Japan is Sharp I would assume, and China Powin Energy. Nice that the demand is there as they guided previously. Don't believe they will reach profitability and maintain a market cap under 100 million. If they did I would be worried and wondering why??? Not sure about B-TRAN thing, they haven't even yet decided if they are going to go with that vs. the BD-IGBT. Speaking of that, they indicated they would have a working prototype using the BD-IGBT by the end of this year...two months left to go and we're still waiting. Hoping to hear some positive news regarding that this CC. Bottom line, they are at least a year behined regarding their commercialization efforts initially forecasted for their BD-IGBT. You can see that for yourself if you read their BD-IGBT roadmap white paper. I am excited about their B-TRANs too, as it seems to give them more control via patents, and it would seem to have wider applicability if it works as advertised. Just not buying that it will be ready sometime in 2017 is all - IF they do decide to go that route. It would be nice though if I am wrong though, always possible I guess, as they did decide to go with another fab with their B-TRAN development effort I noticed, instead of sticking with the same fab working on their BD-IGBT.
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