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Technology Stocks : Wolf speed
WOLF 18.58-8.1%3:14 PM EST

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From: slacker7114/29/2021 7:46:21 AM
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Earnings transcript.
All of the commentary around the overall SiC market and traction for Wolfspeed was great.

but the gross margins are really really ugly. I have never been able to get a good handle on all of the components that make up the slide of gross margins from the 50% range a few years ago to the mid 30% range today.

I'd like to know the split of gross margins between materials and devices. I think they commented on this once but I can't remember if they gave any color beyond materials being higher.

seekingalpha.com
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