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Technology Stocks : Wolf speed

WOLF 17.12

-8.1%

12:45 PM EST

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From: slacker711	12/1/2020 12:01:12 PM
	1 Recommendation of 10712

Random notes from Wells Fargo Summit. - Capacity expansion is on track. - Driving down costs is opening up new markets. Mentions the Arrow relationship. - Half of revs from materials and half from devices. - Within devices, half from power and half from RF. Auto device business is still less than 10% of overall Wolfspeed. Obviously more auto revs on material side. - Capacity constrained on power MOSFET business. Rest of businesses are recovering. Pipeline growth has been very active. - Our material supply will be very competitive with others doing it internally or from new competitors. - The 5% target was conservative a year ago and even more conservative now. - 2024 capacity at Mohawk is less than 50% of "4 walled capacity". They never mention how 200mm plays into this calculation. - Non-committal on timing for 200mm capacity expansion.

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