Cree

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2021 by John Bathgate · said 2 times in 1 episodes since 2021 · across every show →

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brought up most by John Bathgate (2)

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Everything said about Cree, oldest first

Nov 3, 2021 neutral
Assertion Supported
Bathgate: Cree controls two-thirds of the silicon carbide substrate market
“Cree is the one company that has two thirds of the market for the substrate itself.”
John Bathgate Nov 3, 2021 ▶ 58:39 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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