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To: robert b furman who wrote (9830)7/7/2018 9:06:30 PM
From: Lazarus
1 Recommendation   of 10477
 
I say let the marketplace work and not lobbysts and politicians !
...UHMMM...that would mean no Trump tariffs

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To: Lazarus who wrote (9836)7/8/2018 8:46:00 AM
From: robert b furman
   of 10477
 
Trump's first suggestion to the Euro zone was no tariffs then reciprocal tariffs.

Free trade is not fair trade with putative tariffs.

Trump wants fair trade above all.

He cares enough about America to make it an issue - I support his courageous efforts.

Bob

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To: robert b furman who wrote (9837)7/8/2018 11:17:37 AM
From: Lazarus
2 Recommendations   of 10477
 
RE:

Free trade is not fair trade with putative tariffs.
I believe you mean punitive.

Nevertheless, tariffs cannot be addressed without addressing govt subsidies. Our neighbor to the north was quick to point this out.

"“We should at least consider no tariffs, no barriers — scrapping all of it,” Trump said, according to officials who were listening and taking notes.
Trump floated the idea — which was received as somewhat rhetorical — as the meeting was breaking up and was quickly challenged by Canadian Prime Minister Justin Trudeau, who asked, “What about subsidies?”

Complex issue RF and why we have the WTO

Subsidies and countervailing measures
___________

For example -- the sale of corn below the cost of production by the US ????

Who Wins and Who Loses from U.S. Dumping of Corn

__________

Do you really think we could buy Australian wine for $4-$6.00 per bottle at the store if Australia didn't subsidize their wine industry????

on and on - ad infinitum

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To: Lazarus who wrote (9838)7/8/2018 7:58:49 PM
From: robert b furman
   of 10477
 
Hi laz,

I agree completely with your analysis.

The basic premise of free trade is those who have the best environment to produce a product at the lowest cost (and still have a profitable margin so they continue to provide the products availability) prevail to the world market.

That's how it is supposed to be!

Then lobbyist pay politicians to have tariffs that protect their bought and paid for deal.

THAT'S NOT HOW IT IS SUPPOSED TO BE. THAT'S CHEATIN !!

Free market pricing - no tariffs and no subsidies is the idea and sadly not the reality.

But that is what we should aim for and control /expect.

No doubt it will take time.

Bob

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From: slacker7117/12/2018 7:42:25 AM
   of 10477
 
China LED makers under US tariff pressure

digitimes.com

Siu Han, Taipei; Adam Hwang, DIGITIMES Thursday 12 July 2018 0 Toggle Dropdown

The US government's latest move to slap a 10% tariff on China-made goods has put pressure on Chinese LED firms whose lighting products, especially decorative lamps, are on the list of affected items.

The tariff is expected to come into force in September 2018, with the pressure already reflected in recent drops in stock prices of China's LED epitaxial wafer and chip makers Sanan Optoelectronics and HC SemiTek, and lighting makers MLS, and Foshan Electrical and Lighting.

LEDinside estimates over 10 LED lighting product items - excluding bulbs and filament bulbs, both of which see large sales volumes - will be subject to the tariff.

However, some China-based LED lighting makers have overseas production lines that can help them reduce impact. MLS has overseas factories through acquiring Germany-based Ledvance from Osram.

The US in April 2018 announced a first-round imposition of 25% tariff on about 1,300 items of China-made products, with some LED devices included. High-power LED devices produced by US-based Cree at its China plants are subject to the 25% tariff, industry observers noted.

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From: slacker7117/18/2018 8:33:04 AM
   of 10477
 
Automotive is Driving the SiC Power Market
Bolstered by more than 20 auto companies now using silicon-carbide components, a 108% market CAGR is projected for SiC in main power inverters.
Murray Slovick | Jul 11, 2018

electronicdesign.com

Yole Développement, a group of market research, technology analysis, and strategy consulting companies based in Lyon, France, has examined silicon-carbide (SiC) adoption for automotive applications. over the next 5-10 years. The company’s report “Power SiC 2018: Materials, Devices and Applications” gives an overview of SiC power-device markets, including electric and hybrid electric vehicles (EV/HEV), as well as charging infrastructure, PV, power supply, rail, motor drives, and uninterruptible power supplies (UPS).

In automotive applications, the SiC implementation rate “differs depending on where SiC is being used,” says Dr. Hong Lin, Technology and Market Analyst, Compound Semiconductors, at Yole. “That could be in the main inverter, in the onboard charger (OBC) or in the dc-dc converter.”



Use of SiC technologies has entered the mainstream market. (Source: Yole Développement)

Dr. Lin notes, “More than 20 automotive companies are already using SiC Schottky barrier diodes (SBDs) or SiC MOSFET transistors for onboard charging, which will lead to 44% CAGR through to 2023.”


The firm expects SiC adoption in the main inverter will result in “an inspiring 108% market CAGR for 2017-2023.” This will be possible because Yole found that nearly all carmakers have projects to implement SiC in the main inverter in coming years. In particular, Yole reports that all Chinese automotive players are strongly considering the adoption of SiC.

The recent SiC module developed by STMicroelectronics for Tesla and its Model 3 is a good example of this early adoption. The SiC-based inverter, analyzed by System Plus Consulting, Yole’s sister company, is composed of 24 1-in-1 power modules. Each module contains two SiC MOSFETs with an innovative die-attach solution and connected directly on the terminals with copper clips and thermally dissipated by copper baseplates. The thermal dissipation of the modules is performed thanks to a specifically designed pin-fin heatsink.

