I’ve been digging into silicon carbide lately and the important role that traction inverters will play in making electric vehicles significantly more efficient. I think this positions companies like onsemi and Wolfspeed favorably, as they are rapidly adding capacity to fuel upcoming demand from auto OEMs.
This is an excellent article that gives an overview of silicon carbon and the electrification of the auto market. And here is a conversation I had with Tiernan earlier this year, where he further describes the opportunity.
