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Technology Stocks : Wolf speed
WOLF 26.01-18.6%3:59 PM EDT
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From: EvanG4/30/2023 10:50:17 AM
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So 200mm is too expensive to ramp? It wasn't clear if STMicro was saying the same thing. But now STMicro thinks Soitec's process is very, very instrumental for decreasing 200mm cost. Which seems to point to substrate thickness going from 350 um in 150mm to 500 um in 200mm as part of the problem. If it is a cost problem it isn't clear what the rush is with NWF and why its CAPEX can't be slowed down.
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