Aixtron's business model, the SiC glut and China bear case, and the Nvidia 800VDC GaN bull case
Very interesting. I came into SiC in 1990s. So seen SiC go from research to (real) market. Since 2010 my focus is optoelectronics and photonics. There will be a second generation of applications.
Really well written posts!
Thank you! I'm a big fan of your work
Very interesting. I came into SiC in 1990s. So seen SiC go from research to (real) market. Since 2010 my focus is optoelectronics and photonics. There will be a second generation of applications.
Really well written posts!
Thank you! I'm a big fan of your work