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    Tyler

    Principal at Baird

    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 Navitas Semiconductor (NVTS) leadership

    Tyler's questions to Navitas Semiconductor (NVTS) leadership • Q3 2024

    Question

    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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