Just wanted to add a quick correction, it is the CEO of a...

Just wanted to add a quick correction, it is the CEO of a company that talked about the shift from 200mm to 300mm for EV, not an analyst:

Demand for wafers is especially high due to vehicle electrification and autonomous driving technologies that need the wafers. But as automakers could shift to 300mm wafers in two to four years, we remain cautious about investing to raise production of 200mm wafers.
- (Mayuki Hashimoto, the chairman and CEO of wafer supplier Sumco) https://asia.nikkei.com/Editor-s-Picks/Interview/Silicon-wafer-maker-cautious-despite-strong-chip-demand