Biggest arguments against GaN semiconductors companies like NVTS?

So I have been looking at the GaN-based semiconductor news for a while, and was wondering what are your biggest criticisms against it — I know some of them like its high defect control when being manufactured. Also, I have been looking at NVTS a lot recently and would appreciate any arguments against it as well — I've read their 10k and what they listed as their weaknesses, but would like to learn more about how well or not so well they compare against their competitors like TI, Qorvo, etc.