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Technology Stocks : Cree Inc.
CREE 107.47-2.3%11:05 AM EST

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To: robert b furman who wrote (9950)3/10/2019 12:34:10 PM
From: slacker711   of 10337
Wonder if anyone out there knows what process changes are required for working with SiC vs Silicon.

Is it just different chemicals, with the same front end equipment?

My understanding of this stuff is about an inch deep. Cree has said that they have created custom (or maybe customized) equipment to produce their SiC wafers. They highlight that as a major barrier to entry for competitors. However, there are companies working to standardize that process. Aixtron is one that I know of but presumably there are others.

Cree has a big head start but I cant say for certain how sustainable that will be over the next few years. The extremely tight capacity for SiC gives customers/competitors substantial incentives to invest the necessary dollars to compete with Cree.

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