SiC MOSFETs are “manufactured with the latest STMicroelectronics technology design,” explains Dr. Elena Barbarini, Head of Department Devices at System Plus Consulting. “This technical choice allows reduction of conduction losses and switching losses.”



STMicroelectronics sees SiC adoption as happening “faster than expected.” (Source: STMicroelectronics)

In general, the Yole study found system manufacturers are interested in implementing cost-effective systems that are reliable, without any technology choice, either silicon or SiC. “Today, even if it’s certified that SiC performs better than silicon, system manufacturers still get questions about long-term reliability and the total cost of the SiC inverter,” comments Ana Villamor, Technology & Market Analyst, Power Electronics & Compound Semiconductors at Yole.

The Yole report concludes: “We are confident that the market is going to grow. The question for the SiC device market today is how big it will be in five years, rather than whether the market will increase. Another question is whether the supply chain is ready to embrace the market acceleration? Wafer supply is one of the bottlenecks as of 2018.”


Addressing the short SiC wafer supply situation, which has been in place since late 2016, Yole says “Last year, we heard complaints. Some expected the situation to be resolved in the second half of 2017. But we are in the middle of 2018 and the supply issue remains. Two main reasons account for the current situation. First, the transition from 4-in. to 6-in. wafers is much faster than suppliers expected. Second, the wafer demand increase is also faster than expected.”


Will the situation continue? According to Yole “some say that it is temporary and quite normal and typically happens when shifting to larger wafer sizes. Others consider the situation to be critical. It’s a good problem for wafer suppliers as the supply-constrained situation allows them to maintain high wafer prices. But they are also investing heavily to satisfy demand from numerous clients. We estimate that several hundred million U.S. dollars will be invested in coming years. The leading SiC wafer suppliers, Cree-Wolfspeed, II-VI Advanced Materials, and Dow, are all investing to expand their capacity.”

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To: slacker711 who wrote (9841)7/18/2018 8:41:44 AM
From: slacker711
   of 10477
 
Oops, found a second page to the previous article.

semiconductor-today.com

At the epiwafer level, the market has struggled to take off for several years, but the situation is evolving quickly. For example, Yole has seen Showa Denko expand its capacity consecutively in 2015, 2016 and 2018 as the technology becomes more mature and the outsourcing ratio increases.



Cree pivots, while STMicroelectronics steps up with Tesla

At its investor day in February, Cree announced a turnaround in its strategy following the abortive sale of its Wolfspeed business to Infineon. It decided to instead focus on Wolfspeed which, despite being Cree’s smallest business, in 2017 was the market leader in both the SiC wafer and SiC power device markets. This strategy pivot will allow Cree to invest more into its SiC activities (expanding wafer, epiwafer and device capacity) and prepare for market growth. On the other side of the abortive acquisition, Infineon has also developed its SiC power business. The firm signed a long-term SiC wafer supply agreement with Cree and began to actively promote its CoolSiC MOSFETs at different power electronic tradeshows and conferences in 2018.

A foundry model is clearly forming that enables fabless and fab-lite companies to launch SiC products and make the technology more accessible. However, there was also a short supply of foundry services in 2017. The new 6” wafer foundry Clas-SiC Wafer Fab Ltd was founded in 2017 comprising the entire SiC team from Raytheon, which has ceased its SiC activities. Taiwanese foundry Episil is also now active.

Yole and System Plus Consulting teams will attend SEMICON Europa 2018 in Munich, Germany (13–16 November), where Dr Milan Rosina, senior technology & market analyst, Power Electronics & Batteries at Yole, will give a presentation on wide-bandgap semiconductors at 2:30pm on 15 November. SiC and GaN devices have demonstrated their large potential for power electronic applications. During the presentation ‘GaN and SiC power device: market overview’ during the Power Electronics Session, Rosina proposes an overview of the market, technology and the industrial supply chain.

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From: Don Green7/19/2018 11:43:26 AM
   of 10477
 
Nomura initiates a slate of semi companies
Jul. 19, 2018 11:35 AM ET| By: Brandy Betz,

Nomura initiates Cree ( CREE +0.6%) with a Neutral rating and a $44 price target (6% downside).

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From: Ron7/20/2018 9:57:51 PM
1 Recommendation   of 10477
 
The rollout of high speed 5G is expected to mean more sales for Cree newsobserver.com

Cree makes the sort of advanced, gallium-nitride semiconductors that CEO Gregg Lowe reckons are critical to 5G’s success.

Given 5G’s higher bandwidth and efficiency requirements, “it’s almost to the point you can’t do 5G without” gallium-nitride chips, Lowe said. He said the new networks likely will have four or five times the number of base stations covering a given area than current 4G networks.

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From: slacker7117/27/2018 2:54:11 PM
   of 10477
 
Lots of discussion of the silicon carbide opportunity during the STM call.

seekingalpha.com

Jean-Marc Chery - STMicroelectronics NV


Well, thank you, Sandeep. So, I answer the first question and Lorenzo will answer the second question. So I really confirm that we expect our revenue from silicon carbide to be about, okay, $100 million in 2018, and I have simply to say we are on track.


Second point, we are engaged, okay, with key players in car electrification, supporting car makers with power modules on a world-wide basis. Today, we have more than 25 project in discussion and I have to say that 85% are about silicon carbide. And as the industry, okay, has been adding capacity, so we are securing what is needed to serve our customer in term of substrate for the short term and we have several silicon carbide substrates, and we are preparing our capital expenditure, okay, for the next quarters and months to support, okay, all the demand we have. So in a nutshell, okay, Sandeep, we are really on track on silicon carbide. And I confirm I am fully convinced it will be important game-changer for the industry.

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