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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 (3178)	1/7/2022 1:21:18 PM
From: Sun Tzu	Read Replies (2) of 10732

Thanks and a couple of questions: I still don't understand what the driver for moving to GaN is. Is it that they are cheaper or is it that they can do things that SiC cannot? When I listened to NVTS CEO, he seemed to say that GaN can regulate power more precisely than the alternatives and that is where their advantage is. If I remember correctly, he was saying that is a must have for EVs, but you are saying that market is undeveloped without an in for now. Maybe the CEO was dreaming out loud <g>. You are saying that the main advantage is in packaging, which makes me wonder why the other guys cannot make a similar packaging, even if it is in SiC. I haven't heard any analysts talking about SiC market loss to GaN guys. You would think that would be a thing if the projections are to come true, no?

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