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Technology Stocks : Wolf speed
WOLF 20.36+2.2%Jan 16 3:59 PM EST
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To: jameswallen who wrote (6598)1/17/2003 10:27:16 AM
From: slacker711  Read Replies (2) of 10714
 
Curiously, Cree expects to expand capacity by several times using the current equipment through productivity and yield improvements.

I thought that this was one of the most interesting tidbits from the call. As far as I know....they havent ever revealed their yields beyond indicating the fact that yield may have improved significantly or not improved as much as planned.

This seems to indicate that yields are still below 30%. How else can you improve capacity by several times? It's hard for me to believe that you can get that big an expansion in capacity through productivity improvements.

If the yields are really that low, it means that Cree has huge room to still improve their profitability. Anybody know what the yields are on other next generation materials? GaAs or GaN?

Slacker
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