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Technology Stocks : Wolf speed
WOLF 18.60-8.0%3:39 PM EST
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To: EvanG who wrote (10359)5/20/2021 1:34:49 PM
From: slacker7112 Recommendations

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OldAIMGuy
ynotgoal

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So Cree will have roughly a two and half year lead on both II-VI and On. That gives them quite a bit of time to work out issues that are bound to come up with the initial ramp of 200mm. II-VI estimates that the SiC device market will be worth $30 billion in 2030....there should be room for multiple winners.



Interesting to note that II-VI is also going the vertical integration route though it appears that they will concentrate on 1000V+ devices.
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