An inverter is the component required of every solar array that makes energy conversion happen. More popular now for residential and small business installations at least are what are called micro-inverters, which are attached to each individual solar panel. Kirsten Gwear has done some research recently on the world of solar inverters and some of the companies that make them. She says installers are very key to understand this market; they're kind of gatekeepers.
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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