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Technology Stocks : Cree Inc.
CREE 64.36+2.7%Sep 15 4:00 PM EDT

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To: slacker711 who wrote (9869)2/1/2019 8:22:41 AM
From: slacker711  Read Replies (1) of 10224
 
Some interesting comments from II-IV about their SiC business.

seekingalpha.com

Our silicon carbide substrates business across all end markets accounted for 6% of revenue.


snip....................



I think we may have mentioned one quarter or two ago that the crossover, the place where now our silicon carbide substrates for power electronics are actually more than 50% of the revenue generation for this product-line. And over time, given the size of the electric vehicle infrastructure and the sheer value proposition of silicon carbide for inverters and for industrial motor drives, for a power factor correction and the like, it is going to be the biggest part of the market.


The good news is that GaN on silicon carbide, the market itself is growing and so even our semi-insulating RF substrate business is also growing. But for sure we see the power electronics basically going to stay and surpass it. 6% of the revenues in the quarter were for the whole of the product portfolio and more than half of our revenues were for their power electronics. Is that fair?
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