Session 1: Silicon Carbide (SiC) vs GaN vs Silicon

[@SH796]

John is Amazing man. The achievement of Cree and wolfspeed is the hard Work of John and great R&D staff hard work.The dedication of the R&D was Amazing. I learned how to be humble from John. I was very lucky and happy that I worked for 21 years from R&D on Power and RF Devices until Production. What achievement Wolfspeed . Congratulations 🎊

[@mayankchaturvedi550]

Amazing! Loved it. Thank you John and Wolfspeed for this power packed session.

[@liesabethsdieter5485]

Great summary of state of play of the SiC industry vs GaN vs Silicon. Thanks to John & Guy for sharing this inside.

[@azamat_bezhanov]

And what is better in term of durability

[@slowmind216]

Gallium Nitride is coming with 8-inch size and cheaper price... HEMT has its features and application area.

[@cdlu1115]

Sad that Mr. John passed away R.I.P

[@kundankumar-dt5uu]

cost of Sic is more than GaN? please confirm it?

[@mobleyMobley]

Does cree/wolf help supply tsla much?

[@mobleyMobley]

is cree/wolf 100% done with led.s?

[@lisas6363]

They are going bankrupt i guess.

[@mobleyMobley]

@@lisas6363 yes, i heard that as well

[@WondersOfWhitewater]

They divested from LEDs to focus on SiC semiconductors.

[@m34kato]

R.I.P. John.

[@JohnDoe-zb7dz]

Very interesting. I just hope it doesn't effect the price of sic sharpening stones. lol

[@BATMAN_1]

Thanks.

[@johnaweiss]

I would never show up to polo with the Prince Charles with my race horse. Such a faux pas. Everybody knows that.

[@lisas6363]

Going bankrupt?

[@WondersOfWhitewater]

Unlikely. They pioneered commercial SiC and are known for producing the industry's highest quality SiC products. They are the biggest supplier of SiC in the world. Wolfspeed is building the biggest and most advanced SiC fabs on the planet, right here in the US. This is expensive and time consuming but they appear to be crushing it. SiC is becoming essential to Renewable Energy, Aerospace, Electric Vehicles, Telecom and Quantum Computing so if you think those things have a future, I wouldn't bet against this Alpha dog!

[@lisas6363]

@WondersOfWhitewater i didn't bet against it, i invested 30k into it 20 years ago and now my investment is down 80% . Their financials are downright horrible, they are being investigated by sec and the ceo or their press department hasn't made any statements in the last 4 months.