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The Silicon Carbide Boom: Two Chipmakers Leading the Charge

By 2025, every EV made in America, China and Europe will need silicon carbide chips — or else they will not be able to get the full power of Tesla’s Supercharger network. I expect Elon Musk to tweet about this any day. He may even name these two companies. Either way, demand for Silicon Carbide is expected to jump 10x in the next few years. And these two companies are critical to meeting that demand. Not only that, but these chipmakers are also critical to the AI boom.

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