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To: Lou Weed who wrote (9893)10/30/2018 3:36:10 PM
From: slacker711  Respond to of 10461
 
Looks like EVs will be the end application to start the inflection point of the "hockey stick curve" for SiC power semis. Exciting times in the automotive technology space - electrification, autonomous etc. I've started a position with the recent pullback in NVDA to cover the autonomous tech, CREE for the SiC tech and will start to look at Ford or GM to see which of those ponies might run furthest in this space. All longer term for the retirement fund :-)


I have been adding to my NVDA position as well. Semi content in autos is going to increase even if we dont get full autonomy anytime soon. It looks like EV efforts are accelerating though we'll have to see whether the car vendors manage to execute on their plans. At a minimum, China looks like they will push EV hard and car vendors will have to respond to that.

The various earnings calls have also confirmed that 5G is doing very well. I still dont have a handle though on whether GaN on SiC is a requirement for small cells which will make up a large part of 5G deployments.

Slacker