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An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10343BorgWarner had an investor day. They expect ~30m EV units in 2030. The power eslacker71113/26/2021
10342I would assume Rohm. Maybe we will eventually get to dual sourcing inverters (oslacker71113/24/2021
10341Do we know who's SiC components they're using? TIA....Lou Weed-3/24/2021
10340Vitesco wins an order to supply SiC inverters to Hyundai's e-gmp platform. slacker71113/24/2021
10339Nice technical article on EVs and the pros/cons of higher battery pack voltages.Lou Weed23/15/2021
10338Strong Growth Expected for Third-Generation Semiconductors in 2021, with GaN PoSam33/11/2021
10337Cree, Inc. to Participate in 33rd Annual Roth Conference MARCH 11, 2021 DURHAM, slacker711-3/11/2021
10336Thx for keeping us updated slacker....Lou Weed13/11/2021
10335Yole gave a fantastic webinar on SiC with a Director from Cree (Dieter Liesabethslacker71143/11/2021
10334Some notes from Cree's Q&A at Morgan Stanley. Really happy that Cree apslacker71143/1/2021
10333Cree, Inc. to Present at Morgan Stanley 2021 Global Technology, Media and Telecoslacker71112/23/2021
10332Cowen upgrades Cree on underappreciated device platform 07:56 CREE as reported pslacker71122/22/2021
10331Cree, Inc. Completes $500 Million At-The-Market Equity Offering FEBRUARY 19, 202slacker71112/19/2021
10330BorgWarner posted a projection for their SiC inverter units over the next few yeslacker71122/18/2021
10329Citi upgrades Cree, sees upside from electric vehicle penetration 06:07 CREE Citslacker71112/17/2021
10328Speaking of II-VI. They are entering a 3 way bidding war for Coherent. wsj.cslacker71122/12/2021
10327Cree readies stock offering, shares down 6% Feb. 12, 2021 4:46 AM ET Cree (NASslacker71122/12/2021
10326Well, I realized the world wanted more of my CREE shares this AM and parted compOldAIMGuy22/11/2021
10325It is still a small part of their business at the moment. One of the comments thSam12/11/2021
10324Here is II-VI's capacity expansion guidance. We are definitely in the earlyslacker71142/11/2021
10323Rohm's SiC revenues expectations over the medium term (from October). Probaslacker711-2/11/2021
10322I believe them when they say that. II-VI has partnerships with Sumitomo ElectricEvanG12/11/2021
10321IIVI has said in the past that SiC for them is more of a 2-3 year story.Sam-2/11/2021
10320Looks like II-VI's SiC revs went down sequentially. More of a 2nd half of cEvanG-2/11/2021
10319At 600/650V GaN makes sense for them. Because of the higher electron mobility tLou Weed12/10/2021
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