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Technology Stocks : Wolf speed

WOLF 26.01

-18.6%

3:59 PM EDT

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To: EvanG who wrote (10612)	5/2/2023 10:46:21 AM
From: slacker711	3 Recommendations Recommended By OldAIMGuy Sam The Ox Read Replies (1) of 10712

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. The fact that 200mm required 500um thick substrates has been known for quite a while. Their explantion doesn't make much sense. They say that every metric is ahead of schedule and yet they are choosing to be more "methodical" in their ramp and short customers ~$400m worth of components. This isn't rationale unless there are issues in the ramp or they fear running short of money for capex. Lowe and company have executed in getting the design-ins and building the fab but have failed miserably in the manufacturing part of the equation. The market is going to need to see them prove it before it has any faith in the company's future projections.

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