47 AM
From: Sun Tzu	Read Replies (1) of 10741

Lou, thank you for taking the time to share your knowledge. If I am reading you correctly, NVTS is the only pure play GaN power component. And that their primary market is mobile and laptops rather than EVs. So then I have 3 questions: (1) What is the impetus for mobiles using GaN power chips and how can we track that? (2) Who else is directly competing with them in this space (even if they are not a pure play) and why should a manufacturer buy from NVTS than from the other guys? (3) Why isn't GaN used in EVs? Can/will that change? thanks again.

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