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Strategies & Market Trends : TRIPLE TRADES
OPEN 6.555-0.1%Nov 7 9:30 AM EST
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To: robert b furman who wrote (3422)9/27/2023 12:56:48 PM
From: Tweets Boar Hog  Read Replies (1) of 4397
 
Bob you seem to have followed the semi sector LT, more than I.

What do you think of WOLF?

I really like what I read, I like the chart, the next Nividia in its own way? They lead the silicide carbide area awa perhaps some other materials. They supply about 60 % of the silicone carbide chips per my understanding. Have taken on debt to execute some huge expansions, first one ramping.

Silicone carbide chip market supposedly to grow near 30 % per annum, next several years. WOLF appears to want to remain a leader.

A driver but not the only one is the EV evolution. The solid state inverters, variable frequency drives, awa batt storage are widely used, and these components like the sc chips.

Tweets
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