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Technology Stocks : Wolf speed
WOLF 18.62-7.9%Nov 6 3:59 PM EST
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Sam
To: Sam who wrote (10321)2/11/2021 11:07:35 AM
From: EvanG1 Recommendation   of 10712
 
I believe them when they say that. II-VI has partnerships with Sumitomo Electric and GE. That is where component growth will be in the near term. Anything beyond that will take time. When it comes time to expand, unlike everyone else in SiC II-VI doesn't really need to build a fab. They have space at Sherman TX and Newton Aycliffe UK. Most of the materials fab in Easton PA is subleased out until they need it. Epi fab in Champaign IL was just expanded a couple of years ago.
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