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0 pointsjeffbee5y ago0 comments

My bull case on CREE was their silicon-carbide rectifier tech was important for power supplies, but I can tell you without even glancing at the chart that CREE is not trading at an all-time high :=)

I always thought of ADI as a company with ASICs like PLLs and MEMS and whatever. Are IGBT drivers an important line of business for them (I don't follow the company closely).

If you look at another company that makes a shitload of power semiconductors, like Infineon, they are struggling.

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3 comments · 3 top-level

hristov5y ago

You should look again. CREE is very near all time highs actually (especially if you ignore the 2000 bubble).

CREE is a large but shrinking LED business tied to a small but growing SiC business. At some point the SiC part will overshadow the LED part and CREE will be seen as a growing successful tech company again.

dragontamer5y ago

> I always thought of ADI as a company with ASICs like PLLs and MEMS and whatever. Are IGBT drivers an important line of business for them (I don't follow the company closely).

IGBTs were more of a TI-comment. I see TI as more of the power-company.

I like talking about IGBTs because its superficially a simple subject. It just a switch: power turns on, power turns off. But when you really consider the shear level of efficiency being developed today, its mind-boggling.

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You're right that I don't see ADI as an IGBT (or similar) company. But I just sorta went on a tangent, hooking into your TI-comment more so than ADI.

NovemberWhiskey5y ago

I think it's AD/DA conversion product lines that are really driving profitability - and I suspect mainly the RF stuff.

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