Transphorm: Turning Technology Into Revenue

Jul. 28, 2022 2:12 AM ETTransphorm, Inc. (TGAN)36 Comments
ISTJ Investor profile picture
ISTJ Investor
740 Followers

Summary

  • Transphorm, Inc. is a leader in the development of GaN semiconductor technology, particularly for higher power applications.
  • It has a second line of business in GaN epitaxial wafer fabrication.
  • Revenue for FY 2022 was $24 million, up 89% from the previous year. Targeting 50% revenue CAGR going forward.
  • Targeting positive cash flow in 2024.

Top view of the metal mesh power supply

YouraPechkin/iStock via Getty Images

Investment Thesis

Transphorm, Inc. (NASDAQ:TGAN) was founded in 2007, and has been a public company since February 2020, trading on NASDAQ since Feb 2022.

TGAN is among the leading developers of gallium nitride (GaN) technology and components

ASFW fab building, Japan

AFSW GaN Semiconductor Fab (Semiconductor Today)

Power semiconductor market estimate

Power Semiconductor Market (Transphorm)

analysis of GaN in automobiles

GaN in the Automotive Market (Power Electronics)

TGAN stock ownership data

Transphorm Stock Ownership (Transphorm)

details of TGAN stock sale

Transphorm Shelf Registration (Transphorm)

Chart
Data by YCharts

This article was written by

ISTJ Investor profile picture
740 Followers
Myers-Briggs ISTJ. Detail oriented, data driven, planner, long time horizon. Individual investor for 20 plus years. Did the CFP exam for grins years ago, but never certified. Interest in energy, tech.

Disclosure: I/we have a beneficial long position in the shares of TGAN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This is not advice to buy or sell this stock. I am not an accountant or investment advisor. This article is intended to provide information to interested parties and is in no way a recommendation to buy or sell the securities mentioned. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to do their own due diligence before investing.

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