TM - yes I am highly skeptical that growing SiC 8" crystals is in their expertise. Do they know how long it took Cree to grow ingots successfully with sufficiently low defect. Cree and II-VI (now COHR) will be the sources in the end. And where is the experimental solid state battery cell data to back up their claims that they are even competitive with current developers? AND, they are still 100% committed to H2? IMO they will become a good short candidate. I am still awaiting their demo of BEV's with SS batteries that were suppose to be shuttling folks at the last summer Olympics.
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