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To: slacker711 who wrote (10317)	2/11/2021 10:32:09 AM
From: EvanG	Read Replies (1) \| Respond to of 10712

Looks like II-VI's SiC revs went down sequentially. More of a 2nd half of calendar year story. GaN-on-SiC HEMT line qualified as early as March quarter or late as June quarter. SiC epi is the largest CAPEX for fiscal year. SiC power mass production not expected until later in calendar year as seen in Q&A below from last November. bbn.kiwoom.com Question: When will SiC module and device sales be recognized? Answer: We already have a partnership with GE, and we use small quantities of our products in GE aircraft. The quality of the product has already been recognized. We are continuing to negotiate with GE to mass-produce this. Mass production is expected to begin within one year. My next 12 months of work is to create a sales channel for SiC modules and device products. We can spend very efficiently with the vertical integration of the SiC value chain, and SiC sales will grow rapidly. By the end of 2021, the SiC division will be able to reveal a significant presence in company-wide performance.