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Technology Stocks : Wolf speed

WOLF 18.00

-3.3%

10:46 AM EST

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To: slacker711 who wrote (10304)	1/28/2021 9:15:21 AM
From: Lou Weed	of 10712

Their GM reductions are most likely due to the yield issues they were having on the MOSFETs and pricing pressure for participation in bigger designs at the larger customers. The GMs were very healthy when Cree and Infineon were really the only legit players (not so long ago). Now with the hockey stick ramp up in the technology you're starting to see that pricing pressure. I'm sure on some of the big design wins they might actually be near break even or slightly better right now and are looking on 200mm introduction for better costs on future pricing. Note the sudden acceleration to open the new plant with 200mm wafer......

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