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Technology Stocks : Wolf speed
WOLF 18.62-7.9%Nov 6 3:59 PM EST
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To: slacker711 who wrote (10281)12/9/2020 9:24:16 AM
From: slacker7111 Recommendation

Recommended By
OldAIMGuy

   of 10712
 
There was also a Q&A but it doesn't appear that has a replay.

Some tidbits I founds interesting. Without the replay, I can't vouch absolutely for these comments.

- Cree's planar architecture is competitive with 1st and 2nd gen trench components from other vendors. The current focus is on manufacturability and supply.

The answer made it clear that they will move to trench eventually.

- Transition to 8" in a "couple of years".

Looking out 5-10 years, larger scale, thinning and slicing substrates will play a role in cost declines.

- It sounded like we would hear more about "mid-voltage" (3.3kv-10kv) in '21 and '22. Those voltages require larger die sizes to handle higher current. Packaging is also more important at those voltages.
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