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An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10218I should note that there is no mention of SiC so it is possible that the inverteslacker71119/14/2020
10217Missed this from a few days ago. ir.delphi.com Delphi Technologies secures itsslacker71129/14/2020
10216Don't expect to see 200mm production ramp until the 2023/24 time frame. PalLou Weed29/14/2020
10215A six month old quote from Palmour about 200mm production. semiengineering.com slacker71129/14/2020
10214The rest of the industry has talked quite a bit more about 200mm than Cree. I thEvanG19/11/2020
10213Not excessive for the market but it could take a lot of CAPEX to compensate withslacker71119/11/2020
10212Regardless of yields though, I very much doubt that the capacity additions are gEvanG-9/11/2020
10211Cree has its own yield problems. Building an excessive amount of capacity isnslacker711-9/11/2020
10210On Semi is targeting 2022 and the difficulty of new competitors ramping SiC subsEvanG-9/10/2020
10209Has anyone here ever found out any more info about the STM 2nd fab for 2021 thatslacker71119/10/2020
10208They stated that they were expecting 80m auto sales next year with 2.5m to 3m BEEvanG-9/9/2020
10207STM spoke at the Citi conference today. They stated that they were expecting 80slacker71129/9/2020
10206China gearing up development of third-generation semiconductors digitimes.com slacker71139/8/2020
10205SiC and GaN are a drop in the bucket compared to the revenues generated by the sEvanG19/4/2020
10204This article makes it sound like wide-bandgap semiconductors are going to be a fslacker71129/3/2020
10203Diode makers keen on developing SiC, IGBT power devices for EVs digitimes.com slacker71119/2/2020
10202It is inevitable that China will attempt to ramp SiC production. digitimes.coslacker71139/2/2020
10201 The original restrictions came down to 25% content. Most of II-VI's Huawslacker71118/23/2020
10200It has never been entirely clear to me how effective the original May 2019 restrEvanG28/23/2020
10199Sumitomo is ramping and II-VI is qualifying 150mm GaN on SiC HEMT lines. With IIslacker711-8/23/2020
10198Interesting comments during some of the questions from Ed Snyder. He claimed thaEvanG18/21/2020
10197JMP Securities cuts Cree (NASDAQ:CREE) from Market Outperform to Market Perform ynotgoal18/19/2020
10196<<LED gross margins came in at 22.8% which was better than the 20% mid-poiLou Weed-8/19/2020
10195Random thoughts post-earnings. - The one clear red flag was the commentary arouslacker71138/19/2020
10194Cree transcript. seekingalpha.comslacker71118/19/2020
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