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Technology Stocks : Wolf speed
WOLF 20.21-7.1%3:59 PM EST
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From: slacker7113/11/2021 7:38:18 AM
4 Recommendations

Recommended By
Lou Weed
OldAIMGuy
The Ox
ynotgoal

  Read Replies (2) of 10712
 
Yole gave a fantastic webinar on SiC with a Director from Cree (Dieter Liesabeths).

Webinar registation

i-micronews.com

PDF presentation here.

on24static.akamaized.net

The single most important comment was that Cree may need to build a 2nd mega fab by the '24/'25 timeframe.

31m mark

"I would envison that even this quantity which we have put in place is maybe not enough and we have to consider to build a 2nd mega fab by '24 '25 timeframe"




Other random points I found interesting.

- The Yole analyst seemed to dismiss the competition from GaN for inverters. Said GaN would compete more in the on-board charger and DC-DC converter.

- The die cost for SiC MOSFET's are still >3x the cost of silicon.

This is also the first time I think I have seen this chart labeled with the capacity increases by year.

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