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An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10093The deals keep on rolling in - sowing seeds for the future and SiC IS the futureLou Weed-11/19/2019
10092They signed the original agreement with STM in January and have now doubled it 1slacker711111/19/2019
10091Soitec announces joint development program with Applied Materials on next-generaslacker711-11/18/2019
10090More good news..... businesswire.comLou Weed211/18/2019
10089II-VI transcript. They did $81.6m in SiC revs in their last fiscal year. Theslacker711-11/15/2019
10088This is interesting. Macom has been pushing GaN on Silicon as their solution foslacker711-11/15/2019
10087In addition to Cree's investor day next week, there are a bunch of new EVslacker711-11/15/2019
10086Infineon presentation. infineon.com [graphic]slacker711111/13/2019
10085Infineon is seeing more SiC design wins in industrial than automotive right now.slacker711-11/13/2019
10084Another design win from their potential $9 billion pipeline. businesswire.com slacker711-11/5/2019
10083Qorvo is seeing very different trends for their 5G GaN solutions. Part of thatslacker711-11/1/2019
10082Random thoughts on earnings. - First real issues with execution. It sounds likslacker711110/31/2019
10081Cree transcript. seekingalpha.comslacker711-10/31/2019
10080$CREE JP Morgan Downgrades to Underweight : PT $40.00slacker711-10/31/2019
10079Cree (CREE) PT Lowered to $57 at Canaccord Genuity streetinsider.comslacker711-10/31/2019
10078Cree Reports Financial Results for the First Quarter of Fiscal Year 2020 View prslacker711110/30/2019
10077Production capacity isnt shipments but this would represent a $300-$500m TAM forslacker711110/28/2019
10076Presentation that Palmour gave in April 2019. semiconchina.org I wonder if thislacker711110/26/2019
10075Trench vs. Planar and 150mm comments from Palmour. power-mag.com But Volkswagslacker711-10/26/2019
10074- $100m last year to $200m this year. The goal is $1 billion by 2025 out of a toslacker711-10/24/2019
10073STM reported continued strong growth in their electrification segment. STM'slacker711-10/24/2019
10072A long article that does a good job of giving the pros and cons of SiC and GaN pslacker711110/23/2019
10071VW is already claiming that they will hit the $100 per kWh price point next yearslacker711-10/21/2019
10070Lithium-ion batteries are following a pretty common price curve. Yes, raw materslacker711-10/21/2019
10069Hi Slacker, That is the problem. It is not out there. All of the headlines sayrobert b furman-10/21/2019
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