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Non-Tech : Kirk's Market Thoughts
COHR 143.02+3.5%Nov 19 3:59 PM EST
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To: Elroy who wrote (15431)3/3/2023 3:43:37 PM
From: Kirk ©1 Recommendation

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More discussion on Tesla saying it will eliminate 75% of SiC from its autos in 2025 or so... and why it hit stocks like COHR.

COHR is my way to play materials including SiC.

SiC has higher electron mobility than Si so it makes for better (lower loss to heat) devices for switching power. Tesla uses an AC motor so you need a switching power supply to convert the DC battery to AC power. That is done best with a switching transistor (probably a power MOSFET but I'm decades out of the industry so the terms may be different.)

Tesla said they were eliminating 75% of their SiC from their cars... my thought is they might have a DC motor under development as an easy way to achieve this, especially since DC motors are more efficient than AC.

From gainesvilleindustrial.com
Which Motor Is More Powerful: AC or DC?

AC motors are generally considered to be more powerful than DC motors because they can generate higher torque by using a more powerful current. However, DC motors are typically more efficient and make better use of their input energy. Both AC and DC motors come in a variety of sizes and strengths that can meet any industry’s power requirements.

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