Wolf speed Message Board

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Technology Stocks : Wolf speed

WOLF 17.96

-3.5%

2:36 PM EST

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arun gera

To: Don Green who wrote (10305)	1/28/2021 9:26:25 AM
From: slacker711	1 Recommendation Read Replies (1) of 10713

Very brief explanation. They refocused the company on the sale of silicon carbide wafers and devices and have sold off the LED and lighting divisions. Their new fabs in New York will increase their capacity by more than 30x what they had at the beginning of 2017. Their two biggest near term markets are 5G and EV's, but longer term, the continued fall in the prices of SiC devices will open up more and more of the general silicon power device market. If they can execute, they have a decade plus worth of growth in front of them. All of that being said, a significant part of the 100+ stock price is the general market bubble that has hit any and all EV companies.

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