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Technology Stocks
Cree Inc.
An SI Board Since April 1996
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Emcee:  robert b furman Type:  Unmoderated
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10375I am not exactly sure what the power density limit is for GaN-on-Si or if some oEvanG-5/23/2021
10374GaN has a slightly better bandgap than SiC. Which makes them very similar in effEvanG15/23/2021
10373FWIW, I went down the rabbit hole of STM's new GaN offering. I think this pslacker711-5/21/2021
10371Great. You are more optimistic than I am. Don't think I am for the mid voltEvanG15/21/2021
10370Batteries are projected to shift to 800V which will need 1.2kV SiC for invertersslacker71115/21/2021
10369It isn't an accident that the power inverter is left off this list. BatteriEvanG15/21/2021
10368STi2GaN offering to include solutions for On-Board Chargers, LiDAR for autonomouslacker71115/21/2021
10367the commentary over the last year from companies seems to have become progressivEvanG15/20/2021
10366Implies there could be a sizable market for GaN-on-Si but that seems obvious witslacker71115/20/2021
10365they will concentrate on 1000V+ devices. In the webcast they said that above 1kEvanG15/20/2021
10364So Cree will have roughly a two and half year lead on both II-VI and On. That gslacker71125/20/2021
10363The Ford F150 Lightning looks like a paradigm changer in the EV truck market. Islacker711-5/20/2021
10362II-VI says they will manufacture on 200mm in 2024. Slide deck is for a 2hr preseEvanG-5/19/2021
10361Cree seems to be betting the company on an unproven process without any pressureslacker711-5/10/2021
10360Ultimately though, they are going to need to ramp up their 200mm yields at MohawEvanG-5/9/2021
10359It has been clear to me for a while that Mohawk is being rushed because they wanslacker711-5/9/2021
10358How to Reduce SiC Wafer Prices Faster Reference to the above fa38da-5/6/2021
10357The primary explanation appears to be the various issues around ramping capacityEvanG-4/30/2021
10356The primary explanation appears to be the various issues around ramping capacityslacker71114/29/2021
10355Sounds like they may be still having yield issues? Did they broach that subjectLou Weed-4/29/2021
10354Earnings transcript. All of the commentary around the overall SiC market and traslacker711-4/29/2021
10353Palmour is an exceptional individual. When he speaks - people listen.Lou Weed14/23/2021
10352Interviews with the high-level scientists (such as Palmour) are pretty much alwaslacker71124/23/2021
10351I've met Dr. Friedrichs a couple times back in the day at the annual PCIM shLou Weed14/23/2021
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