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Technology Stocks : Wolf speed

WOLF 26.32

+0.6%

Oct 31 9:30 AM EST

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From: EvanG	12/31/2022 3:43:07 PM
	1 Recommendation Recommended By OldAIMGuy of 10712

X-fab is going to transition fab to 200mm and says substrate supply is OK eenewseurope.com The company has been developing SiC on 150mm wafers and moving to 200mm at Lubbock. “The appetite for long term rolling agreements is still there and we have long term agreements with our wafer suppliers, that’s not new,” he said. “For the time being supply looks OK.” “Today we run 3000 SiC wafers a month and we are ramping up every month to double the output by end of next year and double again by the end of 2024 – that’s the kind of expansion we are planning.” That’s over 6000 wafers for 2023 and 2024 should be 12000 a month. “We have over 90% yield from 600V to 3.3kV but we are prototyping higher voltages,” he said. “It’s custom devices and custom technology, so every customer has their own technology that we implement.” It has been working on trench MOSFETS that are close to the final stage of qualification, following on from planar SIC transistors. “We are excited about the performance of the planar MOSFETs and the difference with the trench FETs is not so big,” he said.

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