California has been the leader, biggest market for solar. But there's a little thing that's happening here about reforming net metering rates. How does this impact the solar inverter companies? Yeah. So this can be a big concern, especially at least in the short term.
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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