In phase and solar edge kind of play in that micro inverter space I described. In phase is more reliant on the US markets. Solar edge has a far more of an international presence. Both businesses are also both in backup batteries and EV chargers now.
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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