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Technology Stocks : Cree Inc.
CREE 58.28-6.6%Sep 21 3:59 PM EDT

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To: slacker711 who wrote (9948)3/10/2019 11:51:20 AM
From: Lou Weed  Read Replies (1) of 10226
 
Good points Slacker. The capex required for them to get into the materials game would be extremely big - it's an entirely different animal than Si as you know.

Slides 77 and on are definitely intriguing. I notice they mention SiC FETs all over the presentation yet when I visit their website they only have diodes in their product line. Wonder where they are with FET development? They're many years behind right now by not having the FET - that's where the real SiC "value-add" lies in the EV market.

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