China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up

China has built a $2.5B fab that costs more than Cree Wolfspeed’s fab, but it has a fraction the output. The tool chain and process is very custom in silicon carbide and western companies have issues even perfecting one let alone all of them at once. Is this another case where government initiatives, subsidies, and unrealistic targets end up in lighting money on fire?

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Power Integrations, $POWI, A Premier ESG Play Semiconductor Exposure To Electric Vehicles, Green Energy, And Power Efficiency Regulations

Power Integrations, $POWI, is major supplier for power related semiconductors. Their products are a big driver of Silicon Carbide (SiC) and Gallium Nitride (GaN) megatrends. Power Integrations front runs many developments in industrial, analog, electric vehicles, green energy, and consumer devices due to their roles as a key supplier to major household brands. They are one of the premiere semiconductor investments for the environmental, social, and corporate governance investing due to their role in increasing efficiency, renewable energy generation, and the electrification of transportation.

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GlobalFoundries Is A Leading-Edge Foundry Despite Claims Otherwise

Rather than chasing Moore’s Law while ignoring all cost scaling, GlobalFoundries is pushing the bleeding edge of manufacturing in silicon photonics, usage of materials such as SiN and GaN for communications, 3D heterogenous integration, and FD-SOI

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