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Tyler

Tyler

Principal at Baird Financial Group, Inc.

Charleston, WV, US

Tyler N. Baird is a Principal at Baird Valuation specializing in real estate valuation and advisory services, with a focus on a broad array of commercial property sectors. He has provided valuation and appraisal guidance for a diverse client base, including financial institutions, government entities, and private clients, demonstrating robust expertise and client-focused performance metrics, although specific rankings or returns are not publicly listed. Tyler began his career in real estate valuation after completing his MS from the University of Michigan and has steadily progressed to his current leadership role at Baird Valuation. He holds relevant professional credentials in the real estate appraisal industry, contributing his expertise to high-profile valuation projects throughout his career.

Tyler's questions to TOWER SEMICONDUCTOR (TSEM) leadership

Question · Q4 2025

Tyler, on behalf of Richard Shannon, asked if the 2028 financial model represents a run rate or full-year achievement. He also inquired if the additional CapEx investments would bring the fabs to 85% utilization, specifically for silicon photonics.

Answer

CEO Russell Ellwanger clarified that Tower targets to achieve the 2028 model by run rate and ideally for the full year. He explained that silicon photonics alone would not bring any factory to full utilization, but the CapEx spend, combined with other flows utilizing their prescribed capacity, is intended to achieve the 85% utilization target for the overall model. He also noted the fungibility between silicon photonics and silicon germanium, and between RF SOI, power, and imaging.

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Fintool

Fintool can predict TOWER SEMICONDUCTOR logo TSEM's earnings beat/miss a week before the call

Tyler's questions to Navitas Semiconductor (NVTS) leadership

Question · Q3 2024

Tyler, on behalf of Tristan Gerra, asked about the current state of channel inventories for silicon carbide (SiC) and the growth outlook for the SiC market in the upcoming year. He also questioned Navitas's view on higher-voltage GaN encroaching on traditional SiC applications.

Answer

CEO Eugene Sheridan acknowledged that there are pockets of SiC channel inventory being worked through, which is factored into the muted near-term outlook, but stated the trend is improving. He expressed bullishness for a strong growth recovery next year, driven by design wins. Regarding high-voltage GaN, Sheridan said that while it could displace SiC over time, current alternatives have cost and reliability trade-offs, and Navitas is taking its time to develop a commercially and technically competitive solution.

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Fintool

Fintool can predict Navitas Semiconductor logo NVTS's earnings beat/miss a week before the call