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An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10361So Cree will have roughly a two and half year lead on both II-VI and On. That gslacker71125/20/2021
10360The Ford F150 Lightning looks like a paradigm changer in the EV truck market. Islacker711-5/20/2021
10359II-VI says they will manufacture on 200mm in 2024. Slide deck is for a 2hr preseEvanG-5/19/2021
10358Cree seems to be betting the company on an unproven process without any pressureslacker711-5/10/2021
10357Ultimately though, they are going to need to ramp up their 200mm yields at MohawEvanG-5/9/2021
10356It has been clear to me for a while that Mohawk is being rushed because they wanslacker711-5/9/2021
10355How to Reduce SiC Wafer Prices Faster elektroniknet.de Reference to the above fa38da-5/6/2021
10354The primary explanation appears to be the various issues around ramping capacityEvanG-4/30/2021
10353The primary explanation appears to be the various issues around ramping capacityslacker71114/29/2021
10352Sounds like they may be still having yield issues? Did they broach that subjectLou Weed-4/29/2021
10351Earnings transcript. All of the commentary around the overall SiC market and traslacker711-4/29/2021
10350Palmour is an exceptional individual. When he speaks - people listen.Lou Weed14/23/2021
10349Interviews with the high-level scientists (such as Palmour) are pretty much alwaslacker71124/23/2021
10348I've met Dr. Friedrichs a couple times back in the day at the annual PCIM shLou Weed14/23/2021
10347A fantastic interview covering Infineon's plans and progress with SiC. Soslacker71134/23/2021
10346Started construction of a silicon carbide material plant worth 150 billion won iynotgoal14/16/2021
10345New Street starts 'silicon carbide pure play' Cree with Buy, $120 targetslacker71123/29/2021
10344Also worth noting that the estimated sales of 1.1m inverter units that BorgWarneslacker71113/26/2021
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 PoSam33/12/2021
10337Cree, Inc. to Participate in 33rd Annual Roth Conference MARCH 11, 2021 DURHAM, slacker711-3/11/2021
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