Василий Буров

[Василий Буров @VBurov88649]

@pplsartofwar @paulg Tech bros cannot conceive that the general public genuinely hates them and their Machine God that they are trying to impose on society.

[Василий Буров @VBurov88649]

@blondesnmoney Ah yes, let's impose another artificial barrier preventing poor people from buying homes.

[Chips & Wafers @ChipsandWafers]

The incentive structure behind Coherent talking about moving into 300mm SiC is the following, and it's not good:

For years, the Western SiC industry argued that China couldn't compete in 150mm SiC wafers. The moat was supposedly decades of SiC experience, crystal-growth know-how, defect control and, ultimately, yields.

Then Chinese suppliers flooded the market with 150mm SiC wafers.

So the narrative shifted to 200mm.Sure, China could make 150mm wafers, but could it do so with sufficiently low defect density, uniformity and yields to compete commercially on 200mm wafers?

And then, in a shorter amount of time than expected, Chinese wafer suppliers like TankeBlue and SICC achieved competitive 200mm SiC wafers.
So now Coherent is talking up their book; new 300m SiC wafers.

That makes sense strategically: as Chinese suppliers move up the wafer-size curve, Western suppliers need to establish the next layer of differentiation and justify a price premium.

But there is an important wrinkle. The emerging datacenter/HVDC opportunity may actually be more vulnerable to Chinese competition than automotive EV’s.

Why? HVDC power applications are industrial-grade, with lower qualification barriers than automotive traction inverters for EV's.

In other words, one of the markets expected to drive the next wave of SiC demand may also be one where Chinese suppliers can enter more easily. That makes the need for Western SiC suppliers to establish a real technological and economic moat even more important.
The question is whether 300mm provides that moat - or whether, once again, the industry is simply moving the goalposts in an attempt to stay relevant.

$COHR $WOLF
@lithos_graphein thoughts?

[Василий Буров @VBurov88649]

@lithos_graphein It's hard to be a captive legacy node fab for decades. They are trying to turn the company around with all the technology sharing deals in GaN and photonics, though

[PurpleDrinkCapital @PurpleDrink_LLC]

Edge erosion in equity research is when you become just another shop reacting to price

[Василий Буров @VBurov88649]

@Kente_Clarke It's a shitco

[𐌁𐌉Ᏽ 𐌕𐌉𐌌𐌉 @OrevaZSN]

It's wild to me that people can work 8 hours a day, 5 days a week, for 60 years and still argue this is the best system humanity can come up with, while defending people who make their entire net worth in 30 seconds and insisting they shouldn't be taxed more.

[Василий Буров @VBurov88649]

@blondesnmoney @tofikyeah We have finally found the reverse Serenity guy

[Василий Буров @VBurov88649]

@Alex_Intel_ @GavinSBaker And their compensation rates are dogshit too. You can make 50% more than what they offer and live in Cali instead of middle of the desert.

[Василий Буров @VBurov88649]

@blondesnmoney @zephyr_z9 Thank you, Cluseau. Every time you complain about Sandisk, my position goes up another 10%.

[Василий Буров @VBurov88649]

@Alex_Intel_ @hmph29759351 Let's not pretend that Intel doesn't have a history of IP theft too

https://t.co/B6GkeiGQzq

[PsiQuantum @PsiQuantum]

We are thrilled to announce that @LipBuTan1, Intel CEO and longtime veteran of the semiconductor industry, has joined PsiQuantum's Board of Directors.

His appointment reflects PsiQuantum's ongoing work to leverage existing semiconductor manufacturing as the company rapidly scales its silicon photonics platform and drives toward deploying utility-scale quantum computers. Learn more: https://t.co/NxFZlUt1Mo

[Василий Буров @VBurov88649]

@zephyr_z9 It should affect other minerals too, especially Uranium.

[Василий Буров @VBurov88649]

@zephyr_z9 Thank you Master Zephyr

[Василий Буров @VBurov88649]

@jukan05

[Василий Буров @VBurov88649]

@zephyr_z9 Now people can finally STDmaxx.

[Василий Буров @VBurov88649]

@DeepDishEnjoyer Some good old столовая food, I see!

[Василий Буров @VBurov88649]

@blondesnmoney

[Василий Буров @VBurov88649]

@niuxiongtrader I guess being a son of a senator helps too.

[Василий Буров @VBurov88649]

@blondesnmoney A smaller personal account, but still