by [email protected] | Dec 21, 2024 | Research Desk, AXTI, LNTH, LRCX, QRVO, VECO, WOLF
As the demand for high-performance semiconductors grows, gallium nitride (GaN) has emerged as a key material driving innovation in sectors like 5G, electric vehicles, renewable energy, and defense. With its superior efficiency and thermal performance, GaN is shaping...
by [email protected] | Dec 21, 2024 | WOLF, Bear, Research Desk
Originally Published: April 19th 2023 Silicon carbide (SiC) has long been a key material in the electric vehicle (EV) revolution, offering exceptional efficiency and reduced energy loss. Tesla, for instance, set a high bar with its use of SiC MOSFETs in the inverters...
by [email protected] | Nov 29, 2024 | Bear, Research Desk, WOLF
Wolfspeed, a prominent player in the silicon carbide semiconductor industry, faces mounting challenges as it navigates financial and operational hurdles. The company’s latest quarterly report reveals several areas of concern that could shape its future trajectory,...
by [email protected] | Nov 29, 2024 | Research Desk, WOLF
Wolfspeed, Inc. (NYSE: WOLF) is a leader in silicon carbide (SiC) and gallium nitride (GaN) technologies, which are critical to enabling innovations in electric vehicles (EVs), renewable energy systems, and 5G communications. The company has made substantial...
