Microinverter Market Showdown: Enphase vs. SolarEdge

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?

(00:12) Tim Beyers and Deidre Woollard discuss:

• The challenges with standing up semiconductor factories in the U.S.
• The different types of chips Taiwan Semiconductor produces and what companies use them.
• The restrictions that impact ASML.

(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.

Companies discussed:  ASML, TSM, NVDA, AAPL, ENPH, SEDG

Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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