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To: EvanG who wrote (10403)	8/11/2021 7:12:36 AM
From: slacker711	Respond to of 10660

Apparently it is 15,000 wafers/month capable. Not 30,000 wafers/month and they can't say if they are selling any. At a $2.5 billion cost, wondering how this is low cost. Subsidies from the state probably make it low cost to the company but you still need decent yields for the economics to work. We are getting headlines about SiC capex plans almost every day but I'm not sure any of these new players are doing anything beyond shipping samples. The idea that a company is going to start shipping their first 6" wafers in '21 and then have commercial 8" wafers in '24 seems extremely unlikely.