Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (17625)	2/10/2000 6:52:00 PM
From: Eric Jacobson	Read Replies (1) of 54805

Re: Cree Q: What's going to eliminate that constraint? A: Increased manufacturing capability. Q: Why will manufacturing capability increase? A: Factories are being built. Licensing the manufacturing technology may add more capacity. Mike, if I understand correctly, there is one other factor that may relieve manufacturing capacity constraints: they are transitioning from 2" wafers to 3" and possibly 4" wafers. According to the company's website: Theoretically, 3 inch SiC wafers can more than double the number of chips per wafer over existing 2 inch technology. This is expected to significantly reduce the cost of devices made from SiC and has the potential to enable the company to increase volume to meet the high demand for its products.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next